CF Industries Holdings, Inc. (CF)

CF Industries Holdings missed consensus on both EPS and revenue in the second fiscal quarter of 2026, based on preliminary results reported Aug. 5, as revenue rose 17.6% to about $2.2 billion from about $1.9 billion a year ago but still came in below the $2.45 billion estimate by 9.3%. EPS of $4.73 also missed the $5.63 consensus by 16.0% and was up from $2.37 a year ago, while net income climbed 88.3% to about $727 million from $386 million. Gross margin held near 52% and operating margin near 47%. Operating cash flow was about $878 million, and the company repurchased roughly $225 million of stock and paid about $77 million in dividends. Next-period consensus calls for EPS of $3.84 on revenue of $1.98 billion.