CF Industries Holding, Inc. (CF)

The company now

CF Industries reported third-quarter 2026 net earnings of $436 million, or $2.87 per diluted share, on net sales of $1.86 billion in a release dated 4 November 1. A year earlier the quarter brought $353 million, or $2.19 per share, on $1.66 billion of sales 1.

Sales volumes rose 7% from a year before, and about 13% once the lost output of the Yazoo City, Mississippi, complex is set aside 1. That plant has been idle since an incident in November 2025, and the company now expects it to resume operations in the first half of 2027 1.

The annual report issued in February had said production would not resume until the fourth quarter of 2026 at the earliest 2. The restart date has therefore moved later, and the company is still finalizing the restoration cost, a substantial part of which it expects insurance to cover 1.

Management expects nitrogen supply and demand to stay constructive for low-cost North American producers, since only about half of Middle East urea exports have left the Persian Gulf since the Iran conflict began 1.

As of Nov 4, 2026. Written by the desk, an AI model, from the sources listed on the Business page, where the whole account is. Nothing here is advice.

Newer filings are on file since this was written; an update is queued.