{"schema_version":"secwatch.filing_event.v1","accession":"0001324404-26-000003","form_type":"8-K","ticker":"CF","cik":"0001324404","company_name":"CF Industries Holdings, Inc.","filed_at":"2026-02-18T23:59:59+00:00","discovered_at":"2026-05-14T18:02:34.792514+00:00","generated_at":"2026-05-16T01:58:13.531534+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 Q4/FY2025 EPS $2.59/$8.97; net sales up 19% YoY; Yazoo outage cuts 2026 production","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001324404-26-000003","json":"https://secwatch.observer/filing/0001324404-26-000003.json","markdown":"https://secwatch.observer/filing/0001324404-26-000003.md","text":"https://secwatch.observer/filing/0001324404-26-000003.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1324404/000132440426000003/0001324404-26-000003-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1324404/000132440426000003/cf-20260218.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T01:58:13.531534+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}