# CF Industries Holdings, Inc.: overview

CF · NYSE · CIK 1324404 · [Materials](/sectors/materials.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/cf.md) · [Financials](/companies/cf/financials.md) · [Filings](/companies/cf/filings.md) · [Insiders](/companies/cf/insiders.md)

Latest reported revenue: [$2.22bn](/filings/0001324404-26-000019.md) for Q2 FY2026, three months to 2026-06-30, from the 10-Q filed Aug 6, 2026 (XBRL us-gaap:Revenues, accession 0001324404-26-000019).

## Last eight quarters

| Line item | Unit | Q3 FY2024 (2024-09-30) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [1,370](/filings/0001324404-25-000030.md) | [1,524 d](/filings/0001324404-26-000007.md) | [1,663](/filings/0001324404-26-000013.md) | [1,890](/filings/0001324404-26-000019.md) | [1,659](/filings/0001324404-25-000030.md) | [1,872 d](/filings/0001324404-26-000007.md) | [1,986](/filings/0001324404-26-000013.md) | [2,222](/filings/0001324404-26-000019.md) |
| Gross margin | % | [32.4%](/filings/0001324404-25-000030.md) | [34.4% d](/filings/0001324404-26-000007.md) | [34.4%](/filings/0001324404-26-000013.md) | [39.9%](/filings/0001324404-26-000019.md) | [38.1%](/filings/0001324404-25-000030.md) | [40.9% d](/filings/0001324404-26-000007.md) | [37.6%](/filings/0001324404-26-000013.md) | [51.5%](/filings/0001324404-26-000019.md) |
| Operating margin | % | [26.6%](/filings/0001324404-25-000030.md) | [28.9% d](/filings/0001324404-26-000007.md) | [27.4%](/filings/0001324404-26-000013.md) | [34.3%](/filings/0001324404-26-000019.md) | [35.0%](/filings/0001324404-25-000030.md) | [33.0% d](/filings/0001324404-26-000007.md) | [43.5%](/filings/0001324404-26-000013.md) | [50.5%](/filings/0001324404-26-000019.md) |
| Net margin | % | [24.9%](/filings/0001324404-25-000030.md) | [25.7% d](/filings/0001324404-26-000007.md) | [21.1%](/filings/0001324404-26-000013.md) | [26.0%](/filings/0001324404-26-000019.md) | [27.7%](/filings/0001324404-25-000030.md) | [26.4% d](/filings/0001324404-26-000007.md) | [34.0%](/filings/0001324404-26-000013.md) | [39.1%](/filings/0001324404-26-000019.md) |
| Diluted EPS | $ per share | [1.55](/filings/0001324404-25-000030.md) | not reported | [1.85](/filings/0001324404-26-000013.md) | [2.37](/filings/0001324404-26-000019.md) | [2.19](/filings/0001324404-25-000030.md) | not reported | [3.98](/filings/0001324404-26-000013.md) | [4.73](/filings/0001324404-26-000019.md) |
| Free cash flow | $m | [792 d](/filings/0001324404-25-000030.md) | [223 d](/filings/0001324404-26-000007.md) | [454](/filings/0001324404-26-000013.md) | [318 d](/filings/0001324404-26-000019.md) | [717 d](/filings/0001324404-25-000030.md) | [313 d](/filings/0001324404-26-000007.md) | [273](/filings/0001324404-26-000013.md) | [607 d](/filings/0001324404-26-000019.md) |

- Revenue. XBRL Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:ProfitLoss; Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure.

## Last five fiscal years

| Line item | Unit | FY2021 (2021-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $bn | [6.5](/filings/0001324404-24-000008.md) | [11.2](/filings/0001324404-25-000006.md) | [6.6](/filings/0001324404-26-000007.md) | [5.9](/filings/0001324404-26-000007.md) | [7.1](/filings/0001324404-26-000007.md) |
| Gross margin | % | [36.5%](/filings/0001324404-24-000008.md) | [52.4%](/filings/0001324404-25-000006.md) | [38.4%](/filings/0001324404-26-000007.md) | [34.6%](/filings/0001324404-26-000007.md) | [38.5%](/filings/0001324404-26-000007.md) |
| Operating margin | % | [26.4%](/filings/0001324404-24-000008.md) | [48.2%](/filings/0001324404-25-000006.md) | [33.6%](/filings/0001324404-26-000007.md) | [29.4%](/filings/0001324404-26-000007.md) | [32.5%](/filings/0001324404-26-000007.md) |
| Net margin | % | [19.3%](/filings/0001324404-24-000008.md) | [35.2%](/filings/0001324404-25-000006.md) | [27.7%](/filings/0001324404-26-000007.md) | [24.9%](/filings/0001324404-26-000007.md) | [25.4%](/filings/0001324404-26-000007.md) |
| Diluted EPS | $ per share | [4.24](/filings/0001324404-24-000008.md) | [16.38](/filings/0001324404-25-000006.md) | [7.87](/filings/0001324404-26-000007.md) | [6.74](/filings/0001324404-26-000007.md) | [8.97](/filings/0001324404-26-000007.md) |
| Free cash flow | $bn | [2.4](/filings/0001324404-24-000008.md) | [3.4](/filings/0001324404-25-000006.md) | [2.3](/filings/0001324404-26-000007.md) | [1.8](/filings/0001324404-26-000007.md) | [1.8](/filings/0001324404-26-000007.md) |

- Revenue. XBRL Revenue: us-gaap:Revenues.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:Revenues.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:Revenues.
- Net margin (net income / revenue). XBRL Net income: us-gaap:ProfitLoss; Revenue: us-gaap:Revenues.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/cf/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $1.41bn | 13,029,812 |  | Added +838,079 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $1.09bn | 10,040,045 |  | Reduced −11,482 |
| [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $923.8m | 8,532,875 |  | Added +793,206 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $923.6m | 8,531,329 |  | Added +643,585 |
| [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $630.0m | 5,386,783 |  | Added +207,821 |
| [DIMENSIONAL FUND ADVISORS LP](/funds/354204.md) | 2026-06-30 | $393.1m | 3,632,033 |  | Reduced −826,874 |
| [Capital World Investors](/funds/1422849.md) | 2026-06-30 | $359.6m | 3,321,883 |  | Added +1,151,000 |
| [Invesco Ltd.](/funds/914208.md) | 2026-06-30 | $340.4m | 3,143,864 |  | Added +152,273 |
| [NORTHERN TRUST CORP](/funds/73124.md) | 2026-06-30 | $333.7m | 3,082,280 |  | Reduced −24,419 |
| [Allianz Asset Management GmbH](/funds/1535323.md) | 2026-06-30 | $328.0m | 2,631,125 |  | Reduced −2,794 |

## Recent filings

[All 1,902 filings](/companies/cf/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-09-03 | 16:05 ET | [8-K](/filings/0001104659-26-105054.md) | 5.02 Departure or appointment of officers or directors | 0001104659-26-105054 |
| 2026-08-06 | 13:29 ET | [10-Q](/filings/0001324404-26-000019.md) | Quarterly report, period 2026-06-30 | 0001324404-26-000019 |
| 2026-08-05 | 17:22 ET | [8-K](/filings/0001104659-26-091275.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001104659-26-091275 |
| 2026-08-05 | 16:42 ET | [8-K](/filings/0001324404-26-000017.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001324404-26-000017 |
| 2026-05-07 | 13:20 ET | [10-Q](/filings/0001324404-26-000013.md) | Quarterly report, period 2026-03-31 | 0001324404-26-000013 |
| 2026-05-06 | 16:51 ET | [8-K](/filings/0001104659-26-056338.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001104659-26-056338 |
| 2026-05-06 | 16:42 ET | [8-K](/filings/0001324404-26-000011.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001324404-26-000011 |
| 2026-05-05 | 16:36 ET | [8-K](/filings/0001104659-26-055680.md) | 5.02 Departure or appointment of officers or directors; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001104659-26-055680 |
| 2026-05-04 | 17:09 ET | [8-K](/filings/0001104659-26-055000.md) | 5.07 Shareholder vote results | 0001104659-26-055000 |
| 2026-03-17 | 16:17 ET | [DEF 14A](/filings/0001104659-26-029482.md) | Proxy statement, period 2026-04-28 | 0001104659-26-029482 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001324404-26-000007.md), filed Feb 25, 2026.

## Forecast league

Q3 FY2026, the quarter ended 2026-09-30, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by \[object Promise\]. [Forecast this quarter](/leagues/2026q3/targets/4eb7ae3b-ad1f-42d0-8174-e947cc58f54b)

## About the filer

- CIK: 1324404
- Tickers: CF
- Exchange: NYSE
- SIC code: 2870 Agricultural Chemicals
- State of incorporation: DE
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:36 ET. No prices; not investment advice.