CF Industries Holdings, Inc. (NYSE:CF) Q4 2023 Earnings Conference Call February 15, 2024 10:00 AM ET Company Participants Martin Jarosick - IR Tony Will - CEO Chris Bohn - EVP and COO Bert Frost - EVP, Sales, Market Development and Supply Chain Conference Call Participants Adam Samuelson - Goldman Sachs Joel Jackson - BMO Capital Markets Steve Byrne - Bank of America Josh Spector - UBS Jeff Zekauskas - JPMorgan Richard Garchitorena - Wells Fargo Edlain Rodriguez - Mizuho Ben Theurer - Barclays Andrew Wong ...

Tuesday’s U.S. Consumer Price Index (CPI) inflation report showed inflation rising faster than expected in January. The cost of housing increased by 0.6%, indicating underlying inflation pressures remain strong. Investors had been pricing the Federal Reserve (Fed) to cut interest rates in May, but that has been postponed to June following the release. The hawkish inflation figures saw the Dow Jones Industrial Average (DJIA) recording its worst day since March 2023 and the Russell 2000 shedding 4%. That happ ...

CF Industries Holdings, Inc. (CF) logged fourth-quarter 2023 earnings of $1.44 per share, down from $4.35 in the year-ago quarter.Barring one-time items, earnings came in at $1.49 per share for the reported quarter. The figure missed the Zacks Consensus Estimate of $1.56.Net sales fell around 40% year over year to $1,571 million in the quarter. It, however, beat the Zacks Consensus Estimate of $1,486.7 million. Sales were hurt by lower average selling prices as lower global energy costs led to reduced globa ...

CF Industries (CF) reported $1.57 billion in revenue for the quarter ended December 2023, representing a year-over-year decline of 39.8%. EPS of $1.49 for the same period compares to $4.35 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.49 billion, representing a surprise of +5.67%. The company delivered an EPS surprise of -4.49%, with the consensus EPS estimate being $1.56.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and ...

CF Industries (CF) came out with quarterly earnings of $1.49 per share, missing the Zacks Consensus Estimate of $1.56 per share. This compares to earnings of $4.35 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -4.49%. A quarter ago, it was expected that this fertilizer maker would post earnings of $0.94 per share when it actually produced earnings of $0.85, delivering a surprise of -9.57%.Over the last four quarters, the com ...

NORTHBROOK, Ill.--(BUSINESS WIRE)--CF Industries Holdings, Inc. (NYSE: CF), a leading global manufacturer of hydrogen and nitrogen products, today announced results for the full year and fourth quarter ended December 31, 2023. Highlights Full year net earnings(1)(2) of $1.53 billion, or $7.87 per diluted share, EBITDA(2) of $2.71 billion, and adjusted EBITDA(3) of $2.76 billion Fourth quarter net earnings(1)(2) of $274 million, or $1.44 per diluted share, EBITDA of $556 million, and adjusted EBITDA o ...

Key PointsThe agricultural industry is at a cyclical low, but there are signs that it is on a path to turning back around.Analysts could quickly realize that CF Industries is the best stock to consider for the space; markets seem ahead of the curb this time.No competitor comes close to how markets reward CF in its valuations, and there's a reason why.5 stocks we like better than The Goldman Sachs GroupWhen picking the right stocks for your portfolio, you can follow market price action or gauge a stock's cur ...

Wall Street analysts forecast that CF Industries (CF) will report quarterly earnings of $1.56 per share in its upcoming release, pointing to a year-over-year decline of 64.1%. It is anticipated that revenues will amount to $1.49 billion, exhibiting a decline of 43% compared to the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 4.6% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projecti ...

CF Industries Holdings, Inc. (CF) is set to release fourth-quarter 2023 results on Feb 14, after the closing bell.CF Industries beat the Zacks Consensus Estimate for earnings in three of the trailing four quarters while missing it once. The company delivered a trailing four-quarter earnings surprise of 7.4%, on average. CF’s fourth-quarter results are likely to reflect the impacts of softer nitrogen prices. However, it is expected to have benefited from healthy nitrogen fertilizer demand in major markets an ...

Wall Street expects a year-over-year decline in earnings on lower revenues when CF Industries (CF) reports results for the quarter ended December 2023. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on February 14, 2024, might help the stock move higher if these key numbers are better than e ...