CFCF Industries
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A rare clean sweep: double-check what the checks can't see
Quality strong, no red flags, undemanding price, growing in the filings, the market undecided.
We have a strategic venture with CHS under which CHS owns an equity interest in CFN, a subsidiary of CF Holdings, which represents approximately 11% of the membership interests of CFN. We own the remaining membership interests. CHS also receives deliveries pursuant to a supply agreement under which CHS has the right to purchase annually from CFN up to approximately 1.1 million tons of granular urea and 580,000 tons of UAN at market prices.
In the company’s own words · 10-K filed Feb 25, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
CF Industries (CF) reported revenue of $2.22B in Q2 2026 (quarter ended Jun 30, 2026), up 18% from the same quarter a year earlier. That came with a gross margin of 52% and net income of $869M (39% of revenue). For the full year FY2025, revenue was $7.08B (+19% year on year) and net income $1.80B. Its largest segment in Q2 2026 was Urea at $712M, 34% of the disclosed total, ahead of UAN at 26%. The next results filing is expected around Nov 4, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Sep 3, 2026On August 31, 2026, Vice President and Corporate Controller and Chief Accounting Officer, Richard A. Hoker, informed CF Industries Holdings, Inc. (the “Company”) that he intends to retire from employment with the Company effective as of March 3, 2027.Director or officer change · Form 8-K
- Aug 5, 2026CF Industries Holdings, Inc. Reports First Half 2026 Net Earnings of $1.34 Billion, Adjusted EBITDA of $2.18 Billion.Earnings release · press release
- Aug 5, 20262026 First Half and Second Quarter Financial Results August 5, 2026 NYSE: CF.Earnings release · press release
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Jun 2026 · $2.12BThe company’s own SEC segment disclosure.
- Urea$712.0M34%
- UAN$557.0M26%
- Ammonia$489.0M23%
- Other Products$193.0M9%
- All Other$166.0M8%
- Ammonium Nitrate$1.0M0%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.