Core Viewpoint - CF Industries reported quarterly earnings of $2.99 per share, exceeding the Zacks Consensus Estimate of $2.5 per share, and showing a significant increase from $1.89 per share a year ago, representing an earnings surprise of +19.79% [1] Financial Performance - The company achieved revenues of $1.87 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 4.69%, and up from $1.52 billion in the same quarter last year [2] - Over the last four quarters, CF has consistently surpassed consensus EPS estimates four times and topped revenue estimates three times [2] Stock Performance - CF shares have increased approximately 21.3% since the beginning of the year, in contrast to the S&P 500's zero return [3] Future Outlook - The company's earnings outlook will be crucial for determining the stock's immediate price movement, with current consensus EPS estimates at $1.95 on $1.67 billion in revenues for the upcoming quarter and $7.46 on $6.71 billion in revenues for the current fiscal year [4][7] - The Zacks Rank for CF is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Fertilizers industry, to which CF belongs, is currently ranked in the top 11% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% of industries [8]
CF Industries (CF) Q4 Earnings and Revenues Top Estimates