CF · 8-K · 20260805PR091275
Net Income and EPS Performance
CF Industries Holdings, Inc. · 2026-08-05 · Importance 58 · Surprise 46 · Contradicted
Second-quarter 2026 net earnings attributable to common stockholders increased to $727 million from $386 million in the second quarter of 2025. Diluted earnings per share rose to $4.73 from $2.37 over the same period. First-half 2026 net earnings attributable to common stockholders reached $1.342 billion versus $698 million in the first half of 2025, while diluted EPS increased to $8.71 from $4.20. The first-half 2026 adjusted EBITDA reconciliation includes a $170 million litigation settlement gain.
Key facts
- Q2 2026 LTM Net Earnings: $2.1B source
- Q2 2026 Net Earnings: $727M source
- 1H 2026 Net earnings attributable to common stockholders: $1,342 million source
- Q2 2026 Net earnings per diluted share: $4.73 source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| net_income | positive | realized | +94.5% | Q2 2026 LTM Net Earnings: $2.1B |
| net_income | positive | realized | +60.4% | 1H 2026 Net earnings attributable to common stockholders: $1,342 million |
| net_income | positive | realized | +32.7% | Q2 2026 Net Earnings: $727M |