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CF Industries Holdings (CF) guidance and outlook

CF Industries Holdings (CF) raised its guidance on Nov 4, 2026: Capital expenditures $1.3B for FY2026; EBITDA −$130K to $10K for FY2026. CF Industries Holdings' 10-Q filed Nov 5, 2026 makes 40 forward-looking statements.

Guidance and outlook

Latest guidance

From the earnings release filed Nov 4, 2026 (8-K on EDGAR).

Forward-looking statements, 10-Q filed Nov 5, 2026

• In July 2025, we completed a significant decarbonization project at our Donaldsonville, Louisiana, complex to enable the production of ammonia with a lower carbon intensity than that of ammonia produced through traditional processes (“low-carbon ammonia”).
• Additionally, we are executing further decarbonization projects in our existing network and constructing a greenfield low-carbon ammonia plant at our Blue Point complex to drive our strategy to leverage our unique capabilities to accelerate the world’s transition to clean energy.
• In addition, our low-carbon ammonia and upgraded products derived from low-carbon ammonia (“low-carbon upgraded products”, together with low-carbon ammonia “low-carbon products”) are expected to be used for existing and new applications, such as power generation and steel production in Japan, and to help customers reduce the economic impact of European carbon border adjustment fees and other carbon regulations.
• At our Donaldsonville and Yazoo City complexes, our decarbonization projects are leveraging carbon capture and sequestration (CCS) to enable us to convert a portion of our existing ammonia production to low-carbon ammonia production.
• As a result of the Donaldsonville CCS project, we have the capacity to produce up to approximately 1.9 million tons of low-carbon ammonia annually at our Donaldsonville complex.
• Construction of the dehydration and compression unit at our Yazoo City complex is expected to cost approximately $100 million.
• In the fourth quarter of 2025, we completed a nitric acid plant abatement project at our Verdigris complex.
• We estimate that the cost of the Blue Point One joint venture’s low-carbon ATR ammonia production facility with CCS technologies will be approximately $3.7 billion.
• We anticipate that approximately one-third of the estimated cost is related to materials that will be imported to the United States, with the majority of imported materials expected to arrive in Louisiana in 2028.
• In addition, we plan to invest approximately $550 million to build scalable infrastructure at our Blue Point complex to supply the ammonia production facility with services, including product storage and vessel loading (the “Common Facilities”).
• We will own and operate the Common Facilities, and the Blue Point One joint venture will compensate us for these services.
• We believe that our decarbonization projects provide us with benefits, including a significant return profile, a differentiated product offering to existing and new customers, and progress toward our long-term emissions reduction goals.

CF Industries Holdings' latest quarter

Questions

Did CF Industries Holdings raise or lower its guidance?

CF Industries Holdings (CF) raised its guidance on Nov 4, 2026: Capital expenditures $1.3B for FY2026; EBITDA −$130K to $10K for FY2026.

What does CF Industries Holdings expect?

In July 2025, we completed a significant decarbonization project at our Donaldsonville, Louisiana, complex to enable the production of ammonia with a lower carbon intensity than that of ammonia produced through traditional processes (“low-carbon ammonia”). Additionally, we are executing further decarbonization projects in our existing network and constructing a greenfield low-carbon ammonia plant at our Blue Point complex to drive our strategy to leverage our unique capabilities to accelerate the world’s transition to clean energy. In addition, our low-carbon ammonia and upgraded products deri

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Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.