---
title: "CF Industries Q4 revenue beats estimates"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/276275986.md"
datetime: "2026-02-18T21:44:00.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/276275986.md)
  - [en](https://longbridge.com/en/news/276275986.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/276275986.md)
---

# CF Industries Q4 revenue beats estimates

)

Overview

-   Global nitrogen product maker’s Q4 net sales beat analyst expectations
-   Company repurchased 16.6 mln shares for $1.34 bln in 2025

Outlook

-   CF Industries expects 2026 ammonia production to be 9.5 mln tons
-   Company projects 2026 capital expenditures of $1.3 bln

Result Drivers

-   HIGHER SELLING PRICES - Strong global nitrogen demand and supply disruptions during 2025 led to higher average selling prices across all segments
-   HIGHER NATURAL GAS COSTS - Increased cost of sales in 2025 due to higher realized natural gas costs
-   PRODUCTION ISSUES - Lower sales volumes in the quarter for granular urea and AN due to production issues at Yazoo City Complex

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Sales Beat $1.87 $1.78

bln bln (11

Analysts

)

### Q4 EPS $2.59

Q4 Net $404 mln

Income

Q4 $821 mln

Adjusted

### EBITDA

Q4 Capex $226 mln

Q4 $731 mln

### EBITDA

Analyst Coverage

-   The current average analyst rating on the shares is “hold” and the breakdown of recommendations is 5 “strong buy” or “buy”, 15 “hold” and 2 “sell” or “strong sell”
-   The average consensus recommendation for the agricultural chemicals peer group is “buy.”
-   Wall Street’s median 12-month price target for CF Industries Holdings Inc is $95.00, about 1.3% above its February 17 closing price of $93.79
-   The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 12 three months ago

Press Release: For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

### Related Stocks

- [CF.US](https://longbridge.com/en/quote/CF.US.md)

## Related News & Research

- [CF Industries AGM: Shareholders Approve Golden Parachute Proposal as Board, Pay Votes Pass](https://longbridge.com/en/news/284762333.md)
- [Teacher Retirement System of Texas Lowers Stock Holdings in CF Industries Holdings, Inc. $CF](https://longbridge.com/en/news/284354154.md)
- [CF Industries Holdings, Inc. Declares Quarterly Dividend | CF Stock News](https://longbridge.com/en/news/284445755.md)
- [Tune In To Tonight's Fertilizer Debate: How Bad Will It Get?](https://longbridge.com/en/news/284923470.md)
- [PREVIEW-Nitrogen surge to lift CF, Nutrien earnings; Mosaic faces headwinds](https://longbridge.com/en/news/285098270.md)