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CF Industries Holdings, Inc. (CF) announced that its Vice President and Corporate Controller and Chief Accounting Officer, Richard A. Hoker, has informed the company of his intention to retire from employment. His retirement is expected to be effective as of March 3, 2027, providing an extended transition period for the company’s finance and accounting leadership.
T. Rowe Price Associates, Inc. reported beneficial ownership of CF Industries Holdings, Inc. common stock on a Schedule 13G. The firm reported beneficially owning 8,522,945 shares of common stock, representing 5.5% of the outstanding class as of the reporting date.
T. Rowe Price Associates listed sole voting power over 8,005,364 shares and sole dispositive power over 8,522,945 shares, with no shared voting or dispositive power. The filer stated that this filing should not be construed as an admission that it is the beneficial owner of these securities, and that such beneficial ownership is expressly denied.
CF Industries Holdings, Inc. reported significantly stronger results for the quarter and first half ended June 30, 2026. Net sales were $4,208 million in 1H 2026 versus $3,553 million a year earlier, with net earnings attributable to common stockholders of $1,342 million versus $698 million and diluted EPS of $8.71 versus $4.20. Q2 2026 adjusted EBITDA was $1,192 million compared with $761 million in Q2 2025, while 1H 2026 adjusted EBITDA reached $2,175 million.
Operations remained strong, with 1H 2026 available ammonia capacity utilization at 98% and a 12‑month rolling recordable incident rate of 0.16 per 200,000 work hours. Q2 2026 LTM cash from operations was $2,977 million, free cash flow was $1,823 million, and free cash flow yield was 11.1%. The company returned $302 million to shareholders in Q2 2026 and $1,300 million over the Q2 2026 LTM period, with $1,500 million remaining under its share repurchase authorization. Management expects CF‑funded 2026 capital expenditures of about $950 million, including roughly $400 million for the Blue Point low‑carbon ammonia joint venture, and projects 2026 gross ammonia production of about 9.5 million tons.
CF Industries Holdings, Inc. reported strong first half and second quarter 2026 results, with net earnings attributable to common stockholders of $1.34 billion and $727 million, respectively. First half diluted EPS was $8.71, up from $4.20 a year earlier, as net sales increased to $4.21 billion from $3.55 billion on higher nitrogen selling prices despite lower volumes. EBITDA reached $2.17 billion and adjusted EBITDA $2.18 billion in the first half, while trailing twelve‑month net cash from operating activities was $2.98 billion and free cash flow $1.82 billion.
Operations remained strong, with gross ammonia production of 4.9 million tons in the first half and a 98% utilization rate of available ammonia capacity, although an ongoing outage at the Yazoo City, Mississippi, complex reduced ammonium nitrate output and is expected to last until the first half of 2027. Segment margins expanded in ammonia, granular urea and UAN due to tight global nitrogen supply‑demand conditions. The company ended June 30, 2026 with $2.48 billion of cash after $494 million of capital expenditures, including the Blue Point One low‑carbon ammonia joint venture, repurchasing 2.2 million shares for $245 million and increasing its quarterly dividend by 20% to $0.60 per share.
Scribner Andrew reported acquisition or exercise transactions in this Form 4 filing.
CF Industries Holdings, Inc. reported that EVP and CFO Andrew Scribner received a grant of 6,464 shares of common stock. The shares were awarded at no cost as a compensation-related grant, not an open-market trade. Following this award, he holds 6,464 shares directly.
CF Industries Holdings, Inc. executive Andrew Scribner, the company’s EVP and CFO, has filed an initial insider ownership report. This Form 3 identifies him as an officer and subject to insider reporting rules, but it shows no reported buy, sell, or other share transactions.
CF reported a Form 144 notice to sell 3,293 shares of Common Stock related to restricted stock vesting under a registered plan dated 05/06/2026.
The filing lists a transaction value of $401,306.06 and shows shares outstanding of 153,629,000 as of 05/22/2026 for context.
CF Industries delivered a much stronger quarter, with net sales of $1.986 billion and net earnings attributable to common stockholders of $615 million, up from $312 million a year earlier. Gross margin rose to $746 million as average selling prices increased 28% to $424 per ton despite slightly lower volumes.
Results were boosted by a $170 million litigation settlement gain, $25 million of insurance recoveries tied to the Yazoo City incident, and $24 million of 45Q carbon capture tax credits. The company ended the quarter with $2.042 billion in cash against $3.216 billion of long‑term debt and an undrawn $750 million revolver.
CF is investing heavily in low‑carbon ammonia, including its Donaldsonville carbon capture project and the Blue Point joint venture, where the ATR ammonia plant is estimated to cost $3.7 billion. Management highlights tight global nitrogen markets driven by strong demand, Middle East supply disruptions, and natural gas volatility, while also noting new NPK antitrust lawsuits and evolving U.S. tariff policy as key external risks.
CF Industries Holdings, Inc. filed a Form 8-K stating that it will host a conference call on May 7, 2026 to discuss its results for the quarter ended March 31, 2026. A related investor presentation dated May 6, 2026 is furnished as Exhibit 99.1 and is not deemed filed for liability purposes.