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

CF Industries Q1 net earnings rise to $615 million, or $3.98 per share, from $312 million

Positive Impact 3 of 5 earnings Written later

CF Industries reported first quarter 2026 net earnings attributable to common stockholders of $615 million, or $3.98 per diluted share, compared with $312 million, or $1.85 per share, a year earlier. Net sales rose to $1.99 billion from $1.66 billion, and adjusted EBITDA rose to $983 million from $644 million; the company said higher average selling prices, tied to tight global nitrogen supply and the conflict with Iran, drove the gains. Results include a gain of approximately $170 million from a litigation settlement, and the Yazoo City Complex outage continues.

Key points

  • Net earnings of $615 million, or $3.98 per diluted share, versus $312 million, or $1.85, in Q1 2025
  • Net sales of $1.99 billion versus $1.66 billion; sales volumes were lower, while average selling prices rose for all segments
  • Q1 results include an approximately $170 million gain from a litigation settlement; the company expects 2026 ammonia production of about 9.5 million tons due to the Yazoo City outage
  • Board declared a $0.50 per share quarterly dividend on April 28, 2026, payable May 29, 2026 to holders of record as of May 15, 2026

The filing

CompanyCF Industries (CF)
Form8-K, current report
Filed with the SECMay 6, 2026, 4:42 PM ET
Accession number0001324404-26-000011

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 May 06, 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.