CF Industries Holdings (CF)
What changed in recent filings
- Debt-to-equity 0.4x → 0.6xMar 31, 2026 → Jun 30, 2026
What changed in recent SEC filings — factual, not a buy/sell recommendation.
CF Industries Holdings recent earnings releases
Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.
- 26Q2Released Aug 5, 2026Revenue +17.6% YoY · EPS $4.73Released after the close: Aug 5 close → Aug 6 close, the stock moved +0.0% · over the same window, market -0.2% · sector -0.9%
- 26Q1Released May 6, 2026Revenue +19.4% YoY · EPS $3.98Released after the close: May 6 close → May 7 close, the stock moved -0.9% · over the same window, market -0.3% · sector -2.0%
- 25Q4Released Feb 18, 2026Revenue +22.8% YoY · EPS $2.58Released after the close: Feb 18 close → Feb 19 close, the stock moved +3.8% · over the same window, market -0.3% · sector +0.6%
- 25Q3Released Nov 5, 2025Revenue +21.1% YoY · EPS $2.19Released after the close: Nov 5 close → Nov 6 close, the stock moved -4.2% · over the same window, market -1.1% · sector -0.8%
The next earnings release is estimated around Nov 4, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).
Company overview
CF Industries Holdings, Inc. is a North American manufacturer and distributor of nitrogen-based products used primarily in agriculture and industrial applications. The company focuses on ammonia, granular urea, urea ammonium nitrate, ammonium nitrate, nitric acid, diesel exhaust fluid, and related nitrogen products, supplying farmers, cooperatives, distributors, and industrial customers. Its operations span production, storage, transportation, and distribution, giving it a central role in the nitrogen fertilizer supply chain. CF Industries serves both crop nutrition needs and selected industrial uses, including emissions control and other downstream chemical applications. Headquartered in Northbrook, Illinois, CF Industries is recognized as a major participant in the global market for nitrogen fertilizers and hydrogen-derived products.
What is the Materials sector?
Mining, precious metals, and steel. Sensitive to commodity prices and the dollar.
CF Industries Holdings is classified under the Materials sector. See peers below.
CF Industries Holdings key financials
Based on SEC filings · as of Jun 30, 2026
Tap a metric name to see its meaning in the glossary.
CF Industries Holdings vs Materials sector benchmark
Median of 17 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
CF segment revenue mix trend
Quarterly change in segment revenue share · verified from SEC filings
ETFs holding CF Industries Holdings
Per SEC N-PORT · 2026-06-30 · by weight · factual
CF on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Materials average
Peers · Materials
CF FAQ
What is CF Industries Holdings (CF)?
CF Industries Holdings, Inc. is a North American manufacturer and distributor of nitrogen-based products used primarily in agriculture and industrial applications. The company focuses on ammonia, granular urea, urea ammonium nitrate, ammonium nitrate, nitric acid, diesel exhaust fluid, and related nitrogen products, supplying farmers, cooperatives, distributors, and industrial customers. Its operations span production, storage, transportation, and distribution, giving it a central role in the nitrogen fertilizer supply chain. CF Industries serves both crop nutrition needs and selected industrial uses, including emissions control and other downstream chemical applications. Headquartered in Northbrook, Illinois, CF Industries is recognized as a major participant in the global market for nitrogen fertilizers and hydrogen-derived products.
What sector is CF Industries Holdings in?
CF Industries Holdings is classified under Materials. Mining, precious metals, and steel. Sensitive to commodity prices and the dollar.
What are CF Industries Holdings's key financials?
As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 20.0%, Operating margin 50.5%, Net margin 32.3%, ROE 37.2%, Debt-to-equity 0.56x. Definitions and interpretation are available on Stocklore.
Where can I analyze CF Industries Holdings (CF) stock?
On Stocklore you can see CF's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.