CF Industries Q1 net earnings $615M ($3.98/sh), revenue $1.99B; global nitrogen supply tight

CF Industries Holdings, Inc.

2026-Q1 EPS reported $3.98 revenue$1,986,000,000

Net earnings $615M ($3.98 diluted EPS) vs $312M ($1.85) year ago; adjusted EBITDA $983M vs $644M.
Revenue $1.99B (+19% YoY) on higher selling prices; tight global supply from Middle East conflict.
Gross ammonia production 2.5M tons at 99% utilization; Yazoo City Complex outage extended to late Q4 2026.
Full-year 2026 capex ~$1.3B total (CF share ~$950M); $1.7B remains under share repurchase program.
Litigation settlement gain ~$170M received in April; launched low-carbon UAN collaboration with PepsiCo.

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.9

CF Industries Holdings, Inc. reported first quarter ended March 31, 2026 results: revenue $1.99 billion, net income $615 million, EPS $3.98 per diluted share.

Period: first quarter ended March 31, 2026
Revenue: $1.99 billion
Net income: $615 million
EPS: $3.98 per diluted share
Result: reported results

Exact text from the filing

of $644 million. First quarter 2026 financial results reflect a gain of approximately $170 million from a litigation settlement. Net sales in the first quarter of 2026 were $1.99 billion compared to $1.66 billion in the first quarter of 2025. Average selling prices were higher for all segments in the first quarter of 2026 compared to the first quarter of 2025 due

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Source: SEC EDGAR

accession 0001324404-26-000011

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