---
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"
generated_at: "2026-05-16T01:58:13.531534+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# CF Industries Q4/FY2025 EPS $2.59/$8.97; net sales up 19% YoY; Yazoo outage cuts 2026 production

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001324404-26-000003
- JSON: https://secwatch.observer/filing/0001324404-26-000003.json
- Plain text: https://secwatch.observer/filing/0001324404-26-000003.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.