Every 8-K that CF Industries Holding, Inc. (CF) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow CF and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CF filings page.
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.
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.
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.
CF Industries Holdings, Inc. reported strong first quarter 2026 results, driven by tight global nitrogen markets and high plant utilization. Net earnings attributable to common stockholders were $615 million, or $3.98 per diluted share, compared with $312 million, or $1.85 per diluted share, a year earlier. EBITDA was $1.01 billion and adjusted EBITDA was $983 million, helped by an approximately $170 million litigation settlement gain.
Net sales rose to $1.99 billion from $1.66 billion as average selling prices increased across ammonia, granular urea and UAN, offsetting lower volumes in some products. Gross margin improved to $746 million, or 37.6% of sales, despite higher maintenance and natural gas costs, including impacts from the ongoing Yazoo City outage.
The company generated trailing twelve-month net cash from operating activities of $2.66 billion and free cash flow of $1.65 billion. It ended March 31, 2026 with $2.04 billion of cash and cash equivalents, repurchased about 155,000 shares for $15 million, and had roughly $1.7 billion remaining under its $2 billion buyback program. Management projects about $1.3 billion of 2026 capital expenditures, including major investment in the Blue Point low-carbon ammonia joint venture.
CF Industries Holdings, Inc. appointed Andrew T. Scribner as executive vice president and chief financial officer, effective May 26, 2026. He joins from Kimberly-Clark Corporation, where he held senior finance roles, and previously served in leadership positions at Gap Inc. and The Kraft Heinz Company.
Mr. Scribner will receive a lump-sum cash sign-on payment of $140,000, an annual base salary of $675,000 and a target annual incentive opportunity equal to 80% of base salary. He will also receive a fiscal 2026 long-term equity incentive award valued at $2 million, split into 40% restricted stock units and 60% performance restricted stock units, with vesting based on service and performance, including return on net assets and a three-year total shareholder return modifier.
He will enter into the company’s standard change in control agreement, providing severance of 2× base salary plus target bonus, continued welfare benefits and outplacement services for up to two years, and certain retirement-related cash contributions if his employment is terminated without cause or he resigns for good reason in connection with a change in control.
CF Industries Holdings, Inc. reported the results of its 2026 annual meeting of shareholders held on April 28, 2026. Shareholders elected 11 director nominees, each receiving between about 124.8 million and 130.8 million votes in favor, with relatively low levels of opposition and abstentions.
Shareholders also voted on three additional matters, which received between 67.0 million and 124.5 million votes in favor and varying levels of votes against and broker non-votes. The filing records these outcomes as the official voting results for the meeting.
CF Industries Holdings, Inc. reported that its subsidiaries CF Industries Sales, LLC and CF Industries Nitrogen LLC have signed a settlement agreement resolving litigation with Orica entities and Nelson Brothers entities. As part of the settlement, Orica has agreed to pay the Company $169.5 million in cash.
The agreement also terminates the ammonium nitrate purchase agreements that the parties entered into in February 2014. This update is provided as informational and is furnished under Item 7.01, meaning it is not deemed filed for liability purposes under Section 18 of the Exchange Act.
CF Industries Holdings reported strong 2025 results and outlined its 2026 outlook in a presentation tied to its earnings call. Net sales rose to $7,084 million, with net earnings attributable to common stockholders of $1,455 million and adjusted EBITDA of $2,893 million, reflecting healthy margins of 38.5% gross margin.
The company generated free cash flow of $1,789 million and returned $1.7 billion to shareholders via share repurchases and dividends, while ending 2025 with $1,982 million in cash. Capacity utilization reached 97% with a recordable incident rate of 0.26, and free cash flow to adjusted EBITDA conversion was 62%.
Management targets mid‑cycle EBITDA of about $3 billion and free cash flow of about $2 billion by 2030, supported by low‑carbon ammonia projects such as the Blue Point joint venture. For 2026, gross ammonia production is expected to be ~9.5 million tons and total capital expenditures about $1.3 billion, including substantial investment in Blue Point and existing facilities.
CF Industries Holdings, Inc. reported strong full-year 2025 results, with net earnings of $1.46 billion ($8.97 per diluted share), EBITDA of $2.78 billion and adjusted EBITDA of $2.89 billion, up from 2024. Net sales rose to $7.08 billion from $5.94 billion as higher nitrogen prices offset increased natural gas costs.
Fourth-quarter 2025 net earnings were $404 million ($2.59 per diluted share). The company generated $2.75 billion of operating cash flow and $1.79 billion of free cash flow, ending the year with $1.98 billion of cash. It repurchased 16.6 million shares for $1.34 billion, cutting its share count by about 10%.
CF is investing heavily in low-carbon ammonia, including the Blue Point joint venture, with 2025 capital expenditures of $950 million and projected 2026 capex of about $1.3 billion. The company recorded $76 million of asset impairments and expects reduced 2026 ammonia output due to an outage at its Yazoo City complex, with production there not expected to resume until at least the fourth quarter of 2026.
CF Industries Holdings, Inc. filed an amended current report to describe the separation and compensation arrangements for its executive vice president and chief financial officer, Gregory D. Cameron. The company and Mr. Cameron mutually agreed that he will leave the company effective February 15, 2026, in a termination without cause that is not related to any disagreement over operations, policies, or practices.
Under a Separation and Release Agreement dated January 12, 2026, Mr. Cameron will receive his current base salary through the separation date and his 2025 annual bonus based on actual 2025 performance, paid on the same schedule as other senior executives. If he signs and does not revoke a release of claims within 21 days after the separation date, he will also receive a lump sum equal to his current base salary, a pro rata 2026 bonus based on actual 2026 performance, and pro rata vesting of outstanding equity awards as if his departure qualified as a Special Retirement. He also agrees to non-disparagement, and to non-compete and non-solicitation restrictions through February 15, 2027.
CF Industries Holdings, Inc. reported that a conditional ownership option related to its Blue Point Number One, LLC joint venture with JERA Co., Inc. and Mitsui & Co., Ltd. has expired and can no longer be used. The joint venture was formed to construct, produce and sell low‑carbon ammonia, with CF Industries holding 40% ownership, JERA 35%, and Mitsui 25%.
Under the original agreement, JERA had an option, subject to a specific condition, to reduce its ownership to as low as 20%, with CF Industries required to increase its stake by the same amount. That option has now lapsed, so the existing ownership structure remains in place without this potential adjustment mechanism.
CF Industries Holdings, Inc. announced a planned chief financial officer transition. The company and its current executive vice president and CFO, Gregory D. Cameron, mutually agreed that he will separate from the company effective February 15, 2026.
Effective the same date, CF Industries has appointed Richard A. Hoker as Interim CFO while it conducts a search for a permanent CFO. Hoker has been the company’s vice president, corporate controller and chief accounting officer since November 2007 and previously held senior finance roles at Sara Lee Corporation and in public accounting.
The company states there are no family relationships or related-party transactions involving Hoker that require disclosure. Existing compensation arrangements for both Cameron and Hoker remain in place, and any material compensation changes related to these organizational moves will be disclosed in an amended report.
CF Industries Holdings, Inc. filed an amended report to detail compensation arrangements for Christopher D. Bohn as he becomes president and chief executive officer effective January 4, 2026. Beginning January 1, 2026, his annual base salary will be $1,100,000, and his target annual incentive award under the short-term incentive program will be 135% of base salary. For 2026, his target total long-term incentive grant value is $7,500,000, split into performance restricted stock units (60%) and restricted stock units (40%) granted under the 2022 Equity and Incentive Plan.
The company also approved an amendment to Mr. Bohn’s Change in Control Severance Agreement, effective January 4, 2026. For certain qualifying terminations following a change in control, he would be eligible for a lump-sum payment equal to three times the sum of base salary and target annual incentive, continued welfare benefits for three years, and additional pension-related contributions for three years, aligning his benefits with those typically provided to the company’s presidents and chief executive officers.
CF Industries Holdings, Inc. announced that its subsidiary CF Industries, Inc. completed a public debt offering of $1,000,000,000 aggregate principal amount of 5.300% Senior Notes due 2035. These Notes are fully and unconditionally guaranteed on a senior unsecured basis by the parent company, adding its credit support to the issue.
The Notes were issued under an existing Indenture and a new Supplemental Indenture that include covenants limiting certain liens and sale-leaseback transactions and setting conditions for mergers or consolidations. The Notes may be redeemed at the issuer’s option, in whole or in part, at specified redemption prices. The debt was sold via an underwriting agreement with Goldman Sachs & Co. LLC, BMO Capital Markets Corp. and Citigroup Global Markets Inc. under an effective shelf registration statement.
CF Industries Holdings, Inc. announced it will host a conference call on November 6, 2025 to discuss results for the quarter ended September 30, 2025. Management will use the investor presentation furnished as Exhibit 99.1, dated November 5, 2025.
The company noted that the information in this report, including the exhibit, is being furnished and is not deemed “filed” under the Exchange Act, nor incorporated by reference into Securities Act filings unless specifically stated.
CF Industries Holdings, Inc. furnished an 8-K stating it issued a press release announcing results for the quarter ended September 30, 2025. The press release is attached as Exhibit 99.1.
The company notes the information, including the exhibit, is being furnished and is not deemed “filed” for purposes of Section 18 of the Exchange Act, nor incorporated by reference under the Securities Act unless specifically referenced.
CF Industries Holdings, Inc. entered into a new $750,000,000 senior unsecured first amended and restated revolving credit agreement. The facility is a multi‑currency revolving credit line with a maturity on September 4, 2030, and includes a $125,000,000 letter of credit sub‑limit and a $75,000,000 swingline loan sub‑limit.
Borrowings may be used for working capital, capital expenditures, acquisitions, share repurchases and other general corporate purposes. Interest rates are based on benchmark rates in dollars, Canadian dollars, Euro or Sterling plus a margin that varies with the company’s credit rating, and an undrawn commitment fee of 0.09% to 0.20% applies to unused commitments.
The agreement includes customary covenants and one key financial maintenance test requiring a total net leverage ratio not greater than 3.75:1.00, with a temporary step‑up to 4.25:1.00 for four fiscal quarters following any material acquisition, subject to at least two quarters back at 3.75:1.00 before another step‑up.
CF Industries Holdings, Inc. announced that president and chief executive officer W. Anthony Will will retire from those roles effective January 4, 2026, after leading the company for many years. He will continue as an employee and senior advisor until March 15, 2026 and remain on the Board of Directors until the 2026 annual shareholders meeting, when he will retire from the Board and not stand for re-election.
The Board has elected Christopher D. Bohn, currently executive vice president and chief operating officer and a director since February 2024, to become president and chief executive officer effective January 4, 2026. Bohn has held a series of senior leadership roles at the company across operations, finance, supply chain, manufacturing, and corporate planning, and there are no family or related-party relationships requiring disclosure. Existing compensation arrangements for both executives remain in place, with any material changes to be reported in a later amendment.
CF Industries Holdings, Inc. (NYSE: CF) filed a routine Form 8-K on 24 June 2025 to furnish, rather than file, a slide presentation (Exhibit 99.1) that management is using at its Investor Day held the same day. The filing is made under Item 7.01 – Regulation FD Disclosure, indicating the content is intended to provide investors simultaneous access to information shared with the investment community. No financial results, guidance, transactions, or strategic announcements are included in the text of the 8-K. The company also lists Exhibit 104 to supply the Inline XBRL cover-page data, satisfying SEC technical requirements. The 8-K expressly states the furnished material is not incorporated by reference into other SEC filings. Overall, this is an informational disclosure designed to enhance transparency ahead of Investor Day without introducing new, material information that would affect the current valuation or risk profile.