Quarterly ResultMay 7, 2026, 01:27 PM
CF Industries Q1 Net Earnings $615M, EPS $3.98; Sales $1.99B
AI Summary
CF Industries Holdings, Inc. reported strong financial results for the first quarter of 2026, with net sales increasing by 19.4% to $1,986 million and net earnings attributable to common stockholders nearly doubling to $615 million. Diluted earnings per share also saw a significant jump to $3.98. The company recognized a $170 million litigation settlement gain during the quarter and continues to advance its decarbonization strategy, including the Blue Point joint venture for low-carbon ammonia production.
Key Highlights
- Net sales increased 19.4% to $1,986 million for Q1 2026, up from $1,663 million in Q1 2025.
- Net earnings attributable to common stockholders rose 97.1% to $615 million, compared to $312 million in Q1 2025.
- Diluted EPS increased 115.1% to $3.98, up from $1.85 in the prior year period.
- Gross margin grew 30.4% to $746 million in Q1 2026, from $572 million in Q1 2025.
- Operating earnings surged 89.7% to $863 million, compared to $455 million in Q1 2025.
- A litigation settlement gain of $170 million was recognized in Q1 2026.
- Ammonia segment revenue increased to $627 million from $520 million year-over-year.
- Granular Urea segment revenue rose to $590 million from $439 million year-over-year.
Price Impact
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