What is CF Industries's operating income?

CF Industries (CF) reported operating income of $863M in Q1 2026.

How has CF Industries's operating income changed year-over-year?

CF Industries's operating income increased by 89.7% year-over-year, from $455M to $863M.

What is the long-term trend for CF Industries's operating income?

Over 4 years (2021 to 2025), CF Industries's operating income has grown at a 7.4% compound annual growth rate (CAGR), from $1.73B to $2.3B.

What does operating income mean?

Gross profit minus all operating expenses (SG&A, R&D, D&A). Measures the profit from core business operations before interest, taxes, and non-operating items.

CF Industries CF Operating Income

Operating Income at other companies

LSB IndustriesLXU

$23.16M+418%

MosaicMOS

-$372.9M-210%

CVR EnergyCVI

-$145M-10.7%

CVR PartnersUAN

$57.65M+66.7%

Air Products and ChemicalsAPD

$752.7M+132%

Flexible Solutions InternationalFSI

-$85.97K-24.3%

Other financials

Income statement

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Revenue$2.0B+19.4%

Gross profit$746.0M+30.4%

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

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Market cap$16.63B+15.6%

Enterprise value$18.21B+13.6%

P/E7.8×-1.3×

P/S2.3×0.0×

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×

Where this comes from

Reported directly by CF Industries in its filing.

Tagged under the XBRL concept us-gaap:OperatingIncomeLoss.

The official record: CF Industries’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is CF Industries's operating income?: CF Industries (CF) reported operating income of $863M in Q1 2026.
How has CF Industries's operating income changed year-over-year?: CF Industries's operating income increased by 89.7% year-over-year, from $455M to $863M.
What is the long-term trend for CF Industries's operating income?: Over 4 years (2021 to 2025), CF Industries's operating income has grown at a 7.4% compound annual growth rate (CAGR), from $1.73B to $2.3B.
What does operating income mean?: Gross profit minus all operating expenses (SG&A, R&D, D&A). Measures the profit from core business operations before interest, taxes, and non-operating items.