CF Industries said FY 2025 net earnings attributable to common stockholders were USD 1.46 billion, or USD 8.97 per diluted share, on net sales of USD 7.08 billion. FY 2025 EBITDA was USD 2.78 billion and adjusted EBITDA was USD 2.89 billion. Net cash from operating activities totaled USD 2.75 billion and free cash flow was USD 1.79 billion (including cash flows associated with the Blue Point joint venture). In Q4 2025, net earnings attributable to common stockholders were USD 404 million (USD 2.59 per diluted share), with net sales of USD 1.87 billion, EBITDA of USD 731 million and adjusted EBITDA of USD 821 million. CF Industries reported average natural gas cost in cost of sales of USD 3.31 per MMBtu in FY 2025 and USD 3.20 per MMBtu in Q4 2025. CF Industries repurchased 16.6 million shares for USD 1.34 billion in 2025, and said this reduced its outstanding share count by about 10% versus end-2024. The company ended 2025 with USD 1.98 billion in cash and cash equivalents (including USD 130 million held by the Blue Point joint venture). It also announced a quarterly dividend of USD 0.50 per share. On operations and projects, gross ammonia production was about 10.1 million tons in FY 2025 and 2.5 million tons in Q4 2025; CF Industries expects about 9.5 million tons in 2026 due to an ongoing outage at its Yazoo City complex after a late-2025 incident, with production not expected to resume until Q4 2026 at the earliest. In Q4 2025, the company recorded USD 76 million of asset impairments, including USD 51 million tied to the Donaldsonville electrolyzer project (after deciding not to make incremental investment) and USD 25 million related to the Yazoo City incident. CF Industries also highlighted progress on its Blue Point low-carbon ammonia joint venture with JERA and Mitsui and guided to about USD 1.30 billion of 2026 capital expenditures (including Blue Point), while projecting about USD 950 million excluding the portion funded by JERA and Mitsui.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. CF Industries Holdings Inc. published the original content used to generate this news brief via Business Wire (Ref. ID: 202602181630BIZWIRE_USPR_____20260218_BW721950) on February 18, 2026, and is solely responsible for the information contained therein.