CF Industries Holdings Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
-3.3%projected annual EPS growth
Analyst Coverage
19analysts covering
FY Revenue (est.)
$8.1Bnext fiscal year
FY EPS (est.)
$15.06next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 4 Nov 2026 |
| Q3 2026 Earnings Call | 5 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Gross Ammonia Production Volume Annually10.1MTarget: Maintain high capacity utilization across North American network, offset by Yazoo City complex outage constraints
Diluted Earnings Per Share (TTM) Quarterly11.1Target: Consensus FY2026 EPS of approximately $14.90 to $21.19
Average Cost of Natural Gas Feedstock (per MMBtu) QuarterlyTarget: Minimize feedstock costs relative to global high-cost European/Asian producers
Watch Items
- Yazoo City Complex OutageTrigger: Extended outage beyond late Q4 2026Action: Reassess annual production guidance and adjust supply chain logistics to mitigate regional volume shortfalls.
- Global Nitrogen Supply and Geopolitical DisruptionsTrigger: Escalation of Middle East conflicts or changes in export flows from major producing regionsAction: Monitor global pricing benchmarks and optimize export allocations to capture regional price premiums.
- US Federal Trade Commission (FTC) Fertilizer Price InvestigationTrigger: Formal regulatory action or antitrust findingsAction: Engage legal counsel, prepare compliance disclosures, and evaluate potential impact on domestic pricing strategies.
Research as of 2 Sep 2026