CF Industries (CF) came out with quarterly earnings of $1.85 per share, beating the Zacks Consensus Estimate of $1.47 per share. This compares to earnings of $1.03 per share a year ago.
Besides Wall Street's top -and-bottom-line estimates for CF (CF), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended March 2025.
CF (CF) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
While CF faces headwinds from weak prices, it benefits from healthy global demand for nitrogen fertilizers and lower natural gas costs.
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.
The joint venture will be structured with CF holding a 40% stake, JERA 35% and Mitsui 25%.
CF Industries said on Tuesday it had formed a joint venture with Japan's largest energy firm, JERA, and investment firm Mitsui to construct low-carbon ammonia facility for about $4 billion.
While soft nitrogen prices weigh on CF's sales and margins, it benefits from healthy global demand for nitrogen fertilizers and lower natural gas costs.
CF Industries (CF) has seen solid earnings estimate revision activity over the past month, and belongs to a strong industry as well.
CF Industries, the world's largest nitrogen fertilizer producer, boasts an economic moat with low-cost operations and superior logistics, ensuring consistent shareholder value. The company's strategic focus on nitrogen-based products and disciplined capital reinvestment have led to substantial free cash flow and shareholder returns. Future growth is bolstered by ventures into blue and green ammonia, positioning CF ahead of regulatory trends and opening new market opportunities.
Upgrading CF Industries to a Buy due to favorable shifts in corn acreage and rising EU natural gas prices, projecting 30% upside to $100/share. CF benefits from low-cost US natural gas, enhancing its competitive cost edge in nitrogen fertilizer production against global peers. Improved farmer sentiment and expectations for increased corn planting in 2025 bolster the demand outlook for CF's nitrogen products.
CF Industries Holdings, Inc. (NYSE:CF ) Q4 2024 Earnings Conference Call February 20, 2025 11:00 AM ET Company Participants Martin Jarosick - Investor Relations Tony Will - President & Chief Executive Officer Chris Bohn - Executive Vice President & Chief Operating Officer Bert Frost - Executive Vice President, Sales, Market Development & Supply Chain Greg Cameron - Executive Vice President & Chief Financial Officer Conference Call Participants Joel Jackson - BMO Capital Markets Richard Garchitorena - Wells Fargo Lucas Beaumont - UBS Andrew Wong - RBC Capital Markets Kristen Owen - Oppenheimer Stephen Byrne - Bank of America Securities Vincent Andrews - Morgan Stanley Edlain Rodriguez - Mizuho Jeff Zekauskas - JPMorgan Aron Ceccarelli - Berenberg Operator Good day, ladies and gentlemen, and welcome to CF Industries Full Year and Fourth Quarter 2024 Conference Call. All participants are in a listen-only mode.