When did CF Industries report Q4 2025 earnings?

CF Industries (CF) reported Q4 2025 earnings on February 18, 2026 after market close.

What were CF Industries's Q4 2025 revenue and EPS?

CF Industries reported revenue of $1.9B and diluted EPS of $2.99 for Q4 2025.

Did CF Industries beat estimates in Q4 2025?

Revenue beat the consensus estimate of $1.8B by $89.0M. EPS beat the consensus estimate of $2.43 by $0.56.

How did CF Industries's Q4 2025 results compare year-over-year?

Compared to the same quarter a year prior, revenue grew 22.8% from $1.5B a year earlier and diluted EPS grew 58.2% from $1.89.

Where can I find CF Industries's Q4 2025 SEC filings?

You can read the 8-K earnings release (0001324404-26-000003) and the 10-K periodic report (0001324404-26-000007) directly on SEC EDGAR. The filing index links above go to sec.gov.

CF Industries CF Q4 2025 Annual earnings

Reported February 18, 2026 · After market close

Revenue$1.9BBeat by $89.0M Diluted EPS$2.99Beat by $0.56

Revenue estimate$1.8B

EPS estimate$2.43

Next report

Aug 5, 2026 (In 3 weeks)

Revenue estimate$2.5B

EPS estimate$5.71

Financials

Q4 2025

Income statement

See full

Revenue$1.9B+22.8%

Gross profit$765.0M+46.0%

Operating income$617.0M+39.9%

Net income$495.0M+26.3%

EPS (diluted)$2.58+37.2%

Balance sheet

See full

Cash & equivalents$2.0B+22.8%

Total debt$3.6B+12.0%

Total equity$4.8B-2.9%

Total assets$14.1B+4.6%

Cash flow

See full

Operating cash flow$539.0M+28.3%

CapEx$226.0M+14.7%

Free cash flow$313.0M+40.4%

Valuation & ratios

Valuation

as of 12/31/25

See full

Market cap$12.06B-18.8%

Enterprise value$13.72B-16.8%

P/E6.7×-3.3×

P/S1.7×-0.8×

Profitability

See full

Gross margin38.5%+3.8pp

Operating margin32.5%+3.1pp

Net margin25.4%+0.5pp

FCF margin25.4%-4.1pp

Returns & leverage

See full

Return on equity36.6%+9.0pp

Debt / equity0.8×+0.1×

Current ratio3.4×+0.3×

Segments

By segment

See full

Ammonia$708.0M+23.8%

UAN$564.0M+51.6%

Granular Urea$372.0M+6.9%

Other Products$147.0M+12.2%

AN$81.0M-19.8%

By geography

See full

Other foreign$178.0M+21.9%

North America excluding United States and Canada$14.5M-19.4%

By product

See full

Cargo and Freight$20.0M+2.6%

Versus estimates

Revenue

Q1 2026$2.0BBeat by $147.3M

Q4 2025$1.9BBeat by $89.0M

Q3 2025$1.7BMiss by $9.1M Q2 2025$1.9BBeat by $86.3M Q1 2025$1.7BBeat by $121.9M Q4 2024$1.5BBeat by $22.2M

Diluted EPS

Q1 2026$2.89Beat by $0.26

Q4 2025$2.99Beat by $0.56

Q3 2025$2.19Beat by $0.03 Q2 2025$2.37Miss by $0.13 Q1 2025$1.85Beat by $0.37 Q4 2024$1.89Beat by $0.35

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Questions, answered.

When did CF Industries report Q4 2025 earnings?: CF Industries (CF) reported Q4 2025 earnings on February 18, 2026 after market close.
What were CF Industries's Q4 2025 revenue and EPS?: CF Industries reported revenue of $1.9B and diluted EPS of $2.99 for Q4 2025.
Did CF Industries beat estimates in Q4 2025?: Revenue beat the consensus estimate of $1.8B by $89.0M. EPS beat the consensus estimate of $2.43 by $0.56.
How did CF Industries's Q4 2025 results compare year-over-year?: Compared to the same quarter a year prior, revenue grew 22.8% from $1.5B a year earlier and diluted EPS grew 58.2% from $1.89.
Where can I find CF Industries's Q4 2025 SEC filings?: You can read the 8-K earnings release (0001324404-26-000003) and the 10-K periodic report (0001324404-26-000007) directly on SEC EDGAR. The filing index links above go to sec.gov.