CF Industries Holdings, Inc. (CF) Q3 2026 earnings results
CF Industries Holdings, Inc. (CF) reported Q3 2026 results on Nov 4, 2026, 4:30:00 PM ET: GAAP EPS $2.87 vs. $3.05 expected (miss by 6.0%); revenue $1.86B vs. $1.77B expected (beat by 4.8%). Outlook: Management expects the global nitrogen supply-demand balance to remain constructive for producers in the near- and longer-terms.
| Metric | Reported | Analyst estimate | Result |
|---|---|---|---|
| EPS (GAAP, diluted) | $2.87 | $3.05 | Miss by 6.0% |
| Revenue | $1.86B | $1.77B | Beat by 4.8% |
Analyst estimate: the average forecast before the release.
Source
Figures from the Press release, released Nov 4, 2026, 4:30:00 PM ET. Nexqual published them 17 min 59 s after release. Each figure is confirmed by two independent extraction methods before it is published.
Year over year
Compared with the same quarter a year earlier (ended September 30, 2025, from the company's SEC filing): revenue grew 12.1% from $1.66B; GAAP diluted EPS was $2.87 vs. $2.19 (+31.1%).
Stock reaction
The results came out after the market closed. CF closed at $118.57 on November 5, 2026, up 6.2% from its $111.68 close on November 4, 2026 before the results. Latest: $121.72 as of 11:46 AM ET, +9.0% since the pre-release close.
Questions and answers
Did CF Industries Holdings, Inc. beat earnings expectations?
No. CF Industries Holdings, Inc. reported GAAP EPS of $2.87 against an average analyst estimate of $3.05 (miss by 6.0%), and revenue of $1.86B against $1.77B expected (beat by 4.8%).
What were CF Industries Holdings, Inc.'s Q3 2026 earnings and revenue?
GAAP diluted EPS of $2.87 and revenue of $1.86B. Compared with the same quarter a year earlier (ended September 30, 2025, from the company's SEC filing): revenue grew 12.1% from $1.66B; GAAP diluted EPS was $2.87 vs. $2.19 (+31.1%).
When did CF Industries Holdings, Inc. report Q3 2026 earnings?
Nov 4, 2026, 4:30:00 PM ET, in a company press release.
How did CF stock react to the earnings?
The results came out after the market closed. CF closed at $118.57 on November 5, 2026, up 6.2% from its $111.68 close on November 4, 2026 before the results. Latest: $121.72 as of 11:46 AM ET, +9.0% since the pre-release close.
What did CF Industries Holdings, Inc. say about its outlook?
Management expects the global nitrogen supply-demand balance to remain constructive for producers in the near- and longer-terms.
More on CF
CF stock page: price, SEC financials, insider trades, superinvestor holders, analyst estimates and options. All results reported that day: earnings November 4, 2026.
Source: company earnings press release, Nexqual Earnings Flash. Built November 10, 2026 at 16:46 UTC. Not investment advice.
Data source: Nexqual. Last updated: November 10, 2026 at 16:46 UTC. This page is informational and not investment advice.
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