CF Industries Reports Strong 2025 Results with $1.7 Billion Returned to Shareholders
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 18 2026
0mins
Should l Buy CF?
Source: Newsfilter
- Net Earnings Growth: CF Industries reported net earnings of $1.46 billion for 2025, translating to $8.97 per diluted share, a significant increase from $1.22 billion and $6.74 in 2024, demonstrating enhanced profitability amid strong global nitrogen demand.
- Free Cash Flow Performance: The company generated $1.79 billion in free cash flow for 2025, reflecting robust cash generation from operating activities, which supports ongoing share repurchase programs and future investments, thereby enhancing shareholder value.
- Shareholder Return Program: CF Industries repurchased 16.6 million shares for $1.34 billion in 2025, reducing its outstanding share count by approximately 10%, indicating management's confidence in future growth and commitment to enhancing shareholder returns through capital distribution.
- Production Capacity Outlook: Although gross ammonia production is expected to decline to 9.5 million tons in 2026 due to the Yazoo City Complex outage, management remains optimistic about future market demand, anticipating continued investments and growth in low-carbon nitrogen products.
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Analyst Views on CF
Wall Street analysts forecast CF stock price to fall
11 Analyst Rating
2 Buy
7 Hold
2 Sell
Hold
Current: 127.980
Low
72.00
Averages
87.55
High
100.00
Current: 127.980
Low
72.00
Averages
87.55
High
100.00
About CF
CF Industries Holdings, Inc. is a global manufacturer of hydrogen and nitrogen products. The Company is focused on decarbonizing its ammonia production network to enable low-carbon hydrogen and nitrogen products for energy, fertilizer, emissions abatement and other industrial activities. The Company's segments include Ammonia, Granular Urea, UAN, AN and Other. Ammonia segment produces anhydrous ammonia (ammonia), which is the base product that it manufactures (containing 82% nitrogen and 18% hydrogen). Granular Urea segment produces granular urea, which contains 46% nitrogen. UAN segment produces urea ammonium nitrate solution (UAN). AN segment produces ammonium nitrate (AN). Other segment primarily includes products, such as diesel exhaust fluid (DEF), urea liquor and nitric acid. Its manufacturing complexes in the United States, Canada, and the United Kingdom, a storage, transportation and distribution network in North America, and logistics capabilities enable a global reach.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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