CF · CF Industries Holdings, Inc. · Webcasts, Transcripts & Audio
$125.09
+0.17 (+0.14%)
At close · Nov 13
Return incl. dividend (before tax)
Play latest call
Q3 2026 earnings call transcript
Market Cap
$18.30B
Shares
146.28M
Volume · Nov 13
1.09M
Avg daily vol (3M)
2.45M
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CF Industries Holdings, Inc. Webcasts
Earnings calls, investor updates, investor days and conferences for CF Industries Holdings, Inc. (CF), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
Pull transcripts and briefs through the earnings call transcript API or MCP →
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Earnings call
FY26 · Q3
2026-11-05
CF Industries Holdings, Inc. (CF) Q3 2026 Earnings Call Transcript
Confident tone
Brazil, China, and weather risks
Geopolitical and supply uncertainty
Constructive global nitrogen market
Revenue
$1.86B
▲ 12.1% YoY Diluted EPS
$2.87
▲ 31.1% YoY Gross margin
38.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2026-08-06
CF Industries Holdings, Inc. (CF) Q2 2026 Earnings Call Transcript
Positive tone
Capital allocation and buybacks
China capacity and exports
DEF / urea upgrade projects
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
CF Industries Holdings, Inc. (CF) May 13, 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
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-02-25
CF Industries Holdings, Inc. (CF) February 25, 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Audio
Transcript
Slides
8-K10-K
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Key facts
CIK
1324404
CUSIP
125269100
13F (30d)
788 filings
737 filers
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