Insights Into CF (CF) Q4: Wall Street Projections for Key Metrics

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]