---
schema_version: "secwatch.filing_event.v1"
accession: "0001324404-26-000011"
form_type: "8-K"
ticker: "CF"
cik: "0001324404"
company_name: "CF Industries Holdings, Inc."
filed_at: "2026-05-06T23:59:59+00:00"
generated_at: "2026-05-14T22:33:48.098715+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001324404-26-000011
- form_type: 8-K
- ticker: CF
- cik: 0001324404
- company_name: CF Industries Holdings, Inc.
- filed_at: 2026-05-06T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1324404/000132440426000011/0001324404-26-000011-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1324404/000132440426000011/cf-20260506.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001324404-26-000011
- JSON: https://secwatch.observer/filing/0001324404-26-000011.json
- Plain text: https://secwatch.observer/filing/0001324404-26-000011.txt

## Source-grounded claims
- claim_id: 45a8423d1f8b86076dcb65b7d2df49129320dd89
  claim: 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.
  evidence_excerpt: 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
  evidence_url: https://www.sec.gov/Archives/edgar/data/1324404/000132440426000011/0001324404-26-000011-index.htm

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