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CF Industries CF Q1 2026 earnings

Reported May 6, 2026 · After market close

Revenue$2.0BBeat by $147.3M
EPS$2.89Beat by $0.26
Revenue estimate$1.8B
EPS estimate$2.63

Next report

Nov 4, 2026 (in 2 months)
Revenue estimate$1.8B
EPS estimate$3.05

Financials

Q1 2026

Income statement

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Revenue$2.0B+19.4%
Gross profit$746.0M+30.4%
Operating income$863.0M+89.7%
Net income$676.0M+92.6%
EPS (diluted)$3.98+115%

Balance sheet

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Cash & equivalents$2.0B+45.2%
Total debt$3.6B+9.8%
Total equity$5.3B+11.8%
Total assets$14.6B+9.8%

Cash flow

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Operating cash flow$496.0M-15.4%
CapEx$223.0M+68.9%
Free cash flow$273.0M-39.9%

Valuation & ratios

Valuation

as of 03/31/26
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Market cap$19.95B+53.3%
Enterprise value$21.52B+44.5%
P/E9.4×+1.2×
P/S2.7×+0.6×

Profitability

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Gross margin39.1%+2.9pp
Operating margin36.6%+5.6pp
Net margin28.7%+2.7pp
FCF margin21.9%-8.5pp

Returns & leverage

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Return on equity41.9%+10.8pp
Debt / equity0.7×0.0×
Current ratio3.5×+0.9×

Segments

By segment

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Ammonia$627.0M+20.6%
Granular Urea$590.0M+34.4%
UAN$583.0M+24.0%
AN$58.0M-42.6%

FAQ

When did CF Industries report Q1 2026 earnings?
CF Industries (CF) reported Q1 2026 earnings on May 6, 2026 after market close.
What were CF Industries's Q1 2026 revenue and EPS?
CF Industries reported revenue of $2.0B and eps of $2.89 for Q1 2026.
Did CF Industries beat estimates in Q1 2026?
Revenue beat the consensus estimate of $1.8B by $147.3M. EPS beat the consensus estimate of $2.63 by $0.26.
How did CF Industries's Q1 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 19.4% from $1.7B a year earlier and eps grew 56.2% from $1.85.
Where can I find CF Industries's Q1 2026 SEC filings?
You can read the 8-K earnings release (0001104659-26-055000) and the 10-Q periodic report (0001324404-26-000013) directly on SEC EDGAR. The filing index links above go to sec.gov.