What does an earnings surprise mean?

An earnings surprise is the difference between a company's reported EPS or revenue and the analysts' consensus estimate. A positive surprise means results exceeded expectations, while a negative surprise means results fell short.

How can earnings reports affect CF stock?

Earnings reports can increase volatility in CF stock, especially when reported EPS, revenue or company guidance differs from market expectations. An earnings beat does not always lead to a price increase, as investors also consider the outlook, valuation and broader market conditions.

CF Industries Holdings Inc Earnings Dates & Reports

This page offers detailed CF Industries Holdings Inc earnings data including the latest CF Industries Holdings Inc earnings report, the upcoming CF Industries Holdings Inc earnings date, historical data and CF Industries Holdings Inc earnings call news.

CF Latest Quarter’s Earnings

Announce Date8/5/2026

EPS Actual (USD)4.73

Revenue Actual (USD)2.22B

CF Upcoming Quarter's Earnings

Announce Date--

EPS Forecast (USD)--

Revenue Forecast (USD)--

CF FY2025 Earnings

EPS (YoY)8.9832.94%

Revenue (YoY)7.08B19.34%

CF Industries Holdings Inc (CF) Earnings History

Release Date	Period End	EPS/Forecast	Revenue/Forecast	EPS Surprise %	Revenue Surprise %
8/5/2026	06/2026	4.73/5.50	2.22B/2.44B	-14.02%	-8.88%
5/6/2026	03/2026	3.99/2.59	1.99B/1.82B	53.83%	8.83%
2/18/2026	12/2025	2.59/2.49	1.87B/1.78B	4.28%	5.13%
11/5/2025	09/2025	2.19/2.14	1.66B/1.65B	2.46%	0.58%
8/6/2025	06/2025	2.37/2.54	1.89B/1.79B	-6.80%	5.76%
5/7/2025	03/2025	1.85/1.50	1.66B/1.53B	23.73%	8.66%
2/19/2025	12/2024	1.90/1.53	1.52B/1.50B	23.63%	1.50%
10/30/2024	09/2024	1.55/1.18	1.37B/1.30B	30.78%	5.75%

CF Industries Holdings Inc Earnings News

CF Industries Q2 2026 Earnings: Pricing Offsets a 15% Volume Decline

CF Industries’ Q2 2026 earnings showed net sales of $2.22 billion, up from $1.89 billion, and diluted EPS of $4.73 versus $2.37 a year earlier. Adjusted EBITDA increased to $1.19 billion as higher nitrogen selling prices more than offset a 15% decline in sales volume, while gross margin expanded to 51.5%. The quarter also featured $271 million of capital expenditures, continued Yazoo City downtime, and plans for approximately $1.3 billion of consolidated 2026 capital spending as Blue Point One construction begins.

TradingKeyWed, Aug 5

CF Industries Holdings Inc