← Who reports today · Materials
CF earnings date & Q2 2026 results · CF Industries
US GAAP · $M · vs Q2 2025 · quarter ended 06/30/2026 · reported 08/05/2026
CF Industries Holdings, Inc. is an American manufacturer and distributor of agricultural fertilizers, including ammonia, urea, and ammonium nitrate products. · Text: Wikipedia, CC BY-SA 4.0, abridged
More about the company
The company is based in Northbrook, Illinois, a suburb of Chicago, and was founded in 1946 as the Central Farmers Fertilizer Company. For its first 56 years, it was a federation of regional agricultural supply cooperatives. CF then demutualized, and became a publicly traded company.
Key growth driver: Revenue growth of +18% y/y — the report gives no segment split, so the driver is the whole business. · by the Q2 2026 report
When is CF’s next earnings date?
Wednesday, November 4, 2026estimated
Expected around Nov 4 — based on last year’s report on Nov 5, 2025. We have not yet seen the company's announcement of the date.
How we estimate
The estimate is the date of the same-quarter report a year ago, per the company’s SEC filing, moved forward 52 weeks (same weekday). Companies usually keep the same week; the date will be replaced once CF announces it.
Same quarter a year ago (ended September 30, 2025): revenue $1.66B, EPS (GAAP) $2.19
How we calculate
Year-ago figures are GAAP, from the company's SEC filings (XBRL); EPS is diluted.
What time does CF report? Usually after market close: the last 4 results releases reached the SEC at 4:42 pm, 4:42 pm, 4:47 pm, 4:50 pm ET.
Last report: Aug 5, 2026 (Q2 2026) — broken down in the Sankey chart below. Dates: company announcements; past dates and times — SEC 8-K filings. Who else reports this week →
All figures in $M.
Revenue
$2,222
+17.6%
Gross profit
$1,145
+51.7%
51.5% margin
Operating income
$1,121
+73.0%
50.5% margin
Net income
$727
+88.3%
$4.73/sh · 32.7% margin
Verdict: revenue grew 17.6% y/y to $2.22B, operating margin 50.5% vs 34.3%, net income $727M (+88.3% y/y).
Source and notation
Source: CF Industries Form 10-Q filed 08/06/2026 (SEC EDGAR); results date from the 8-K of 08/05/2026. The press release has no income statement, so every figure was matched against the income statement in the 10-Q and checked against SEC XBRL.
Open the chart as a PNG image ↗ · for sharing and presentations · free to reuse, CC BY 4.0
CF earnings history: past report dates
| Aug 5, 2026 Wed | 4:42 pmafter market close | Jun 30, 2026 | $2.2B+18% y/y | $4.73+100% y/y |
| May 6, 2026 Wed | 4:42 pmafter market close | Mar 31, 2026 | $2.0B+19% y/y | $3.98+115% y/y |
| Feb 18, 2026 Wed | 4:47 pmafter market close | Dec 31, 2025 | ≈$1.9B+23% y/y | ≈$2.56+38% y/y |
| Nov 5, 2025 Wed | 4:50 pmafter market close | Sep 30, 2025 | $1.7B+21% y/y | $2.19+41% y/y |
| Aug 6, 2025 Wed | 4:42 pmafter market close | Jun 30, 2025 | $1.9B+20% y/y | $2.37+3% y/y |
| May 7, 2025 Wed | 4:41 pmafter market close | Mar 31, 2025 | $1.7B+13% y/y | $1.85+80% y/y |
| Feb 19, 2025 Wed | 4:41 pmafter market close | Dec 31, 2024 | ≈$1.5B−3% y/y | ≈$1.86+27% y/y |
| Oct 30, 2024 Wed | 4:43 pmafter market close | Sep 30, 2024 | $1.4B+8% y/y | $1.55+82% y/y |
| Aug 7, 2024 Wed | 4:43 pmafter market close | Jun 30, 2024 | $1.6B−11% y/y | $2.30−15% y/y |
| May 1, 2024 Wed | 5:11 pmafter market close | Mar 31, 2024 | $1.5B−27% y/y | $1.03−64% y/y |
| Feb 14, 2024 Wed | 4:52 pmafter market close | Dec 31, 2023 | ≈$1.6B−40% y/y | ≈$1.47−66% y/y |
| Nov 1, 2023 Wed | 4:46 pmafter market close | Sep 30, 2023 | $1.3B−45% y/y | $0.85−61% y/y |
Show all 12 reports since 2023Show fewer
How we count
Report date and time — when the company filed its results press release with the SEC (Form 8-K, Item 2.02); the regular session runs 9:30 am – 4:00 pm ET. Companies that file the 8-K late in the evening publish the release the next morning: the date is that morning, before market open, and the evening filing time is not shown. Revenue and diluted EPS — the company’s XBRL filings, EPS adjusted for stock splits; ≈ — fourth quarter derived as full year minus three quarters. Source: SEC EDGAR.
CF Industries: 15-year financials
| 2025 | 7,084 | 2,300 | 1,455 | 1,802 | 326 |
| 2024 | 5,936 | 1,746 | 1,218 | 1,753 | 364 |
| 2023 | 6,631 | 2,230 | 1,525 | 2,258 | 311 |
| 2022 | 11,186 | 5,397 | 3,346 | 3,402 | 306 |
| 2021 | 6,538 | 1,729 | 917 | 2,359 | 260 |
| 2020 | 4,124 | 623 | 317 | 922 | 258 |
| 2019 | 4,590 | 1,003 | 493 | 1,101 | 265 |
| 2018 | 4,429 | 766 | 290 | 1,075 | 280 |
| 2017 | 4,130 | 234 | 358 | 1,158 | 280 |
| 2016 | 3,685 | 138 | −277 | −1,594 | 280 |
| 2015 | 4,308 | 1,193 | 700 | −1,262 | 282 |
| 2014 | 4,743 | 2,366 | 1,390 | −388 | 256 |
| 2013 | 5,475 | 2,412 | 1,465 | 643 | 129 |
| 2012 | 6,104 | 2,959 | 1,849 | 1,852 | 103 |
| 2011 | 6,098 | 2,791 | 1,539 | 1,832 | 68.7 |
Show all 15 yearsShow fewer
$ millions, annual 10-K reports on SEC EDGAR (US GAAP)*.
How we calculate
Figures are annual report lines; if a year was later restated (discontinued operations, mergers), we use the latest filing that shows it. Free cash flow is operating cash flow minus capital expenditures; dividends are cash paid to common shareholders during the year. “—” means the line isn’t in the filing. The table starts in 2011; where the listed issuer changed (holding reorganization, redomicile), earlier years come from the predecessor’s filings.
Shareholders’ equity at Jun 30, 2026: $5.7B (38% of total assets). Compare with other S&P 500 companies →
Included in screener lists: S&P 500 companies that paid dividends 10 years without a gap · Piotroski F-score: S&P 500 companies scoring 8 or 9 · S&P 500 companies shrinking their share count
CF Industries (CF) earnings: FAQ
When is CF's next earnings date?
We have not yet seen an announcement of the date from CF Industries (CF). Based on last year's report on Nov 5, 2025, the next report is expected around Nov 4, 2026.
What time does CF report earnings?
CF Industries usually reports after market close: its latest results release was filed with the SEC at 4:42 pm ET on Aug 5, 2026.
When did CF last report earnings?
CF Industries reported Q2 2026 results on Aug 5, 2026.
Where can I find CF Industries's financial statements?
On SEC EDGAR: quarterly reports (10-Q), the annual report (10-K) and earnings releases (8-K). The “Verified” badge next to the chart links to CF's filings; this page breaks the latest report down in a Sankey chart.
What was CF's net income in Q2 2026?
CF Industries reported net income of $727M for Q2 2026 (+88.3% year over year), under US GAAP.
Does CF Industries pay dividends?
Yes. In 2025, CF Industries paid $326M in dividends on its common stock, per its 10-K. Earlier years are in the 15-year table above.
How has CF Industries's revenue changed since 2011?
Per its 10-K filings, revenue grew 1.2x: $6,098M in 2011 and $7,084M in 2025. The peak was $11,186M in 2022. Year-by-year figures are in the table above.
New to earnings reports? Start with how to read an earnings report.
How this page was made: the figures come from the company's own report on SEC EDGAR; the summary and nuances were drafted by our model from that report — two independent automated readings of the release had to match, and every number in the text was checked against it. Figures checked against the filing on 10/16/2026. How we make the breakdowns · Report an error
More reports: CRH · Q2 2026 · DOW · Q2 2026 · ECL · Q2 2026 · FCX · Q2 2026 · LIN · Q2 2026 · NEM · Q2 2026 · NUE · Q2 2026 · PKG · Q2 2026 · SHW · Q2 2026 · STLD · Q2 2026 · all reports