CF Industries Holdings, Inc. (CF) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript
CF Industries Holdings, Inc. (CF) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript
CF Industries: Misunderstood Commodity Powerhouse Upgraded To A Strong Buy
CF Industries is upgraded to Strong Buy thanks to robust free cash flow, aggressive buybacks, and solid long-term growth projects like Blue Point. CF's valuation remains significantly below peers despite strong financial performance, with management actively repurchasing shares to capitalize on perceived undervaluation. Macro tailwinds, including US rate cuts, trade deals, and decarbonization trends, support CF's outlook, though industry volatility and risks persist.
Why CF Industries (CF) is a Top Momentum Stock for the Long-Term
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CF Industries Holdings, Inc. (CF) Q3 2025 Earnings Call Transcript
CF Industries Holdings, Inc. ( CF ) Q3 2025 Earnings Call November 6, 2025 11:00 AM EST Company Participants Martin Jarosick - VP of Treasury & Investor Relations W. Will - President, CEO & Director Christopher Bohn - Executive VP, COO & Director Bert Frost - Executive Vice President of Sales, Market Development & Supply Chain Gregory Cameron - Executive VP & Chief Financial Officer Conference Call Participants Benjamin Theurer - Barclays Bank PLC, Research Division Edlain Rodriguez - Mizuho Securities USA LLC, Research Division Joel Jackson - BMO Capital Markets Equity Research Christopher Parkinson - Wolfe Research, LLC Andrew Wong - RBC Capital Markets, Research Division Kristen Owen - Oppenheimer & Co. Inc., Research Division Lucas Beaumont - UBS Investment Bank, Research Division Vincent Andrews - Morgan Stanley, Research Division Matthew DeYoe - BofA Securities, Research Division Presentation Operator Good day, and welcome to the CF Industries Q3 2025 Earnings Conference Call.
CF Industries' Q3 Earnings Surpass Estimates on Higher Prices
CF posts a Q3 earnings beat as stronger nitrogen prices lift margins across key fertilizer segments.
CF (CF) Reports Q3 Earnings: What Key Metrics Have to Say
The headline numbers for CF (CF) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
CF Industries (CF) Q3 Earnings Beat Estimates
CF Industries (CF) came out with quarterly earnings of $2.19 per share, beating the Zacks Consensus Estimate of $2.06 per share. This compares to earnings of $1.55 per share a year ago.
3 Fertilizer Stocks to Keep an Eye on in a Challenging Industry
Higher input costs and lower expected fertilizer use pose headwinds for the Zacks Fertilizers industry. NTR, CF and YARIY are set to tackle the challenges.
CF Industries (CF) Reports Next Week: Wall Street Expects Earnings Growth
CF (CF) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Why CF (CF) Could Beat Earnings Estimates Again
CF (CF) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
CF Industries: Still Undervalued With Strong Cash Flow And Green Growth Potential
CF Industries remains a Buy, supported by robust free cash flow, shareholder returns, and long-term growth projects like Blue Point and carbon capture. CF still delivered strong cash generation, very solid ongoing buybacks, and a focus on low-carbon ammonia and clean energy under a new CEO starting next year. Macro factors such as rate cuts, commodity cycles, and global supply-demand shifts present both risks and opportunities for CF.
Is CF Industries (CF) Stock Undervalued Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
