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
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
From CF Industries's 10-Q and 10-K filings (SEC XBRL). YoY compares each quarter with the same quarter a year earlier; it is blank when the year-ago figure is missing or negative.
Annual results
Fiscal year
Revenue
Growth
EPS (diluted)
Growth
Net margin
FY2025
$7.08B
+19.3%
$8.97
+33.1%
20.5%
FY2024
$5.94B
-10.5%
$6.74
-14.4%
20.5%
FY2023
$6.63B
-40.7%
$7.87
-52.0%
23.0%
FY2022
$11.19B
+71.1%
$16.38
+286.3%
29.9%
FY2021
$6.54B
+58.5%
$4.24
+188.4%
14.0%
Frequently asked questions
When is CF Industries's next earnings date?
CF Industries has not announced a report date within the next three weeks. US companies usually report three to six weeks after each quarter ends; this page updates as soon as the date is on the calendar.
What did CF Industries earn last quarter?
For the quarter ended Sep 2026, CF Industries reported diluted EPS of $2.87 (+31.1% year over year) on revenue of $1.86B (+12.1%).
Where do these numbers come from?
Reported revenue, net income and EPS come from the company's own 10-Q and 10-K filings with the SEC (XBRL data). The report date and consensus estimate come from the Nasdaq earnings calendar.
Not investment advice. Figures can be restated by the company in later filings.