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Mar 31, 2025
CF Industries Q1 2025 Earnings Report
CF Industries reported strong financial performance in Q1 2025 with higher revenues, net income, and adjusted EBITDA driven by increased production and favorable market conditions.
Key Takeaways
CF Industries delivered solid Q1 2025 results, reporting $312 million in net income and $644 million in adjusted EBITDA on $1.66 billion in revenue, supported by increased production and higher nitrogen product prices.
Net earnings rose to $312 million compared to $194 million in Q1 2024.
Revenue reached $1.66 billion due to higher selling prices and production volumes.
Free cash flow over the trailing twelve months was $1.567 billion.
Authorized a new $2 billion share repurchase program through 2029.
Forward Guidance
CF Industries expects sustained strong global nitrogen demand driven by low corn inventories, increased urea imports in key markets, and constrained global supply, with continued cost advantages for North American producers.
Positive Outlook
- Strong North American nitrogen demand expected in spring due to increased corn planting.
- Brazil projected to remain largest urea import region.
- India expected to increase urea imports due to lower inventory and sales surge.
- Chinese export controls likely to continue limiting global urea supply.
- Long-term energy cost advantages for North American producers forecasted to sustain margins.
Challenges Ahead
- European ammonia production remains challenged by high energy costs.
- Natural gas shortages in Iran impacting global nitrogen supply stability.
- Limited urea availability from China until domestic demand subsides.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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