CF Stock Recent News

While soft nitrogen prices weigh on CF's sales and margins, it benefits from healthy global demand for nitrogen fertilizers and lower natural gas costs.

CF Industries (CF) has seen solid earnings estimate revision activity over the past month, and belongs to a strong industry as well.

CF Industries, the world's largest nitrogen fertilizer producer, boasts an economic moat with low-cost operations and superior logistics, ensuring consistent shareholder value. The company's strategic focus on nitrogen-based products and disciplined capital reinvestment have led to substantial free cash flow and shareholder returns. Future growth is bolstered by ventures into blue and green ammonia, positioning CF ahead of regulatory trends and opening new market opportunities.

Upgrading CF Industries to a Buy due to favorable shifts in corn acreage and rising EU natural gas prices, projecting 30% upside to $100/share. CF benefits from low-cost US natural gas, enhancing its competitive cost edge in nitrogen fertilizer production against global peers. Improved farmer sentiment and expectations for increased corn planting in 2025 bolster the demand outlook for CF's nitrogen products.

NORTHBROOK, Ill.--(BUSINESS WIRE)--CF Industries Holdings, Inc. (NYSE: CF) today announced that the Company will present at the BofA 2025 Global Agriculture and Materials Conference at 1:15 pm ET on Wednesday, February 26, 2025. Investors who wish to access the live conference webcast should visit the Investor Relations section of the company's website at www.cfindustries.com. A replay of the webcasts will be available on the CF Industries Holdings, Inc. website for 180 days following the event.

CF Industries Holdings, Inc. (NYSE:CF ) Q4 2024 Earnings Conference Call February 20, 2025 11:00 AM ET Company Participants Martin Jarosick - Investor Relations Tony Will - President & Chief Executive Officer Chris Bohn - Executive Vice President & Chief Operating Officer Bert Frost - Executive Vice President, Sales, Market Development & Supply Chain Greg Cameron - Executive Vice President & Chief Financial Officer Conference Call Participants Joel Jackson - BMO Capital Markets Richard Garchitorena - Wells Fargo Lucas Beaumont - UBS Andrew Wong - RBC Capital Markets Kristen Owen - Oppenheimer Stephen Byrne - Bank of America Securities Vincent Andrews - Morgan Stanley Edlain Rodriguez - Mizuho Jeff Zekauskas - JPMorgan Aron Ceccarelli - Berenberg Operator Good day, ladies and gentlemen, and welcome to CF Industries Full Year and Fourth Quarter 2024 Conference Call. All participants are in a listen-only mode.

Average selling prices of CF in 2024 were lower than in 2023 due to lower global energy costs, which reduced the global clearing price required to meet demand.

The headline numbers for CF (CF) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

CF Industries (CF) came out with quarterly earnings of $1.89 per share, beating the Zacks Consensus Estimate of $1.49 per share. This compares to earnings of $1.49 per share a year ago.

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, 2024. Highlights Full year 2024 net earnings(1)(2) of $1.22 billion, or $6.74 per diluted share, EBITDA(3) of $2.33 billion, and adjusted EBITDA(3) of $2.28 billion Fourth quarter 2024 net earnings of $328 million, or $1.89 per diluted share, EBITDA of $582 million, and adjuste.