Nov 4, 4:59 PM ET
CF Industries reported third-quarter 2026 results in a presentation dated November 4, 2026, filed as Exhibit 99.1, and will discuss them on a conference call on November 5, 2026. Net sales, net earnings and adjusted EBITDA all rose from the third quarter of 2025, which is the main measure shareholders would watch.
- Q3 2026 net sales were $1,860 million, up from $1,659 million in Q3 2025
- Q3 2026 net earnings attributable to common stockholders were $436 million, or $2.87 per diluted share, versus $353 million, or $2.19 per diluted share, a year earlier
- Q3 2026 adjusted EBITDA was $833 million, up from $667 million; nine-month 2026 adjusted EBITDA was $3,008 million versus $2,072 million
- As of September 30, 2026, $1.1 billion remained under the current $2 billion share repurchase authorization, which runs through 2029
Read the filing on SEC.gov ↗
Nov 4, 4:47 PM ET
CF Industries reported third quarter 2026 net earnings of $436 million, or $2.87 per diluted share, up from $353 million, or $2.19 per share, a year earlier. For the first nine months, net earnings were $1.78 billion, or $11.60 per diluted share, versus $1.05 billion, or $6.39 per share, in the prior-year period, and that total includes a gain of approximately $170 million from a litigation settlement, which the company said affects comparability.
- Third quarter 2026 net sales were $1.86 billion, compared with $1.66 billion a year earlier.
- Third quarter 2026 adjusted EBITDA was $833 million, compared with $667 million in the third quarter of 2025.
- The company repurchased 3.0 million shares for $367 million in the third quarter and has about $1.11 billion left under its program, which expires in December 2029.
- Management expects full-year 2026 gross ammonia production of about 9.5 million tons and expects the Yazoo City Complex to resume operations in the first half of 2027.
Read the filing on SEC.gov ↗
Sep 3, 4:05 PM ET
CF Industries said its Vice President and Corporate Controller and Chief Accounting Officer, Richard A. Hoker, told the company on August 31, 2026 that he intends to retire effective March 3, 2027. The filing does not name a successor or describe the reasons for the departure.
- Richard A. Hoker, Vice President and Corporate Controller and Chief Accounting Officer, informed the company of his retirement intention on August 31, 2026
- Retirement is effective March 3, 2027
- Filing does not name a successor or give retirement reasons
Read the filing on SEC.gov ↗
Aug 5, 5:22 PM ET
CF Industries reported second-quarter 2026 net sales of $2.2 billion, up from $1.9 billion a year earlier, and net earnings attributable to common stockholders of $727 million, up from $386 million. Adjusted EBITDA rose to $1.2 billion from $761 million, and the company said its Yazoo City Complex remains offline and is expected to resume operations in the first half of 2027, which affects its 2026 ammonia output.
- Q2 2026 net earnings attributable to common stockholders were $727 million, or $4.73 per diluted share, versus $386 million, or $2.37 per diluted share, in Q2 2025.
- Q2 2026 net sales were $2.2 billion ($2,222 million) versus $1.9 billion in Q2 2025; gross margin was 51.5% versus 39.9%.
- The company returned $302 million to shareholders in Q2 2026, including about 2 million shares repurchased for $225 million, and declared a quarterly dividend of $0.60 per share, a 20% increase over the prior quarterly dividend.
- Gross ammonia production for 2026 is expected to be about 9.5 million tons, including the impact of the Yazoo City outage that followed an incident in November 2025.
Read the filing on SEC.gov ↗
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.