{"schema_version":"secwatch.filing_event.v1","accession":"0001324404-22-000026","form_type":"8-K","ticker":"CF","cik":"0001324404","company_name":"CF Industries Holdings, Inc.","filed_at":"2022-11-02T23:59:59+00:00","discovered_at":"2026-05-14T18:03:50.133488+00:00","generated_at":"2026-06-22T12:40:59.404977+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"CF Industries posts record 9M net earnings of $2.49B; announces $3B buyback, ExxonMobil CO2 capture deal","bullets":["Q3 net earnings $438M ($2.18/diluted); 9M net earnings $2.49B ($12.04/diluted).","Net sales Q3 $2.32B (+70% YoY); 9M $8.58B (+115% YoY).","Board authorized new $3B share repurchase program through 2025, replacing $1.5B program.","Commercial agreement with ExxonMobil to capture and store up to 2M tons CO2/year from Donaldsonville Complex; startup early 2025.","Initiated FEED study with Mitsui for greenfield blue ammonia facility in Ascension Parish, LA; FID expected H2 2023."],"urls":{"canonical":"https://secwatch.observer/filing/0001324404-22-000026","json":"https://secwatch.observer/filing/0001324404-22-000026.json","markdown":"https://secwatch.observer/filing/0001324404-22-000026.md","text":"https://secwatch.observer/filing/0001324404-22-000026.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1324404/000132440422000026/0001324404-22-000026-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1324404/000132440422000026/cf-20221102.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-22T12:40:59.404977+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"7e42da3bb67ff56005135bc8da94091ec71513fd","claim":"CF Industries Holdings, Inc. reported the third quarter ended September 30, 2022 results: net income $438 million, EPS $2.18 per diluted share.","evidence_excerpt":"• Third quarter net earnings of $438 million (1) , or $2.18 per diluted share, EBITDA (2) of $826 million, and adjusted EBITDA (2) of $983 million","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1324404/000132440422000026/0001324404-22-000026-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the third quarter ended September 30, 2022"},{"label":"Net income","value":"$438 million"},{"label":"EPS","value":"$2.18 per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"d94dd0507c282586b5f93238f4b48061d8061649","claim":"CF Industries Holdings, Inc. reported the first nine months ended September 30, 2022 results: revenue $8.58 billion, net income $2.49 billion, EPS $12.04 per diluted share.","evidence_excerpt":"For the first nine months of 2022, net earnings attributable to common stockholders were $2.49 billion, or $12.04 per diluted share, and EBITDA was $4.30 billion, which include the impact of pre-tax impairment and restructuring charges of $257 million related to the Company’s UK operations; adjusted EBITDA was $4.58 billion. These results compare to the first nine months of 2021 net earnings attributable to common stockholders of $212 million, or $0.98 per diluted share and EBITDA of $984 million, which included the impact of pre-tax impairment charges of $495 million related to the Company’s UK operations; and adjusted EBITDA of $1.49 billion. Net sales in the first nine months of 2022 were $8.58 billion compared to $4.00 billion in the first nine months of 2021.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1324404/000132440422000026/0001324404-22-000026-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the first nine months ended September 30, 2022"},{"label":"Revenue","value":"$8.58 billion"},{"label":"Net income","value":"$2.49 billion"},{"label":"EPS","value":"$12.04 per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}