CF Industries Holdings's results for Q3 2026 (quarter ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-11-04. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP (net sales)) | $1,860 million (+12.1% vs a year earlier) |
| Diluted EPS (GAAP) | $2.87 |
| Full-year guidance | Stated (no change given) |
Guidance
No revenue or earnings guidance; CF expects about 9.5 million tons of 2026 gross ammonia production and about $1.3 billion of 2026 capex.
Why this label: Only 2026 gross ammonia production (~9.5M tons) and capex (~$1.3B), with no prior or direction; no revenue/earnings outlook.
From the release
Revenue: "Net sales · $ · 1,860 · $ · 1,659"
Earnings per share: "Third quarter 2026 net earnings of $436 million, or $2.87 per diluted share"
Quotes are copied from the filing; in table rows, cell borders are shown as “·”.
Key fact: Q3 net earnings $436 million, or $2.87 per diluted share, versus $2.19.
Source
CF Industries Holdings earnings release (SEC filing), accession 0001324404-26-000023, filed 2026-11-04.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.