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CF Industries' revenue edges past estimate on strong fertilizer demand
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CF Industries' revenue edges past estimate on strong fertilizer demand
Nov 5, 2025 3:54 PM

Nov 5 (Reuters) - CF Industries ( CF ) topped analysts'

expectations for third-quarter revenue on Wednesday, helped by

robust demand for fertilizers.

A robust planting season and healthy crops in several parts

of North America, along with stabilization in prices for

nutrients after a period of volatility, has boosted demand for

fertilizers.

CF Industries ( CF ) produces nutrients such as nitrogen, ammonium

nitrate, urea ammonium nitrate solution, granular urea and

ammonia, all of which are key feedstocks for fertilizers.

Its quarterly net sales stood at $1.66 billion, just above

analysts' average estimate of $1.65 billion, according to data

compiled by LSEG.

The company also forecast strong global nitrogen demand

through the end of 2025 and into 2026, citing low inventories

and a constructive supply-demand balance.

It reported third-quarter net earnings of $353 million, or

$2.19 per share, compared with $276 million, or $1.55 per share,

a year earlier.

Peer Mosaic also beat third-quarter profit

expectations on strong potash demand and pricing.

Besides, CF Industries ( CF ) said it completed a $3 billion share

buyback program during the quarter and commenced a $2 billion

repurchase.

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