CF Industries reports on 1H26 earnings

Highlights

• 1H26 net earnings of US$1.34 billion, or US$8.71 per diluted share, EBITDA of US$2.17 billion, and adjusted EBITDA of US$2.18 billion. 1H26 financial results include a gain of approximately US$170 million from a litigation settlement.
• 2Q26 net earnings of US$727 million, or US$4.73 per diluted share, EBITDA of US$1.17 billion, and adjusted EBITDA of US$1.19 billion.
• Trailing 12 months net cash from operating activities of US$2.98 billion; free cash flow of US$1.82 billion for same period, which includes cash inflows and outflows associated with the Blue Point One joint venture.
• Repurchased 0 million shares for US$230 million during the 2Q26.
• Declared quarterly dividend of US$0.60 per share of common stock in July 2026, a 20% increase over prior quarterly dividend.
• In July 2026, received permits necessary to commence construction at Blue Point Complex in August.

“The CF Industries team operated safely and delivered excellent operational results despite rapidly changing customer dynamics,” said Chris Bohn, president and CEO, CF Industries Holdings, Inc. “We believe the Company is positioned extremely well in the near- and longer-term, with our premium-grade North American asset base, disciplined strategic growth opportunities, including Blue Point, and strong balance sheet. As a result, we believe CF Industries will continue to generate substantial free cash flow, enabling us to build on our strong track record of investing in high-return initiatives and returning capital to shareholders through share repurchases and our increased quarterly dividend.”

Read the full report here.

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