CF · CF Industries Holdings, Inc.
$118.30
+1.25 (+1.07%)
At close · Aug 14
Market Cap
$17.90B
Shares
151.34M
CF Industries Holdings, Inc. Earnings Call Transcripts
Every quarterly earnings call for CF Industries Holdings, Inc. (CF) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲70.4%
$2.32B
$538.00M
'22 Q3
22-11-02
▲2.7%
$2.61B
$1.01B
'22 Q4
23-02-16
▼29.8%
$2.01B
$650.00M
'23 Q1
23-05-02
▼47.6%
$1.77B
$606.00M
'23 Q2
23-08-03
▼45.2%
$1.27B
$230.00M
'23 Q3
23-11-02
▼39.8%
$1.57B
$352.00M
'23 Q4
24-02-15
▼26.9%
$1.47B
$238.00M
'24 Q1
24-05-02
▼11.4%
$1.57B
$506.00M
'24 Q2
24-08-08
▲7.6%
$1.37B
$341.00M
'24 Q3
24-10-31
▼3%
$1.52B
$392.00M
'24 Q4
25-02-20
▲13.1%
$1.66B
$351.00M
'25 Q1
25-05-08
▲20.2%
$1.89B
$492.00M
'25 Q2
25-08-07
▲21.1%
$1.66B
$460.00M
'25 Q3
25-11-06
▲22.8%
$1.87B
$495.00M
'25 Q4
26-02-19
▲19.4%
$1.99B
$676.00M
'26 Q1
26-05-06
LATEST
▲17.6%
$2.22B
$869.00M
'26 Q2
26-08-05
Earnings call
FY26 · Q2
2026-08-05
CF Industries Q2 2026 Earnings Conference Call
Positive tone
DEF / urea upgrade projects
Capital allocation and buybacks
India self-sufficiency / new capacity
Revenue
$2.22B
▲ 17.6% YoY Diluted EPS
$4.73
▲ 99.6% YoY Gross margin
51.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-05-13
2026 BMO Global Farm to Market Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-05-06
CF Industries Holdings, Inc. Q1 FY2026 Earnings Call
Confident tone
Global supply disruptions from other producers
Capital allocation and shareholder returns
Geopolitical-driven nitrogen supply tightness
Revenue
$1.99B
▲ 19.4% YoY Diluted EPS
$3.98
▲ 115.1% YoY Gross margin
37.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-19
CF Industries Holdings, Inc. Q4 FY2025 Earnings Call
Positive tone
Bluepoint Ammonia Project
CBAM and Low-Carbon Premiums
Global Nitrogen Supply/Demand Outlook
Revenue
$1.87B*
▲ 22.8% YoY Gross margin
40.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-06
CF Industries Holdings, Inc. Q3 FY2025 Earnings Call
Confident tone
Nitrogen demand and pricing dynamics
European ammonia supply rationalization
Share repurchases and capital return
Revenue
$1.66B
▲ 21.1% YoY Diluted EPS
$2.19
▲ 41.3% YoY Gross margin
38.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-07
CF Industries Holdings, Inc. Q2 FY2025 Earnings Call
Positive tone
Farmer affordability and nitrogen demand outlook
Global nitrogen supply-demand dynamics
CBAM / European carbon regulation
Revenue
$1.89B
▲ 20.2% YoY Diluted EPS
$2.37
▲ 3% YoY Gross margin
39.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-08
CF Industries Holdings, Inc. Q1 FY2025 Earnings Call
Confident tone
Blue Point joint venture / growth
Capital expenditures
Global nitrogen market conditions
Revenue
$1.66B
▲ 13.1% YoY Diluted EPS
$1.85
▲ 79.6% YoY Gross margin
34.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-20
CF Industries Holdings, Inc. Q4 FY2024 Earnings Call
Confident tone
Blue Point Low-Carbon Ammonia Project
Financial Results
Capital Return to Shareholders
Revenue
$1.52B*
▼ 3% YoY Gross margin
34.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-31
CF Industries Holdings, Inc. Q3 FY2024 Earnings Call
Confident tone
Geopolitical and macro risks
Operational performance and safety
Strategic initiatives / low-carbon ammonia
Revenue
$1.37B
▲ 7.6% YoY Diluted EPS
$1.55
▲ 82.4% YoY Gross margin
32.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-08
CF Industries Holdings, Inc. Q2 FY2024 Earnings Call
Confident tone
Global Nitrogen Supply-Demand
North American Nitrogen Demand
Carbon Capture and Sequestration Projects
Revenue
$1.57B
▼ 11.4% YoY Diluted EPS
$2.30
▼ 14.8% YoY Gross margin
43.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-02
CF Industries Holdings, Inc. Q1 FY2024 Earnings Call
Positive tone
JERA joint development and ammonia capacity growth
Clean energy and decarbonization initiatives
Waggaman acquisition integration
Revenue
$1.47B
▼ 26.9% YoY Diluted EPS
$1.03
▼ 63.9% YoY Gross margin
27.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-15
CF Industries Holdings, Inc. Q4 FY2023 Earnings Call
Confident tone
Low carbon / blue ammonia growth
Chinese export restrictions
Capital returns (dividends and buybacks)
Revenue
$1.57B*
▼ 39.8% YoY Gross margin
31.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-02
CF Industries Holdings, Inc. Q3 FY2023 Earnings Call
Revenue
$1.27B
▼ 45.2% YoY Diluted EPS
$0.85
▼ 61% YoY Gross margin
29.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-03
CF Industries Holdings, Inc. Q2 FY2023 Earnings Call
Revenue
$1.77B
▼ 47.6% YoY Diluted EPS
$2.70
▼ 51.6% YoY Gross margin
45.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-02
CF Industries Holdings, Inc. Q1 FY2023 Earnings Call
Revenue
$2.01B
▼ 29.8% YoY Diluted EPS
$2.85
▼ 32.3% YoY Gross margin
42.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-16
CF Industries Holdings, Inc. Q4 FY2022 Earnings Call
Revenue
$2.61B*
▲ 2.7% YoY Gross margin
48.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-02
CF Industries Holdings, Inc. Q3 FY2022 Earnings Call
Revenue
$2.32B
▲ 70.4% YoY Diluted EPS
$2.18
Gross margin
39.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-01
CF Industries Holdings, Inc. Q2 FY2022 Earnings Call
Revenue
$3.39B
▲ 113.4% YoY Diluted EPS
$5.58
▲ 389.5% YoY Gross margin
58.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-05
CF Industries Holdings, Inc. Q1 FY2022 Earnings Call
Revenue
$2.87B
▲ 173.7% YoY Diluted EPS
$4.21
▲ 501.4% YoY Gross margin
59.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-15
CF Industries Holdings, Inc. Q4 FY2021 Earnings Call
Revenue
$2.54B*
▲ 130.5% YoY Gross margin
45.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-04
CF Industries Holdings, Inc. Q3 FY2021 Earnings Call
Revenue
$1.36B
▲ 60.8% YoY Diluted EPS
$-0.86
Gross margin
32.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-09
CF Industries Holdings, Inc. Q2 FY2021 Earnings Call
Revenue
$1.59B
▲ 31.9% YoY Diluted EPS
$1.14
▲ 28.1% YoY Gross margin
31.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-06
CF Industries Holdings, Inc. Q1 FY2021 Earnings Call
Revenue
$1.05B
▲ 7.9% YoY Diluted EPS
$0.70
▲ 125.8% YoY Gross margin
27.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-18
CF Industries Holdings, Inc. Q4 FY2020 Earnings Call
Revenue
$1.10B*
▲ 5.1% YoY Gross margin
16.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-04
CF Industries Holdings, Inc. Q3 FY2020 Earnings Call
Revenue
$847.00M
▼ 18.4% YoY Diluted EPS
$-0.13
▼ 144.8% YoY Gross margin
9.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-05
CF Industries Holdings, Inc. Q2 FY2020 Earnings Call
Revenue
$1.20B
▼ 19.8% YoY Diluted EPS
$0.89
▼ 30.5% YoY Gross margin
27.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-07
CF Industries Holdings, Inc. Q1 FY2020 Earnings Call
Revenue
$971.00M
▼ 3% YoY Diluted EPS
$0.31
▼ 22.5% YoY Gross margin
21.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-13
CF Industries Holdings, Inc. Q4 FY2019 Earnings Call
Revenue
$1.05B
▼ 7.3% YoY Diluted EPS
$0.25
▲ 19% YoY Gross margin
21.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–28 of 28 earnings calls
Key facts
CIK
1324404
CUSIP
125269100
13F (30d)
895 filings
863 filers
Visit website
Investor relations