CF Industries Holdings, Inc. (CF) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript
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.
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| - Industry | - Sector | W. Anthony Will CEO | NYSE Exchange | 125269100 CUSIP |
| US Country | 2,800 Employees | 14 Nov 2025 Last Dividend | 18 Jun 2015 Last Split | 11 Aug 2005 IPO Date |
CF Industries Holdings, Inc. is a prominent entity in the sector of manufacturing and supplying hydrogen and nitrogen-based products, serving a broad spectrum of industrial, energy, fertilizer, and emissions abatement markets. With a global outreach encompassing North America and Europe, the company has carved out a significant niche in delivering essential chemicals and substances for various applications. Originally established in 1946, CF Industries prides itself on an extensive product line that caters to a wide assortment of industrial requirements, and has developed a structured operational framework divided into specific segments such as Ammonia, Granular Urea, UAN (Urea Ammonium Nitrate), AN (Ammonium Nitrate), and Other. With its headquarters in Northbrook, Illinois, the company has grown to become a vital link in the supply chain for cooperatives, fertilizer distributors, traders, wholesalers, and direct industrial users.
CF Industries’ portfolio encompasses an extensive range of products, integral to agriculture, industry, and environmental management sectors: