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]

Core Insights - CF Industries reported a revenue of $1.66 billion for the quarter ended September 2025, reflecting a year-over-year increase of 21.1% [1] - The earnings per share (EPS) for the quarter was $2.19, up from $1.55 in the same quarter last year, with an EPS surprise of +6.31% compared to the consensus estimate of $2.06 [1] Financial Performance - Revenue of $1.66 billion was slightly below the Zacks Consensus Estimate by -0.34% [1] - CF Industries' stock has returned -8.1% over the past month, while the Zacks S&P 500 composite increased by +1% [3] - The company holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3] Sales Volume and Pricing - Ammonia sales volume was 1,092 KTon, exceeding the average estimate of 994.59 KTon [4] - Total product sold was 4,504 KTon, below the average estimate of 4,648.64 KTon [4] - Granular Urea sales volume was 939 KTon, lower than the estimated 1,103.77 KTon [4] - UAN (urea ammonium nitrate) sales volume was 1,564 KTon, below the estimate of 1,665.21 KTon [4] Net Sales Performance - Net Sales for Ammonia reached $457 million, surpassing the average estimate of $387.62 million, representing a year-over-year increase of +29.5% [4] - Granular Urea net sales were $423 million, slightly below the estimate of $459.23 million, with a +9% year-over-year change [4] - UAN net sales were $517 million, exceeding the estimate of $498.46 million, reflecting a +27.3% year-over-year increase [4] - Ammonium Nitrate (AN) net sales were $122 million, above the estimate of $106.84 million, with a +15.1% year-over-year change [4] - Other net sales reached $140 million, compared to the average estimate of $128.84 million, representing a +19.7% year-over-year increase [4]

Core Insights - CF Industries reported $1.89 billion in revenue for the quarter ended June 2025, marking a year-over-year increase of 20.2% and exceeding the Zacks Consensus Estimate of $1.73 billion by 9.08% [1] - The company's EPS for the same period was $2.37, compared to $2.30 a year ago, resulting in an EPS surprise of 0.85% against the consensus estimate of $2.35 [1] Financial Performance Metrics - Total tons of product sold reached 5,805 KTon, surpassing the average estimate of 4,904.49 KTon from four analysts [4] - Sales volume by product included: - Ammonia: 1,087 KTon vs. 1,026.80 KTon estimated [4] - UAN (urea ammonium nitrate): 1,902 KTon vs. 1,753.68 KTon estimated [4] - Granular Urea: 1,188 KTon vs. 1,232.47 KTon estimated [4] - Other Sales volume: 466 KTon vs. 533.92 KTon estimated [4] - AN (ammonium nitrate): 378 KTon vs. 355.81 KTon estimated [4] - Average selling prices per product ton: - Ammonia: $452 vs. $437.52 estimated [4] - Net sales figures compared to estimates and year-over-year changes: - Ammonia: $491 million vs. $449.04 million estimated (+20.1% YoY) [4] - Granular Urea: $547 million vs. $502.54 million estimated (+19.7% YoY) [4] - UAN: $610 million vs. $518.9 million estimated (+28.4% YoY) [4] - AN: $117 million vs. $104.39 million estimated (+19.4% YoY) [4] - Other: $125 million vs. $137.07 million estimated (-6% YoY) [4] Stock Performance - CF Industries' shares have returned -4.5% over the past month, while the Zacks S&P 500 composite has changed by +0.5% [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]