CF Industries (CF) reported $1.57 billion in revenue for the quarter ended December 2023, representing a year-over-year decline of 39.8%. EPS of $1.49 for the same period compares to $4.35 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.49 billion, representing a surprise of +5.67%. The company delivered an EPS surprise of -4.49%, with the consensus EPS estimate being $1.56.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and ...

CF Industries (CF) came out with quarterly earnings of $1.49 per share, missing the Zacks Consensus Estimate of $1.56 per share. This compares to earnings of $4.35 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -4.49%. A quarter ago, it was expected that this fertilizer maker would post earnings of $0.94 per share when it actually produced earnings of $0.85, delivering a surprise of -9.57%.Over the last four quarters, the com ...

NORTHBROOK, Ill.--(BUSINESS WIRE)--CF Industries Holdings, Inc. (NYSE: CF), a leading global manufacturer of hydrogen and nitrogen products, today announced results for the full year and fourth quarter ended December 31, 2023. Highlights Full year net earnings(1)(2) of $1.53 billion, or $7.87 per diluted share, EBITDA(2) of $2.71 billion, and adjusted EBITDA(3) of $2.76 billion Fourth quarter net earnings(1)(2) of $274 million, or $1.44 per diluted share, EBITDA of $556 million, and adjusted EBITDA o ...

Key PointsThe agricultural industry is at a cyclical low, but there are signs that it is on a path to turning back around.Analysts could quickly realize that CF Industries is the best stock to consider for the space; markets seem ahead of the curb this time.No competitor comes close to how markets reward CF in its valuations, and there's a reason why.5 stocks we like better than The Goldman Sachs GroupWhen picking the right stocks for your portfolio, you can follow market price action or gauge a stock's cur ...

Core Insights - CF Industries (CF) is expected to report quarterly earnings of $1.56 per share, reflecting a year-over-year decline of 64.1% [1] - Anticipated revenues are projected at $1.49 billion, indicating a 43% decrease compared to the same quarter last year [1] - Analysts have adjusted the consensus EPS estimate downward by 4.6% over the past 30 days, highlighting a reassessment of initial projections [1] Revenue and Sales Metrics - Analysts project 'Net Sales- Ammonia' at $372.31 million, a decline of 53.7% from the year-ago quarter [2] - The consensus estimate for 'Net Sales- Granular Urea' is $407.07 million, reflecting a year-over-year change of -32.7% [2] - Estimated 'Net Sales- UAN (urea ammonium nitrate)' is $426.63 million, indicating a change of -49.5% from the prior-year quarter [2] - 'Net Sales- AN (ammonium nitrate)' is expected to reach $120.98 million, down 36% from the year-ago quarter [3] Pricing and Volume Projections - The 'Average selling price per ton - UAN' is projected at $263.48, down from $500 in the same quarter last year [3] - 'Sales volume - UAN' is estimated at 1,617.77 KTon, compared to 1,690 KTon in the previous year [3] - 'Sales volume - Granular Urea' is expected to be 1,044.45 KTon, slightly up from 1,033 KTon reported last year [3] - 'Sales volume - Ammonia' is forecasted at 864.41 KTon, down from 895 KTon in the same quarter last year [3] Average Selling Prices - The 'Average selling price per ton - Ammonia' is expected to be $425.19, compared to $898 a year ago [4] - 'Average selling price per ton - Granular Urea' is projected at $376.24, down from $586 last year [4] - The 'Average selling price per ton - AN' is expected to reach $300.57, compared to $515 in the previous year [4] Overall Market Performance - Over the past month, CF shares have returned -2.9%, while the Zacks S&P 500 composite has increased by +5.1% [4] - CF currently holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [4]

CF Industries Holdings, Inc. (CF) is set to release fourth-quarter 2023 results on Feb 14, after the closing bell.CF Industries beat the Zacks Consensus Estimate for earnings in three of the trailing four quarters while missing it once. The company delivered a trailing four-quarter earnings surprise of 7.4%, on average. CF’s fourth-quarter results are likely to reflect the impacts of softer nitrogen prices. However, it is expected to have benefited from healthy nitrogen fertilizer demand in major markets an ...

Wall Street expects a year-over-year decline in earnings on lower revenues when CF Industries (CF) reports results for the quarter ended December 2023. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on February 14, 2024, might help the stock move higher if these key numbers are better than e ...

sarayut Thaneerat/Moment via Getty Images Introduction CF Industries Holdings, Inc. (NYSE:CF) is a large-cap stock keenly noted for its expertise in nitrogen products, which are primarily used by the agricultural sector. CF's operations, like most other stocks from the material sector, remain susceptible to the cyclical hues that afflict its end markets. Yet still, it has remained resolute in its ability to dole out dividends, which it has been doing so, since it made its debut on the markets, back in Augus ...

Core Viewpoint - CF Industries Holdings, Inc. has appointed Christopher D. Bohn as Executive Vice President and Chief Operating Officer, effective February 1, 2024, recognizing his leadership and contributions to the company's clean energy strategy [1][2]. Group 1: Leadership Appointment - Christopher D. Bohn will lead global manufacturing, distribution, sales, and supply chain, focusing on operational excellence, safety, productivity, and long-term growth [1]. - Bohn has over 14 years of experience in the nitrogen fertilizer sector and has been instrumental in developing the company's Clean Energy business [2]. - He will continue to serve as Chief Financial Officer until a permanent replacement is appointed, with an external search currently underway [3]. Group 2: Company Mission and Strategy - CF Industries aims to provide clean energy sustainably, focusing on safe operations, environmental stewardship, and disciplined capital management [4]. - The company is on a path to decarbonize its ammonia production network, which is the largest in the world, to enable green and blue hydrogen and nitrogen products [4]. - CF Industries has a robust manufacturing and distribution network across the United States, Canada, and the United Kingdom, supporting its strategy to accelerate the transition to clean energy [4].

Group 1 - CF Industries (CF) closed at $76.84, reflecting a +1.76% increase, outperforming the S&P 500's gain of 1.25% [1] - Over the past month, CF Industries' shares have decreased by 8.69%, while the Basic Materials sector declined by 7.18% [1] - The upcoming earnings report on February 14, 2024, is projected to show an EPS of $1.56, a 64.14% decrease year-over-year, with revenue expected at $1.49 billion, down 42.99% from the previous year [1] Group 2 - Recent analyst estimate revisions indicate a positive outlook for CF Industries, with a consensus EPS projection increasing by 0.8% in the last 30 days [2] - CF Industries currently holds a Zacks Rank of 3 (Hold), reflecting a neutral stance on the stock [2] Group 3 - CF Industries has a Forward P/E ratio of 11.65, which is higher than the industry average of 9.64, indicating a premium valuation [3] - The company has a PEG ratio of 1.94, compared to the Fertilizers industry's average PEG ratio of 1.38 [3] - The Fertilizers industry ranks in the bottom 22% of all industries, with a Zacks Industry Rank of 198 [3]