CF Industries has rallied 14.6% in three months, fueled by strong nitrogen demand, higher prices, tight supply and robust shareholder returns.
CF Industries NYSE: CF reported first-half 2026 adjusted EBITDA of $2.2 billion and second-quarter adjusted EBITDA of $1.2 billion, as tight global nitrogen supply-demand conditions and strong operating performance supported results.
CF Industries sees higher mid-cycle earnings power as rising construction costs lift nitrogen economics, with tight fundamentals expected into 2027.
| Chemicals Industry | Materials Sector | Christopher D. Bohn CEO | XETRA Exchange | US1252691001 ISIN |
| US Country | 2,900 Employees | 14 Aug 2026 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: