Filing Flows › CF Industries Holdings (CF) › Guidance history
CF Industries Holdings (CF) guidance history: what it guided and what it reported
CF Industries Holdings gave guidance in 12 earnings releases on file since Feb 15, 2024. Its releases raised guidance 3 times and lowered it 0 times.
Gross margin
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | 37.6% (May 6, 2026) | — | to be reported | — |
| FY2025 | 34.4% (May 7, 2025) | — | — | — |
| FY2024 | 27.8% (May 1, 2024) | — | — | — |
Net income
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $615M (May 6, 2026) | — | to be reported | — |
| FY2025 | $312M (May 7, 2025) | — | — | — |
| Q4 2024 | $274M (Feb 15, 2024) | — | — | — |
Capital expenditures
The GAAP figure from the filings is shown for each period reported; it is not judged against the guide, which may leave items out (one-off payments, acquisitions).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $1.3B (Feb 18, 2026) → reaffirmed $1.3B (May 6, 2026) → reaffirmed $1.3B (Aug 5, 2026) | — | to be reported | — |
| FY2025 | $500M–$550M (Feb 19, 2025) → raised $800M–$900M (May 7, 2025) → reaffirmed $800M–$900M (Aug 6, 2025) → raised $925M (Nov 5, 2025) | $950M (GAAP) | not judged | — |
| FY2024 | $550M (Feb 15, 2024) → reaffirmed $550M (May 1, 2024) → reaffirmed $550M (Aug 7, 2024) → lowered $525M (Oct 30, 2024) | $518M (GAAP) | not judged | — |
EPS
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $3.98 (May 6, 2026) | — | to be reported | — |
| FY2025 | $1.85 (May 7, 2025) | — | — | — |
| FY2024 | $1.03 (May 1, 2024) | — | — | — |
Depreciation & amortization
Every guided period is still to be reported.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $228M (May 6, 2026) | — | to be reported | — |
EBITDA
Every guided period is still to be reported.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | −$210K (Aug 5, 2026) → raised −$130K–$10K (Nov 4, 2026) | — | to be reported | — |
The latest quarter
CF Industries Holdings, Q3 2026: revenue $1.9B (+12% year over year), operating margin 37.7%, net earnings $436M, operating cash flow $1.2B. The chart follows the revenue to costs, profit and cash.
Questions
Does CF Industries Holdings beat its guidance?
CF Industries Holdings gave guidance in 12 earnings releases on file since Feb 15, 2024. Its releases raised guidance 3 times and lowered it 0 times.
How often does CF Industries Holdings raise guidance?
Its earnings releases raised guidance 3 times and lowered it 0 times since Feb 15, 2024.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.