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CF Industries reported first-nine-months 2026 net earnings of $1.78 billion, or $11.60 per diluted share, and adjusted EBITDA of $3.01 billion, including a roughly $170 million litigation settlement gain. Third-quarter net earnings were $436 million, and the company repurchased 3.0 million shares for $367 million.
Blue Point One construction began in August 2026.
Strong nitrogen earnings reflect a tight global fertilizer supply and high plant utilization, which supports urea and ammonia prices. Higher fertilizer costs can squeeze farm margins and raise the cost of grain used in feed.
businesswire.comMediaNov 4, 2026After 76 past bullish report events, Urea moved a median 0.0% over 5 sessions (49% higher; middle half -2.2% to +2.9%), and -0.3% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
