Company Overview - CF Industries is one of the largest nitrogen producers in North America and is currently experiencing a constructive market environment for nitrogen pricing [3]. Recent Developments - The company has announced a joint venture with Mitsui and JERA to build a new plant in Louisiana, referred to as Blue Point, which will utilize autothermal reforming technology to produce over 1.4 million metric tons of blue ammonia [3]. - The new plant's production will partially be directed towards Asia, specifically Western Asia, while CF Industries will retain 40% of the economics from this venture [3]. Operational Performance - CF Industries reports that its plants are operating safely and productively, with a significant volume of product moving quickly into the market [3].

The Zacks Fertilizers industry is poised to gain on favorable demand fundamentals for major crop nutrients, including phosphate and potash. The underlying strength of the agricultural market and attractive farm economics are spurring demand for fertilizers globally.  Industry players such as CF Industries Holdings, Inc. (CF) , The Mosaic Company (MOS) and  Yara International ASA (YARIY) are set to benefit from higher demand for fertilizers in major markets.  While weak year-over-year fertilizer prices pose ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-32597 CF INDUSTRIES HOLDINGS, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorpor ...

CF Industries (CF) Q1 2025 Earnings Call May 08, 2025 11:00 AM ET Company Participants Martin Jarosick - VP - IR & TreasuryW. Anthony Will - President, CEO & DirectorChristopher Bohn - EVP, COO & DirectorBert Frost - Executive Vice President of Sales, Market Development & Supply ChainGregory Cameron - Executive VP & Chief Financial OfficerRichard Garchitorena - Vice President - Equity ResearchJoel Jackson - Managing DirectorChristopher Parkinson - Managing DirectorBenjamin Theurer - Managing DirectorVincent ...

CF Industries (CF) Q1 2025 Earnings Call May 08, 2025 11:00 AM ET Company Participants Martin Jarosick - VP - IR & TreasuryW. Anthony Will - President, CEO & DirectorChristopher Bohn - EVP, COO & DirectorBert Frost - Executive Vice President of Sales, Market Development & Supply ChainGregory Cameron - Executive VP & Chief Financial OfficerRichard Garchitorena - Vice President - Equity ResearchW. Anthony Will - President, CEO & DirectorJoel Jackson - Managing DirectorChristopher Parkinson - Managing Director ...

CF Industries (CF) Q1 2025 Earnings Call May 08, 2025 11:00 AM ET Company Participants Martin Jarosick - VP - IR & TreasuryW. Anthony Will - President, CEO & DirectorChristopher Bohn - EVP, COO & DirectorBert Frost - Executive Vice President of Sales, Market Development & Supply ChainGregory Cameron - Executive VP & Chief Financial OfficerRichard Garchitorena - Vice President - Equity ResearchJoel Jackson - Managing DirectorChristopher Parkinson - Managing DirectorBenjamin Theurer - Managing DirectorVincent ...

CF Industries (CF) Q1 2025 Earnings Call May 08, 2025 11:00 AM ET Speaker0 Please note this event is being recorded. I would now like to turn the conference over to Mr. Martin Jurassic, Vice President, Treasury and Investor Relations. Please go ahead. Speaker1 Good morning, and thanks for joining the CF Industries earnings conference call. With me today are Tony Will, President and CEO Chris Bohn, Executive Vice President and Chief Operating Officer Bert Frost, Executive Vice President of Sales, Market Deve ...

CF Industries Holdings, Inc. (CF) logged first-quarter 2025 earnings of $1.85 per share, up from $1.03 in the year-ago quarter. The figure topped the Zacks Consensus Estimate of $1.47.Net sales rose around 13% year over year to $1,663 million in the quarter. It surpassed the Zacks Consensus Estimate of $1,520.9 million.Average selling prices for most of CF’s key products increased year over year in the reported quarter as higher global energy costs raised the global market-clearing price needed to meet glob ...

2025 First Quarter Financial Results May 7, 2025 NYSE: CF Safe harbor statement All statements in this presentation by CF Industries Holdings, Inc. (together with its subsidiaries, the "Company"), other than those relating to historical facts, are forward-looking statements. Forward-looking statements can generally be identified by their use of terms such as "anticipate," "believe," "could," "estimate," "expect," "intend," "may," "plan," "predict," "project," "will" or "would" and similar terms and phrases, ...

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how CF performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: For the quarter ended March 2025, CF Industries (CF) reported revenue of $1.66 billion, up 13.1% over the same period last year. EPS came in at $1.8 ...