Cf Industries Holdings (CF) Stock Price & Analysis
CF Stock Chart & Stats
- Day’s Range
- MXN 2,000.00 - MXN 2,200.00
- 52-Week Range
- MXN 1,381.11 - MXN 2,450.00
- Previous Close
- MXN 2,200.00
- Volume
- 0
- Average Volume (3M)
- 6
- Market Cap
- MXN 350.66B
- Enterprise Value
- MXN 20.97B
- Total Cash (Recent Filing)
- MXN 2.48B
- Total Debt (Recent Filing)
- MXN 3.61B
- Price to Earnings (P/E)
- 9.1
- Beta
- -0.36
- Next Earnings
- Nov 04, 2026 (Est.)
- EPS Estimate
- 56.85
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 1.62%
Bulls Say, Bears Say
Bulls Say
Strong Cash Generation
Robust operating cash flow and free cash flow provide internal funding for dividends, buybacks, debt reduction, and strategic investment. This cash-generation capacity strengthens financial flexibility and supports shareholder returns across the nitrogen cycle.
High Operating Utilization
Near-full utilization of available ammonia capacity indicates strong operational execution and effective use of the company’s production base. Sustained reliability can support consistent volumes, absorption of fixed costs, and stronger competitiveness in nitrogen markets.
Strategic Growth Platforms
BluePoint and carbon-capture initiatives create identifiable structural growth avenues beyond the existing fertilizer footprint. Management’s quantified upside, project progress, and low-carbon demand provide potential to expand future earnings power and product differentiation.
Bears Say
Cyclical Earnings Volatility
The company’s profitability remains exposed to nitrogen pricing and industry conditions, producing substantial swings across the cycle. Such volatility can make cash generation, capital allocation, and earnings visibility less dependable when supply-demand conditions weaken.
Yazoo City Disruption
The delayed Yazoo City restart removes production capacity for an extended period and has already resulted in asset impairments. Continued timing uncertainty can constrain volumes, increase fixed-cost absorption, and complicate operational planning until the facility returns.
Rising Project And Logistics Costs
Higher construction and procurement costs reduce the economics of new capacity, while logistics inflation raises the cost of serving customers. Persistent cost pressure could narrow margins, increase project breakevens, and limit the returns from planned growth investments.
Cf Industries Holdings News
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Cf Industries Holdings Stock Smart Score
Company Description
Cf Industries Holdings
CF Industries Holdings, Inc. is a global producer and distributor of hydrogen and nitrogen-based products. These essential chemicals serve a variety of purposes worldwide, including energy generation, agricultural fertilization, environmental emissions reduction, and numerous other industrial applications. The company's core product lineup features vital nitrogen compounds such as anhydrous ammonia, granular urea, urea ammonium nitrate (UAN), and different forms of ammonium nitrate. In addition to these primary offerings, CF Industries also provides specialized chemicals like diesel exhaust fluid, urea liquor, nitric acid, and aqua ammonia, alongside complex fertilizers containing nitrogen, phosphorus, and potassium. Its diverse customer base includes agricultural cooperatives, independent fertilizer distributors, commodity traders, wholesalers, and a wide array of industrial end-users. Founded in 1946, the firm is headquartered in Deerfield, Illinois.
- Sector
- Basicmaterials
- Industry
- Agricultural Inputs
- CEO
- Christopher D. Bohn
- Employees
- 2,900
- Website
- www.cfindustries.com
- Address
- 2375 Waterview Drive, Northbrook, IL, 60062, US
Cf Industries Holdings (CF) Earnings & Revenues
CF Company Deck
CF Earnings Call
Earnings Call SentimentPositive
The call emphasized strong operational execution, robust cash generation, significant shareholder returns (repurchases and dividend increase), and an upgraded mid‑cycle EBITDA outlook supported by strategic initiatives (BluePoint, carbon capture, DEF). These positives were balanced against near‑term demand seasonality and price volatility in Q2, localized asset disruption (Yazoo City) with related impairments, and rising construction/logistics costs plus geopolitical and LNG‑supply driven uncertainties. On balance, management presented a confident long‑term thesis (structural tightening, higher mid‑cycle earnings) while acknowledging short‑term headwinds and cost pressures.
View all MX:CF earnings summariesCF Net sales Breakdown
- 30.72% Ammonia
- 25.14% Granular Urea
- 30.51% UAN
- 5.94% AN
- 7.69% Other
CF Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 14 | 4 | 4 |
| Technical Analysis | 3 | 4 | 3 |
| Moving Averages | 11 | 0 | 1 |
