What is CF Industries Holdings's expected EPS for Q2 2026?

Analysts expect CF Industries Holdings (CF) to report consensus EPS of approximately $5.73 for Q2 2026. Estimates range from $5.34 to $6.16.

What revenue do analysts expect for CF Industries Holdings in Q2 2026?

The consensus revenue forecast for CF Industries Holdings (CF) in Q2 2026 is approximately $2.45B. Forecasts range from $2.34B to $2.63B.

How many analysts cover CF Industries Holdings?

6 analysts contribute to the CF Industries Holdings (CF) Q2 2026 consensus estimate.

Has CF Industries Holdings beaten earnings estimates recently?

CF Industries Holdings beat analyst EPS estimates in 1 of the last 1 quarter. CF Industries Holdings beat revenue estimates in 1 of 1. In the most recent quarter (Q1 2026), CF Industries Holdings EPS beat by 9.9% and revenue beat by 8%.

When does CF Industries Holdings report Q2 2026 earnings?

CF Industries Holdings (CF) is expected to report Q2 2026 earnings on August 5, 2026 after market close.

CF Q2 2026 earnings estimate

Consensus EPS · Q2 2026

$5.73

Consensus revenue · Q2 2026

$2.5B

Analysts

Expected report

Aug 5, 2026

After close

Upcoming earnings

Locks in 13 days 7 hours · AMC: Locks at 4:00 PM ET on report day

Revenue$2.5B$2.3B – $2.6B

EPS$5.73$5.34 – $6.16

What to watch

Analyst ratings: Upgrades trending

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Analyst consensus

Based on estimates from 6 analysts.

Metric	Low	Consensus	High
Revenue	$2.3B	$2.5B	$2.6B
EPS	$5.34	$5.73	$6.16
EBITDA	$1.1B	$1.2B	$1.3B
EBIT	$837.9M	$870.1M	$934.5M
Net income	$829.7M	$877.3M	$931.1M

Revenue$2.5B
EPS$5.73
EBITDA$1.2B
EBIT$870.1M
Net income$877.3M

Historical beat/miss

Actual reported results vs. analyst consensus at the time. Positive = beat, negative = miss.

Period	Rev. actual	Rev. est.	Rev. surprise	EPS actual	EPS est.	EPS surprise
Q1 2026	$2B	$1.8B	+8.0%	$2.89	$2.63	+9.9%

Q1 2026+8.0%+9.9%

Estimate revisions

How analyst consensus estimates have changed over the past 90 days.

Collecting data

Revision trends appear once we have collected at least two daily snapshots for this period.

Community vs analysts

See how the TickerLeague crowd's forecast stacks up against Wall Street.

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Analyst price target

Based on price targets from 2 analysts.

Low: $72.00
Consensus: $110.00
Median: $109.00
High: $145.00
Current: $127.35
Upside: -13.6%

Upside calculated vs most recent trading price of $127.35.

Analyst ratings

Consensus: Buy — based on 41 analyst ratings.

Buy 21Hold 14Sell 6

24-month trend

Recent analyst actions

Date	Firm	Action	From	To
Jul 17, 2026	RBC Capital	maintain	Sector Perform	Sector Perform
Jul 7, 2026	Morgan Stanley	maintain	Equal Weight	Equal Weight
Jun 30, 2026	Scotiabank	upgrade	Sector Perform	Sector Outperform
Jun 3, 2026	JP Morgan	maintain	Neutral	Neutral
May 11, 2026	Scotiabank	maintain	Sector Perform	Sector Perform
Apr 30, 2026	CIBC	maintain	Neutral	Neutral
Apr 27, 2026	Barclays	maintain	Overweight	Overweight
Apr 20, 2026	Scotiabank	maintain	Sector Perform	Sector Perform
Apr 17, 2026	Barclays	maintain	Overweight	Overweight
Apr 14, 2026	Goldman Sachs	maintain	Neutral	Neutral

Jul 17, 2026RBC CapitalSector Perform
Jul 7, 2026Morgan StanleyEqual Weight
Jun 30, 2026ScotiabankSector Outperform
Jun 3, 2026JP MorganNeutral
May 11, 2026ScotiabankSector Perform
Apr 30, 2026CIBCNeutral
Apr 27, 2026BarclaysOverweight
Apr 20, 2026ScotiabankSector Perform
Apr 17, 2026BarclaysOverweight
Apr 14, 2026Goldman SachsNeutral

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