CF Industries (NYSE:CF) just posted a first half of 2026 that most fertilizer companies would frame around one thing: the conflict with Iran. Instead, management spent the earnings call on August 6 arguing that something bigger is happening underneath the headlines. Adjusted EBITDA hit $2.2 billion for the first half, ammonia plants ran at nearly […]

CF Industries Holdings has delivered a very strong 5 year share price return, yet the stock still screens as undervalued on both an intrinsic value check using a Discounted Cash Flow (DCF) estimate and on market multiples, which is not a common combination after such a run. The share price has gained about 200% over 5 years, which puts CF Industries Holdings in the group of stocks where expectations are already high and fresh buyers will usually look closely at valuation. Large capital...

CF Industries Holdings, Inc. reported its second-quarter 2026 results, with sales rising to US$2,222 million and net income reaching US$727 million, alongside buybacks of 1,754,485 shares for US$206.08 million that completed a US$500 million repurchase program begun in 2025. Despite earnings falling short of analyst forecasts, the company combined strong operational performance, higher mid-cycle EBITDA expectations, and progression of its Blue Point One low-carbon ammonia project to support...

CF Industries Holdings (CF) is back in focus after reporting second quarter 2026 results that featured higher sales, stronger earnings per share, and nearly full ammonia capacity utilization, alongside updated long term profitability targets. See our latest analysis for CF Industries Holdings. CF Industries Holdings shares are trading at $120.01 after a 1-day share price return of 1.88% and a year-to-date share price return of 49.77%. The 5-year total shareholder return of 189.69% points to...

Nitrogen producer reports $727M earnings amid tight global supply through 2027.

CF Industries has outperformed the broader market over the past year, but analysts are cautious about the stock’s prospects.

CF Industries (CF) could benefit from firm nitrogen prices, tight global supply, strong cash flow an

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. Net earnings attributable to common stockholders totaled $1.3 bi

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

CF Industries Holdings Inc (CF) delivered robust Q2 results with $1.2 billion EBITDA, raised its quarterly dividend by 20%, and lifted mid-cycle EBITDA expectations to $3.3 billion by 2030.

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

Moby summary of CF Industries Holdings, Inc.'s Q2 2026 earnings call

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.

CF (CF) delivered earnings and revenue surprises of -16.28% and -8.74%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead 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.

CF Industries Holdings has delivered a strong 5 year share price gain while current valuation checks and an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach both still point to the stock trading below what those models suggest is its worth. The share price has risen 209.4% over the past 5 years, which puts extra focus on whether the current level still offers a margin between price and estimated value. Recent increases in cash returns to shareholders through a higher...

Recent Price Moves And Business Snapshot For CF Industries Holdings CF Industries Holdings (CF) has drawn renewed attention after its recent share price move, with the stock last closing at US$127.35. Investors are weighing this valuation against the company’s current profitability and cash generation profile. See our latest analysis for CF Industries Holdings. For context, CF Industries Holdings has seen a 1-day share price return of 3.6% and a 30-day share price return of 20.83%, while its...

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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.

Here is how Cabot (CBT) and CF Industries (CF) have performed compared to their sector so far this year.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

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FSI's Q2 revenues fall 35% due to recognition of one-time R&D income in the year-ago quarter, lower Florida sales and deliveries shifting to Q3.

CF Industries will release its second-quarter earnings next month, and analysts anticipate a triple-digit bottom-line growth.

CF raises its quarterly dividend by 20% as strong nitrogen demand, pricing and cash generation reinforce confidence in its long-term financial outlook.

Ten stocks, each selling for 10 times earnings

Nutrien, CF Industries and Yara International have been highlighted in this Industry Outlook article.

With news of CF's increase in its quarterly dividend and its stock surge so far this year, how should investors bet on CF amid nitrogen fertilizer demand and tight market conditions?

Higher input costs and lower expected fertilizer use pose headwinds for the Zacks Fertilizers industry. NTR, CF and YARIY are set to tackle the challenges.