CF Industries (CF) earnings history
Most recent quarter
- Fiscal period
- Q2 2026
- Period end
- Jun 30, 2026
- EPS actual
- $4.75
- EPS estimate
- $5.63
- EPS surprise
- −15.67%
- Revenue surprise
- −9.31%
- Revenue
- $2.2B
- Revenue estimate
- $2.4B
- Reported
- Aug 5, 2026
CF Industries reported Q2 2026 results on August 5, 2026. Earnings per share came in at $4.75, short of the $5.63 estimate by 15.67%. Revenue was $2.2 billion, below the $2.4 billion consensus by 9.31%. Even so, the quarter was much stronger than a year earlier. EPS roughly doubled from $2.36 in Q2 2025, and revenue rose about 16% from $1.9 billion.
The longer record shows wide swings. Annual EPS fell from $16.33 in 2022 to $8.20 in 2023 and $6.56 in 2024, then recovered to $9.33 in 2025. The first half of 2026 added $8.85, about double the $4.33 from the same period of 2025. Q2 2022 holds the highs in the table, at $5.58 per share and $3.4 billion in revenue. Over the last 20 quarters, CF topped the EPS estimate 12 times. Results ranged from a 55.74% beat in Q1 2026 to a 32.77% miss in Q1 2024.
CF reported Q3 between October 30 and November 5 in each of the past five years. That points to late October or early November 2026 for the next report. It will show whether the year-over-year gains of the first half continue into the third quarter.
Earnings history
| Period | Reported | EPS estimate | EPS actual | Surprise | Revenue | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Aug 5, 2026 | $5.63 | $4.75 | −15.67% | $2.2B | SEC |
| Q1 2026 | May 6, 2026 | $2.63 | $4.10 | +55.74% | $2.0B | SEC |
| Q4 2025 | Feb 18, 2026 | $2.43 | $2.72 | +12.33% | $1.9B | SEC |
| Q3 2025 | Nov 5, 2025 | $2.16 | $2.28 | +5.50% | $1.7B | SEC |
| Q2 2025 | Aug 6, 2025 | $2.50 | $2.36 | −5.46% | $1.9B | SEC |
| Q1 2025 | May 7, 2025 | $1.48 | $1.97 | +33.53% | $1.7B | SEC |
| Q4 2024 | Feb 19, 2025 | $1.54 | $1.90 | +23.12% | $1.5B | SEC |
| Q3 2024 | Oct 30, 2024 | $1.16 | $1.33 | +14.40% | $1.4B | SEC |
| Q2 2024 | Aug 7, 2024 | $1.85 | $2.30 | +24.61% | $1.6B | SEC |
| Q1 2024 | May 1, 2024 | $1.53 | $1.03 | −32.77% | $1.5B | SEC |
| Q4 2023 | Feb 14, 2024 | $1.56 | $1.50 | −4.00% | $1.6B | SEC |
| Q3 2023 | Nov 1, 2023 | $1.02 | $1.14 | +11.93% | $1.3B | SEC |
| Q2 2023 | Aug 2, 2023 | $2.20 | $2.71 | +23.39% | $1.8B | SEC |
| Q1 2023 | May 1, 2023 | $2.50 | $2.85 | +14.05% | $2.0B | SEC |
| Q4 2022 | Feb 15, 2023 | $4.30 | $4.24 | −1.32% | $2.6B | SEC |
| Q3 2022 | Nov 2, 2022 | $3.35 | $2.30 | −31.43% | $2.3B | SEC |
| Q2 2022 | Aug 1, 2022 | $5.92 | $5.58 | −5.71% | $3.4B | SEC |
| Q1 2022 | May 4, 2022 | $4.35 | $4.21 | −3.28% | $2.9B | SEC |
| Q4 2021 | Feb 15, 2022 | $3.44 | $3.71 | +7.70% | $2.5B | SEC |
| Q3 2021 | Nov 4, 2021 | $0.96 | $1.02 | +5.77% | $1.4B | SEC |
Quarterly revenue
Frequently asked questions
When did CF Industries (CF) last report earnings?
CF Industries last reported on Aug 5, 2026, covering fiscal Q2 2026.
Did CF beat earnings estimates?
No. CF Industries reported EPS of $4.75 for Q2 2026 against a $5.63 estimate — a 15.67% miss.
How much revenue did CF report last quarter?
CF Industries reported $2.2B in revenue for Q2 2026, against a consensus estimate of $2.4B.
Earnings figures may be restated, revised or corrected by the issuer. Past results do not indicate future performance.
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