Price
$114.35+0.29%Social Signal Score
Analyst Ratings
42 analystsRevenue
$2.22B+226.76%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Christopher D. Bohn
- Sector
- Basic Materials
- Industry
- Agricultural Inputs
- Employees
- 2,900
- Beta
- 0.40
- Country
- US
- Piotroski score
- 8 / 9 (Strong)
- Altman Z-score
- 3.63
Financials
Revenue
$2.22B+226.8%Net Income
$727.00MEBITDA
$1.14B+2687.8%Free Cash Flow
$607.00MEPS (diluted)
$4.73Shares Outstanding (diluted)
153.90M-34.0%Operating Expenses
$89.00MCash & Debt
$2.48BReturn of Capital
$302.00MRevenue by Segment (annual)
$6.54BDividend per Share
$0.60Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $7.08B | $1.46B | $8.98 |
| 2024 | $5.94B | $1.22B | $6.75 |
| 2023 | $6.63B | $1.52B | $7.89 |
| 2022 | $11.19B | $3.35B | $16.46 |
| 2021 | $6.54B | $917.00M | $4.27 |
| 2020 | $4.12B | $317.00M | $1.48 |
| 2019 | $4.59B | $493.00M | $2.24 |
| 2018 | $4.43B | $290.00M | $1.25 |
| 2017 | $4.13B | $358.00M | $1.53 |
| 2016 | $3.69B | $-277.00M | $-1.19 |
| 2015 | $4.31B | $700.00M | $2.97 |
| 2014 | $4.74B | $1.39B | $5.43 |
| 2013 | $5.47B | $1.46B | $4.97 |
| 2012 | $6.10B | $1.85B | $5.79 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from CF's reported EPS growth of 3.4% a year over 13 years.
- EPS in 5 years
- $10.61
- Implied price
- $95.48
- Return from $115.01
- -3.7% a year
To earn 15.0% a year on these assumptions you'd need to buy at $47.47 — -58.7% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 5 | 7 | 9 | 11 | 13 |
|---|---|---|---|---|---|
| -6.6% | -22.6% | -17.2% | -13.0% | -9.4% | -6.3% |
| -1.6% | -18.5% | -12.8% | -8.3% | -4.6% | -1.3% |
| 3.4% | -14.3% | -8.4% | -3.7% | 0.3% | 3.7% |
| 8.4% | -10.2% | -3.9% | 1.0% | 5.1% | 8.7% |
| 13.4% | -6.1% | 0.5% | 5.7% | 10.0% | 13.7% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
150+114.29%Social Signal Score
Mentions (24)
- News (RSS)seekingalpha·4d ago·Neutral
CF Bankshares declares $0.09 dividend
View source ↗ - Newsglobenewswire.com·5d ago·Neutral
United States Nitrogenous Fertilizer Market Size, Share, and Forecast by Product and End-Use, 2026-2035 Featuring Profiles of BASF, CF Industries, ICL Specialty Fertilizers, Intrepid Potash, Koch Fertilizer Dublin, Oct. 01, 2026 (GLOBE NEWSWIRE) -- "United States Nitrogenous Fertilizer Market: Analysis by end Use; Product; Region - Market Size, Industry Dynamics, Opportunity Analysis and Forecast for 2026-2035" has been added to ResearchAndMarkets. com's offering. The U. S.
View source ↗ - News (RSS)seekingalpha·6d ago·Negative
Vertex Pharmaceuticals- Still Too Much Emphasis On CF Supremacy - I Foresee A Downgrade
View source ↗ - Newsmarketbeat.com·8d ago·Negative
Fertilizer Prices Keep Climbing: 3 Stocks Still Trading at a Discount Farmers seeking commodity cost relief received bad news this week. Six of the eight major fertilizer inputs drifted higher in price again in September, reversing a trend that saw many raw materials retreat from their highs in August.
View source ↗ - 4chan /biz/biz·8d ago·Neutral
>>62732158 >it's weighted higher than JBHT, WSM, DOW, CBOE, PPG, LYB, CF...
View source ↗ - News (RSS)businessinsider·10d ago·Negative
CYBR International Launches Reg CF Raise to Expand Its Cyber and Physical Security Business <img src="https://app.financewire.com/storage/uploads/images/CYBR_Logo_February_2026_1790307428PHT7EtsJTc_1790359504X2s24LC6AR.jpg" alt="Featured Image" /><p class="sc-dxroEu fTzmKS">Strasburg, Virginia, USA, September 25th, 2026, FinanceWire<br>The Virginia Company Has Turned a Profit in Each of Its Last Four Fiscal Years...
View source ↗ - News (RSS)zerohedge·14d ago·Neutral
…g would be for substantially less than we are currently paying to Canada, very good news for our Farmers and Ranchers." The immediate market impact: Intrepid Potash, CF Industries, and Mosaic shares fell to session lows. Intrepid Potash: -4.6% CF Industries: -3.5% Mosaic: -4.5% The move follows Trump slapping 50% tariffs on some Canadian goods last month after the US and Canada failed to reach a last-minute trade deal. However, the levies included significant exemptions for major Canadian import…
View source ↗ - Newszacks.com·21d ago·Positive
CF Jumps 24% in the Past 3 Months: What's Driving the Stock? CF Industries' 24.3% YTD rally reflects strong nitrogen demand, firm prices, tightening supply and robust shareholder returns.
View source ↗ - News (RSS)seekingalpha·23d ago·Neutral
CF Industries: Crushing European Rivals With Structural Moat
View source ↗ - Newsseekingalpha.com·23d ago·Positive
CF Industries: Crushing European Rivals With Structural Moat CF Industries offers structural cost leadership via Henry Hub natural gas, resilient cash flows from carbon capture credits, and disciplined capital returns. CF's first-quartile cost position and robust North American logistics insulate margins against global energy volatility and support market share gains. Section 45Q tax credits and aggressive share buybacks drive durable free cash flow and per-share value compounding, even through …
View source ↗ - Newsprnewswire.com·25d ago·Negative
GAC geht Partnerschaft mit Villarreal CF ein, um sein Engagement in Europa zu stärken /PRNewswire/ -- GAC hat eine strategische Partnerschaft mit Villarreal CF geschlossen und wird damit offizieller Automobilpartner des LaLiga-Clubs. Die
View source ↗ - 4chan /biz/biz·31d ago·Neutral
>>62660993 >he's not holding UAN for those sweet, sweet dividends I'm also holding MOS/CF/NTR tho
View source ↗ - News (RSS)businessinsider·32d ago·Neutral
LiquidPiston Crowdfunding Round Closes Oct. 15 <link type="text/css" rel="stylesheet" href="https://www.globenewswire.com/styles/gnw_nitf.css" /><ul><li>Reg CF Investment Opportunity Closes Oct. 15: LiquidPiston has raised more than $2.7 million through its <a href="https://www.startengine.com/offering/liquidpiston" rel="nofollow" target="_blank"><u>current Regulation CF funding round</u></a>.
View source ↗ - News (RSS)businessinsider·33d ago·Neutral
From the Seine to the Yangtze: CrossFire China Esports Forges a New Bridge for People-to-People Exchange <img src="https://api.newsfilecorp.com/newsinfo/312584/208" id="208" width="2" height="2" style="width: 1px; height: 1px;border: 0px solid;">Paris, France--(Newsfile Corp. - September 2, 2026) - During the 2026 Esports World Cup (EWC) in Paris, CrossFire (CF)-China and Asia's major competitive shooting title-took center stage as one of the...
View source ↗ - Newsseekingalpha.com·34d ago·Positive
CF Industries: Still Misunderstood, Still Undervalued CF Industries Holdings remains a Buy, with compelling valuation despite recent earnings misses and ongoing commodity volatility. CF advanced on the $4B Blue Point blue ammonia project, targeting 2029 start-up and significant long-term EBITDA and FCF uplift. CF's North American gas advantage and strong balance sheet underpin resilience, enabling dividend hikes, buybacks, and strategic flexibility.
View source ↗ - Newszacks.com·35d ago·Positive
CF Shares Up 15% in 3 Months: Here's What's Driving the Upside CF Industries has rallied 14.6% in three months, fueled by strong nitrogen demand, higher prices, tight supply and robust shareholder returns.
View source ↗ - 4chan /biz/biz·35d ago·Positive
>>62645513 consider >IPI >CF >UUUU >OMEX (long shot)
View source ↗ - News (RSS)seekingalpha·39d ago·Neutral
Medtronic Bravo CF capsule delivery device focus of FDA Early Alert
View source ↗ - Newsbusinesswire.com·40d ago·Neutral
CF Industries, JERA Co., and Mitsui & Co., Ltd., Break Ground on Blue Point One, the World's Largest Low-Carbon Ammonia Plant in Louisiana MODESTE, La.--(BUSINESS WIRE)--Blue Point One, a joint venture between CF Industries Holdings, Inc. (NYSE: CF), the world's largest producer of ammonia; JERA Co., Inc. (JERA), Japan's largest energy company; and Mitsui & Co., Ltd. (Mitsui), a leading global investment and trading company, today broke ground in Modeste, Louisiana, on a low-carbon ammonia plant…
View source ↗ - 4chan /biz/biz·47d ago·Neutral
>>62610117 There's dudes making a living on yt shilling their can life, yes. CF is still funny af tho
View source ↗ - News (RSS)zerohedge·48d ago·Negative
… that ConocoPhillips and EOG are upstream producers, which means they benefit mainly from higher crude oil and natural gas prices, not higher refining margins, while CF Industries, Avery Dennison, and Crown Holdings are materials stocks that benefit in a higher rate environment. He posted a chart showing the 10-year Treasury inflation-protected yield at about 2.5%, placing real interest rates in the 79th percentile since 1997. In other words, inflation-adjusted borrowing costs are extraordinaril…
View source ↗ - 4chan /biz/biz·50d ago·Positive
I’m buying CF tomorrow
View source ↗ - News (RSS)fool·54d ago·Positive
CF Industries (CF) Q2 2026 Earnings Call Transcript Nitrogen producer reports $727M earnings amid tight global supply through 2027.
View source ↗ - Newsmarketbeat.com·59d ago·Positive
CF Industries Q2 Earnings Call Highlights CF Industries NYSE: CF reported first-half 2026 adjusted EBITDA of $2.2 billion and second-quarter adjusted EBITDA of $1.2 billion, as tight global nitrogen supply-demand conditions and strong operating performance supported results.
View source ↗
Earnings
Wed, Nov 4(in 4 weeks)
Consensus estimate $3.07 per share
Typical surprise +22.7% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Aug 5$4.73 vs $5.63miss
- Wed, May 6$3.99 vs $2.63beat
- Wed, Feb 18$2.99 vs $2.43beat
- Wed, Nov 5$2.19 vs $2.16beat
- Wed, Aug 6$2.37 vs $2.50miss
- Wed, May 7$1.85 vs $1.48beat
Estimates and results for CF via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by CF officers and directors.
- Bought
- —
- Sold
- $72.2m
0 trades
36 trades
- Mayer Erik M.sold
- Hoker Richard Asold
- Frost Bert Asold
- Will W Anthonysold
- Will W Anthonysold
- Menzel Susan Lsold
- Frost Bert Asold
- Will W Anthonysold
64 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Alan Armstrongsenate · disclosed Jul 21, 2026 (116d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Feb 13, 2026 (35d later)Buy$1,001 - $15,000
- Julia Letlowhouse · LA05 · disclosed Jan 13, 2026 (447d later)Buy$1,001 - $15,000
- Julia Letlowhouse · LA05 · disclosed Jan 13, 2026 (158d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Oct 3, 2025 (28d later)Sell$1,001 - $15,000
- Val Hoylehouse · OR04 · disclosed Sep 12, 2025 (318d later)Buy$1,001 - $15,000
- John Peter Rickettssenate · NE · disclosed Oct 20, 2023 (29d later)Sell$50,001 - $100,000
- Ro Khannahouse · CA17 · disclosed Jun 12, 2023 (24d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Jun 12, 2023 (20d later)Buy$1,001 - $15,000
- Daniel Goldmanhouse · NY10 · disclosed Apr 17, 2023 (47d later)Sell$1,001 - $15,000
- Daniel Goldmanhouse · NY10 · disclosed Mar 20, 2023 (45d later)Sell$1,001 - $15,000
- Virginia Ann Foxxhouse · NC05 · disclosed Mar 3, 2023 (15d later)Sell$15,001 - $50,000
- Ro Khannahouse · CA17 · disclosed Feb 7, 2023 (29d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Dec 6, 2022 (33d later)Buy$1,001 - $15,000
- Virginia Ann Foxxhouse · NC05 · disclosed Oct 12, 2022 (30d later)Buy$1,001 - $15,000
- Virginia Ann Foxxhouse · NC05 · disclosed Oct 12, 2022 (26d later)Buy$1,001 - $15,000
- Virginia Ann Foxxhouse · NC05 · disclosed Oct 12, 2022 (41d later)Buy$15,001 - $50,000
- Virginia Ann Foxxhouse · NC05 · disclosed Oct 12, 2022 (35d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed May 13, 2020 (14d later)Sell$1,001 - $15,000
- Donna Shalalahouse · FL27 · disclosed Apr 27, 2020 (377d later)Sell$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.