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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for CF Industries (CF) is 7/10.
CF Industries posted exceptional Q1 adjusted EBITDA of $983 million with EPS of $3.98, boosted by Iran conflict severely tightening the global nitrogen market. Revenue grew 19% year-over-year, though GAAP EPS was inflated by a $170 million Orica litigation settlement gain. Operating income grew only 8% when stripping out the settlement. North American premium asset positioning was proving advantageous amid spreading export restrictions and rising India import requirements.
Scored from CF Industries’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.52B | -3.0% | $1.89 | +31.3% | 34.3% | 29.2% | 21.5% | $223M |
| FY2025 Q1 | $1.66B | +13.1% | $1.85 | +79.6% | 40.7% | 35.7% | 18.8% | $454M |
| FY2025 Q2 | $1.89B | +20.2% | $2.37 |
| +3.0% |
| 44.8% |
| 39.4% |
| 20.4% |
| $318M |
| FY2025 Q3 | $1.66B | +21.1% | $2.19 | +41.3% | 38.1% | 35.0% | 21.3% | $717M |
| FY2025 Q4 | $1.87B | +22.8% | $2.59 | +37.0% | 41.1% | 36.2% | 21.6% | $313M |
| FY2026 Q1 | $1.99B | +19.4% | $3.98 | +115.1% | 37.6% | 32.2% | 31.0% | $273M |
| FY2026 Q2 | $2.22B | +17.6% | $4.73 | +99.6% | 51.5% | 47.3% | 32.7% | $607M |