CF Industries Q4 revenue beats estimates
Overview
Global nitrogen product maker's Q4 net sales beat analyst expectations
Company repurchased 16.6 mln shares for $1.34 bln in 2025
Outlook
CF Industries expects 2026 ammonia production to be 9.5 mln tons
Company projects 2026 capital expenditures of $1.3 bln
Result Drivers
HIGHER SELLING PRICES - Strong global nitrogen demand and supply disruptions during 2025 led to higher average selling prices across all segments
HIGHER NATURAL GAS COSTS - Increased cost of sales in 2025 due to higher realized natural gas costs
PRODUCTION ISSUES - Lower sales volumes in the quarter for granular urea and AN due to production issues at Yazoo City Complex
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Sales | Beat | $1.87 bln | $1.78 bln (11 Analysts) |
Q4 EPS |
| $2.59 |
|
Q4 Net Income |
| $404 mln |
|
Q4 Adjusted EBITDA |
| $821 mln |
|
Q4 Capex |
| $226 mln |
|
Q4 EBITDA |
| $731 mln |
|
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 15 "hold" and 2 "sell" or "strong sell"
The average consensus recommendation for the agricultural chemicals peer group is "buy."
Wall Street's median 12-month price target for CF Industries Holdings Inc is $95.00, about 1.3% above its February 17 closing price of $93.79
The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 12 three months ago
Press Release: ID:nBw7bQvGVa
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