CF
CF Industries Holdings Inc
NYSE: CF · BASIC MATERIALS · AGRICULTURAL INPUTS
$126.78
+3.65% today
Updated 2026-04-29
Market cap
$19.48B
P/E ratio
14.13
P/S ratio
2.75x
EPS (TTM)
$8.97
Dividend yield
1.64%
52W range
$75 – $142
Volume
5.2M
CF Industries Holdings Inc (CF) Earnings
Quarterly earnings history, analyst estimates, and stock price reaction.
EPS beat streak
6 of 8
Last 8 quarters
Avg EPS surprise
+10.4%
Last 4 quarters
Revenue YoY growth
+22.8%
Most recent quarter
EPS YoY growth
+37.0%
Most recent quarter
Earnings surprise history (last 12 quarters)
Beat estimate Missed estimate
Quarterly EPS and revenue trend
Quarterly revenue EPS (diluted)
How the stock reacts to earnings
Avg 1-day reaction
-2.7%
Last 3 reports
Positive reaction rate
33%
1 of 3 quarters
Largest single-day move
-10.6%
2025-08-06
| Report date | EPS actual | Surprise | Close before | Close after | 1-day reaction |
|---|---|---|---|---|---|
| 2026-02-18 | $2.59 | +4.4% | $93.79 | $99.46 | +6.0% |
| 2025-11-05 | $2.19 | +19.0% | $83.61 | $80.55 | -3.7% |
| 2025-08-06 | $2.37 | -4.4% | $92.72 | $82.89 | -10.6% |
Quarterly earnings history
| Fiscal quarter ending | EPS estimate | EPS actual | Surprise | Revenue | YoY revenue |
|---|---|---|---|---|---|
| 2025-12-31 | $2.48 | $2.59 | +4.4% | $1.87B | +22.8% |
| 2025-09-30 | $1.84 | $2.19 | +19.0% | $1.66B | +21.1% |
| 2025-06-30 | $2.48 | $2.37 | -4.4% | $1.89B | +20.2% |
| 2025-03-31 | $1.51 | $1.85 | +22.5% | $1.66B | +13.1% |
| 2024-12-31 | $1.52 | $1.89 | +24.3% | $1.52B | -3.0% |
| 2024-09-30 | $1.11 | $1.55 | +39.6% | $1.37B | +7.6% |
| 2024-06-30 | $1.83 | $2.30 | +25.7% | $1.57B | -11.4% |
| 2024-03-31 | $1.52 | $0.90 | -40.8% | $1.47B | — |
| 2023-12-31 | $1.57 | $1.58 | +0.6% | $1.57B | — |
| 2023-09-30 | $1.03 | $1.14 | +10.7% | $1.27B | — |
| 2023-06-30 | $2.25 | $2.71 | +20.4% | $1.77B | — |
Analyst EPS and revenue estimates for upcoming years
| Period | EPS estimate | Revenue estimate | Revenue growth | Analysts | Confidence |
|---|---|---|---|---|---|
| 2026 (E) | $9.01 | $7.1B | +0.8% | 14 | high |
| 2027 (E) | $7.40 | $7.0B | +-1.7% | 14 | medium |
| 2028 (E) | $7.85 | $7.2B | +3.0% | 14 | medium |
| 2029 (E) | $8.50 | $7.5B | +4.0% | 14 | low |
| 2030 (E) | $9.15 | $7.9B | +4.9% | 14 | low |
Frequently asked questions
Has CF Industries Holdings Inc beaten earnings estimates?
CF Industries Holdings Inc has beaten Wall Street EPS estimates in 6 of its last 8 quarterly reports, with an average EPS surprise of +10.4% over the last 4 quarters.
How does CF stock react to earnings?
CF stock has moved an average of -2.7% in the trading day following earnings over its last 3 reports, with positive reactions in 33% of those quarters.
What is CF Industries Holdings Inc's revenue growth rate?
CF Industries Holdings Inc reported year-over-year revenue growth of +22.8% in its most recent quarter, with EPS growing +37.0% year-over-year.
What is the expected EPS for CF in 2026?
Analysts expect CF Industries Holdings Inc to report EPS of $9.01 for fiscal year 2026, on revenue of $7.1B, based on estimates from 14 analysts.