Core Viewpoint - CF Industries is expected to report quarterly earnings of 1.47 billion, reflecting a 6.7% decline year-over-year [1]. Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised downward by 7.7%, indicating a collective reassessment by analysts [2]. - Revisions to earnings projections are crucial for predicting investor behavior and are strongly correlated with short-term stock price performance [3]. Revenue and Sales Projections - The consensus estimate for 'Net Sales- Ammonia' is 359.17 million, reflecting an 8.4% decrease from the previous year [5]. - 'Net Sales- UAN (urea ammonium nitrate)' is projected at 105.85 million, with an 11.8% decrease compared to the previous year [6]. Sales Volume Estimates - Analysts estimate 'Sales volume by product - UAN' at 1,806.32 KTon, slightly down from 1,812 KTon reported last year [7]. - 'Sales volume by product - Granular Urea' is forecasted to be 1,076.33 KTon, up from 1,038 KTon in the same quarter last year [7]. - 'Sales volume by product - Ammonia' is projected at 1,078.15 KTon, marginally higher than the 1,077 KTon reported last year [8]. - Total 'Tons of product sold' is expected to be 4,920.86 KTon, compared to 4,912 KTon in the previous year [8]. Average Selling Price Estimates - The average selling price per ton for 'Ammonia' is expected to be 460 year-over-year [6]. - The average selling price per ton for 'UAN' is projected at 231 last year [9]. - The average selling price per ton for 'Granular Urea' is estimated at 378 in the same quarter last year [9]. - The average selling price per ton for 'AN' is expected to be 290 last year [10]. Stock Performance - CF Industries shares have shown a return of -15.8% over the past month, contrasting with the Zacks S&P 500 composite's +3.9% change [10].
What Analyst Projections for Key Metrics Reveal About CF (CF) Q4 Earnings