CF Industries/$CF
1D1W1M3M6MYTD1Y5YMAX
Capital at risk
About CF Industries
CF Industries is a leading producer and distributor of nitrogen, which is primarily used in fertilizers. The company operates nitrogen manufacturing plants primarily in North America. CF also produces nitrogen in the United Kingdom and holds a joint venture interest in a nitrogen production facility in Trinidad and Tobago. CF makes nitrogen primarily using low-cost US natural gas as its feedstock, making the company one of the lowest-cost nitrogen producers globally. It is also investing in carbon-free blue and green ammonia, which can be used as an alternative fuel to hydrogen or as a means to transport hydrogen.
- Ticker
- $CF
- Sector
- Materials
- Primary listing
- NYSE
- Employees
- 2,900
- Headquarters
- Northbrook, United States
- Website
- www.cfindustries.com
CF Industries Metrics
BasicAdvanced
$19B
9.17
$13.44
0.40
$2.10
1.95%
Price and volume
Market cap
$19B
Beta
0.4
52-week high
$141.96
52-week low
$75.42
Average daily volume
2.3M
Dividend rate
$2.10
Financial strength
Current ratio
4.86
Quick ratio
4.142
Long term debt to equity
0.393
Total debt to equity
0.405
Dividend payout ratio (TTM)
14.96%
Interest coverage (TTM)
17.30%
Profitability
EBITDA (TTM)
3,873
Gross margin (TTM)
42.49%
Net profit margin (TTM)
27.12%
Operating margin (TTM)
38.23%
Effective tax rate (TTM)
17.19%
Revenue per employee (TTM)
$2,670,000
Management effectiveness
Return on assets (TTM)
12.82%
Return on equity (TTM)
29.87%
Valuation
Price to earnings (TTM)
9.175
Price to revenue (TTM)
2.488
Price to book
3.25
Price to tangible book (TTM)
6.69
Price to free cash flow (TTM)
10.08
Free cash flow yield (TTM)
9.92%
Free cash flow per share (TTM)
12.232
Dividend yield (TTM)
1.70%
Forward dividend yield
1.95%
Growth
Revenue change (TTM)
20.04%
Earnings per share change (TTM)
76.58%
3-year revenue growth (CAGR)
-3.89%
10-year revenue growth (CAGR)
6.35%
3-year earnings per share growth (CAGR)
3.63%
10-year earnings per share growth (CAGR)
32.40%
3-year dividend per share growth (CAGR)
7.72%
10-year dividend per share growth (CAGR)
5.24%
What the Analysts think about CF Industries
Analyst ratings (Buy, Hold, Sell) for CF Industries stock.
Analyst projections of the future price of CF Industries stock.
Bulls say / Bears say
Management expects nitrogen supply to stay constrained and demand to remain firm into 2027, after global disruptions removed an estimated 4–4.5 million tonnes of traded urea. That could support selling prices and margins for CF’s nitrogen business. (CF Industries)
CF ran available ammonia capacity at 98% in the first half and returned $302 million to shareholders in the second quarter, including through buybacks and a 20% dividend increase. This shows strong operations translating into cash returns for investors. (CF Industries)
Blue Point One could give CF a foothold in the growing low-carbon ammonia market, with planned capacity of 1.4 million tonnes a year and production expected from 2029. CF’s Japanese partners share the project investment and provide routes into energy markets. (CF Industries)
The Yazoo City complex remains offline after a 2025 incident, limiting CF’s expected 2026 ammonia production to about 9.5 million tonnes; the company does not expect the site to resume production until the first half of 2027. A delayed restart would prolong lost output and related costs. (CF Industries)
Nitrogen prices fell back to pre-conflict levels by the end of the second quarter as seasonal demand eased, while CF’s sales volumes were down 15% year on year and it missed analysts’ estimates. This highlights how quickly prices and volumes can turn against earnings. (Reuters, CF Industries)
Blue Point is a large, long-dated commitment: CF owns 40% of a $3.7 billion joint venture and is investing another $550 million in shared infrastructure, while output is not expected until 2029. The company also warns that funding needs may exceed estimates and that completion on time and on budget is not assured. (CF Industries, CF Industries)
Data summarised monthly by Lightyear AI. Last updated on 15 Oct 2026.
CF Industries Financial Performance
Revenues and expenses
CF Industries Earnings Performance
Company profitability
Upcoming events
CF Industries News
AllArticlesVideos
CF Industries Holdings, Inc. Declares Quarterly Dividend and Confirms Dates for Third Quarter 2026 Results and Conference Call
Business Wire3 weeks ago
Fertilizer Prices Keep Climbing: 3 Stocks Still Trading at a Discount
MarketBeat1 month ago
Potash producers slide after Trump touts Belarus purchase deal
Proactive Investors1 month ago
Funds containing CF Industries
AllUSDEURGBP
Fund name | Fund size | $CF weighting |
|---|---|---|
iShares Agribusiness$ISAG | $494M | 5.94% |
iShares Agribusiness£SPAG | $494M | 5.94% |
iShares Agribusiness€ISAE | $491M | 5.94% |
iShares S&P 500 Materials Sector£IMSU | $218M | 1.57% |
iShares S&P 500 Materials Sector€2B7B | $218M | 1.57% |
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
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