CF Industries Q2 Earnings Call Highlights

CF Industries NYSE: CF reported first-half 2026 adjusted EBITDA of $2.2 billion and second-quarter adjusted EBITDA of $1.2 billion, as tight global nitrogen supply-demand conditions and strong operating performance supported results.

MarketBeat • Aug 8, 2026

CF Q2 Earnings Call Highlights Higher Mid-Cycle Earnings Power

CF Industries sees higher mid-cycle earnings power as rising construction costs lift nitrogen economics, with tight fundamentals expected into 2027.

Zacks Investment Research • Aug 7, 2026

CF Industries Holdings, Inc. (CF) Q2 2026 Earnings Call Transcript

CF Industries Holdings, Inc. (CF) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 6, 2026

CF Q2 Earnings Miss Estimates Despite Strong Nitrogen Pricing

CF Industries' Q2 earnings miss estimates as lower volumes and the Yazoo City outage offset stronger nitrogen pricing and a 17.6% sales increase.

Zacks Investment Research • Aug 6, 2026

CF Industries Holdings, Inc. Reports First Half 2026 Net Earnings of $1.34 Billion, Adjusted EBITDA of $2.18 Billion

NORTHBROOK, Ill.--(BUSINESS WIRE)--CF Industries Holdings, Inc. (NYSE: CF), a leading global manufacturer of hydrogen and nitrogen products, today announced results for the first half and second quarter ended June 30, 2026. Highlights First half 2026 net earnings(1) of $1.34 billion, or $8.71 per diluted share, EBITDA(2) of $2.17 billion, and adjusted EBITDA(2) of $2.18 billion. First half 2026 financial results include a gain of approximately $170 million from a litigation settlement Second qu.

Business Wire • Aug 5, 2026

CF Industries (CF) Lags Q2 Earnings and Revenue Estimates

CF Industries (CF) came out with quarterly earnings of $4.73 per share, missing the Zacks Consensus Estimate of $5.65 per share. This compares to earnings of $2.37 per share a year ago.

Zacks Investment Research • Aug 5, 2026

CF (CF) Reports Q2 Earnings: What Key Metrics Have to Say

Although the revenue and EPS for CF (CF) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research • Aug 6, 2026

CF to Report Q2 Earnings: What's in the Cards for the Stock?

The benefits of healthy nitrogen fertilizer demand in major markets and higher nitrogen prices are expected to reflect on CF's Q2 performance.

Zacks Investment Research • Aug 4, 2026

The Iran war sent investors into fertilizer stocks — but here's the China risk everyone's missing

The fertilizer trade as it relates to the Iran war and the Strait of Hormuz is really three trades pointed in different directions.

Market Watch • Aug 1, 2026

CF Industries (CF) Reports Next Week: Wall Street Expects Earnings Growth

CF (CF) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • Jul 29, 2026