CF · CF Industries Holdings, Inc.
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. CF Industries posted Q2 2026 adjusted EBITDA of $1,192M on strong pricing despite Yazoo City outage volumes, declared a 20% higher quarterly dividend, repurchased $225M of stock, and highlighted Blue Point construction starting in August, while raising near-term cost pressure from Yazoo downtime and noting U.S. urea prices fell below prior-year levels.
- + Quarterly dividend raised 20% to $0.60 per share.
- + Returned $302M to shareholders in Q2 2026, including ~$225M of buybacks.
- + Blue Point permits received, construction to commence August 2026.
- − Yazoo City rebuild pushed into 1H 2027 due to extended electrical gear lead times.
- − U.S. urea prices fell below prior-year levels despite global supply disruptions.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Agricultural Inputs — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CF
this stock
CF Industries Holdings, Inc.
|
$17.73B | +49.0% | +19.3% | 8.7 | 6.5% |
|
CTVA
Corteva, Inc.
|
$52.26B | +15.8% | +2.9% | 51.2 | 3.1% |
|
NTR
Nutrien Ltd.
|
$34.47B | +13.8% | — | — | 1.6% |
|
YARIY
Yara International ASA
|
$11.64B | +7.3% | — | — | 0.0% |
|
MOS
Mosaic Co
|
$7.31B | -10.1% | +8.4% | — | 9.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CF | -4.5% | -15.0% | -3.5% | -11.4% | +49.0% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -3.8% | -15.2% | -15.7% | -10.8% | +37.1% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.