View Future GrowthCF Industries Holdings 過去の業績過去 基準チェック /66CF Industries Holdingsは、平均年間1.8%の収益成長を遂げていますが、 Chemicals業界の収益は、年間 減少しています。収益は、平均年間1.3% 1%収益成長率で 減少しています。 CF Industries Holdingsの自己資本利益率は25.7%であり、純利益率は23.7%です。主要情報1.84%収益成長率7.07%EPS成長率Chemicals 業界の成長13.08%収益成長率-1.04%株主資本利益率25.71%ネット・マージン23.73%次回の業績アップデート05 Aug 2026最近の業績更新Reported Earnings • May 08First quarter 2026 earnings released: EPS: US$3.99 (vs US$1.85 in 1Q 2025)First quarter 2026 results: EPS: US$3.99 (up from US$1.85 in 1Q 2025). Revenue: US$1.99b (up 19% from 1Q 2025). Net income: US$615.0m (up 97% from 1Q 2025). Profit margin: 31% (up from 19% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is expected to decline by 2.5% p.a. on average during the next 3 years, while revenues in the Chemicals industry in South America are expected to grow by 4.9%. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.お知らせ • Feb 19CF Industries Holdings, Inc. Reports Asset Impairment for the Fourth Quarter Ended December 31, 2025CF Industries Holdings, Inc. reported asset impairment for the fourth quarter ended December 31, 2025. For the quarter, the company reported asset impairment of $76 million. Consists of asset impairment charges related to property, plant and equipment at the Donaldsonville and Yazoo City Complexes.お知らせ • Jan 22+ 3 more updatesCF Industries Holdings, Inc. to Report Q4, 2025 Results on Feb 18, 2026CF Industries Holdings, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 18, 2026お知らせ • Jan 16+ 2 more updatesCF Industries Holdings, Inc. to Report Q3, 2025 Results on Nov 05, 2025CF Industries Holdings, Inc. announced that they will report Q3, 2025 results After-Market on Nov 05, 2025お知らせ • Jan 19+ 3 more updatesCF Industries Holdings, Inc. to Report Q1, 2024 Results on May 01, 2024CF Industries Holdings, Inc. announced that they will report Q1, 2024 results After-Market on May 01, 2024Reported Earnings • May 03First quarter 2023 earnings released: EPS: US$2.85 (vs US$4.23 in 1Q 2022)First quarter 2023 results: EPS: US$2.85 (down from US$4.23 in 1Q 2022). Revenue: US$2.01b (down 30% from 1Q 2022). Net income: US$560.0m (down 37% from 1Q 2022). Profit margin: 28% (down from 31% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 5.5% p.a. on average during the next 3 years, while revenues in the Chemicals industry in South America are expected to grow by 2.0%.すべての更新を表示Recent updatesReported Earnings • May 08First quarter 2026 earnings released: EPS: US$3.99 (vs US$1.85 in 1Q 2025)First quarter 2026 results: EPS: US$3.99 (up from US$1.85 in 1Q 2025). Revenue: US$1.99b (up 19% from 1Q 2025). Net income: US$615.0m (up 97% from 1Q 2025). Profit margin: 31% (up from 19% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is expected to decline by 2.5% p.a. on average during the next 3 years, while revenues in the Chemicals industry in South America are expected to grow by 4.9%. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.お知らせ • May 08+ 1 more updateCF Industries Holdings, Inc. Appoints Andrew T. Scribner as Executive Vice President, Effective May 26, 2026CF Industries Holdings, Inc. announced that its Board of Directors has elected Andrew T. Scribner as executive vice president, effective May 26, 2026. Mr. Scribner will report to Christopher D. Bohn, president and chief executive officer, CF Industries Holdings, Inc., and serve as a member of the Company’s senior leadership team. Mr. Scribner joins CF Industries from Kimberly-Clark Corporation, where he most recently served as vice president, global controller and head of corporate finance planning and analysis, and previously as chief financial officer for Kimberly-Clark North America. Prior to Kimberly-Clark, he held senior finance leadership roles at Gap Inc., including CFO roles for the Banana Republic and Athleta brands, and spent 13 years at The Kraft Heinz Company and its predecessor, Kraft Foods Group, in roles of increasing responsibility.Declared Dividend • May 03Fourth quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 15th May 2026 Payment date: 29th May 2026 Dividend yield will be 1.2%, which is lower than the industry average of 2.8%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 3.7% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 29CF Industries Holdings, Inc. Has Declares Quarterly Dividend on Common Stock, Payable on May 29, 2026CF Industries Holdings, Inc. reported that its board of directors has declared a $0.50 per share quarterly dividend on its common stock. The dividend will be payable on May 29, 2026, to stockholders of record as of May 15, 2026.お知らせ • Mar 23CF Industries Holdings, Inc.(NYSE:CF) dropped from FTSE All-World Index (USD)CF Industries Holdings, Inc.(NYSE:CF) dropped from FTSE All-World Index (USD)お知らせ • Mar 18CF Industries Holdings, Inc., Annual General Meeting, Apr 28, 2026CF Industries Holdings, Inc., Annual General Meeting, Apr 28, 2026.Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improves as stock rises 30%After last week's 30% share price gain to Mex$2,417, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Chemicals industry in South America. Total returns to shareholders of 80% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,440 per share.Recent Insider Transactions • Mar 03Insider recently sold Mex$5.4m worth of stockOn the 26th of February, Susan Menzel sold around 3k shares on-market at roughly Mex$1,671 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$192m. Insiders have been net sellers, collectively disposing of Mex$218m more than they bought in the last 12 months.Recent Insider Transactions • Feb 25Director recently sold Mex$192m worth of stockOn the 20th of February, W. Will sold around 112k shares on-market at roughly Mex$1,720 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$212m more than they bought in the last 12 months.お知らせ • Feb 19CF Industries Holdings, Inc. Reports Asset Impairment for the Fourth Quarter Ended December 31, 2025CF Industries Holdings, Inc. reported asset impairment for the fourth quarter ended December 31, 2025. For the quarter, the company reported asset impairment of $76 million. Consists of asset impairment charges related to property, plant and equipment at the Donaldsonville and Yazoo City Complexes.お知らせ • Jan 28CF Industries Holdings, Inc. Declares Quarterly Dividend, Payable on February 27, 2026CF Industries Holdings, Inc. reported that its board of directors has declared a $0.50 per share dividend on its common stock. The dividend will be payable on February 27, 2026, to stockholders of record as of February 13, 2026.お知らせ • Jan 22+ 3 more updatesCF Industries Holdings, Inc. to Report Q4, 2025 Results on Feb 18, 2026CF Industries Holdings, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 18, 2026お知らせ • Jan 07+ 1 more updateCF Industries Holdings, Inc. Announces Separation of Gregory D. Cameron as Executive Vice President from the Company, Effective February 15, 2026CF Industries Holdings, Inc. and Gregory D. Cameron, executive vice president, mutually agreed that Mr. Cameron will separate from the Company, effective as of February 15, 2026.お知らせ • Oct 02CF Industries Holdings, Inc. Declares Quarterly Dividend, Payable on November 28, 2025CF Industries Holdings, Inc. reported that its board of directors has declared a $0.50 per share dividend on its common stock. The dividend will be payable on November 28, 2025, to stockholders of record as November 14, 2025.お知らせ • Sep 08+ 1 more updateCF Industries Holdings, Inc. Announces Management ChangesCF Industries Holdings, Inc. announced that W. Anthony Will has informed the Company’s Board of Directors of his intention to retire as president, effective January 4, 2026. Christopher D. Bohn, age 57, currently executive vice president and chief operating officer of CF Industries, has been elected to succeed Mr. Will as president. Mr. will act in an advisory capacity to CF Industries through March 15, 2026. He will serve out his remaining term on the Board of Directors; however, he will not stand for re-election at the Company’s 2026 Annual Meeting. Mr. Will joined CF Industries in 2007 and has served as president and chief executive officer as well as a member of the Board of Directors since 2014. During his 12-year tenure as president and chief executive officer, the Company has delivered total shareholder return underpinned by safety and operational excellence, disciplined growth, and a commitment to reward long-term shareholders. Mr. Bohn is a 16-year veteran with CF Industries and has had responsibility for many of the functions of the Company during that time. Among recent strategic initiatives, he was instrumental in the formation of the Blue Point joint venture that was announced in 2025, the acquisition of the Waggaman, Louisiana, ammonia production facility, and the development of the Company’s expanded strategic focus on low-carbon ammonia. In February 2024, Mr. Bohn was appointed as executive vice president and chief operating officer with responsibility for the Company’s global manufacturing, distribution, sales, supply chain, and clean energy solutions organizations. He was also elected to the Company’s Board of Directors in February 2024. During his time at CF Industries, Mr. Bohn has held roles of increasing responsibility including executive vice president and chief financial officer; senior vice president, manufacturing and distribution; senior vice president, supply chain; and vice president, corporate planning. Mr. Bohn has served as our executive vice president and chief operating officer since February 2024 and leads the Company’s global manufacturing, distribution, sales, supply chain, and clean energy solutions organizations. He was previously our executive vice president and chief financial officer, with responsibility for strategic planning, business development and investor relations. Prior to that role, he was the company’s senior vice president and chief financial officer, from September 2019 to July 2023, the company’s senior vice president, manufacturing and distribution, from May 2016 to September 2019, the company’s senior vice president, manufacturing, from January 2016 to May 2016, the company’s senior vice president, supply chain, from January 2015 to December 2015, the company’s vice president, supply chain, from January 2014 to December 2014, the company’s vice president, corporate planning, from October 2010 to January 2014 and the company’s director, corporate planning and analysis, from September 2009 to October 2010. Prior to joining CF Industries, Mr. Bohn served as chief financial officer for Hess Print Solutions from August 2007 to September 2009. Earlier in his career, Mr. Bohn was vice president global financial planning and analysis for Merisant Worldwide, Inc.お知らせ • Aug 07CF Industries Holdings, Inc. Provides Production Guidance for the Year 2025CF Industries Holdings, Inc. provided production guidance for the year 2025. For the year, the company expects gross ammonia production for the full year 2025 to be approximately 10 million tons.お知らせ • Jul 25CF Industries Holdings, Inc. Announces Executive ChangesCF Industries Holdings, Inc. announced that Ashraf K. Malik, senior vice president, manufacturing and distribution, has informed the Company that he will retire from CF Industries effective April 1, 2026. Trevor Williams, an industry veteran with more than 30 years of experience in nitrogen and chemicals manufacturing, will join CF Industries upon Mr. Malik’s retirement and succeed him as senior vice president, manufacturing and distribution. Mr. Williams most recently was the Executive Vice President and President of Nitrogen and Phosphate at Nutrien and was previously Senior Vice President of Nitrogen Operations at Nutrien. Before joining Nutrien (formerly Agrium) in 2011, he worked for Nova Chemicals in various engineering, leadership, and management roles. He holds a Bachelor of Science in Chemistry from Mount Allison University and a Bachelor of Chemical Engineering from the Technical University of Nova Scotia (Dalhousie).お知らせ • Jul 09CF Industries Holdings, Inc. Declares Quarterly Dividend, Payable on August 29, 2025CF Industries Holdings, Inc. reported that its board of directors has declared a $0.50 per share dividend on its common stock. The dividend will be payable on August 29, 2025, to stockholders of record as of August 15, 2025.お知らせ • May 08CF Industries Holdings, Inc. (NYSE:CF) announces an Equity Buyback for $2,000 million worth of its shares.CF Industries Holdings, Inc. (NYSE:CF) announces a share repurchase program. Under the program, the company will repurchase up to $2,000 million worth of its shares. The program will commence upon completion of the current share repurchase program. The repurchase program will run through December 2029.お知らせ • Apr 30CF Industries Holdings, Inc. Declares Quarterly Dividend, Payable on May 30, 2025CF Industries Holdings, Inc. reported that its board of directors has declared a $0.50 per share dividend for quarter on its common stock. The dividend will be payable on May 30, 2025, to stockholders of record as of May 15, 2025.お知らせ • Mar 26CF Industries Holdings, Inc., Annual General Meeting, May 06, 2025CF Industries Holdings, Inc., Annual General Meeting, May 06, 2025.お知らせ • Jan 31CF Industries Holdings, Inc. Declares Quarterly Dividend, Payable on February 28, 2025CF Industries Holdings, Inc. reported that its board of directors has declared a $0.50 per share dividend on its common stock. The dividend will be payable on February 28, 2025, to stockholders of record as of February 14, 2025.お知らせ • Jan 16+ 2 more updatesCF Industries Holdings, Inc. to Report Q3, 2025 Results on Nov 05, 2025CF Industries Holdings, Inc. announced that they will report Q3, 2025 results After-Market on Nov 05, 2025お知らせ • Nov 12Jarden Reportedly Tapped for Incitec Pivot Fertiliser SaleIncitec Pivot Limited (ASX:IPL)'s freshly appointed management has brought in a new investment bank to handle the sale of the distribution arm of its fertiliser business as looks to clear the decks and focus on its future as a mining explosives play. The move to break up the fertiliser unit and sell off the distribution arm was first flagged by DataRoom and announced when the company delivered its annual result on 11 November 2024. It came as the company wiped $941 million off the valuation of the Australian Incitec Pivot fertiliser division. The bank being added to the ticket is Jarden. The move comes as new boss Mauro Neves de Moraes takes over. UBS and Macquarie Capital have previously made efforts to sell the fertiliser business and Macquarie still has a role. This time, though, it appears that the group is motivated to move it off its books and look to a future focused on its more successful commercial explosives operation Dyno Nobel, so it is expected to take a realistic approach to price. Former Incitec Pivot management held out for top dollar when trying to sell its fertiliser unit twice before, and opposed a business break-up. Most buyers were keen to buy the distribution arm and few were interested in taking on the more problematic manufacturing operation. But now, with distribution available separately, the sale process is likely to involve plenty of competitive tension. Australian listed trade buyers like Elders Limited (ASX:ELD) and Ridley Corporation Limited (ASX:RIC) and global strategics like The Mosaic Company (NYSE:MOS), CF Industries Holdings, Inc. (NYSE:CF) and Nutrien Ltd. (TSX:NTR), which has a major Australian presence, will be going head to head with private equity firms like Pacific Equity Partners and BGH Capital, which have been sounded out by investment bankers in recent months. It's clear the market is in favour of the decision, with shares closing higher, despite a thumping $311 million loss and an overall $1 billion writedown to the fertiliser unit. The writedown included $100m for its US operations Most of the rest was linked to the Australian manufacturing operations. The sale process will get going in earnest early next year. The book value is now $414.3 million, compared to more than $1 billion in the past. Private equity in the past has put forward offers of less than $500 million for the fertiliser business, but that was when manufacturing was also part of the picture, although they will be still keen to snap up the operation at an opportunistic price.お知らせ • Nov 11Incitec Pivot to Revive Fertiliser Business Sale CampaignThe $6 billion listed industrials group Incitec Pivot Limited (ASX:IPL) is set to announce a revived sale process for its fertiliser business when it reports annual earnings on November 11, 2024 and is prepared to break up the division, valued at $1.1 billion. It confirms earlier reports in DataRoom that a fresh sale process would start in 2025 with private equity funds such as Pacific Equity Partners positioning to buy the business. Incitec Pivot is increasingly keen to distance itself from the fertiliser business and carry on as a pure-play explosives and industrial chemicals manufacturer, and has signalled this to investors. It has tried to sell the business before. There has been some informal interest from strategic players, with suggestions that groups such as Ridley or Nutrien may be keen to buy Incitec Pivot's distribution assets. Strategic buyers include Nutrient, CF Industries Holdings, Inc. (NYSE:CF) and The Mosaic Company (NYSE:MOS). Incitec Pivot held talks with Indonesia's Pupuk Kaltim for a sale of the unit earlier this year for a price thought to be more than $1 billion, but there was no deal. Morningstar says the fertiliser unit accounts for about a third of the stock's fair value - which means it comes in at about $1.2 billion. The sale comes as KPMG has been tapped to sell smaller rival Wengfu Australia. Wengfu distributes fertiliser along the east coast, with assets in Brisbane, Newcastle, Geelong, Portland and Adelaide. Market sources say that it is expected to sell for between $50 million and $80 million. However, if it sold for a similar price to the Incitec Pivot unit it would be closer to $200 million. Its parent company is Guizhou Phosphate and Chemical Group. The understanding is a data room is open. There are three overseas buyers but no domestic interest. The deal is likely to be completed in the first half of 2025.お知らせ • Oct 03CF Industries Holdings, Inc. Declares Quarterly Dividend, Payable on November 29, 2024CF Industries Holdings, Inc. reported that its board of directors has declared a $0.50 per share dividend on its common stock. The dividend will be payable on November 29, 2024, to stockholders of record as of November 15, 2024.お知らせ • Jul 11CF Industries Holdings, Inc. Declares Quarterly Dividend, Payable on August 30, 2024CF Industries Holdings, Inc. reported that its board of directors has declared a $0.50 per share dividend on its common stock. The dividend will be payable on August 30, 2024, to stockholders of record as of August 15, 2024.お知らせ • Jun 19+ 1 more updateCF Industries Holdings, Inc. Elects Gregory D. Cameron as Executive Vice PresidentCF Industries Holdings, Inc. announced that its Board of Directors has elected Gregory D. Cameron as executive vice president, effective June 17, 2024. Mr. Cameron will report to Tony Will, president and chief executive officer, CF Industries Holdings, Inc, and serve as a member of the Company’s senior leadership team. He succeeds Christopher D. Bohn, who was recently promoted to executive vice president and chief operating officer. Mr. Cameron most recently served as president and chief financial officer of Bloom Energy, a global leader insolid oxide fuel cell technology. He joined Bloom Energy in 2020 as executive vice president and chieffinancial officer. Prior to joining Bloom Energy, Mr. Cameron held a series of senior roles at GeneralElectric over 26 years, including president and chief executive officer, global operations-GE Company from 2018through 2019, and president and chief executive officer, global legacy solutions-GE Capital from 2016 through2018.お知らせ • Apr 20CF Industries Holdings, Inc. Declares Quarterly Dividend, Payable on May 31, 2024CF Industries Holdings, Inc. reported that its board of directors has declared a $0.50 per share dividend on its common stock. The dividend will be payable on May 31, 2024, to stockholders of record as of May 15, 2024.お知らせ • Mar 08CF Industries Holdings, Inc., Annual General Meeting, Apr 18, 2024CF Industries Holdings, Inc., Annual General Meeting, Apr 18, 2024, at 11:00 Central Standard Time. Agenda: To consider Election of Directors Nominees; Advisory vote to approve the compensation of CF Industries Holdings, Inc.s named executive officers; Ratification of the selection of KPMG LLP as CF Industries Holdings, Inc.s independent registered public accounting firm for 2024.お知らせ • Feb 05CF Industries Holdings, Inc. Appoints Christopher D. Bohn as Executive Vice President, Chief Operating Officer and Member of Board of DirectorsCF Industries Holdings, Inc. announced that Christopher D. Bohn has been appointed Executive Vice President and Chief Operating Officer and has been elected to the Company’s Board of Directors, effective February 1, 2024. Mr. Bohn will lead global manufacturing, distribution, sales and supply chain, including the Company’s clean energy initiatives. He will be accountable for operational excellence focused on safety, productivity and long-term growth. Mr. Bohn is currently Executive Vice President and Chief Financial Officer with responsibility for strategic planning, business development and investor relations. He joined CF Industries in September 2009. Mr. Bohn has more than 14 years of experience in the nitrogen fertilizer sector, including developing and leading the Company’s Clean Energy business. He has also been instrumental in developing and executing capital deployment and growth initiatives and brings proven disciplined leadership to the role. He previously served CF Industries as Executive Vice President and Chief Financial Officer; Senior Vice President, Manufacturing and Distribution; Vice President, Supply Chain; and Vice President, Corporate Planning. Mr. Bohn will continue to serve as Chief Financial Officer until a permanent replacement has been appointed. An external search is underway.お知らせ • Feb 01CF Industries Holdings, Inc. Declares Quarterly Dividend, Payable on February 29, 2024CF Industries Holdings, Inc. announced that its board of directors has declared a $0.50 per share dividend on its common stock, a 25% increase compared to its prior quarterly dividend. The dividend will be payable on February 29, 2024, to stockholders of record as of February 15, 2024.お知らせ • Jan 19+ 3 more updatesCF Industries Holdings, Inc. to Report Q1, 2024 Results on May 01, 2024CF Industries Holdings, Inc. announced that they will report Q1, 2024 results After-Market on May 01, 2024お知らせ • Dec 02CF Industries Holdings, Inc. (NYSE:CF) completed the acquisition of Ammonia Production Facility and Business in Waggaman, Louisiana of from Incitec Pivot Limited (ASX:IPL).CF Industries Holdings, Inc. (NYSE:CF) entered into an agreement to acquire Ammonia Production Facility and Business in Waggaman, Louisiana of from Incitec Pivot Limited (ASX:IPL) for $1.7 billion on March 20, 2023. Under the terms of the agreement, CF Industries will purchase IPL’s ammonia production complex located in Waggaman, Louisiana and the ammonia manufacturing business for a purchase price of $1.675 billion, subject to adjustment. The parties will allocate approximately $425 million of the purchase price to a long-term ammonia offtake agreement providing for an affiliate of CF Industries to supply up to 200,000 tons of ammonia per year to an affiliate of IPL. CF Industries expects to fund the remaining $1.25 billion of the purchase price with cash on hand. CF Industries has agreed to pay IPL a termination fee of $75 million if the Agreement is terminated in certain circumstances and certain regulatory approvals are not obtained. As of November 15, 2023, CF Industries announced the expiration of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act. The consummation of the transaction is subject to the satisfaction or waiver of customary conditions, including, among others, the expiration or early termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended, and receipt of certain regulatory approvals. The transaction has been unanimously approved by the boards of directors of both companies. As of November 1, 2023, the transaction is expected to close on December 1, 2023. Goldman Sachs & Co. LLC is serving as the financial advisor to CF Industries on the transaction. Richard C. Witzel,Jr. of Skadden, Arps, Slate, Meagher & Flom LLP is acting as its legal advisor. Ryan Maierson and Lauren Anderson of Latham?& Watkins LLP are acting as legal advisor to IPL. IPL engaged J.P. Morgan Securities LLC as financial advisor. Ernst & Young Australia acted as financial advisor and due diligence provider to Incitec Pivot Limited (ASX:IPL). CF Industries Holdings, Inc. (NYSE:CF) completed the acquisition of Ammonia Production Facility and Business in Waggaman, Louisiana of from Incitec Pivot Limited (ASX:IPL) on December 1, 2023.Recent Insider Transactions • Nov 22Executive Vice President of Sales recently sold Mex$6.9m worth of stockOn the 15th of November, Bert Frost sold around 5k shares on-market at roughly Mex$1,389 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$62m more than they bought in the last 12 months.お知らせ • Oct 18+ 1 more updateCF Industries Holdings, Inc. Declares on Its Common Stock, Payable on November 30, 2023CF Industries Holdings, Inc. reported that its board of directors has declared a $0.40 per share dividend on its common stock. The dividend will be payable on November 30, 2023, to stockholders of record as of November 15, 2023.お知らせ • Jul 07+ 1 more updateCF Industries Holdings, Inc. Announces Executive ChangesCF Industries Holdings, Inc. announced that Douglas C. Barnard, Senior Vice President, General Counsel and Secretary, has informed the Company that he will retire from CF Industries January 12, 2024. Effective immediately, Mr. Barnard will serve as Executive Vice President, Corporate Development and Legal Advisor, reporting to Tony Will, President and Chief Executive Officer, CF Industries Holdings, Inc., with primary responsibility for obtaining FTC clearance for the recently announced acquisition of the Waggaman, Louisiana, ammonia facility, and assisting with other strategic initiatives and business development support. Mr. Barnard joined CF Industries as General Counsel in January 2004. Prior to that, he had been an Executive Vice President and General Counsel of Bcom3 Group, Inc. Earlier, he served as a partner in the law firm of Kirkland and Ellis and as Vice President, General Counsel, and Secretary of LifeStyle Furnishings International Ltd. Michael P. McGrane, Vice President, Chief Compliance Officer and Assistant Secretary at CF Industries, has been promoted to Vice President, General Counsel and Secretary as Barnard’s successor, effective July 7, 2023. Mr. McGrane will report to Susan L. Menzel, who has been promoted to Executive Vice President and Chief Administrative Officer (CAO). Ms. Menzel has served as Senior Vice President, Human Resources, for the Company since 2017. As CAO, she will add oversight of the legal function to her current responsibilities for human resources and information technology. Mr. McGrane joined CF Industries in 2011 as Associate General Counsel and Assistant Secretary. In January 2016, he was named Vice President, Chief Compliance Officer and Assistant Secretary. Prior to joining CF Industries, Mr. McGrane was an attorney at Skadden Arps Slate Meagher & Flom, where his practice concentrated on mergers and acquisitions, securities offerings, corporate governance, and general corporate and securities law matters. He holds a B.S. degree in Accounting from the University of Illinois at Chicago and a J.D. degree from Chicago-Kent College of Law. Additionally, Christopher D. Bohn has been named Executive Vice President and Chief Financial Officer and Bert A. Frost has been named Executive Vice President, Sales, Market Development and Supply Chain, in recognition of their ongoing contribution to the leadership of the Company.お知らせ • Jun 25CF Industries Holdings, Inc.(NYSE:CF) dropped from Russell 1000 Growth IndexCF Industries Holdings, Inc.(NYSE:CF) dropped from Russell 1000 Growth IndexRecent Insider Transactions • Jun 03Senior VP recently sold Mex$18m worth of stockOn the 30th of May, Douglas Barnard sold around 17k shares on-market at roughly Mex$1,083 per share. This transaction amounted to 41% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$398m more than they bought in the last 12 months.お知らせ • May 05CF Industries Holdings, Inc. Declares Quarterly Dividend, Payable on May 31, 2023CF Industries Holdings, Inc. reported that its board of directors has declared a $0.40 per share dividend on its common stock. The dividend will be payable on May 31, 2023, to stockholders of record as of May 15, 2023.Reported Earnings • May 03First quarter 2023 earnings released: EPS: US$2.85 (vs US$4.23 in 1Q 2022)First quarter 2023 results: EPS: US$2.85 (down from US$4.23 in 1Q 2022). Revenue: US$2.01b (down 30% from 1Q 2022). Net income: US$560.0m (down 37% from 1Q 2022). Profit margin: 28% (down from 31% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 5.5% p.a. on average during the next 3 years, while revenues in the Chemicals industry in South America are expected to grow by 2.0%.Reported Earnings • Feb 17Full year 2022 earnings released: EPS: US$16.46 (vs US$4.27 in FY 2021)Full year 2022 results: EPS: US$16.46 (up from US$4.27 in FY 2021). Revenue: US$11.2b (up 71% from FY 2021). Net income: US$3.35b (up 265% from FY 2021). Profit margin: 30% (up from 14% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to fall by 14% p.a. on average during the next 3 years compared to a 2.0% decline forecast for the Chemicals industry in South America.お知らせ • Feb 16CF Industries Holdings, Inc. Provides Gross Ammonia Production Guidance Full Year 2023CF Industries Holdings, Inc. provided gross ammonia production guidance full year 2023. For the period, the company expects Gross ammonia production will be approximately 9.5 million tons.お知らせ • Feb 01+ 1 more updateCF Industries Holdings, Inc. to Report Q4, 2022 Results on Feb 15, 2023CF Industries Holdings, Inc. announced that they will report Q4, 2022 results After-Market on Feb 15, 2023Valuation Update With 7 Day Price Move • Jan 17Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to Mex$1,632, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 7x in the Chemicals industry in South America. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,497 per share.Upcoming Dividend • Nov 07Upcoming dividend of US$0.40 per shareEligible shareholders must have bought the stock before 14 November 2022. Payment date: 30 November 2022. Payout ratio is a comfortable 9.1% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Mexican dividend payers (6.6%). Lower than average of industry peers (12%).Reported Earnings • Nov 05Third quarter 2022 earnings released: EPS: US$2.19 (vs US$0.86 loss in 3Q 2021)Third quarter 2022 results: EPS: US$2.19 (up from US$0.86 loss in 3Q 2021). Revenue: US$2.32b (up 70% from 3Q 2021). Net income: US$438.0m (up US$623.0m from 3Q 2021). Profit margin: 19% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue is expected to fall by 16% p.a. on average during the next 3 years compared to a 1.2% decline forecast for the Chemicals industry in South America.Recent Insider Transactions • Aug 28President recently sold Mex$225m worth of stockOn the 24th of August, W. Will sold around 103k shares on-market at roughly Mex$2,194 per share. This was the largest sale by an insider in the last 3 months. W. has been a seller over the last 12 months, reducing personal holdings by Mex$495m.Upcoming Dividend • Aug 05Upcoming dividend of US$0.40 per shareEligible shareholders must have bought the stock before 12 August 2022. Payment date: 31 August 2022. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Mexican dividend payers (6.1%). Lower than average of industry peers (11%).Reported Earnings • Aug 02Second quarter 2022 earnings released: EPS: US$5.60 (vs US$1.14 in 2Q 2021)Second quarter 2022 results: EPS: US$5.60 (up from US$1.14 in 2Q 2021). Revenue: US$3.39b (up 113% from 2Q 2021). Net income: US$1.17b (up 374% from 2Q 2021). Profit margin: 34% (up from 16% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 2.4% compared to a 2.7% decline forecast for the industry in Mexico.Recent Insider Transactions • Jun 07VP & Corporate Controller recently sold Mex$12m worth of stockOn the 6th of June, Richard Hoker sold around 7k shares on-market at roughly Mex$1,859 per share. In the last 3 months, they made an even bigger sale worth Mex$30m. Insiders have been net sellers, collectively disposing of Mex$630m more than they bought in the last 12 months.Reported Earnings • May 09First quarter 2022 earnings released: EPS: US$4.23 (vs US$0.70 in 1Q 2021)First quarter 2022 results: EPS: US$4.23 (up from US$0.70 in 1Q 2021). Revenue: US$2.87b (up 174% from 1Q 2021). Net income: US$883.0m (up 485% from 1Q 2021). Profit margin: 31% (up from 14% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 30% compared to a 4.0% decline forecast for the industry in Mexico.収支内訳CF Industries Holdings の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史BMV:CF * 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 267,4071,758374031 Dec 257,0841,455355030 Sep 256,7361,379337030 Jun 256,4471,302327031 Mar 256,1291,336302031 Dec 245,9361,218306030 Sep 245,9831,164307030 Jun 245,8861,052297031 Mar 246,0891,159292031 Dec 236,6311,525278030 Sep 237,6682,111290030 Jun 238,7162,385312031 Mar 2310,3303,023314031 Dec 2211,1863,346304030 Sep 2211,1183,191286030 Jun 2210,1592,568248031 Mar 228,3581,649235031 Dec 216,538917226030 Sep 215,100299218030 Jun 214,585456215031 Mar 214,201400206031 Dec 204,124317205030 Sep 204,071285211030 Jun 204,262378218031 Mar 204,560471229031 Dec 194,590493233030 Sep 194,673487226030 Jun 194,675452223031 Mar 194,473317214031 Dec 184,429290211030 Sep 184,396706213030 Jun 184,226589209031 Mar 184,050444205031 Dec 174,130358195030 Sep 173,898-427177030 Jun 173,708-370172031 Mar 173,718-326175031 Dec 163,685-277177030 Sep 163,93370191030 Jun 164,181190189031 Mar 164,358495175031 Dec 154,308700170030 Sep 154,410911153030 Jun 154,4039521490質の高い収益: CF *は 高品質の収益 を持っています。利益率の向上: CF *の現在の純利益率 (23.7%)は、昨年(21.8%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: CF *の収益は過去 5 年間で年間1.8%増加しました。成長の加速: CF *の過去 1 年間の収益成長率 ( 31.6% ) は、5 年間の平均 ( 年間1.8%を上回っています。収益対業界: CF *の過去 1 年間の収益成長率 ( 31.6% ) はChemicals業界-11.3%を上回りました。株主資本利益率高いROE: CF *の 自己資本利益率 ( 25.7% ) は 高い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 23:19終値2026/05/06 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋CF Industries Holdings, Inc. 19 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。43 アナリスト機関Harriet LiAccountability Research Corporationnull nullArgus Research CompanyBenjamin TheurerBarclays40 その他のアナリストを表示
Reported Earnings • May 08First quarter 2026 earnings released: EPS: US$3.99 (vs US$1.85 in 1Q 2025)First quarter 2026 results: EPS: US$3.99 (up from US$1.85 in 1Q 2025). Revenue: US$1.99b (up 19% from 1Q 2025). Net income: US$615.0m (up 97% from 1Q 2025). Profit margin: 31% (up from 19% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is expected to decline by 2.5% p.a. on average during the next 3 years, while revenues in the Chemicals industry in South America are expected to grow by 4.9%. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
お知らせ • Feb 19CF Industries Holdings, Inc. Reports Asset Impairment for the Fourth Quarter Ended December 31, 2025CF Industries Holdings, Inc. reported asset impairment for the fourth quarter ended December 31, 2025. For the quarter, the company reported asset impairment of $76 million. Consists of asset impairment charges related to property, plant and equipment at the Donaldsonville and Yazoo City Complexes.
お知らせ • Jan 22+ 3 more updatesCF Industries Holdings, Inc. to Report Q4, 2025 Results on Feb 18, 2026CF Industries Holdings, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 18, 2026
お知らせ • Jan 16+ 2 more updatesCF Industries Holdings, Inc. to Report Q3, 2025 Results on Nov 05, 2025CF Industries Holdings, Inc. announced that they will report Q3, 2025 results After-Market on Nov 05, 2025
お知らせ • Jan 19+ 3 more updatesCF Industries Holdings, Inc. to Report Q1, 2024 Results on May 01, 2024CF Industries Holdings, Inc. announced that they will report Q1, 2024 results After-Market on May 01, 2024
Reported Earnings • May 03First quarter 2023 earnings released: EPS: US$2.85 (vs US$4.23 in 1Q 2022)First quarter 2023 results: EPS: US$2.85 (down from US$4.23 in 1Q 2022). Revenue: US$2.01b (down 30% from 1Q 2022). Net income: US$560.0m (down 37% from 1Q 2022). Profit margin: 28% (down from 31% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 5.5% p.a. on average during the next 3 years, while revenues in the Chemicals industry in South America are expected to grow by 2.0%.
Reported Earnings • May 08First quarter 2026 earnings released: EPS: US$3.99 (vs US$1.85 in 1Q 2025)First quarter 2026 results: EPS: US$3.99 (up from US$1.85 in 1Q 2025). Revenue: US$1.99b (up 19% from 1Q 2025). Net income: US$615.0m (up 97% from 1Q 2025). Profit margin: 31% (up from 19% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is expected to decline by 2.5% p.a. on average during the next 3 years, while revenues in the Chemicals industry in South America are expected to grow by 4.9%. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
お知らせ • May 08+ 1 more updateCF Industries Holdings, Inc. Appoints Andrew T. Scribner as Executive Vice President, Effective May 26, 2026CF Industries Holdings, Inc. announced that its Board of Directors has elected Andrew T. Scribner as executive vice president, effective May 26, 2026. Mr. Scribner will report to Christopher D. Bohn, president and chief executive officer, CF Industries Holdings, Inc., and serve as a member of the Company’s senior leadership team. Mr. Scribner joins CF Industries from Kimberly-Clark Corporation, where he most recently served as vice president, global controller and head of corporate finance planning and analysis, and previously as chief financial officer for Kimberly-Clark North America. Prior to Kimberly-Clark, he held senior finance leadership roles at Gap Inc., including CFO roles for the Banana Republic and Athleta brands, and spent 13 years at The Kraft Heinz Company and its predecessor, Kraft Foods Group, in roles of increasing responsibility.
Declared Dividend • May 03Fourth quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 15th May 2026 Payment date: 29th May 2026 Dividend yield will be 1.2%, which is lower than the industry average of 2.8%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 3.7% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 29CF Industries Holdings, Inc. Has Declares Quarterly Dividend on Common Stock, Payable on May 29, 2026CF Industries Holdings, Inc. reported that its board of directors has declared a $0.50 per share quarterly dividend on its common stock. The dividend will be payable on May 29, 2026, to stockholders of record as of May 15, 2026.
お知らせ • Mar 23CF Industries Holdings, Inc.(NYSE:CF) dropped from FTSE All-World Index (USD)CF Industries Holdings, Inc.(NYSE:CF) dropped from FTSE All-World Index (USD)
お知らせ • Mar 18CF Industries Holdings, Inc., Annual General Meeting, Apr 28, 2026CF Industries Holdings, Inc., Annual General Meeting, Apr 28, 2026.
Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improves as stock rises 30%After last week's 30% share price gain to Mex$2,417, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Chemicals industry in South America. Total returns to shareholders of 80% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,440 per share.
Recent Insider Transactions • Mar 03Insider recently sold Mex$5.4m worth of stockOn the 26th of February, Susan Menzel sold around 3k shares on-market at roughly Mex$1,671 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$192m. Insiders have been net sellers, collectively disposing of Mex$218m more than they bought in the last 12 months.
Recent Insider Transactions • Feb 25Director recently sold Mex$192m worth of stockOn the 20th of February, W. Will sold around 112k shares on-market at roughly Mex$1,720 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$212m more than they bought in the last 12 months.
お知らせ • Feb 19CF Industries Holdings, Inc. Reports Asset Impairment for the Fourth Quarter Ended December 31, 2025CF Industries Holdings, Inc. reported asset impairment for the fourth quarter ended December 31, 2025. For the quarter, the company reported asset impairment of $76 million. Consists of asset impairment charges related to property, plant and equipment at the Donaldsonville and Yazoo City Complexes.
お知らせ • Jan 28CF Industries Holdings, Inc. Declares Quarterly Dividend, Payable on February 27, 2026CF Industries Holdings, Inc. reported that its board of directors has declared a $0.50 per share dividend on its common stock. The dividend will be payable on February 27, 2026, to stockholders of record as of February 13, 2026.
お知らせ • Jan 22+ 3 more updatesCF Industries Holdings, Inc. to Report Q4, 2025 Results on Feb 18, 2026CF Industries Holdings, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 18, 2026
お知らせ • Jan 07+ 1 more updateCF Industries Holdings, Inc. Announces Separation of Gregory D. Cameron as Executive Vice President from the Company, Effective February 15, 2026CF Industries Holdings, Inc. and Gregory D. Cameron, executive vice president, mutually agreed that Mr. Cameron will separate from the Company, effective as of February 15, 2026.
お知らせ • Oct 02CF Industries Holdings, Inc. Declares Quarterly Dividend, Payable on November 28, 2025CF Industries Holdings, Inc. reported that its board of directors has declared a $0.50 per share dividend on its common stock. The dividend will be payable on November 28, 2025, to stockholders of record as November 14, 2025.
お知らせ • Sep 08+ 1 more updateCF Industries Holdings, Inc. Announces Management ChangesCF Industries Holdings, Inc. announced that W. Anthony Will has informed the Company’s Board of Directors of his intention to retire as president, effective January 4, 2026. Christopher D. Bohn, age 57, currently executive vice president and chief operating officer of CF Industries, has been elected to succeed Mr. Will as president. Mr. will act in an advisory capacity to CF Industries through March 15, 2026. He will serve out his remaining term on the Board of Directors; however, he will not stand for re-election at the Company’s 2026 Annual Meeting. Mr. Will joined CF Industries in 2007 and has served as president and chief executive officer as well as a member of the Board of Directors since 2014. During his 12-year tenure as president and chief executive officer, the Company has delivered total shareholder return underpinned by safety and operational excellence, disciplined growth, and a commitment to reward long-term shareholders. Mr. Bohn is a 16-year veteran with CF Industries and has had responsibility for many of the functions of the Company during that time. Among recent strategic initiatives, he was instrumental in the formation of the Blue Point joint venture that was announced in 2025, the acquisition of the Waggaman, Louisiana, ammonia production facility, and the development of the Company’s expanded strategic focus on low-carbon ammonia. In February 2024, Mr. Bohn was appointed as executive vice president and chief operating officer with responsibility for the Company’s global manufacturing, distribution, sales, supply chain, and clean energy solutions organizations. He was also elected to the Company’s Board of Directors in February 2024. During his time at CF Industries, Mr. Bohn has held roles of increasing responsibility including executive vice president and chief financial officer; senior vice president, manufacturing and distribution; senior vice president, supply chain; and vice president, corporate planning. Mr. Bohn has served as our executive vice president and chief operating officer since February 2024 and leads the Company’s global manufacturing, distribution, sales, supply chain, and clean energy solutions organizations. He was previously our executive vice president and chief financial officer, with responsibility for strategic planning, business development and investor relations. Prior to that role, he was the company’s senior vice president and chief financial officer, from September 2019 to July 2023, the company’s senior vice president, manufacturing and distribution, from May 2016 to September 2019, the company’s senior vice president, manufacturing, from January 2016 to May 2016, the company’s senior vice president, supply chain, from January 2015 to December 2015, the company’s vice president, supply chain, from January 2014 to December 2014, the company’s vice president, corporate planning, from October 2010 to January 2014 and the company’s director, corporate planning and analysis, from September 2009 to October 2010. Prior to joining CF Industries, Mr. Bohn served as chief financial officer for Hess Print Solutions from August 2007 to September 2009. Earlier in his career, Mr. Bohn was vice president global financial planning and analysis for Merisant Worldwide, Inc.
お知らせ • Aug 07CF Industries Holdings, Inc. Provides Production Guidance for the Year 2025CF Industries Holdings, Inc. provided production guidance for the year 2025. For the year, the company expects gross ammonia production for the full year 2025 to be approximately 10 million tons.
お知らせ • Jul 25CF Industries Holdings, Inc. Announces Executive ChangesCF Industries Holdings, Inc. announced that Ashraf K. Malik, senior vice president, manufacturing and distribution, has informed the Company that he will retire from CF Industries effective April 1, 2026. Trevor Williams, an industry veteran with more than 30 years of experience in nitrogen and chemicals manufacturing, will join CF Industries upon Mr. Malik’s retirement and succeed him as senior vice president, manufacturing and distribution. Mr. Williams most recently was the Executive Vice President and President of Nitrogen and Phosphate at Nutrien and was previously Senior Vice President of Nitrogen Operations at Nutrien. Before joining Nutrien (formerly Agrium) in 2011, he worked for Nova Chemicals in various engineering, leadership, and management roles. He holds a Bachelor of Science in Chemistry from Mount Allison University and a Bachelor of Chemical Engineering from the Technical University of Nova Scotia (Dalhousie).
お知らせ • Jul 09CF Industries Holdings, Inc. Declares Quarterly Dividend, Payable on August 29, 2025CF Industries Holdings, Inc. reported that its board of directors has declared a $0.50 per share dividend on its common stock. The dividend will be payable on August 29, 2025, to stockholders of record as of August 15, 2025.
お知らせ • May 08CF Industries Holdings, Inc. (NYSE:CF) announces an Equity Buyback for $2,000 million worth of its shares.CF Industries Holdings, Inc. (NYSE:CF) announces a share repurchase program. Under the program, the company will repurchase up to $2,000 million worth of its shares. The program will commence upon completion of the current share repurchase program. The repurchase program will run through December 2029.
お知らせ • Apr 30CF Industries Holdings, Inc. Declares Quarterly Dividend, Payable on May 30, 2025CF Industries Holdings, Inc. reported that its board of directors has declared a $0.50 per share dividend for quarter on its common stock. The dividend will be payable on May 30, 2025, to stockholders of record as of May 15, 2025.
お知らせ • Mar 26CF Industries Holdings, Inc., Annual General Meeting, May 06, 2025CF Industries Holdings, Inc., Annual General Meeting, May 06, 2025.
お知らせ • Jan 31CF Industries Holdings, Inc. Declares Quarterly Dividend, Payable on February 28, 2025CF Industries Holdings, Inc. reported that its board of directors has declared a $0.50 per share dividend on its common stock. The dividend will be payable on February 28, 2025, to stockholders of record as of February 14, 2025.
お知らせ • Jan 16+ 2 more updatesCF Industries Holdings, Inc. to Report Q3, 2025 Results on Nov 05, 2025CF Industries Holdings, Inc. announced that they will report Q3, 2025 results After-Market on Nov 05, 2025
お知らせ • Nov 12Jarden Reportedly Tapped for Incitec Pivot Fertiliser SaleIncitec Pivot Limited (ASX:IPL)'s freshly appointed management has brought in a new investment bank to handle the sale of the distribution arm of its fertiliser business as looks to clear the decks and focus on its future as a mining explosives play. The move to break up the fertiliser unit and sell off the distribution arm was first flagged by DataRoom and announced when the company delivered its annual result on 11 November 2024. It came as the company wiped $941 million off the valuation of the Australian Incitec Pivot fertiliser division. The bank being added to the ticket is Jarden. The move comes as new boss Mauro Neves de Moraes takes over. UBS and Macquarie Capital have previously made efforts to sell the fertiliser business and Macquarie still has a role. This time, though, it appears that the group is motivated to move it off its books and look to a future focused on its more successful commercial explosives operation Dyno Nobel, so it is expected to take a realistic approach to price. Former Incitec Pivot management held out for top dollar when trying to sell its fertiliser unit twice before, and opposed a business break-up. Most buyers were keen to buy the distribution arm and few were interested in taking on the more problematic manufacturing operation. But now, with distribution available separately, the sale process is likely to involve plenty of competitive tension. Australian listed trade buyers like Elders Limited (ASX:ELD) and Ridley Corporation Limited (ASX:RIC) and global strategics like The Mosaic Company (NYSE:MOS), CF Industries Holdings, Inc. (NYSE:CF) and Nutrien Ltd. (TSX:NTR), which has a major Australian presence, will be going head to head with private equity firms like Pacific Equity Partners and BGH Capital, which have been sounded out by investment bankers in recent months. It's clear the market is in favour of the decision, with shares closing higher, despite a thumping $311 million loss and an overall $1 billion writedown to the fertiliser unit. The writedown included $100m for its US operations Most of the rest was linked to the Australian manufacturing operations. The sale process will get going in earnest early next year. The book value is now $414.3 million, compared to more than $1 billion in the past. Private equity in the past has put forward offers of less than $500 million for the fertiliser business, but that was when manufacturing was also part of the picture, although they will be still keen to snap up the operation at an opportunistic price.
お知らせ • Nov 11Incitec Pivot to Revive Fertiliser Business Sale CampaignThe $6 billion listed industrials group Incitec Pivot Limited (ASX:IPL) is set to announce a revived sale process for its fertiliser business when it reports annual earnings on November 11, 2024 and is prepared to break up the division, valued at $1.1 billion. It confirms earlier reports in DataRoom that a fresh sale process would start in 2025 with private equity funds such as Pacific Equity Partners positioning to buy the business. Incitec Pivot is increasingly keen to distance itself from the fertiliser business and carry on as a pure-play explosives and industrial chemicals manufacturer, and has signalled this to investors. It has tried to sell the business before. There has been some informal interest from strategic players, with suggestions that groups such as Ridley or Nutrien may be keen to buy Incitec Pivot's distribution assets. Strategic buyers include Nutrient, CF Industries Holdings, Inc. (NYSE:CF) and The Mosaic Company (NYSE:MOS). Incitec Pivot held talks with Indonesia's Pupuk Kaltim for a sale of the unit earlier this year for a price thought to be more than $1 billion, but there was no deal. Morningstar says the fertiliser unit accounts for about a third of the stock's fair value - which means it comes in at about $1.2 billion. The sale comes as KPMG has been tapped to sell smaller rival Wengfu Australia. Wengfu distributes fertiliser along the east coast, with assets in Brisbane, Newcastle, Geelong, Portland and Adelaide. Market sources say that it is expected to sell for between $50 million and $80 million. However, if it sold for a similar price to the Incitec Pivot unit it would be closer to $200 million. Its parent company is Guizhou Phosphate and Chemical Group. The understanding is a data room is open. There are three overseas buyers but no domestic interest. The deal is likely to be completed in the first half of 2025.
お知らせ • Oct 03CF Industries Holdings, Inc. Declares Quarterly Dividend, Payable on November 29, 2024CF Industries Holdings, Inc. reported that its board of directors has declared a $0.50 per share dividend on its common stock. The dividend will be payable on November 29, 2024, to stockholders of record as of November 15, 2024.
お知らせ • Jul 11CF Industries Holdings, Inc. Declares Quarterly Dividend, Payable on August 30, 2024CF Industries Holdings, Inc. reported that its board of directors has declared a $0.50 per share dividend on its common stock. The dividend will be payable on August 30, 2024, to stockholders of record as of August 15, 2024.
お知らせ • Jun 19+ 1 more updateCF Industries Holdings, Inc. Elects Gregory D. Cameron as Executive Vice PresidentCF Industries Holdings, Inc. announced that its Board of Directors has elected Gregory D. Cameron as executive vice president, effective June 17, 2024. Mr. Cameron will report to Tony Will, president and chief executive officer, CF Industries Holdings, Inc, and serve as a member of the Company’s senior leadership team. He succeeds Christopher D. Bohn, who was recently promoted to executive vice president and chief operating officer. Mr. Cameron most recently served as president and chief financial officer of Bloom Energy, a global leader insolid oxide fuel cell technology. He joined Bloom Energy in 2020 as executive vice president and chieffinancial officer. Prior to joining Bloom Energy, Mr. Cameron held a series of senior roles at GeneralElectric over 26 years, including president and chief executive officer, global operations-GE Company from 2018through 2019, and president and chief executive officer, global legacy solutions-GE Capital from 2016 through2018.
お知らせ • Apr 20CF Industries Holdings, Inc. Declares Quarterly Dividend, Payable on May 31, 2024CF Industries Holdings, Inc. reported that its board of directors has declared a $0.50 per share dividend on its common stock. The dividend will be payable on May 31, 2024, to stockholders of record as of May 15, 2024.
お知らせ • Mar 08CF Industries Holdings, Inc., Annual General Meeting, Apr 18, 2024CF Industries Holdings, Inc., Annual General Meeting, Apr 18, 2024, at 11:00 Central Standard Time. Agenda: To consider Election of Directors Nominees; Advisory vote to approve the compensation of CF Industries Holdings, Inc.s named executive officers; Ratification of the selection of KPMG LLP as CF Industries Holdings, Inc.s independent registered public accounting firm for 2024.
お知らせ • Feb 05CF Industries Holdings, Inc. Appoints Christopher D. Bohn as Executive Vice President, Chief Operating Officer and Member of Board of DirectorsCF Industries Holdings, Inc. announced that Christopher D. Bohn has been appointed Executive Vice President and Chief Operating Officer and has been elected to the Company’s Board of Directors, effective February 1, 2024. Mr. Bohn will lead global manufacturing, distribution, sales and supply chain, including the Company’s clean energy initiatives. He will be accountable for operational excellence focused on safety, productivity and long-term growth. Mr. Bohn is currently Executive Vice President and Chief Financial Officer with responsibility for strategic planning, business development and investor relations. He joined CF Industries in September 2009. Mr. Bohn has more than 14 years of experience in the nitrogen fertilizer sector, including developing and leading the Company’s Clean Energy business. He has also been instrumental in developing and executing capital deployment and growth initiatives and brings proven disciplined leadership to the role. He previously served CF Industries as Executive Vice President and Chief Financial Officer; Senior Vice President, Manufacturing and Distribution; Vice President, Supply Chain; and Vice President, Corporate Planning. Mr. Bohn will continue to serve as Chief Financial Officer until a permanent replacement has been appointed. An external search is underway.
お知らせ • Feb 01CF Industries Holdings, Inc. Declares Quarterly Dividend, Payable on February 29, 2024CF Industries Holdings, Inc. announced that its board of directors has declared a $0.50 per share dividend on its common stock, a 25% increase compared to its prior quarterly dividend. The dividend will be payable on February 29, 2024, to stockholders of record as of February 15, 2024.
お知らせ • Jan 19+ 3 more updatesCF Industries Holdings, Inc. to Report Q1, 2024 Results on May 01, 2024CF Industries Holdings, Inc. announced that they will report Q1, 2024 results After-Market on May 01, 2024
お知らせ • Dec 02CF Industries Holdings, Inc. (NYSE:CF) completed the acquisition of Ammonia Production Facility and Business in Waggaman, Louisiana of from Incitec Pivot Limited (ASX:IPL).CF Industries Holdings, Inc. (NYSE:CF) entered into an agreement to acquire Ammonia Production Facility and Business in Waggaman, Louisiana of from Incitec Pivot Limited (ASX:IPL) for $1.7 billion on March 20, 2023. Under the terms of the agreement, CF Industries will purchase IPL’s ammonia production complex located in Waggaman, Louisiana and the ammonia manufacturing business for a purchase price of $1.675 billion, subject to adjustment. The parties will allocate approximately $425 million of the purchase price to a long-term ammonia offtake agreement providing for an affiliate of CF Industries to supply up to 200,000 tons of ammonia per year to an affiliate of IPL. CF Industries expects to fund the remaining $1.25 billion of the purchase price with cash on hand. CF Industries has agreed to pay IPL a termination fee of $75 million if the Agreement is terminated in certain circumstances and certain regulatory approvals are not obtained. As of November 15, 2023, CF Industries announced the expiration of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act. The consummation of the transaction is subject to the satisfaction or waiver of customary conditions, including, among others, the expiration or early termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended, and receipt of certain regulatory approvals. The transaction has been unanimously approved by the boards of directors of both companies. As of November 1, 2023, the transaction is expected to close on December 1, 2023. Goldman Sachs & Co. LLC is serving as the financial advisor to CF Industries on the transaction. Richard C. Witzel,Jr. of Skadden, Arps, Slate, Meagher & Flom LLP is acting as its legal advisor. Ryan Maierson and Lauren Anderson of Latham?& Watkins LLP are acting as legal advisor to IPL. IPL engaged J.P. Morgan Securities LLC as financial advisor. Ernst & Young Australia acted as financial advisor and due diligence provider to Incitec Pivot Limited (ASX:IPL). CF Industries Holdings, Inc. (NYSE:CF) completed the acquisition of Ammonia Production Facility and Business in Waggaman, Louisiana of from Incitec Pivot Limited (ASX:IPL) on December 1, 2023.
Recent Insider Transactions • Nov 22Executive Vice President of Sales recently sold Mex$6.9m worth of stockOn the 15th of November, Bert Frost sold around 5k shares on-market at roughly Mex$1,389 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$62m more than they bought in the last 12 months.
お知らせ • Oct 18+ 1 more updateCF Industries Holdings, Inc. Declares on Its Common Stock, Payable on November 30, 2023CF Industries Holdings, Inc. reported that its board of directors has declared a $0.40 per share dividend on its common stock. The dividend will be payable on November 30, 2023, to stockholders of record as of November 15, 2023.
お知らせ • Jul 07+ 1 more updateCF Industries Holdings, Inc. Announces Executive ChangesCF Industries Holdings, Inc. announced that Douglas C. Barnard, Senior Vice President, General Counsel and Secretary, has informed the Company that he will retire from CF Industries January 12, 2024. Effective immediately, Mr. Barnard will serve as Executive Vice President, Corporate Development and Legal Advisor, reporting to Tony Will, President and Chief Executive Officer, CF Industries Holdings, Inc., with primary responsibility for obtaining FTC clearance for the recently announced acquisition of the Waggaman, Louisiana, ammonia facility, and assisting with other strategic initiatives and business development support. Mr. Barnard joined CF Industries as General Counsel in January 2004. Prior to that, he had been an Executive Vice President and General Counsel of Bcom3 Group, Inc. Earlier, he served as a partner in the law firm of Kirkland and Ellis and as Vice President, General Counsel, and Secretary of LifeStyle Furnishings International Ltd. Michael P. McGrane, Vice President, Chief Compliance Officer and Assistant Secretary at CF Industries, has been promoted to Vice President, General Counsel and Secretary as Barnard’s successor, effective July 7, 2023. Mr. McGrane will report to Susan L. Menzel, who has been promoted to Executive Vice President and Chief Administrative Officer (CAO). Ms. Menzel has served as Senior Vice President, Human Resources, for the Company since 2017. As CAO, she will add oversight of the legal function to her current responsibilities for human resources and information technology. Mr. McGrane joined CF Industries in 2011 as Associate General Counsel and Assistant Secretary. In January 2016, he was named Vice President, Chief Compliance Officer and Assistant Secretary. Prior to joining CF Industries, Mr. McGrane was an attorney at Skadden Arps Slate Meagher & Flom, where his practice concentrated on mergers and acquisitions, securities offerings, corporate governance, and general corporate and securities law matters. He holds a B.S. degree in Accounting from the University of Illinois at Chicago and a J.D. degree from Chicago-Kent College of Law. Additionally, Christopher D. Bohn has been named Executive Vice President and Chief Financial Officer and Bert A. Frost has been named Executive Vice President, Sales, Market Development and Supply Chain, in recognition of their ongoing contribution to the leadership of the Company.
お知らせ • Jun 25CF Industries Holdings, Inc.(NYSE:CF) dropped from Russell 1000 Growth IndexCF Industries Holdings, Inc.(NYSE:CF) dropped from Russell 1000 Growth Index
Recent Insider Transactions • Jun 03Senior VP recently sold Mex$18m worth of stockOn the 30th of May, Douglas Barnard sold around 17k shares on-market at roughly Mex$1,083 per share. This transaction amounted to 41% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$398m more than they bought in the last 12 months.
お知らせ • May 05CF Industries Holdings, Inc. Declares Quarterly Dividend, Payable on May 31, 2023CF Industries Holdings, Inc. reported that its board of directors has declared a $0.40 per share dividend on its common stock. The dividend will be payable on May 31, 2023, to stockholders of record as of May 15, 2023.
Reported Earnings • May 03First quarter 2023 earnings released: EPS: US$2.85 (vs US$4.23 in 1Q 2022)First quarter 2023 results: EPS: US$2.85 (down from US$4.23 in 1Q 2022). Revenue: US$2.01b (down 30% from 1Q 2022). Net income: US$560.0m (down 37% from 1Q 2022). Profit margin: 28% (down from 31% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 5.5% p.a. on average during the next 3 years, while revenues in the Chemicals industry in South America are expected to grow by 2.0%.
Reported Earnings • Feb 17Full year 2022 earnings released: EPS: US$16.46 (vs US$4.27 in FY 2021)Full year 2022 results: EPS: US$16.46 (up from US$4.27 in FY 2021). Revenue: US$11.2b (up 71% from FY 2021). Net income: US$3.35b (up 265% from FY 2021). Profit margin: 30% (up from 14% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to fall by 14% p.a. on average during the next 3 years compared to a 2.0% decline forecast for the Chemicals industry in South America.
お知らせ • Feb 16CF Industries Holdings, Inc. Provides Gross Ammonia Production Guidance Full Year 2023CF Industries Holdings, Inc. provided gross ammonia production guidance full year 2023. For the period, the company expects Gross ammonia production will be approximately 9.5 million tons.
お知らせ • Feb 01+ 1 more updateCF Industries Holdings, Inc. to Report Q4, 2022 Results on Feb 15, 2023CF Industries Holdings, Inc. announced that they will report Q4, 2022 results After-Market on Feb 15, 2023
Valuation Update With 7 Day Price Move • Jan 17Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to Mex$1,632, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 7x in the Chemicals industry in South America. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,497 per share.
Upcoming Dividend • Nov 07Upcoming dividend of US$0.40 per shareEligible shareholders must have bought the stock before 14 November 2022. Payment date: 30 November 2022. Payout ratio is a comfortable 9.1% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Mexican dividend payers (6.6%). Lower than average of industry peers (12%).
Reported Earnings • Nov 05Third quarter 2022 earnings released: EPS: US$2.19 (vs US$0.86 loss in 3Q 2021)Third quarter 2022 results: EPS: US$2.19 (up from US$0.86 loss in 3Q 2021). Revenue: US$2.32b (up 70% from 3Q 2021). Net income: US$438.0m (up US$623.0m from 3Q 2021). Profit margin: 19% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue is expected to fall by 16% p.a. on average during the next 3 years compared to a 1.2% decline forecast for the Chemicals industry in South America.
Recent Insider Transactions • Aug 28President recently sold Mex$225m worth of stockOn the 24th of August, W. Will sold around 103k shares on-market at roughly Mex$2,194 per share. This was the largest sale by an insider in the last 3 months. W. has been a seller over the last 12 months, reducing personal holdings by Mex$495m.
Upcoming Dividend • Aug 05Upcoming dividend of US$0.40 per shareEligible shareholders must have bought the stock before 12 August 2022. Payment date: 31 August 2022. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Mexican dividend payers (6.1%). Lower than average of industry peers (11%).
Reported Earnings • Aug 02Second quarter 2022 earnings released: EPS: US$5.60 (vs US$1.14 in 2Q 2021)Second quarter 2022 results: EPS: US$5.60 (up from US$1.14 in 2Q 2021). Revenue: US$3.39b (up 113% from 2Q 2021). Net income: US$1.17b (up 374% from 2Q 2021). Profit margin: 34% (up from 16% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 2.4% compared to a 2.7% decline forecast for the industry in Mexico.
Recent Insider Transactions • Jun 07VP & Corporate Controller recently sold Mex$12m worth of stockOn the 6th of June, Richard Hoker sold around 7k shares on-market at roughly Mex$1,859 per share. In the last 3 months, they made an even bigger sale worth Mex$30m. Insiders have been net sellers, collectively disposing of Mex$630m more than they bought in the last 12 months.
Reported Earnings • May 09First quarter 2022 earnings released: EPS: US$4.23 (vs US$0.70 in 1Q 2021)First quarter 2022 results: EPS: US$4.23 (up from US$0.70 in 1Q 2021). Revenue: US$2.87b (up 174% from 1Q 2021). Net income: US$883.0m (up 485% from 1Q 2021). Profit margin: 31% (up from 14% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 30% compared to a 4.0% decline forecast for the industry in Mexico.