C CF

CF Industries Holdings Inc

$109.47

+2.73% (+$2.91)

Volume 2.49M

52W High $141.96

52W Low $75.42

Market Cap $18.73B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$5.91

Whisper EPS

$6.33

7.1% above consensus

Last Quarter

$3.98

Current Streak

3 Beats

Avg Surprise (4Q)

+14.64%

Next Earnings Report

Reports in 51 days

Report Date Aug 5, 2026

Whisper Spread +7.10%

Consensus Estimate

$5.91

Official analyst average

Whisper Number

$6.33

What traders expect

Bullish Sentiment: The whisper number is 7.1% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q1 2026 May 6, 2026

1-Day: -0.90%

5-Day: +3.94%

Q4 2025 Feb 18, 2026

1-Day: +3.80%

5-Day: -0.39%

Q3 2025 Nov 5, 2025

1-Day: -4.23%

5-Day: -2.59%

Q2 2025 Aug 6, 2025

1-Day: -7.80%

5-Day: -8.09%

Revenue & Financial Performance

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$1.87B	+22.8%	41.1%	36.2%	$404.0M
Q3'25	$1.66B	+21.1%	38.1%	35.0%	$353.0M
Q2'25	$1.89B	+20.2%	44.8%	39.4%	$386.0M
Q1'25	$1.66B	+13.1%	40.7%	35.7%	$312.0M
Q4'24	$1.52B	-3.0%	34.3%	29.2%	$328.0M
Q3'24	$1.37B	+7.6%	32.6%	26.9%	$276.0M
Q2'24	$1.57B	-11.4%	43.2%	38.4%	$420.0M
Q1'24	$1.47B	-26.9%	28.1%	22.1%	$194.0M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q1 2026	May 6, 2026	$2.73	$2.90	$3.98	+45.79%	Beat
Q4 2025	Feb 18, 2026	$2.35	$2.53	$2.59	+10.21%	Beat
Q3 2025	Nov 5, 2025	$2.07	$2.04	$2.19	+5.80%	Beat
Q2 2025	Aug 6, 2025	$2.47	$2.82	$2.39	-3.24%	Missed
Q1 2025	May 7, 2025	$1.50	$1.63	$1.98	+32.00%	Beat
Q4 2024	Feb 19, 2025	$1.51	$1.59	$1.79	+18.54%	Beat
Q3 2024	Oct 30, 2024	$1.16	$1.13	$1.55	+33.62%	Beat
Q2 2024	Aug 7, 2024	$1.91	$1.85	$2.30	+20.42%	Beat
Q1 2024	May 1, 2024	$1.50	$1.62	$0.91	-39.33%	Missed
Q4 2023	Feb 14, 2024	$1.56	$1.67	$1.58	+1.28%	Missed
Q3 2023	Nov 1, 2023	$1.06	$1.04	$0.85	-19.81%	Missed
Q2 2023	Aug 2, 2023	$2.15	$2.23	$2.71	+26.05%	Beat