CF Industries is a leading nitrogen-fertilizer maker.
CF Industries Holdings, Inc. (CF) is expected to report earnings on Wednesday, November 4, 2026, after the close. Estimated release time 16:50 ET. Consensus EPS estimate is $3.02.
| Report date | Quarter | EPS est. | EPS actual | Surprise | Revenue |
|---|---|---|---|---|---|
| 2026-08-05 | FY2026 Q2 | $5.63 | $4.73 | -16.0% | $2.22B |
| 2026-05-06 | FY2026 Q1 | $2.63 | $3.99 | +51.7% | $1.99B |
| 2026-02-18 | FY2025 Q4 | $2.43 | $2.99 | +23.0% | $1.87B |
| 2025-11-05 | FY2025 Q3 | $2.16 | $2.19 | +1.4% | $1.66B |
| 2025-08-06 | FY2025 Q2 | $2.50 | $2.37 | -5.2% | $1.89B |
| 2025-05-07 | FY2025 Q1 | $1.48 | $1.85 | +25.0% | $1.66B |
| 2025-02-19 | FY2024 Q4 | $1.54 | $1.89 | +22.7% | $1.52B |
| 2024-10-30 | FY2024 Q3 | $1.18 | $1.34 | +13.6% | $1.37B |
CF has beaten consensus EPS in 6 of its last 8 reported quarters.
CF reported Aug 5. The highlights: EPS of $4.73 — a sharp miss vs the $5.63 estimate (-16%); revenue of $2.22B — a miss vs the $2.45B consensus (-9%). Focus now shifts to nitrogen pricing and clean-ammonia projects.
CF pays a quarterly dividend, currently yielding 1.78%.
| Ex-dividend date | Amount | Paid |
|---|---|---|
| 2026-08-14 | $0.6 | 2026-08-31 |
| 2026-05-15 | $0.5 | 2026-05-29 |
| 2026-02-13 | $0.5 | 2026-02-27 |
| 2025-11-14 | $0.5 | 2025-11-28 |
| 2025-08-15 | $0.5 | 2025-08-29 |
| 2025-05-15 | $0.5 | 2025-05-30 |