# CF Industries Holdings, Inc. Reports First Nine Months 2026 Net Earnings of $1.78 Billion, Adjusted EBITDA of $3.01 Billion

> 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.

- Date: 2026-11-04 · published 2026-11-05T03:12:15.056Z
- Category: report · region US · magnitude low
- Page: https://feedsoft.ai/events/81076-cf-industries-holdings-inc-reports-first-nine-months-2026-net-earnings-of-1-78
- Commodities: [Urea](https://feedsoft.ai/c/UREA.md)

## Why it matters

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.

## Read by commodity

- UREA: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| UREA | 2025-02-26 | [CF Industries and Nutrien Q4 market outlooks - Genesis Fertilizers](https://feedsoft.ai/events/26368-cf-industries-and-nutrien-q4-market-outlooks-genesis-fertilizers.md) | -2.9% | -4.9% |
| UREA | 2022-05-29 | [Texas A&M Report Shows Impact of Higher Crop and Input Prices for 2022 - Cotton Grower](https://feedsoft.ai/events/41537-texas-a-and-m-report-shows-impact-of-higher-crop-and-input-prices-for-2022.md) | -8.8% | -13.2% |
| UREA | 2023-07-24 | [Urea Weekly Report: Rising international prices and rising futures prices increased orders in the week (No. 20230721)](https://feedsoft.ai/events/4759-urea-weekly-report-rising-international-prices-and-rising-futures-prices.md) | +31.8% | +18.1% |
| UREA | 2026-07-09 | [World Bank warns fertilizer prices could surge more than 30% in 2026 if Hormuz disruption persists-China-ASEAN Chamber of Agricultural Commerce](https://feedsoft.ai/events/18273-world-bank-warns-fertilizer-prices-could-surge-more-than-30-in-2026-if-hormuz.md) | +2.5% | +9.3% |
| UREA | 2023-10-08 | [AMIS Fertilizer Outlook- Prices “Mostly Up in September,” While Russia Lifts Ban on Diesel Exports \| Farm Policy News \| Illinois](https://feedsoft.ai/events/33540-amis-fertilizer-outlook-prices-mostly-up-in-september-while-russia-lifts-ban-on.md) | -2.6% | -9.6% |

## Sources

- businesswire.com: https://www.businesswire.com/news/home/20261104372347/en/CF-Industries-Holdings-Inc.-Reports-First-Nine-Months-2026-Net-Earnings-of-%241.78-Billion-Adjusted-EBITDA-of-%243.01-Billion

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.