CFCF Industries

$111.56+35% 1Y

The financials

CF Industries by the numbers

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.

CF Industries income statement, Q2 2026 against the same quarter a year earlier
Income statementQ2 2026Q2 2025Change
Revenue$2.22B$1.89B+18%
Gross profit$1.15B$755M+52%
Operating income$1.12B$648M+73%
Net income$869M$492M+77%
Diluted EPS$4.73$2.37+100%
Revenue by segment, Q2 2026, as reported to the SEC
OperatingRevenueShare
Urea$712M34%
UAN$557M26%
Ammonia$489M23%
Other Products$193M9.1%
All Other$166M7.8%
Ammonium Nitrate$1.0M0.0%

Business segments

Revenue split by operating segment, from SEC XBRL filings.

Latest period: Jun 2026Total $2.12B (+14%)
Other Products grew +54% year on yearAmmonium Nitrate -98% year on year
  • Urea$712.0Mquarter on quarter +21%year on year +30%
  • UAN$557.0Mquarter on quarter +0.91%year on year -0.18%
  • Ammonia$489.0Mquarter on quarter +2.9%year on year +18%
  • Other Products$193.0Mquarter on quarter +51%year on year +54%
  • All Other$166.0Mquarter on quarter +57%year on year +52%
  • Ammonium Nitrate$1.0Mquarter on quarter 0.00%year on year -98%
Segment sum = 95% of reported consolidated revenue · Latest source: 10-Q filed Aug 6, 2026, SEC EDGAR