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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.
DeHaas Deborah L reported acquisition or exercise transactions in this Form 4 filing.
CF Industries Holdings, Inc. director Deborah L. DeHaas received an award of 1,390 shares of common stock on April 28, 2026 at $0.00 per share. Following this grant, she directly holds 12,233 shares of CF Industries common stock.
Wagler Theresa E reported acquisition or exercise transactions in this Form 4 filing.
CF Industries Holdings, Inc. director Theresa E. Wagler received a stock award of 1,390 shares of common stock. The grant carried a price of $0.00 per share, reflecting compensation rather than an open-market purchase. Following this award, she directly holds 36,464 CF Industries shares.
CF Industries Holdings, Inc. director John W. Eaves received a grant of 1,390 shares of common stock on April 28, 2026. The award was recorded at a price of $0.00 per share, indicating it was a compensation-related stock grant rather than an open-market purchase.
Following this transaction, Eaves directly holds 27,336 shares of CF Industries common stock. The filing reports no derivative securities and shows this as an acquisition classified as a “grant, award, or other acquisition.”
CF Industries Holdings director Susan A. Ellerbusch received a stock award as part of her compensation. On April 28, 2026, she acquired 1,390 shares of CF Industries common stock in a grant labeled "grant, award, or other acquisition" at a stated price of $0.00 per share. Following this award, she directly holds 7,323 common shares, reflecting her ongoing equity stake in the company rather than an open-market purchase.
Madrazo Yris Jesus reported acquisition or exercise transactions in this Form 4 filing.
CF Industries Holdings, Inc. director Yris Jesus Madrazo received a grant of 1,390 shares of Common Stock on April 28, 2026. The award was reported at a price of $0.00 per share, reflecting a stock grant rather than an open-market trade. Following this grant, Madrazo directly owns 12,473 shares of CF Industries common stock.
CF Industries Holdings, Inc. director Anne P. Noonan received a grant of 2,208 shares of common stock on April 28, 2026. The shares were acquired as a compensation-related award at a reported price of $0.00 per share, indicating no cash payment by Noonan.
After this grant, Noonan directly holds 34,870 shares of CF Industries common stock. The filing does not show any sales or option exercises, only this stock award, which is a routine equity-based compensation event for a director.
CF Industries Holdings, Inc. director Michael Toelle received an award of 1,390 shares of common stock on April 28, 2026. The shares were acquired at a stated price of $0.00 per share and increased his direct holdings to 27,336 shares of common stock.