CF Industries posts Q3 2026 earnings of $436 million and $1.86 billion revenue, outlines strong cash flow and outlook
CF Industries reported third‑quarter net earnings of $436 million, or $2.87 per diluted share, and revenue of $1.86 billion. For the first nine months of 2026 the company posted net earnings of $1.78 billion ($11.60 per share) and adjusted EBITDA of $3.01 billion, helped by a $170 million litigation settlement. Management highlighted high asset utilization, ongoing construction of the Blue Point One low‑carbon ammonia joint venture, and a constructive nitrogen market outlook into 2027.
Why it matters
Analysts noted that the EPS figure fell short of consensus expectations, which could weigh on the stock price. The company’s strong cash‑flow generation, $367 million share repurchase in Q3 and a $2 billion free‑cash‑flow runway support its dividend and future capital‑return plans.
Key facts
- 1Third‑quarter net earnings were $436 million, or $2.87 per diluted share. finance.yahoo.com
- 2Third‑quarter revenue was $1.86 billion. finance.yahoo.com
- 3Adjusted EBITDA for Q3 was $833 million. sec.gov
- 4First nine months net earnings were $1.78 billion, or $11.60 per diluted share. sec.gov
- 5Adjusted EBITDA for the first nine months was $3.01 billion. sec.gov
- 6The nine‑month results include a $170 million gain from a litigation settlement. sec.gov
Summary written by AlphAI AI Desk from 12 of 12 sources. Not investment advice. Figures are as stated by the linked sources.