CF Industries Q3 2026 Net Earnings Hit $436M, Revenue Up 12% to $1.86B
· The NYC Memo
CF Industries Holdings reported Q3 2026 net earnings attributable to common stockholders of $436 million ($2.87 per diluted share) on net sales of $1.86 billion, up from $1.66 billion in Q3 2025, with adjusted EBITDA rising to $833 million from $667 million a year earlier. For the first nine months of 2026, net earnings totaled $1.78 billion ($11.60 per diluted share) on net sales of $6.07 billion, compared to $1.05 billion and $5.21 billion in the same period of 2025, with nine-month results including a approximately $170 million litigation settlement gain.
The company repurchased 3.0 million shares for $367 million in Q3 2026 and held $2.82 billion in cash as of September 30, 2026, with full-year 2026 gross ammonia production expected at approximately 9.5 million tons.