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Net Sales by Segment
Reveals the revenue generated from each business segment, highlighting which areas are driving growth and contributing most to the company's top line.After the 2022 commodity peak, CF’s sales mix has shifted: ammonia, granular urea and UAN have meaningfully rebounded into early‑2026 as global supply disruptions and tighter traded volumes allow CF to run near‑100% ammonia capacity and capture premium pricing, while “Other” stays steady. AN has lagged, implying regional demand/pricing weakness. Blue Point capex offers longer‑term volume optionality, but near‑term results remain exposed to gas‑price swings, freight/insurance costs and export restrictions that could amplify volatility in sales and margins.
Date | Other | Ammonia | Granular Urea | UAN | AN |
|---|---|---|---|---|---|
Jun 30, 2026 | $193.00M | $586.00M | $759.00M | $613.00M | $71.00M |
Mar 31, 2026 | $128.00M | $627.00M | $590.00M | $583.00M | $58.00M |
Dec 31, 2025 | $147.00M | $708.00M | $372.00M | $564.00M | $81.00M |
Sep 30, 2025 | $140.00M | $457.00M | $423.00M | $517.00M | $122.00M |
Jun 30, 2025 | $125.00M | $491.00M | $547.00M | $610.00M | $117.00M |
Mar 31, 2025 | $133.00M | $520.00M | $439.00M | $470.00M | $101.00M |
Dec 31, 2024 | $131.00M | $572.00M | $348.00M | $372.00M | $101.00M |
Sep 30, 2024 | $117.00M | $353.00M | $388.00M | $406.00M | $106.00M |
Jun 30, 2024 | $133.00M | $409.00M | $457.00M | $475.00M | $98.00M |
Mar 31, 2024 | $122.00M | $402.00M | $407.00M | $425.00M | $114.00M |