CF Industries Reports Q3 2026 Net Sales of $1.86B, EPS Up 31% to $2.87
· The NYC Memo
CF Industries Holdings reported Q3 2026 net sales of $1,860M, up 12% from $1,659M in Q3 2025, with net earnings attributable to common stockholders of $436M or $2.87 diluted EPS, compared to $353M or $2.19 diluted EPS in the prior-year quarter. Adjusted EBITDA rose to $833M in Q3 2026 from $667M in Q3 2025, driven by higher volumes, pricing, and $62M in business interruption insurance proceeds; nine-month 2026 Adjusted EBITDA reached $3,008M versus $2,072M for the same period in 2025.
CF Industries also disclosed that its Blue Point ammonia project is expected to commence production in 2029 at a total project cost of approximately $3.7B, and the Yazoo City Complex is expected to resume operations in the first half of 2027.