# CF Industries Q3 2026 Earnings Call: $833M Adjusted EBITDA

> CF Industries reported third-quarter adjusted EBITDA of $833 million and about $3.0 billion for the first nine months of 2026, with ammonia capacity utilization at 97% year to date. Management expects nitrogen fertilizer supply-demand conditions to remain constructive into 2027, citing Middle East disruptions that it estimates removed about 9 million tonnes of urea supply, European capacity curtailments and low inventories.

- Date: 2026-11-06 · published 2026-11-07T00:15:43.208Z
- Category: market · region Global · magnitude medium
- Page: https://feedsoft.ai/events/85102-cf-industries-q3-2026-earnings-call-833m-adjusted-ebitda
- Commodities: [Urea](https://feedsoft.ai/c/UREA.md)

## Why it matters

The reported supply disruptions and low inventories point to a tighter global nitrogen balance, which could support urea and related fertilizer prices. Strong output and shipments from CF provide some offset to that tightness.

## Read by commodity

- UREA: bullish ▲

## Sources

- tradingkey.com: https://www.tradingkey.com/news/transcripts/262288740-

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