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CF Industries CF Q2 2026 earnings

Reported August 5, 2026 · After market close

Revenue$2.2BMiss by $228.0M
EPS$4.73Miss by $0.90
Revenue estimate$2.4B
EPS estimate$5.63

Next report

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

Financials

Q2 2026

Income statement

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Revenue$2.2B+17.6%
Gross profit$1.1B+51.7%
Operating income$1.1B+73.0%
Net income$869.0M+76.6%
EPS (diluted)$4.73+99.6%

Balance sheet

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Cash & equivalents$2.5B+47.1%
Total debt$3.6B+8.6%
Total equity$5.7B+15.8%
Total assets$15.1B+9.8%

Cash flow

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Operating cash flow$878.0M+56.0%
CapEx$271.0M+10.6%
Free cash flow$607.0M+90.9%

Valuation & ratios

Valuation

as of 08/27/26
See full
Market cap$19.02B+36.0%
Enterprise value$20.16B+29.0%
P/E7.6×-1.3×
P/S2.5×+0.3×

Profitability

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Gross margin42.5%+6.9pp
Operating margin41.1%+11.5pp
Net margin32.3%+7.9pp
FCF margin24.7%-3.0pp

Returns & leverage

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Return on equity46.7%+16.4pp
Debt / equity0.6×0.0×
Current ratio4.9×+1.6×

Segments

By segment

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Granular Urea$759.0M+38.8%
UAN$613.0M+0.5%
Ammonia$586.0M+19.3%
AN$71.0M-39.3%

FAQ

When did CF Industries report Q2 2026 earnings?
CF Industries (CF) reported Q2 2026 earnings on August 5, 2026 after market close.
What were CF Industries's Q2 2026 revenue and EPS?
CF Industries reported revenue of $2.2B and eps of $4.73 for Q2 2026.
Did CF Industries beat estimates in Q2 2026?
Revenue missed the consensus estimate of $2.4B by $228.0M. EPS missed the consensus estimate of $5.63 by $0.90.
How did CF Industries's Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 17.6% from $1.9B a year earlier and eps grew 99.6% from $2.37.
Where can I find CF Industries's Q2 2026 SEC filings?
You can read the 8-K earnings release (0001324404-26-000017) and the 10-Q periodic report (0001324404-26-000019) directly on SEC EDGAR. The filing index links above go to sec.gov.