Core Insights - CF Industries reported a revenue of $1.87 billion for the quarter ended December 2025, marking a 22.8% increase year-over-year, with an EPS of $2.99 compared to $1.89 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $1.79 billion by 4.69%, and the EPS surpassed the consensus estimate of $2.50 by 19.79% [1] Financial Performance - CF Industries' shares returned +6.1% over the past month, while the Zacks S&P 500 composite declined by -1.3% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3] Sales Volume and Pricing - Ammonia sales volume reached 1,272 KTon, exceeding the average estimate of 1,164.55 KTon [4] - Total product sold was 4,528 KTon, slightly below the average estimate of 4,721.13 KTon [4] - Granular Urea sales volume was 857 KTon, below the estimated 1,021.51 KTon [4] - UAN sales volume was 1,606 KTon, compared to the average estimate of 1,693.76 KTon [4] - Average selling price for Granular Urea was $434.00, above the estimate of $412.49 [4] - Average selling price for Ammonia was $557.00, exceeding the estimate of $485.54 [4] Net Sales Performance - Net Sales for Ammonia were $708 million, surpassing the estimate of $570.71 million, reflecting a year-over-year increase of 23.8% [4] - Net Sales for Granular Urea were $372 million, below the estimate of $423.03 million, with a year-over-year change of +6.9% [4] - Net Sales for UAN were $564 million, slightly above the estimate of $560.37 million, representing a significant year-over-year increase of 51.6% [4] - Net Sales for AN were $81 million, exceeding the estimate of $71.74 million, but showing a year-over-year decline of 19.8% [4] - Net Sales for Other products were $147 million, compared to the estimate of $153.66 million, with a year-over-year change of +12.2% [4]
Compared to Estimates, CF (CF) Q4 Earnings: A Look at Key Metrics