Stock AnalizCF Industries (CF) earnings for the quarter ended September 2026: EPS misses estimates
CF Industries reported results for the quarter ended September 2026 on November 4, 2026. Adjusted earnings per share came in at $2.87 against the analysts’ average forecast of $3.05, a miss of 6.0%.
Revenue for the quarter was $1.86 billion, up 12.1% from $1.66 billion in the same quarter a year earlier.
The market’s verdict: the stock rose 1.5% on the first trading day after the report.
The last four quarters
CF Industries has beaten the analysts’ EPS forecast in 2 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $2.87 | $3.05 | −6.0% | +12% | +1.5% |
| Jun 2026 | $4.73 | $5.57 | −15.1% | +18% | −1.2% |
| Mar 2026 | $3.98 | $2.73 | +45.7% | +19% | −7.3% |
| Dec 2025 | $2.59 | $2.35 | +10.4% | +23% | +6.0% |
What comes next
Analysts expect EPS of $3.65 for the next quarter on average and $15.02 for the fiscal year ending December 31, 2026.
The average analyst price target is $129.39, 3% above the current price of $125.09.
Valuation and score
CF Industries scores 4.0 out of 5 overall on Stock Analiz (a strong company), trades at a trailing P/E of about 8.8, and its intrinsic value under moderate assumptions is about 2% above the current market value. Full CF Industries analysis with 10 years of financials
Frequently asked questions
What was CF Industries’s EPS for the quarter ended September 2026?
$2.87 adjusted per share, against an analyst consensus of $3.05.
How much revenue did CF Industries report?
$1.86 billion, up 12.1% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.