ATLAS

CF Industries (CF) earnings date: Nov 4, 2026

CF Industries (CF) reports earnings for the quarter ended Sep 30, 2026 on Wed, Nov 4, 2026, after the close. Analysts expect EPS of $2.93.

Source: company filings and exchange data · Updated Nov 2, 2026

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CF earnings at a glance

Next report (confirmed)Wed, Nov 4, 2026
TimeAfter the close
PeriodQuarter ended Sep 30, 2026
EPS estimate$2.93
Last reportAug 5, 2026 · Miss
Beat rate (last 4 reports)3 of 4 (75%)
Average EPS surprise+11.8%
Average move around a report±4.4% (last 4)
SectorBasic Materials · Agricultural Inputs

CF Industries earnings history: last 4 reports

CF Industries last reported on Aug 5, 2026: EPS of $4.73 against an estimate of $5.57 (-15.1% surprise), a miss.

Report dateEPS est.EPS actualSurpriseResultMove*
Aug 5, 2026$5.57$4.73-15.1%Miss-1.2%
Jul 16, 2026$1.10$1.17+6.4%Beat+3.1%
May 6, 2026$2.73$3.98+45.8%Beat-7.3%
Feb 18, 2026$2.35$2.59+10.2%Beat+6.1%

*Move: change in the closing price from the last close before the report day to the close the day after it, so it captures the reaction whether the company reported before the open or after the close.

ATLAS view on CF before the report

Last price$123.30 (+4.4%)
ATLAS chance of a higher price in 1 month51%
Likely 1-month range (50%)$116.66 – $130.66
Normal 1-day range (±1σ)±1.9%
ATLAS fair value$212.85 ($174.13 – $334.61) · price is 42% below

These figures come from the same calibrated model and valuation as the CF Industries stock page. They describe an ordinary period, not the earnings reaction itself, which is usually wider and can go either way.

Get the full ATLAS analysis for CF

See the fair value, the probability range and the earnings history of CF Industries on its ATLAS page.

CF Industries (CF) stock analysis

Plans from €3.99 a month.

CF Industries earnings: frequently asked questions

When does CF Industries (CF) report earnings?

CF Industries is scheduled to report on Wednesday, November 4, 2026, after the close. ATLAS only shows a confirmed date when the company or the exchange data provides one; check the investor relations page for the call details.

What is the EPS estimate for CF?

The consensus EPS estimate for the quarter ended Sep 30, 2026 is $2.93 per share (USD). Estimates can change before the report.

How often does CF beat earnings estimates?

Of its last 4 reports with a recorded result, CF Industries beat the EPS estimate 3 times; the average surprise was +11.8%. Past results do not predict the next one.

How much does CF move around earnings?

Over its last 4 reports the stock moved an average of 4.4% (absolute, from the close before the report day to the close after it), and finished higher 2 of 4 times.

Did CF Industries beat earnings estimates last quarter?

CF Industries last reported on Aug 5, 2026: EPS of $4.73 against an estimate of $5.57 (-15.1% surprise), a miss.

How much does CF usually move in a day?

On a normal trading day the ATLAS model puts CF’s one-day range at about ±1.9%, with a 50% chance of closing higher. This is not an options-implied earnings move; earnings days are usually wider.

Also reporting on Wed, Nov 4, 2026

Educational information, not investment advice. Disclaimer

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