{"filings":[{"id":92095,"accession_number":"0001324404-26-000011","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CF Industries Q1 net earnings $615M ($3.98/sh), revenue $1.99B; global nitrogen supply tight","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net earnings $615M ($3.98 diluted EPS) vs $312M ($1.85) year ago; adjusted EBITDA $983M vs $644M.","Revenue $1.99B (+19% YoY) on higher selling prices; tight global supply from Middle East conflict.","Gross ammonia production 2.5M tons at 99% utilization; Yazoo City Complex outage extended to late Q4 2026.","Full-year 2026 capex ~$1.3B total (CF share ~$950M); $1.7B remains under share repurchase program.","Litigation settlement gain ~$170M received in April; launched low-carbon UAN collaboration with PepsiCo."],"consensus_eps_estimate":null,"consensus_eps_actual":3.98,"consensus_revenue_estimate":null,"consensus_revenue_actual":1986000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92094,"accession_number":"0001104659-26-056338","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CF Industries Holdings reports Q1 2026 earnings; conference call scheduled for May 7","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Company to host conference call on May 7, 2026 to discuss first quarter financial results.","Presentation attached as Exhibit 99.1 details 2026 first quarter financial results.","Filing includes Item 2.02 Results of Operations and Financial Condition.","Report signed by Vice President and Interim CFO Richard A. Hoker.","Earnings release dated May 6, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":3.98,"consensus_revenue_estimate":null,"consensus_revenue_actual":1986000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92093,"accession_number":"0001104659-26-055680","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"CF Industries appoints Andrew Scribner as EVP and CFO effective May 26, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Andrew T. Scribner named EVP & CFO, effective May 26, 2026; reports to CEO Christopher Bohn.","Scribner joins from Kimberly-Clark, where he was VP, global controller and head of corporate FP&A.","Compensation includes $140k sign-on, $675k base salary, 80% target bonus, and $2M equity award (40% RSUs, 60% PRSUs).","PRSUs tied to three-year RONA performance with TSR modifier; vesting over three years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92092,"accession_number":"0001104659-26-055000","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K","filed_at":"2026-05-04T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"CF shareholders elect all directors, approve say-on-pay, ratify KPMG, pass golden parachute proposal","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 11 director nominees elected with >124M votes each; broker non-votes ~6M for each.","Say-on-pay approved: 121.6M For vs 9.7M Against (92.6% of votes cast).","KPMG ratified as auditor for 2026: 124.5M For vs 12.9M Against.","Shareholder proposal on golden parachutes passed: 67.0M For vs 62.9M Against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":102655,"accession_number":"0001104659-26-028018","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K","filed_at":"2026-03-16T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"CF Industries settles litigation, receives $169.5M from Orica, terminates supply pacts","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["Orica pays CF Industries $169.5M in cash to resolve litigation.","Settlement terminates ammonium nitrate purchase agreements from February 2014.","Litigation involved Orica International, affiliates, and Nelson Brothers.","Cash payment received by CF Industries subsidiaries in March 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":102654,"accession_number":"0001324404-26-000003","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K","filed_at":"2026-02-18T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CF Industries Q4/FY2025 EPS $2.59/$8.97; net sales up 19% YoY; Yazoo outage cuts 2026 production","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2025 net earnings $1.46B ($8.97/dil.) vs $1.22B ($6.74/dil.) in 2024; adjusted EBITDA $2.89B.","Net sales $7.08B (+19% YoY) driven by higher selling prices on strong global nitrogen demand.","Yazoo City complex outage (incident Nov 2025) cuts 2026 gross ammonia production to ~9.5M tons; resumption expected Q4 2026 at earliest.","Repurchased 16.6M shares for $1.34B in 2025; $1.7B remaining under $2B buyback program.","2026 capex guidance ~$1.3B including ~$600M for Blue Point JV; issued $1B 5.300% Senior Notes due 2035."],"consensus_eps_estimate":null,"consensus_eps_actual":8.97,"consensus_revenue_estimate":null,"consensus_revenue_actual":7084000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":102653,"accession_number":"0001104659-26-017110","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K","filed_at":"2026-02-18T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CF Industries announces Q4/FY 2025 earnings call; no results in 8-K","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["CF Industries to host conference call on Feb 19, 2026 to discuss Q4 and full-year results ended Dec 31, 2025.","No revenue, EPS, or other financial figures are disclosed in this 8-K filing.","Presentation attached as Exhibit 99.1 will be used during the call; no data from it included in filing."],"consensus_eps_estimate":null,"consensus_eps_actual":8.97,"consensus_revenue_estimate":null,"consensus_revenue_actual":7084000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":102650,"accession_number":"0001104659-26-003338","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K/A","filed_at":"2026-01-13T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"CF Industries CFO Gregory D. Cameron to separate effective Feb 15, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CFO Gregory D. Cameron mutually agreed to separate; not related to any disagreement.","Continued base salary through Feb 15, 2026; 2025 bonus paid based on actual performance.","If release signed: $770k lump sum, pro rata 2026 bonus, pro rata equity vesting.","Non-compete and non-solicitation for one year post-separation; non-disparagement.","No successor named; filing amends prior 8-K to detail compensation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":102652,"accession_number":"0001104659-26-002476","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K","filed_at":"2026-01-09T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"JERA's option to reduce Blue Point JV ownership expires; CF holds 40% stake","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Blue Point JV ownership fixed: CF Industries 40%, JERA 35%, Mitsui 25%.","JERA's conditional option to drop stake below 35% (min 20%) has expired and is no longer exercisable.","Had JERA reduced ownership, CF would have had right and obligation to increase its stake proportionally.","JV formed in April 2025 for low-carbon ammonia production and offtake."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":102651,"accession_number":"0001104659-26-001551","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K","filed_at":"2026-01-07T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"CF Industries CFO Gregory Cameron to depart Feb 15; Richard Hoker named Interim CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Gregory D. Cameron, EVP and CFO, to separate from CF Industries effective February 15, 2026.","Richard A. Hoker, VP and corporate controller & CAO since 2007, appointed Interim CFO as of Feb 15.","Company has commenced a search for a permanent CFO; no compensation decisions disclosed yet."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118885,"accession_number":"0001104659-25-123145","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K/A","filed_at":"2025-12-19T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"CF Industries sets new CEO Bohn's 2026 compensation: $1.1M salary, $7.5M LTI target","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Annual base salary set at $1,100,000 with target annual incentive award at 135% of base salary.","Long-term incentive target total grant value for 2026 is $7,500,000, split 60% PRSUs and 40% RSUs.","Change-in-control severance multiplier increased from 2x to 3x base salary plus target bonus; welfare and pension benefit periods extended to 3 years.","Effective date of CEO role is January 4, 2026; Bohn previously EVP and COO.","Compensation Committee approved arrangements on December 16, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118888,"accession_number":"0001104659-25-116446","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K","filed_at":"2025-11-26T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"CF Industries subsidiary completes $1B offering of 5.300% Senior Notes due 2035","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $1,000,000,000 aggregate principal of 5.300% Senior Notes maturing 2035.","Parent CF Industries Holdings provides full and unconditional senior unsecured guarantee.","Underwriters include Goldman Sachs, BMO Capital Markets, and Citigroup as representatives.","Notes are redeemable at issuer's option at any time per terms in Indenture.","Indenture contains customary covenants limiting liens, sale-leasebacks, and mergers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118887,"accession_number":"0001324404-25-000028","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CF Industries Q3 net earnings $353M, EPS $2.19; revenue $1.66B, up 21% YoY; new $2B buyback started","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net earnings $353M ($2.19 diluted EPS) vs $276M ($1.55) in prior year; nine-month net earnings $1.05B ($6.39)","Q3 revenue $1.66B (+21% YoY), driven by higher selling prices; nine-month revenue $5.21B (+18% YoY)","Adjusted EBITDA Q3 $667M vs $511M; nine-month adjusted EBITDA $2.07B vs $1.72B","Completed $3B share repurchase program (37.6M shares, 19% reduction) in Oct 2025; commenced new $2B program","Sold first certified low-carbon ammonia cargoes at premium price; Verdigris nitric acid abatement project completed"],"consensus_eps_estimate":null,"consensus_eps_actual":6.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":5212000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118886,"accession_number":"0001104659-25-107103","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CF Industries reports Q3 2025 results; no specific figures available in filing","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Presentation containing Q3 2025 results made available on November 5, 2025.","Conference call scheduled for November 6, 2025 to discuss results.","No specific revenue, EPS, or segment data provided in the 8-K filing."],"consensus_eps_estimate":null,"consensus_eps_actual":6.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":5212000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":135434,"accession_number":"0001104659-25-088627","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K","filed_at":"2025-09-09T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"CF Industries enters new $750M revolver due 2030, replaces prior facility","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$750M senior unsecured revolving credit facility maturing September 4, 2030.","Borrowings available in USD, CAD, EUR, GBP for working capital, capex, acquisitions, share repurchases.","Financial covenant: total net leverage ratio ≤ 3.75:1 (4.25:1 after material acquisitions).","Interest rates based on credit rating; commitment fee 0.09%-0.20% on undrawn portion.","Amended and restates the prior $750M revolver dated October 2023; Citibank administrative agent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":135433,"accession_number":"0001104659-25-088076","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K","filed_at":"2025-09-08T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"CF Industries CEO W. Anthony Will to retire Jan 4, 2026; COO Christopher D. Bohn elected successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Will to retire as president/CEO effective Jan 4, 2026; will serve as senior advisor through March 15, 2026.","Christopher D. Bohn, currently EVP and COO, elected as next president/CEO, effective Jan 4, 2026.","Bohn is a 16-year CF veteran; instrumental in Blue Point JV, Waggaman acquisition, low-carbon ammonia strategy.","Will remains on Board until 2026 annual meeting; will not stand for re-election.","No compensation changes announced; existing arrangements remain in effect."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":135432,"accession_number":"0001324404-25-000022","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CF Industries Q2 net earnings $386M ($2.37 EPS); adj EBITDA $761M; CCS starts","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["First half 2025 net earnings $698M ($4.20 diluted EPS); adjusted EBITDA $1.41B vs $1.21B YoY.","Q2 net sales $1.89B (+20% YoY); natural gas cost in cost of sales $3.36/MMBtu vs $1.90 YoY.","Blue Point JV cost estimated $3.7B; Linde to build ASU; CF holds 40% ownership.","Donaldsonville CCS project started July 2025, generating 45Q tax credits; up to 2M tonnes CO2/yr sequestered.","Repurchased 2.8M shares for $202M in Q2; $2B new buyback authorized effective after current program expires."],"consensus_eps_estimate":null,"consensus_eps_actual":4.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":3553000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":135431,"accession_number":"0001104659-25-074767","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CF Industries to discuss Q2 2025 results on Aug 7 call; no financial details in filing","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Filing indicates earnings call scheduled for August 7, 2025.","Exhibit 99.1 presentation attached but not included in the text provided.","No specific financial numbers or guidance available from this filing."],"consensus_eps_estimate":null,"consensus_eps_actual":4.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":3553000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.0,"calibrated_materiality_score":0.0,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":135430,"accession_number":"0001104659-25-070400","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K","filed_at":"2025-07-24T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"CF Industries SVP Ashraf Malik to retire April 2026; Trevor Williams named successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Ashraf Malik will retire as SVP Manufacturing and Distribution effective April 1, 2026.","Trevor Williams, former Nutrien EVP and President of Nitrogen and Phosphate, will succeed him.","Williams brings over 30 years of nitrogen and chemicals manufacturing experience.","Malik had been with CF Industries for 13 years and in the industry for over 30 years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":152421,"accession_number":"0001104659-25-061880","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K","filed_at":"2025-06-24T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"CF Industries holds Investor Day on June 24, 2025; no new material data in filing","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Filing announces Investor Day presentation (Exhibit 99.1) dated June 24, 2025.","Only the welcome slide is included; no financial results or guidance disclosed.","Presentation content beyond the cover slide is not filed with the SEC.","Investors would need to attend the event or access other materials for details."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":152420,"accession_number":"0001104659-25-046136","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"CF Industries shareholders reelect all 13 directors; say-on-pay passes, golden parachute proposal fails","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 13 director nominees elected with over 133M votes for each; no nominee received less than 93% support.","Advisory vote on executive compensation approved: 131.1M for (93.5%) vs 8.8M against.","Ratification of KPMG as auditor for 2025 passed: 136.7M for (93.1%) vs 10.0M against.","Shareholder proposal requiring approval for golden parachutes failed: 61.4M for vs 77.4M against.","Annual meeting held May 6, 2025; broker non-votes of ~6.6M on all director and most proposals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":152419,"accession_number":"0001324404-25-000013","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K","filed_at":"2025-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CF Industries Q1 2025 net earnings $312M ($1.85/diluted); announces $2B buyback, Blue Point JV","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net earnings $312M, EPS $1.85 diluted vs $194M, $1.03 YoY; adjusted EBITDA $644M vs $459M.","Net sales $1.66B (+13% YoY); gross margin 34.4% vs 27.8%.","Blue Point JV with JERA (35%) and Mitsui (25%) for low-carbon ammonia plant; $4B total cost, production start 2029.","Board authorized additional $2B share repurchase program through 2029; $434M repurchased in Q1.","Full-year 2025 capex guided $800-900M including JV; expects ~10M tons ammonia production."],"consensus_eps_estimate":null,"consensus_eps_actual":1.85,"consensus_revenue_estimate":null,"consensus_revenue_actual":1663000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":152418,"accession_number":"0001104659-25-045606","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K","filed_at":"2025-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CF Industries announces Q1 2025 earnings; no specific figures in filing excerpt","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Filing dated May 7, 2025; conference call scheduled for May 8, 2025 to discuss results.","Presentation attached as Exhibit 99.1 titled '2025 First Quarter Financial Results'.","Specific financial data (revenue, EPS, etc.) not included in the provided text."],"consensus_eps_estimate":null,"consensus_eps_actual":1.85,"consensus_revenue_estimate":null,"consensus_revenue_actual":1663000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":152417,"accession_number":"0001104659-25-032931","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K","filed_at":"2025-04-08T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"CF Industries forms JV with JERA and Mitsui to build world's largest low-carbon ammonia plant in Louisiana","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["JV ownership: CF 40%, JERA 35%, Mitsui 25%; JERA has conditional option to reduce to minimum 20%.","Plant cost ~$4B, CF invests additional ~$550M for infrastructure; annual capacity 1.4M tonnes, startup 2029.","CO2 sequestration via 1PointFive (OXY subsidiary): ~2.3M tonnes/yr, expect 45Q tax credits.","CF to operate and maintain plant; each partner handles offtake per ownership.","Technip Energies and Topsoe awarded EPC and technology contracts."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":171250,"accession_number":"0001324404-25-000004","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K","filed_at":"2025-02-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CF Industries reports FY2024 net earnings $1.22B, adjusted EBITDA $2.28B; returned $1.9B to shareholders","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net earnings $328M in Q4 2024 ($1.89/diluted share); full-year net earnings $1.22B ($6.74/share), down from $1.53B in 2023.","Full-year net sales $5.94B vs $6.63B in 2023; cost of natural gas in COGS $2.40/MMBtu vs $3.67/MMBtu.","Repurchased 18.8M shares for $1.51B in 2024; $1.06B remains under $3B buyback program expiring Dec 2025.","2025 capex guidance $500-550M; gross ammonia production expected ~10M tons; US corn plantings forecast ~93M acres.","ATR ammonia FEED study estimates ~$4B for Blue Point facility; final investment decision expected Q1 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":6.74,"consensus_revenue_estimate":null,"consensus_revenue_actual":5936000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":171249,"accession_number":"0001104659-25-015219","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K","filed_at":"2025-02-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CF Industries to discuss Q4 and FY2024 results on Feb 20; no specifics in filing","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Company will host a conference call on February 20, 2025 to discuss Q4 and full year 2024 results.","A presentation dated February 19, 2025 was attached as Exhibit 99.1.","No specific financial figures were included in the filing or the exhibit excerpt."],"consensus_eps_estimate":null,"consensus_eps_actual":6.74,"consensus_revenue_estimate":null,"consensus_revenue_actual":5936000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":171248,"accession_number":"0001104659-25-001388","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K","filed_at":"2025-01-06T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"CF Industries grants 28,637 RSU retention award to EVP/CAO Menzel, vesting 2028","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["28,637 RSUs approved for Susan L. Menzel (EVP, CAO) under 2022 Equity and Incentive Plan.","RSUs vest in full on Jan 2, 2028, subject to continued employment or qualifying service.","Accelerated vesting on Change in Control, death, or Disability as defined in the plan.","No pro-rata vesting in case of retirement before the final vesting date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":188225,"accession_number":"0001324404-24-000024","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K","filed_at":"2024-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CF Industries Q3 net earnings $276M (EPS $1.55) up 68% YoY; adjusted EBITDA $511M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $1.37B (+7.6% YoY); gross margin $444M (32.4% vs 29.6% in Q3 2023).","Repurchased 6.1M shares for $476M in Q3; returned $1.4B to shareholders YTD 2024.","Full-year 2024 gross ammonia production expected ~9.8M tons; capex projected ~$525M.","Low-carbon ammonia FEED studies on track for Q4 2024 completion; carbon capture projects with ExxonMobil advancing."],"consensus_eps_estimate":null,"consensus_eps_actual":4.86,"consensus_revenue_estimate":null,"consensus_revenue_actual":4412000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":188224,"accession_number":"0001104659-24-112673","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K","filed_at":"2024-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CF Industries to discuss Q3 2024 results on Oct 31; detailed financials not in filing text.","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Filing reports Q3 2024 earnings conference call scheduled for October 31, 2024.","Presentation attached as Exhibit 99.1 but its content is not included in the provided text.","No specific financial data (EPS, revenue, guidance) is available from this filing summary."],"consensus_eps_estimate":null,"consensus_eps_actual":4.86,"consensus_revenue_estimate":null,"consensus_revenue_actual":4412000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":204712,"accession_number":"0001104659-24-099930","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K","filed_at":"2024-09-16T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"CF Industries files September 2024 investor presentation; no new material financial data","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["CF Industries filed an investor presentation dated September 2024 for meetings starting Sept 16, 2024.","Presentation furnished under Item 7.01 (Regulation FD); not filed or incorporated by reference.","No specific financial results, guidance, or strategic updates are disclosed in the filing text."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":204711,"accession_number":"0001324404-24-000018","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K","filed_at":"2024-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CF Industries Q2 2024 net earnings $420M ($2.30/dil sh), down 20% YoY; adjusted EBITDA $752M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net earnings $420M in Q2 2024, down 20% from $527M in Q2 2023; diluted EPS $2.30 vs $2.70.","Net sales $1.57B vs $1.78B YoY; average selling prices lower on lower energy costs.","Natural gas costs in cost of sales $1.90/MMBtu vs $2.75/MMBtu in Q2 2023.","Repurchased 4.0M shares for $305M in Q2; remaining $1.9B in share buyback program.","Signed CO2 sequestration agreement with ExxonMobil for Yazoo City; up to 500k metric tons/yr, start 2028."],"consensus_eps_estimate":null,"consensus_eps_actual":3.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":3042000000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":204710,"accession_number":"0001104659-24-086801","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K","filed_at":"2024-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CF Industries releases Q2 2024 earnings presentation; specific results not extractable from filing text","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Filing references a presentation for Q2 2024 results, but exhibit text is not included in the provided content.","No specific revenue, EPS, segment, or guidance figures are available from the filing body or exhibits.","Conference call scheduled for August 8, 2024, to discuss results; no preliminary data given.","Investors should refer to the full presentation on the company's website for detailed financials."],"consensus_eps_estimate":null,"consensus_eps_actual":3.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":3042000000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":221563,"accession_number":"0001104659-24-073378","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K","filed_at":"2024-06-20T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"CF Industries appoints Gregory D. Cameron as CFO effective June 17, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Cameron joins from Bloom Energy, where he served as President and CFO; prior 26 years at GE.","Annual base salary of $750,000; target bonus of 90% of salary; equity awards of 12,377 RSUs and 18,566 PRSUs.","New hire award of 12,893 RSUs; standard change-in-control agreement with 2x salary and bonus lump sum.","Bert A. Frost receives retention award of 45,125 RSUs vesting on January 3, 2027.","Cameron succeeds Christopher D. Bohn, who was promoted to EVP and COO in February 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":221562,"accession_number":"0001324404-24-000012","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K","filed_at":"2024-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CF Industries Q1 net earnings $194M, EPS $1.03, revenue $1.47B, adj. EBITDA $459M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net earnings $194M ($1.03/diluted) vs $560M ($2.85) in Q1 2023; net sales $1.47B down from $2.01B.","Adjusted EBITDA $459M vs $866M; gross margin fell to 27.8% from 42.9%.","Production outages from severe cold and maintenance incurred ~$75M higher maintenance expenses; ammonia production 2.1M tons vs 2.4M.","Executed JDA with JERA to explore ~1.4M ton low-carbon ammonia plant at Louisiana Blue Point; FID expected within a year.","Repurchased 4.3M shares for $347M in Q1; $2.2B remaining under $3B buyback program."],"consensus_eps_estimate":null,"consensus_eps_actual":1.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":1470000000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":221561,"accession_number":"0001104659-24-055837","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K","filed_at":"2024-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CF Industries to discuss Q1 2024 results on May 2; no financial details in filing","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Filing announces Q1 2024 earnings conference call scheduled for May 2, 2024.","No specific financial results (revenue, EPS, volumes) are included in this 8-K or its exhibit.","The attached presentation (Exhibit 99.1) contains only a title slide with no data."],"consensus_eps_estimate":null,"consensus_eps_actual":1.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":1470000000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":221560,"accession_number":"0001104659-24-049451","cik":1324404,"company_name":"CF Industries Holdings, Inc.","ticker":"CF","form_type":"8-K","filed_at":"2024-04-19T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"CF Industries shareholders elect all 13 director nominees at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Each nominee received >149M votes for; highest vote count was Susan A. Ellerbusch (158.8M).","Advisory vote on named executive officer compensation passed with 150.9M for vs 8.2M against.","Ratification of KPMG as auditor for 2024 approved with 154.3M for, 11.8M against.","Broker non-votes totaled ~6.84M for director elections and advisory vote; none for auditor ratification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":17999206782.96682,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}