Spoken Alpha
CF
CF Industries Holdings, Inc.
Overview
CF Industries Holdings, Inc is a Basic Materials company operating in Agricultural Inputs with a $15.73B market cap.
Most recent reported earnings: Q2 FY2026 (Aug 4, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-05-0720 Q&A exchanges
- Q4 FY2025Earnings2026-02-1918 Q&A exchanges
- Q3 FY2025Earnings2025-11-0618 Q&A exchanges
- Q2 FY2025Earnings2025-08-0719 Q&A exchanges
- Q1 FY2025Earnings2025-05-0834 Q&A exchanges
- Q4 FY2024Earnings2025-02-2025 Q&A exchanges
- Q3 FY2024Earnings2024-10-3133 Q&A exchanges
- Q2 FY2024Earnings2024-08-0819 Q&A exchanges
- Q1 FY2024Earnings2024-05-0218 Q&A exchanges
- Q4 FY2023Earnings2024-02-1528 Q&A exchanges
- Q3 FY2023Earnings2023-11-0224 Q&A exchanges
- Q2 FY2023Earnings2023-08-0320 Q&A exchanges
- Q1 FY2023Earnings2023-05-0221 Q&A exchanges
- Q4 FY2022Earnings2023-02-1630 Q&A exchanges
- Q3 FY2022Earnings2022-11-0311 Q&A exchanges
- Q2 FY2022Earnings2022-08-0218 Q&A exchanges
- Q1 FY2022Earnings2022-05-0530 Q&A exchanges
- Q4 FY2021Earnings2022-02-1624 Q&A exchanges
- Q3 FY2021Earnings2021-11-0434 Q&A exchanges
- Q2 FY2021Earnings2021-08-1026 Q&A exchanges
- Q1 FY2021Earnings2021-05-0614 Q&A exchanges
History
Earnings history
- Q2 FY20262026-08-04EPS— vs $5.91—Rev— vs ——EODHD
- Q1 FY20262026-05-05EPS$3.98 vs $2.17+83.4%Rev$1.99B vs ——EODHD
- Q4 FY20252026-02-17EPS$2.59 vs $2.48+4.4%Rev$1.87B vs ——EODHD
- Q3 FY20252025-11-04EPS$2.19 vs $1.84+19.0%Rev$1.66B vs ——EODHD
- Q2 FY20252025-08-05EPS$2.37 vs $2.48-4.4%Rev$1.89B vs ——EODHD
- Q1 FY20252025-05-06EPS$1.85 vs $1.51+22.5%Rev$1.66B vs ——EODHD
- Q4 FY20242025-02-18EPS$1.89 vs $1.52+24.3%Rev$1.52B vs ——EODHD
- Q3 FY20242024-10-29EPS$1.55 vs $1.11+39.6%Rev$1.37B vs ——EODHD
- Q2 FY20242024-08-06EPS$2.30 vs $1.83+25.7%Rev$1.57B vs ——EODHD
- Q1 FY20242024-04-30EPS$0.90 vs $1.52-40.8%Rev$1.47B vs ——EODHD
- Q4 FY20232024-02-13EPS$1.58 vs $1.57+0.6%Rev$1.57B vs ——EODHD
- Q3 FY20232023-10-31EPS$1.14 vs $1.03+10.7%Rev$1.27B vs ——EODHD
- Q2 FY20232023-08-01EPS$2.71 vs $2.25+20.4%Rev$1.77B vs ——EODHD
- Q1 FY20232023-04-30EPS$2.90 vs $2.52+15.1%Rev$2.01B vs ——EODHD
- Q4 FY20222023-02-14EPS$4.28 vs $4.30-0.5%Rev$2.61B vs ——EODHD
- Q3 FY20222022-11-01EPS$2.27 vs $3.33-31.8%Rev$2.32B vs ——EODHD
- Q2 FY20222022-07-31EPS$6.19 vs $6.03+2.6%Rev$3.39B vs ——EODHD
- Q1 FY20222022-05-03EPS$4.21 vs $4.35-3.2%Rev$2.87B vs ——EODHD
- Q4 FY20212022-02-14EPS$3.27 vs $3.55-7.9%Rev$2.54B vs ——EODHD
- Q3 FY20212021-11-02EPS$-0.86 vs $0.99-100.0%Rev$1.36B vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-04 | — | $5.91 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-05-05 | $3.98 | $2.17 | +83.4% | $1.99B | — | — | EODHD |
| Q4 FY2025 | 2026-02-17 | $2.59 | $2.48 | +4.4% | $1.87B | — | — | EODHD |
| Q3 FY2025 | 2025-11-04 | $2.19 | $1.84 | +19.0% | $1.66B | — | — | EODHD |
| Q2 FY2025 | 2025-08-05 | $2.37 | $2.48 | -4.4% | $1.89B | — | — | EODHD |
| Q1 FY2025 | 2025-05-06 | $1.85 | $1.51 | +22.5% | $1.66B | — | — | EODHD |
| Q4 FY2024 | 2025-02-18 | $1.89 | $1.52 | +24.3% | $1.52B | — | — | EODHD |
| Q3 FY2024 | 2024-10-29 | $1.55 | $1.11 | +39.6% | $1.37B | — | — | EODHD |
| Q2 FY2024 | 2024-08-06 | $2.30 | $1.83 | +25.7% | $1.57B | — | — | EODHD |
| Q1 FY2024 | 2024-04-30 | $0.90 | $1.52 | -40.8% | $1.47B | — | — | EODHD |
| Q4 FY2023 | 2024-02-13 | $1.58 | $1.57 | +0.6% | $1.57B | — | — | EODHD |
| Q3 FY2023 | 2023-10-31 | $1.14 | $1.03 | +10.7% | $1.27B | — | — | EODHD |
| Q2 FY2023 | 2023-08-01 | $2.71 | $2.25 | +20.4% | $1.77B | — | — | EODHD |
| Q1 FY2023 | 2023-04-30 | $2.90 | $2.52 | +15.1% | $2.01B | — | — | EODHD |
| Q4 FY2022 | 2023-02-14 | $4.28 | $4.30 | -0.5% | $2.61B | — | — | EODHD |
| Q3 FY2022 | 2022-11-01 | $2.27 | $3.33 | -31.8% | $2.32B | — | — | EODHD |
| Q2 FY2022 | 2022-07-31 | $6.19 | $6.03 | +2.6% | $3.39B | — | — | EODHD |
| Q1 FY2022 | 2022-05-03 | $4.21 | $4.35 | -3.2% | $2.87B | — | — | EODHD |
| Q4 FY2021 | 2022-02-14 | $3.27 | $3.55 | -7.9% | $2.54B | — | — | EODHD |
| Q3 FY2021 | 2021-11-02 | $-0.86 | $0.99 | -100.0% | $1.36B | — | — | EODHD |
Source: EODHD. CF reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks CF's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 80% positive reaction rate
SampleConsistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $4.36 | $3.16 | +38.0% | +5.8% | +3.2% |
| Q4 FY2026 | $4.49 | $3.22 | +39.5% | +1.1% | +2.4% |
| Q3 FY2026 | $4.79 | $3.20 | +49.6% | +5.3% | +7.3% |
| Q2 FY2026 | $4.66 | $3.27 | +42.4% | +5.1% | +5.5% |
| Q1 FY2025 | $4.73 | $3.17 | +49.3% | +4.4% | +2.2% |
| Q4 FY2025 | $4.53 | $3.17 | +43.0% | -3.1% | -3.9% |
| Q3 FY2025 | $4.97 | $3.33 | +49.1% | +2.0% | +4.1% |
| Q2 FY2025 | $4.43 | $3.22 | +37.7% | -0.5% | +0.7% |
| Q1 FY2024 | $4.70 | $3.22 | +46.1% | +5.5% | +5.0% |
| Q4 FY2024 | $4.60 | $3.24 | +41.9% | +1.7% | +4.2% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Christopher D BohnCEO4 mo21 callsCurrentSample
CEO since 2026 • 1/2 beats (50%) • last guidance cut Q3 FY2026
- Bert A FrostEVP, Chief Commercial Officer4 mo21 callsCurrentSample
OTHER_C_SUITE since 2026 • 2/2 beats (100%) • last guidance cut Q3 FY2026
- Trevor Leigh WilliamsSVP, Manufacturing & Dist'n2 mono recorded callsCurrentSample
DIVISION_HEAD since 2026 • 1/2 beats (50%) • last call held guidance Q2 FY2026
- Susan L MenzelEVP and Chief Admin. Officer4 mono recorded callsCurrentSample
DIVISION_HEAD since 2026 • 1/2 beats (50%) • last guidance raise Q1 FY2026
- Michael Patrick McGraneSVP, Gen. Counsel & Secretary4 mono recorded callsCurrentSample
DIVISION_HEAD since 2026 • 1/2 beats (50%) • last call held guidance Q2 FY2026
- Erik M MayerVP, Clean Energy & BusDevelop4 mono recorded callsCurrentSample
OTHER since 2026 • 1/2 beats (50%) • last guidance cut Q1 FY2026
Peers
Other companies in Basic Materials
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for CF.
$ curl https://api.spokenalpha.com/v1/companies/CFFAQ
Frequently asked about CF
Where can I find CF Industries Holdings, Inc.'s (CF) earnings call transcripts?
Spoken Alpha indexes CF's earnings call transcripts at https://spokenalpha.com/companies/CF. Each call links to attributed speakers and parsed analyst Q&A.
When was CF Industries Holdings, Inc.'s most recent earnings call?
CF Industries Holdings, Inc. (CF) held its most recent earnings call on 2026-05-07, covering fiscal Q1 2026.
What sector is CF in?
CF Industries Holdings, Inc. (CF) operates in the Basic Materials sector (Agricultural Inputs industry).