NYSE$CF
CF Industries Holdings Inc · Q1 2025 earnings
Q1 2025 earnings · · After market close · Investor relations
Briefing
CF Industries reported Q1 2025 net sales of $1.66B with net earnings of $351M and diluted EPS of $1.85.
Net sales rose to $1.66 billion on higher ammonia volumes and pricing. Net earnings were $351 million, or $1.85 per diluted share, with nitrogen spreads and export demand highlighted.
- Q1 net sales $1.66B (+13% YoY).
- Net earnings $351M; diluted EPS $1.85.
- Ammonia volume and price gains.
- Energy and gas cost sensitivity.
Headline financials
Revenue & EPS history
CF Industries · Revenue · Quarterly
$1.66B
Revenue by segment
CF Industries · $3.39B total across 5 segments · Q2 2022
- Ammonia Segment$1.12B+67.7%32.9%
- UAN Segment$976M+46.5%28.8%
- Granular Urea Segment$833M+0.1%24.6%
- AN Segment$253M+5.0%7.5%
- Other Segment$212M-8.6%6.3%
Forward guidance
Energy producers and power generators discuss commodity prices, hedging, and capital returns rather than quarterly EPS targets in the filing.
Tailwinds
- Production volumes and realized pricing.
- Shareholder returns when cash flow allows.
- Cost discipline and balance-sheet strength.
Headwinds
- Commodity and power-price volatility.
- Interest expense on debt.
- Regulatory and environmental constraints.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q1 2025
+0.7%
Avg return
Earnings day
+1.5%
Avg return
5 days after
+2.4%
Avg return
30 days after
57%
41 / 72 earnings
Positive
+11.4%
Q2 2018
Best reaction
-12.5%
Q2 2016
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -0.0% | +8.6% | -5.0% | |
| Q4 2025 | +4.8% | +0.3% | +30.3% | |
| Q3 2025 | -4.3% | -1.6% | -8.4% | |
| Q1 2025 | +0.8% | +8.7% | +14.2% | |
| Q4 2024 | -4.2% | -6.4% | -8.4% | |
| Q3 2024 | +1.1% | +6.2% | +10.2% | |
| Q2 2024 | +8.4% | +10.1% | +7.0% | |
| Q1 2024 | -6.5% | -5.6% | +1.0% | |
| Q4 2023 | -0.3% | +0.9% | +8.3% | |
| Q3 2023 | +0.7% | -0.7% | -4.3% | |
| Q2 2023 | -0.1% | -1.0% | -2.5% | |
| Q1 2023 | +3.5% | -2.7% | -14.1% | |
| Q4 2022 | -0.3% | -3.7% | -17.1% | |
| Q3 2022 | -2.4% | -3.2% | -3.2% | |
| Q2 2022 | +2.8% | +4.8% | +8.3% | |
| Q1 2022 | -0.4% | -9.7% | -4.8% | |
| Q4 2021 | +4.1% | +2.5% | +29.0% | |
| Q3 2021 | +3.7% | +10.9% | +5.0% | |
| Q2 2021 | +3.5% | +4.7% | -3.5% | |
| Q1 2021 | +5.1% | +10.1% | +11.6% | |
| Q4 2020 | -3.0% | +3.6% | +6.5% | |
| Q3 2020 | +1.2% | +7.2% | +46.4% | |
| Q2 2020 | +3.1% | +7.7% | +2.5% | |
| Q1 2020 | +0.8% | +0.5% | +19.8% | |
| Q4 2019 | -6.7% | -9.2% | -34.4% | |
| Q3 2019 | -3.2% | +1.6% | -1.4% | |
| Q2 2019 | +5.2% | +2.0% | -3.1% | |
| Q1 2019 | -2.9% | -2.2% | -10.1% | |
| Q4 2018 | -0.9% | -2.7% | +0.3% | |
| Q3 2018 | +10.4% | +7.0% | -8.8% | |
| Q2 2018 | +11.4% | +10.5% | +17.0% | |
| Q1 2018 | -1.0% | -2.4% | +4.7% | |
| Q4 2017 | +4.8% | +3.5% | -1.7% | |
| Q3 2017 | +1.5% | +3.2% | -1.0% | |
| Q2 2017 | +5.1% | +9.3% | +2.6% | |
| Q1 2017 | +2.7% | +5.3% | +0.1% | |
| Q4 2016 | -7.7% | -6.1% | -19.4% | |
| Q3 2016 | -9.2% | -6.4% | +14.0% | |
| Q2 2016 | -12.5% | -5.3% | +5.9% | |
| Q1 2016 | -2.8% | — | — | |
| Q4 2015 | +10.4% | — | — | |
| Q3 2015 | -9.9% | — | — | |
| Q2 2015 | +4.1% | — | — | |
| Q1 2015 | +3.4% | — | — | |
| Q4 2014 | -1.7% | — | — | |
| Q3 2014 | -0.4% | — | — | |
| Q2 2014 | -2.3% | — | — | |
| Q1 2014 | -0.9% | — | — | |
| Q4 2013 | +2.6% | — | — | |
| Q3 2013 | -2.5% | — | — | |
| Q2 2013 | -1.7% | — | — | |
| Q1 2013 | +4.2% | — | — | |
| Q4 2012 | -4.4% | — | — | |
| Q3 2012 | +3.7% | — | — | |
| Q2 2012 | +2.0% | — | — | |
| Q1 2012 | -8.1% | — | — | |
| Q4 2011 | +4.2% | — | — | |
| Q3 2011 | +2.7% | — | — | |
| Q2 2011 | -2.4% | — | — | |
| Q1 2011 | +5.1% | — | — | |
| Q4 2010 | +5.4% | — | — | |
| Q3 2010 | +2.9% | — | — | |
| Q2 2010 | -2.6% | — | — | |
| Q1 2009 | +2.6% | — | — | |
| Q1 2010 | +0.0% | — | — | |
| Q4 2007 | +5.4% | — | — | |
| Q4 2009 | +5.4% | — | — | |
| Q3 2008 | +2.6% | — | — | |
| Q3 2009 | +2.6% | — | — | |
| Q2 2009 | +1.3% | — | — | |
| Q4 2008 | +1.3% | — | — | |
| Q2 2008 | +1.3% | — | — |
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