CF's Quality Score rose 1 point on Tue, Nov 10, to 12. Its week-by-week trend turned up (2 chart checks started).
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Up 6% on Nov 5, and still 7% over its Nov 4 close.
“Sales volumes were 7% higher in the third quarter of 2026 compared to the third quarter of 2025 due to higher UAN”
| The company | Profit up 51% to $2.6B |
| Latest filing | 10-Q, Nov 5 |
Mon Nov 16: Ex-dividend, $0.60 a shareAt the open. Pays Nov 30.
After its last 4 reports it closed +2.3% on average, higher 3 of 4 times.
Above Averagefor quality, not price, 3 of 14 chart checks firingWhat the Quality Score means
CF is #1 of 5 by Quality Score.
| Rank | Stock | Quality Score |
|---|---|---|
| 1 | ||
| 2 | ||
| 3 | ||
| Open for its score | ||
| Open for its score |
Expected to report Wed Feb 17, after the close (in 99 days).
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
Sales of $1.9B, 12% more than a year ago; a profit of $2.87 a share, from $2.19.
“Sales volumes were 7% higher in the third quarter of 2026 compared to the third quarter of 2025 due to higher UAN, urea and other sales, partially offset by AN and ammonia sales.”
| Line | Q3 2026 | Q2 2026 | Q3 2025 |
|---|---|---|---|
| UAN | $639M | $613M | $517M |
Each quarter's sales and their share of its total. Figures as filed (SEC filing, Nov 5)
| Measure | Figure |
|---|---|
| Blue Point One ammonia plant cost | about $3.7B |
“Based on continued global nitrogen supply constraints, management expects the global nitrogen supply-demand balance to remain constructive for producers operating in low-cost and low-risk North America in the near- and longer-terms.”
From its results filing (SEC filing · Nov 4)
Sales grew 11% a year over 5 years, fiscal 2020 to 2025.
Pays $2.40 a share a year.
| Reported | Gap | Reaction | 5 days |
|---|---|---|---|
| Nov 4, 2026 | +3.5% | +6.2% | not yet |
| Aug 5, 2026 | -4.0% | +0.0% | +2.8% |
| May 6, 2026 | -4.7% | -0.9% | +4.8% |
Sales grew in four of the last seven years, to $7.1B in 2025. It made a profit in each of the eight years.
RSI 55.2, MACD above signal, above both averages. Not scored.
Its dividends come to 18% of its free cash flow.
| Dividend | $2.40 a share a year |
| Paid out | About $369M a year |
| Free cash flow | $2.1B |
| Record | Raised in the last year |
2 trades disclosed in the last six months. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: CF is under 0.1% of VYM, under 0.1% of SPYI, and under 0.1% of IVV, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jun 30 to Jul 31, 2026.
CF Industries is a leading producer and distributor of nitrogen, which is primarily used in fertilizers. The company operates nitrogen manufacturing plants primarily in North America. CF also produces nitrogen in the United Kingdom and holds a joint venture interest in a nitrogen production facility in Trinidad and Tobago. CF makes nitrogen primarily using low-cost US natural gas as its feedstock, making the company one of the lowest-cost nitrogen producers globally. It is also investing in carbon-free blue and green ammonia, which can be used as an alternative fuel to hydrogen or as a means to transport hydrogen.
“Our markets are global and intensely competitive, based primarily on delivered price and, to a lesser extent, on low-carbon attributes, reliability, customer service and product quality.”
CF scores 12 today, which Breakaway calls Above Average. It is #1 of 5 in Agricultural Chemicals by Quality Score, with 3 of 14 chart checks firing. Up 6% on Nov 5, and still 7% over its Nov 4 close. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
CF scores 12 today, which Breakaway calls Above Average (11 to 14). That is #1 of 5 in Agricultural Chemicals by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind CF's 12.
Expected to report Wed Feb 17, after the close, a date Breakaway expects from the company's usual timing; the company has not confirmed it. CF closed higher after 3 of its last 4 reports. Past behavior, not a forecast.
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Insider and Congress trades, the chart, and the financials, in one score.
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