CF Industries' Quarterly Earnings Preview: What You Need to Know

Core Insights - CF Industries Holdings, Inc. is set to announce its fiscal Q3 earnings for 2025 on November 5, with a market cap of $13.5 billion [1] - Analysts project a profit of $1.86 per share for Q3 2025, reflecting a 20% increase from $1.55 per share in the same quarter last year [2] - For fiscal 2025, the expected profit is $8.23 per share, a 22.1% rise from $6.74 per share in fiscal 2024, but a decline of 16.4% to $6.88 is anticipated in fiscal 2026 [3] Financial Performance - CF Industries reported a 20.2% year-over-year increase in net sales to $1.9 billion in Q2, exceeding consensus estimates by 9.2% [5] - The company's EPS for Q2 grew 3% from the previous year to $2.37, surpassing analyst expectations of $2.35 [5] Stock Performance and Analyst Ratings - Over the past 52 weeks, CF's stock has declined by 1.1%, underperforming the S&P 500 Index's 15.1% increase but outperforming the Materials Select Sector SPDR Fund's 8.6% drop [4] - The overall analyst rating for CF is "Hold," with 3 analysts recommending "Strong Buy," 13 suggesting "Hold," and 1 indicating "Moderate Sell" [6] - The mean price target for CF is $93.53, suggesting a potential upside of 12.3% from current levels [6]