Skip to main content
Equibles
CF logo

CF · CF Industries Holdings, Inc. · Earnings Call Transcripts & Audio

Track CF — free

Use CF with AI

Add company filings, earnings and prices to ChatGPT or Claude, then ask questions in your own chat.

Choose your app for step-by-step connection instructions. Sign in with Equibles when asked; no code or API key is needed.

Claude ChatGPT

After connecting, ask your AI to use Equibles to research CF.

Other apps & server URL
https://mcp.equibles.com/mcp
Gemini CLI setup
or ask here

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

See what you can ask in ChatGPT or Claude

All connection guides →
$114.90 -0.30 (-0.26%)
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$17.73B
Shares
151.34M
Volume · Sep 30 2.12M Avg daily vol (3M) 2.51M

CF Industries Holdings, Inc. Earnings Call Transcripts

Quarterly earnings calls for CF Industries Holdings, Inc. (CF), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.

Pull transcripts and briefs through the earnings call transcript API or MCP →

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 26-05-07 LATEST ▲17.6% $2.22B $869.00M '26 Q2 26-08-06
Earnings call
FY26 · Q2
2026-08-06
CF Industries Holdings, Inc. (CF) Q2 2026 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Conference
Investor event
2026-05-13
CF Industries Holdings, Inc. (CF) May 2026 Conference Transcript
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q1
2026-05-07
CF Industries Holdings, Inc. (CF) Q1 2026 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2026-02-19
CF Industries Holdings, Inc. (CF) Q4 2025 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-11-06
CF Industries Holdings, Inc. (CF) Q3 2025 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-08-07
CF Industries Holdings, Inc. (CF) Q2 2025 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-05-08
CF Industries Holdings, Inc. (CF) Q1 2025 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2025-02-20
CF Industries Holdings, Inc. (CF) Q4 2024 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-10-31
CF Industries Holdings, Inc. (CF) Q3 2024 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-08-08
CF Industries Holdings, Inc. (CF) Q2 2024 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2024-05-02
CF Industries Holdings, Inc. (CF) Q1 2024 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2024-02-15
CF Industries Holdings, Inc. (CF) Q4 2023 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-11-02
CF Industries Holdings, Inc. (CF) Q3 2023 Earnings Call Transcript
Revenue
$1.27B
▼ 45.2% YoY
Diluted EPS
$0.85
▼ 61% YoY
Gross margin
29.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-08-03
CF Industries Holdings, Inc. (CF) Q2 2023 Earnings Call Transcript
Revenue
$1.77B
▼ 47.6% YoY
Diluted EPS
$2.70
▼ 51.6% YoY
Gross margin
45.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2023-05-02
CF Industries Holdings, Inc. (CF) Q1 2023 Earnings Call Transcript
Revenue
$2.01B
▼ 29.8% YoY
Diluted EPS
$2.85
▼ 32.3% YoY
Gross margin
42.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2023-02-16
CF Industries Holdings, Inc. (CF) Q4 2022 Earnings Call Transcript
Revenue
$2.61B*
▲ 2.7% YoY
Gross margin
48.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-11-02
CF Industries Holdings, Inc. (CF) Q3 2022 Earnings Call Transcript
Revenue
$2.32B
▲ 70.4% YoY
Diluted EPS
$2.18
Gross margin
39.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-08-01
CF Industries Holdings, Inc. (CF) Q2 2022 Earnings Call Transcript
Revenue
$3.39B
▲ 113.4% YoY
Diluted EPS
$5.58
▲ 389.5% YoY
Gross margin
58.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2022-05-05
CF Industries Holdings, Inc. (CF) Q1 2022 Earnings Call Transcript
Revenue
$2.87B
▲ 173.7% YoY
Diluted EPS
$4.21
▲ 501.4% YoY
Gross margin
59.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2022-02-15
CF Industries Holdings, Inc. (CF) Q4 2021 Earnings Call Transcript
Revenue
$2.54B*
▲ 130.5% YoY
Gross margin
45.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-11-04
CF Industries Holdings, Inc. (CF) Q3 2021 Earnings Call Transcript
Revenue
$1.36B
▲ 60.8% YoY
Diluted EPS
$-0.86
Gross margin
32.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2021-08-09
CF Industries Holdings, Inc. (CF) Q2 2021 Earnings Call Transcript
Revenue
$1.59B
▲ 31.9% YoY
Diluted EPS
$1.14
▲ 28.1% YoY
Gross margin
31.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2021-05-06
CF Industries Holdings, Inc. (CF) Q1 2021 Earnings Call Transcript
Revenue
$1.05B
▲ 7.9% YoY
Diluted EPS
$0.70
▲ 125.8% YoY
Gross margin
27.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2021-02-18
CF Industries Holdings, Inc. (CF) Q4 2020 Earnings Call Transcript
Revenue
$1.10B*
▲ 5.1% YoY
Gross margin
16.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-11-04
CF Industries Holdings, Inc. (CF) Q3 2020 Earnings Call Transcript
Revenue
$847.00M
▼ 18.4% YoY
Diluted EPS
$-0.13
▼ 144.8% YoY
Gross margin
9.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q2
2020-08-05
CF Industries Holdings, Inc. (CF) Q2 2020 Earnings Call Transcript
Revenue
$1.20B
▼ 19.8% YoY
Diluted EPS
$0.89
▼ 30.5% YoY
Gross margin
27.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q1
2020-05-07
CF Industries Holdings, Inc. (CF) Q1 2020 Earnings Call Transcript
Revenue
$971.00M
▼ 3% YoY
Diluted EPS
$0.31
▼ 22.5% YoY
Gross margin
21.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY19 · Q4
2020-02-13
CF Industries Holdings, Inc. (CF) Q4 2019 Earnings Call
Revenue
$1.05B
▼ 7.3% YoY
Diluted EPS
$0.25
▲ 19% YoY
Gross margin
21.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Showing 1–28 of 28 earnings calls
Key facts CIK 1324404 CUSIP 125269100 13F (30d) 25 filings 20 filers Visit website Investor relations