Q1: 2026-05-06 Earnings Summary
EPS of $2.89 beats by $0.23
| Revenue of $1.99B (19.42% Y/Y) beats by $127.47M
CF Industries Holdings, Inc. (CF) Q1 2026 Earnings Call May 7, 2026 11:00 AM EDT
Company Participants
Martin Jarosick – VP of Treasury & Investor Relations
Christopher Bohn – CEO, President & Director
Bert Frost – Executive Vice President & Chief Commercial Officer
Richard Hoker – Interim CFO, VP, Corporate Controller & Chief Accounting Officer
Conference Call Participants
Kristen Owen – Oppenheimer & Co. Inc., Research Division
Michael Sison – Wells Fargo Securities, LLC, Research Division
Joel Jackson – BMO Capital Markets Equity Research
Vincent Andrews – Morgan Stanley, Research Division
Benjamin Theurer – Barclays Bank PLC, Research Division
Christopher Parkinson – Wolfe Research, LLC
Edlain Rodriguez – Mizuho Securities USA LLC, Research Division
Lucas Beaumont – UBS Investment Bank, Research Division
Andrew Wong – RBC Capital Markets, Research Division
Jeffrey Zekauskas – JPMorgan Chase & Co, Research Division
Mazahir Mammadli – Rothschild & Co Redburn, Research Division
Presentation
Operator
Good day, ladies and gentlemen, and welcome to CF Industries’ First Quarter of 2026. [Operator Instructions] I would now like to turn the presentation over to the host for today, Mr. Martin Jarosick, with CF Investor Relations, sir. Sir, please proceed.
Martin Jarosick
VP of Treasury & Investor Relations
Good morning, and thanks for joining the CF Industries Earnings Conference Call. With me today are Chris Bohn, President and CEO; Bert Frost, Executive Vice President and Chief Commercial Officer; and Rich Hoker, Vice President, Interim CFO and Chief Accounting Officer. CF Industries reported its results for the first quarter of 2026 yesterday afternoon. On this call, we’ll review the results, discuss our outlook and then host a question-and-answer session.
Statements made on this call and in the presentation on our website that are not historical facts are forward-looking statements. These statements are not guarantees of future performance and involve risks, uncertainties and assumptions that are difficult to predict. Therefore, actual outcomes and results may differ
