CF Industries is a major North American producer of nitrogen fertilizers, including ammonia, urea, and related products used in agriculture. It operates large-scale manufacturing complexes that convert natural gas into plant nutrients for farmers and industrial users. Cost position tied to feedstock and plant efficiency is central to its economics in a commodity market. The company primarily serves crop growers and agricultural distributors rather than consumer brands.
| Quarter | Revenue | YoY % | Earnings | YoY % |
|---|---|---|---|---|
| Q2 2025 | 1,890 | — | 386 | -8.2% |
| Q3 2025 | 1,659 | — | 353 | 26.2% |
| Q4 2025 | 1,872 | — | 404 | 29.7% |
| Q1 2026 | 1,986 | — | 615 | 86.6% |
| Q2 2026 | 2,222 | 17.6% | 727 | 88.3% |
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