earnings
confidence high
sentiment positive
materiality 0.85
CF Industries H1 2026 net earnings $1.34B ($8.71/sh), up 92% YoY; dividend raised 20% to $0.60/sh
CF Industries Holdings, Inc.
- H1 2026 net earnings $1.34B ($8.71 diluted EPS) vs $698M ($4.20) in H1 2025; includes $170M litigation gain.
- Q2 2026 net earnings $727M ($4.73/sh) vs $386M ($2.37/sh) in Q2 2025; net sales $2.22B (+17.5% YoY).
- Quarterly dividend increased 20% to $0.60/share; repurchased 2.0M shares for $230M in Q2.
- Blue Point One joint venture received permits; construction commencing August 2026; full-year capex ~$1.3B.
- Yazoo City Complex outage continues; expected to resume ammonia production in H1 2027; insurance coverage expected.