CF Industries Stock Movement Summary CF Industries (CF) experienced a stock retreat following a prior-session earnings-fueled surge. The company reported strong Q4 2025 results on February 19, 2026, with adjusted EBITDA of approximately $2.9 billion for the full year and net earnings of $1.5 billion ($8.97 per diluted share). Q4 net earnings reached $404 million ($2.59 per diluted share), beating analyst estimates. The company generated $1.8 billion in free cash flow and returned $1.7 billion to shareholders through repurchases in 2025. However, CF Industries faces headwinds including a November incident at its Yazoo City facility delaying production resumption until Q4 2026, reducing 2026 ammonia production guidance to 9.5 million tons from 10.1 million tons in 2025. The company also recorded $76 million in impairment charges during Q4 2025.
Read full analysisCF Industries Stock Movement Summary CF Industries (CF) experienced a stock retreat following a prior-session earnings-fueled surge. The company reported strong Q4 2025 results on February 19, 2026, with adjusted EBITDA of approximately $2.9 billion for the full year and net earnings of $1.5 billion ($8.97 per diluted share). Q4 net earnings reached $404 million ($2.59 per diluted share), beating analyst estimates. The company generated $1.8 billion in free cash flow and returned $1.7 billion to shareholders through repurchases in 2025. However, CF Industries faces headwinds including a November incident at its Yazoo City facility delaying production resumption until Q4 2026, reducing 2026 ammonia production guidance to 9.5 million tons from 10.1 million tons in 2025. The company also recorded $76 million in impairment charges during Q4 2025.
CF Industries is one of the largest nitrogen fertilizer producers in North America, manufacturing ammonia, urea, and other nitrogen products for agricultural and industrial markets. The company also has a growing clean energy initiative, including the Blue Point low-carbon ammonia joint venture with Jera and Mitsui. Today's pullback follows a strong Q4 earnings beat that sent shares to a 52-week high, with investors now digesting lower 2026 production guidance tied to an extended outage at its Yazoo City facility.