CF Industries Q2 net earnings rise to $727 million, or $4.73 per share
CF Industries reported second-quarter 2026 net earnings of $727 million, or $4.73 per diluted share, up from $386 million, or $2.37 per share, a year earlier, on net sales of $2.22 billion versus $1.89 billion. The company also declared a quarterly dividend of $0.60 per share, a 20% increase, and repurchased $230 million of stock in the quarter, though lower sales volumes and the extended Yazoo City outage weighed on results.
Key points
- Q2 2026 net earnings of $727 million ($4.73 per diluted share) vs. $386 million ($2.37) in Q2 2025
- First half 2026 net earnings of $1.34 billion, including a gain of approximately $170 million from a litigation settlement
- Quarterly dividend raised to $0.60 per share, a 20% increase over the prior quarterly dividend
- Q2 2026 sales volumes fell 15% year over year; full-year 2026 gross ammonia production expected at about 9.5 million tons
The filing
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 August 05, 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.