For the quarter ended September 2025, CF Industries (CF) reported revenue of $1.66 billion, up 21.1% over the same period last year. EPS came in at $2.19, compared to $1.55 in the year-ago quarter.
The reported revenue represents a surprise of -0.34% over the Zacks Consensus Estimate of $1.66 billion. With the consensus EPS estimate being $2.06, the EPS surprise was +6.31%.
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: 1,092.00 KTon versus 994.59 KTon estimated by four analysts on average.
- Tons of product sold - Total: 4,504.00 KTon versus the four-analyst average estimate of 4,648.64 KTon.
- Sales volume by product - Granular Urea: 939.00 KTon versus 1,103.77 KTon estimated by four analysts on average.
- Sales volume by product - UAN (urea ammonium nitrate): 1,564.00 KTon versus the four-analyst average estimate of 1,665.21 KTon.
- Average selling price per product ton - Granular Urea: $450.00 versus $407.87 estimated by three analysts on average.
- Average selling price per product ton - Ammonia: $418.00 versus $382.38 estimated by three analysts on average.
- Sales volume by product - Other Sales volume: 525.00 KTon compared to the 519.23 KTon average estimate based on three analysts.
- Net Sales- Ammonia: $457 million compared to the $387.62 million average estimate based on four analysts. The reported number represents a change of +29.5% year over year.
- Net Sales- Granular Urea: $423 million versus $459.23 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +9% change.
- Net Sales- UAN (urea ammonium nitrate): $517 million versus the four-analyst average estimate of $498.46 million. The reported number represents a year-over-year change of +27.3%.
- Net Sales- AN (ammonium nitrate): $122 million versus $106.84 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +15.1% change.
- Net Sales- Other: $140 million compared to the $128.84 million average estimate based on three analysts. The reported number represents a change of +19.7% year over year.
View all Key Company Metrics for CF here>>>
Shares of CF have returned -8.1% over the past month versus the Zacks S&P 500 composite's +1% 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.
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CF Industries Holdings, Inc. (CF): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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