StockWatch
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Agricultural Chemicals
Quarterly ResultAug 6, 2026, 01:36 PM

CF Industries Q2 Net Sales $2.22B, EPS $4.73; Net Earnings Up 88%

AI Summary

CF Industries reported strong second-quarter 2026 results with net sales increasing 17.6% to $2.22 billion and diluted earnings per share nearly doubling to $4.73. The company also recorded a $23 million asset impairment related to its Yazoo City plant but received $75 million in insurance recoveries for the incident. Strategic initiatives include the completion of a significant decarbonization project at Donaldsonville and ongoing efforts to expand low-carbon ammonia production.

Key Highlights

  • Net sales increased 17.6% to $2,222 million for Q2 2026.
  • Diluted EPS rose 99.6% to $4.73 for Q2 2026.
  • Net earnings attributable to common stockholders grew 88.3% to $727 million.
  • Gross margin increased 51.7% to $1,145 million in Q2 2026.
  • Recorded $23 million asset impairment for Yazoo City plant in Q2 2026.
  • Received $75 million in insurance proceeds for Yazoo City incident.
  • Purchased $232 million of treasury stock in Q2 2026.
  • Declared a quarterly dividend of $0.50 per common share.