Form 8-K · Current report
CF Industries 8-K, filed Nov 4, 2026
- Filed
- CIK
- 0001324404
- Accession no.
- 0001324404-26-000023
Summary
CF Industries reported third-quarter 2026 net earnings of $436 million, or $2.87 per diluted share, and first nine months 2026 net earnings of $1.78 billion, with nine-month adjusted EBITDA of $3.01 billion, results that included a roughly $170 million gain from a litigation settlement. CEO Chris Bohn attributed strong safety performance and high operating rates to meeting deferred customer demand, and the company said it expects full-year 2026 gross ammonia production of about 9.5 million tons, including the impact of the ongoing Yazoo City Complex outage, with construction of the Blue Point One low-carbon ammonia joint venture with JERA and Mitsui having begun in August 2026.
Key points
- Third-quarter 2026 net sales were $1.86 billion versus $1.66 billion a year earlier, and first nine months net sales were $6.07 billion versus $5.21 billion.
- CF Industries repurchased 3.0 million shares for $367 million in the third quarter of 2026, leaving about $1.11 billion under its $2 billion program.
- The company projects full-year 2026 capital expenditures of approximately $1.3 billion, about $600 million of it for the Blue Point One joint venture, whose ammonia plant is expected to cost about $3.7 billion with production to commence in 2029.
- The company said it operated at a 97% utilization rate of available ammonia capacity year to date, with a trailing twelve-month recordable incident rate of 0.10 per 200,000 work hours.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
Items reported
- 2.02Results of Operations and Financial Condition
- 9.01Financial Statements and Exhibits
From the filing
Item 2.02. Results of Operations and Financial Condition. On November 4, 2026, CF Industries Holdings, Inc. issued a press release announcing its results for the quarter ended September 30, 2026. The press release is attached hereto as Exhibit 99.1. The information set forth herein, including the exhibit attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in any such filing. Item 9.01. Financial Statements and Exhibits. (d) Exhibits. Exhibit No. …
An excerpt of the text as filed with the SEC, cut for length.
Readster writes AI-generated summaries of public filings for research purposes only. Summaries can be incomplete or wrong — check the original filing on SEC.gov before relying on it. Nothing here is investment, legal or medical advice.