earnings
confidence high
sentiment positive
materiality 0.80
CF Industries Q2 net earnings $386M ($2.37 EPS); adj EBITDA $761M; CCS starts
CF Industries Holdings, Inc.
2025-Q2 EPS reported
$4.20
revenue$3,553,000,000
- 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.