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
$18B
8.36
$14.18
-
$2.10
2.02%
Price and volume
Market cap
$18B
52-week high
$141.96
52-week low
$75.42
Average daily volume
2.4M
Dividend rate
$2.10
Financial strength
Current ratio
2.984
Quick ratio
2.527
Long term debt to equity
0.398
Total debt to equity
0.411
Dividend payout ratio (TTM)
14.85%
Interest coverage (TTM)
10.26%
Profitability
EBITDA (TTM)
3,961
Gross margin (TTM)
42.52%
Net profit margin (TTM)
27.48%
Operating margin (TTM)
38.50%
Effective tax rate (TTM)
17.84%
Revenue per employee (TTM)
$2,740,000
Management effectiveness
Return on assets (TTM)
12.62%
Return on equity (TTM)
30.85%
Valuation
Price to earnings (TTM)
8.361
Price to revenue (TTM)
2.295
Price to book
3.13
Price to tangible book (TTM)
6.43
Price to free cash flow (TTM)
8.757
Free cash flow yield (TTM)
11.42%
Free cash flow per share (TTM)
13.539
Dividend yield (TTM)
1.77%
Forward dividend yield
2.02%
Growth
Revenue change (TTM)
17.87%
Earnings per share change (TTM)
71.50%
3-year revenue growth (CAGR)
1.17%
10-year revenue growth (CAGR)
7.28%
3-year earnings per share growth (CAGR)
9.53%
10-year earnings per share growth (CAGR)
47.04%
3-year dividend per share growth (CAGR)
-32.14%
10-year dividend per share growth (CAGR)
-8.38%
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
CF’s first-half 2026 adjusted EBITDA rose to $2.18 billion from $1.41 billion a year earlier, while its available ammonia capacity ran at 98%. Strong cash generation also supported a 20% dividend increase. (CF Industries)
CF expects nitrogen supply to stay constrained and demand to remain constructive into 2027, with deferred purchases in India, Southeast Asia and Brazil potentially returning. That could support prices and margins for its North American producers. (CF Industries)
Low-carbon ammonia offers a growth route beyond conventional fertiliser: CF says 10% of first-half ammonia volumes earned an average premium above $20 per ton. Construction has begun on Blue Point One, a 1.4-million-tonne-a-year plant scheduled to start production in 2029. (CF Industries, CF Industries)
Near-term earnings face a weaker price backdrop: benchmark urea prices have fallen sharply since midyear, and analysts expect a steep sequential drop in third-quarter earnings. Strong plant utilisation may not offset lower selling prices. (Investing.com)
The Yazoo City complex remains offline, and CF does not expect production to resume until the first half of 2027. The outage is weighing on output and sales, while restoration costs are still being finalised. (CF Industries)
Higher prices did not prevent a weak volume and earnings outcome in the second quarter: sales volumes fell 15% year on year, or 9% excluding Yazoo City, and the results missed analysts’ estimates. Higher maintenance and natural-gas costs added pressure. (CF Industries, Investing.com)
Data summarised monthly by Lightyear AI. Last updated on 4 Nov 2026.
CF Industries Financial Performance
Revenues and expenses
CF Industries Earnings Performance
Company profitability
Upcoming events
CF Industries News
AllArticlesVideos
Morgan Stanley, Chubb and CF Industries: CNBC's ‘Final Trades'
Benzinga4 hours ago
Chemical Stock Could See More Gains Says Signal
Schaeffers Research3 days ago
CF Industries Holdings, Inc. Declares Quarterly Dividend and Confirms Dates for Third Quarter 2026 Results and Conference Call
Business Wire4 weeks ago
Funds containing CF Industries
AllUSDEURGBP
Fund name | Fund size | $CF weighting |
|---|---|---|
iShares Agribusiness$ISAG | $494M | 5.56% |
iShares Agribusiness£SPAG | $494M | 5.56% |
iShares Agribusiness€ISAE | $491M | 5.56% |
iShares S&P 500 Materials Sector£IMSU | $218M | 1.45% |
iShares S&P 500 Materials Sector€2B7B | $218M | 1.45% |
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