CF · News · 20260808N

Guidance / Outlook

CF Industries Holdings, Inc. · 2026-08-08 · Importance 75 · Surprise 60

Management raised CF Industries’ mid-cycle outlook to approximately $2.9 billion of EBITDA and $1.7 billion of free cash flow. The company projected EBITDA of approximately $3.3 billion by 2030. Management attributed the improved earnings outlook partly to higher global construction costs, which structurally increase the incentive price required for new nitrogen capacity, and expects nitrogen-market fundamentals to remain tight into 2027 and beyond.

Key facts

• Company set a target of $3.3 billion in mid-cycle EBITDA by 2030. source