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CF (CF) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
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CF Industries (CF - Free Report) reported $1.86 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 12.1%. EPS of $2.87 for the same period compares to $2.19 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.76 billion, representing a surprise of +5.64%. The company delivered an EPS surprise of -2.05%, with the consensus EPS estimate being $2.93.
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.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
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: 1,003.00 KTon versus the four-analyst average estimate of 987.06 KTon.
Tons of product sold - Total: 4,799.00 KTon versus 4,358.82 KTon estimated by four analysts on average.
Sales volume by product - Granular Urea: 1,079.00 KTon versus 993.23 KTon estimated by four analysts on average.
Sales volume by product - UAN (urea ammonium nitrate): 1,987.00 KTon versus the four-analyst average estimate of 1,645.14 KTon.
Average selling price per product ton - Granular Urea: $423.00 versus $487.85 estimated by three analysts on average.
Average selling price per product ton - Ammonia: $532.00 compared to the $516.65 average estimate based on three analysts.
Sales volume by product - Other Sales volume: 603.00 KTon versus the three-analyst average estimate of 512.31 KTon.
Net Sales- Ammonia: $534 million versus $513.07 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +16.9% change.
Net Sales- Granular Urea: $456 million versus $470.56 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +7.8% change.
Net Sales- UAN (urea ammonium nitrate): $639 million compared to the $550.8 million average estimate based on five analysts. The reported number represents a change of +23.6% year over year.
Net Sales- AN (ammonium nitrate): $67 million versus $75.68 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -45.1% change.
Net Sales- Other: $164 million versus the four-analyst average estimate of $149.56 million. The reported number represents a year-over-year change of +17.1%.
Shares of CF have returned +0.7% over the past month versus the Zacks S&P 500 composite's -2% 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) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
CF Industries (CF - Free Report) reported $1.86 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 12.1%. EPS of $2.87 for the same period compares to $2.19 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.76 billion, representing a surprise of +5.64%. The company delivered an EPS surprise of -2.05%, with the consensus EPS estimate being $2.93.
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.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
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 +0.7% over the past month versus the Zacks S&P 500 composite's -2% 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.