CF Industries Holdings, Inc. is expected to release its Q3 2026 10-Q filing on November 4, 2026, after market close. Last quarter: CF Industries' Q2 FY2026 net income nearly doubled on soaring nitrogen prices fueled by global supply disruptions, though sales volumes fell due to the Yazoo City plant idling.
EPS Estimate
$4.29
Revenue Estimate
$2.07B
Analyst consensus from Finnhub and Financial Modeling Prep. Actual results posted within minutes of the SEC filing on the CF page.
Drawn from management commentary in the Q2 2026 10-Q:
Average selling prices surged 39% YoY to $523 per ton in Q2 2026, driven by a tight global supply-demand balance exacerbated by the conflict in the Middle East, which halted exports through the Strait of Hormuz. This added approximately $588 million to net sales.
The idled Yazoo City plant reduced AN sales volumes significantly. A $23 million asset impairment was recorded in Q2 2026, and management approved a rebuild plan with production expected to resume in the first half of 2027.
The company recognized $50 million in business interruption insurance recoveries related to the Yazoo City incident, partially offsetting the operational impact and contributing to net earnings.
Revenue
$2.22B
+17.57% YoY
EPS (Diluted)
$4.73
+99.58% YoY
Gross Margin
51.5%
+11.6 pts YoY
Operating Income
$1.12B
+72.99% YoY
Add CF to your watchlist to get the AI analysis in your inbox within minutes of the 10-Q filing.