CF Industries Holdings, Inc. · CF · Next earnings

CF Industries Holdings, Inc. reports Wednesday, Nov 4, 2026

CF reports after market close with consensus EPS at $3.02 and revenue at $1.79B. Last quarter: CF Industries Beats on Tight Nitrogen Market as Blue Point Plant Advances

Reports After market close45 days awayDate estimated Basic Materials

What the street expects

Consensus for the coming report
Consensus EPS $3.02 Calendar consensus
Consensus revenue $1.79B Calendar consensus
Report date Nov 4, 2026 Wednesday, date estimated
Session After market close 45 days away

Where CF left off: FY2026 Q1

Full report

CF Industries Beats on Tight Nitrogen Market as Blue Point Plant Advances

EPS surprise +51.7% Reported $3.99 vs $2.63
Revenue surprise +8.0% Reported $1.99B vs $1.84B
Stock move -0.9% Event window
Subsequent drift -4.4% Up to 20 sessions

Management maintained its forward outlook with no upward or downward revision to full-year expectations. Capex outlook remains stable, centered on commencing Blue Point ammonia plant construction in 2026.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Geopolitical disruptions (Iran, Russia-Ukraine) affecting feedstock and logistics.
  • Export restrictions from China, Egypt, and Russia limiting global supply.
  • Reliance on LNG feedstock vulnerable to price spikes and availability constraints.
  • Regulatory uncertainty around carbon policies such as CBAM.
  • Execution risk for the Blue Point project and future capex discipline.

Questions analysts left open

  • Longevity of elevated pricing amid potential market re-balancing.
  • Impact of export duties and restrictions on global pricing dynamics.
  • Timing and cost of Blue Point plant construction and permitting.
  • Maintenance scheduling and its effect on seasonal supply.
  • Future trajectory of natural gas costs.

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Recent CF quarters

All CF earnings
-0.9%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.