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CF (CF) Reports Q2 Earnings: What Key Metrics Have to Say
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CF Industries (CF - Free Report) reported $2.22 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 17.6%. EPS of $4.73 for the same period compares to $2.37 a year ago.
The reported revenue represents a surprise of -8.74% over the Zacks Consensus Estimate of $2.43 billion. With the consensus EPS estimate being $5.65, the EPS surprise was -16.28%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how CF performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Sales volume by product - Ammonia: 865.00 KTon versus the four-analyst average estimate of 1,080.57 KTon.
Tons of product sold - Total: 4,252.00 KTon compared to the 4,937.51 KTon average estimate based on four analysts.
Sales volume by product - Granular Urea: 1,280.00 KTon compared to the 1,279.76 KTon average estimate based on four analysts.
Sales volume by product - UAN (urea ammonium nitrate): 1,391.00 KTon compared to the 1,810.71 KTon average estimate based on four analysts.
Average selling price per product ton - Granular Urea: $593.00 compared to the $560.64 average estimate based on three analysts.
Average selling price per product ton - Ammonia: $677.00 compared to the $614.28 average estimate based on three analysts.
Sales volume by product - Other Sales volume: 587.00 KTon compared to the 510.52 KTon average estimate based on three analysts.
Net Sales- Ammonia: $586 million compared to the $671.83 million average estimate based on four analysts. The reported number represents a change of +19.4% year over year.
Net Sales- Granular Urea: $759 million versus $729.7 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +38.8% change.
Net Sales- UAN (urea ammonium nitrate): $613 million versus $768.84 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +0.5% change.
Net Sales- AN (ammonium nitrate): $71 million versus $104.26 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -39.3% change.
Net Sales- Other: $193 million versus the three-analyst average estimate of $159.58 million. The reported number represents a year-over-year change of +54.4%.
Shares of CF have returned +2.8% over the past month versus the Zacks S&P 500 composite's +3.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
View the Zacks #1 Rank List
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CF (CF) Reports Q2 Earnings: What Key Metrics Have to Say
CF Industries (CF - Free Report) reported $2.22 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 17.6%. EPS of $4.73 for the same period compares to $2.37 a year ago.
The reported revenue represents a surprise of -8.74% over the Zacks Consensus Estimate of $2.43 billion. With the consensus EPS estimate being $5.65, the EPS surprise was -16.28%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how CF performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:View all Key Company Metrics for CF here>>>
Shares of CF have returned +2.8% over the past month versus the Zacks S&P 500 composite's +3.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.