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

CF Industries Q3 2026 net earnings rise to $436 million, or $2.87 per share

Positive Impact 3 of 5 earnings

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.

Key points

  • 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.

The filing

CompanyCF Industries (CF)
Form8-K, current report
Filed with the SECNov 4, 2026, 4:47 PM ET
Accession number0001324404-26-000023

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 7, 2026, 11:17 PM ET, from this filing only.

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.