earnings
confidence high
sentiment positive
materiality 0.80
CF Industries Q4/FY2025 EPS $2.59/$8.97; net sales up 19% YoY; Yazoo outage cuts 2026 production
CF Industries Holdings, Inc.
2025-FY EPS reported
$8.97
revenue$7,084,000,000
- 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.