CF Industries (CF) came out with quarterly earnings of $1.85 per share, beating the Zacks Consensus Estimate of $1.47 per share. This compares to earnings of $1.03 per share a year ago. These figures are adjusted for non- recurring items. Ahead of this earnings release, the estimate revisions trend for CF: mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. ...

CF Industries Holdings, Inc. Reports First Quarter 2025 Net Earnings of $312 Million, Adjusted EBITDA of $644 Million Outstanding Operations, Positive Global Nitrogen Environment Drive Strong Q1 2025 Performance Announced FID for Blue Point Joint Venture Low-Carbon Ammonia Production Facility Board Authorizes Additional $2 Billion Share Repurchase Program Through 2029 NORTHBROOK, Ill.—May 7, 2025—CF Industries Holdings, Inc. (NYSE: CF), a leading global manufacturer of hydrogen and nitrogen products, today ...

In its upcoming report, CF Industries (CF) is predicted by Wall Street analysts to post quarterly earnings of $1.47 per share, reflecting an increase of 42.7% compared to the same period last year. Revenues are forecasted to be $1.52 billion, representing a year-over-year increase of 3.5%.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 7.8% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections durin ...

The market expects CF Industries (CF) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released ...

Core Viewpoint - CF Industries Holdings, Inc. is experiencing gains due to higher nitrogen fertilizer demand and lower natural gas costs, despite facing challenges from soft nitrogen prices [1] Group 1: Demand Factors - Global demand for nitrogen fertilizers is rising, driven by significant agricultural needs and recovering industrial demand post-pandemic [2] - High corn planting acres and low nitrogen inventories in North America are expected to boost nitrogen demand [4] - Brazil's demand for urea is anticipated to remain strong due to increased corn planting, while India's demand is driven by low inventory levels [4] Group 2: Supply and Pricing Dynamics - The global supply-demand balance for nitrogen fertilizers is expected to remain positive, with inventories below normal and production challenges in Europe [3] - CF Industries is facing headwinds from weak nitrogen prices due to increased global supply and lower energy costs, impacting sales and margins [8] Group 3: Cost Structure - The company benefits from lower natural gas prices, with costs decreasing from $3.01 per MMBtu in the previous year to $2.43 per MMBtu in the fourth quarter [5] - The average natural gas cost for 2024 is projected to decline to $2.4 per MMBtu from $3.67 per MMBtu a year ago, contributing to reduced cost of sales [5][7]

CF Industries Holdings, Inc. (CF) , JERA Co., Inc., Japan’s biggest energy company, and Mitsui & Co., Inc., a major global investment and trading firm, have signed a joint venture (JV) focused on building facility as well as production and offtake of low-carbon ammonia.The JV will be structured with CF Industries holding a 40% stake, JERA 35% and Mitsui 25%. Together, they will develop a low-carbon ammonia production facility at CF Industries’ Blue Point Complex in Louisiana. The facility will utilize autot ...

Core Viewpoint - CF Industries Holdings, Inc. is expected to benefit from increased nitrogen fertilizer demand and lower natural gas costs, despite facing challenges from soft nitrogen prices [1]. Group 1: Demand Factors - The company is experiencing rising global demand for nitrogen fertilizers, driven by significant agricultural needs and recovering industrial demand post-pandemic [5]. - High levels of corn planted acres and low nitrogen channel inventories in North America are anticipated to drive nitrogen demand [5]. - In Brazil, strong demand for urea is expected due to increased corn planting, while India is projected to see high demand driven by low inventory levels [7]. Group 2: Supply and Pricing Dynamics - CF anticipates a positive global supply-demand balance, with inventories considered below normal and production challenges for marginal producers in Europe [6]. - The company has noted that its average selling prices in 2024 were lower than in 2023 due to increased global supply and lower energy costs, which have pressured nitrogen prices [9]. Group 3: Cost Factors - The company has benefited from lower natural gas prices, with the average cost falling from $3.01 per MMBtu in the previous year to $2.43 per MMBtu in the fourth quarter [8]. - The decline in natural gas costs has led to a reduction in the company's cost of sales, with expectations for continued benefits into 2025 [8].

Company Overview - CF Industries Holdings, Inc. (CF) is currently positioned as an intriguing investment choice due to solid earnings estimate revision activity [1][3] - The company has seen current quarter estimates rise from $1.39 per share to $1.52 per share, and current year estimates have increased from $5.83 per share to $6.20 per share [4] Industry Analysis - The Fertilizers industry has a Zacks Industry Rank of 59 out of more than 250 industries, indicating a strong position compared to other segments [2] - The positive trends in the Fertilizers space suggest that a rising tide may lift all boats, benefiting securities across the industry [2] Investment Potential - CF Industries is experiencing solid estimate revisions, which indicates a more bullish outlook from analysts regarding the company's short and long-term prospects [3][5] - The company currently holds a Zacks Rank 3 (Hold), which is considered a favorable signal for potential investors [4]

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