AI brief of an SEC Form 8-K · CF Industries (CF)

CF Industries reports 2025 net earnings of $1.46 billion, up from $1.22 billion

Positive Impact 3 of 5 earnings Written later

CF Industries reported full-year 2025 net earnings of $1.46 billion, or $8.97 per diluted share, compared with $1.22 billion, or $6.74 per share, in 2024, on net sales of $7.08 billion versus $5.94 billion. Fourth-quarter 2025 net earnings were $404 million, or $2.59 per share, up from $328 million a year earlier. The company also said it expects 2026 ammonia production of about 9.5 million tons due to an outage at its Yazoo City complex.

Key points

  • Full-year 2025 net earnings of $1.46 billion ($8.97 per diluted share) versus $1.22 billion ($6.74) in 2024
  • Fourth-quarter 2025 net earnings of $404 million ($2.59 per diluted share) versus $328 million ($1.89) a year earlier
  • Repurchased 16.6 million shares for $1.34 billion in 2025; $1.7 billion remains under the program, which expires in December 2029
  • Yazoo City outage not expected to resume production until the fourth quarter of 2026 at the earliest

The filing

CompanyCF Industries (CF)
Form8-K, current report
Filed with the SECFeb 18, 2026, 4:47 PM ET
Accession number0001324404-26-000003

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:11 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 18, 2026.

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.