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Jun 30, 2025
CF Industries Q2 2025 Earnings Report
CF Industries delivered strong Q2 2025 results
Key Takeaways
CF Industries reported Q2 2025 net sales of $1.89 billion, net income of $386 million, and EBITDA of $757 million, driven by higher volumes and favorable pricing in all segments; adjusted EBITDA rose to $761 million and cash generation remained robust :contentReference[oaicite:0]{index=0}.
Net sales of $1.89 billion, up from $1.57 billion in Q2 2024 :contentReference[oaicite:1]{index=1}
Net income of $386 million, or $2.37 per diluted share :contentReference[oaicite:2]{index=2}
EBITDA of $757 million and adjusted EBITDA of $761 million :contentReference[oaicite:3]{index=3}
Gross ammonia production of 2.6 million tons and total sales volume of 5.02 million tons :contentReference[oaicite:4]{index=4}
Revenue by Geographic Location
Forward Guidance
For full-year 2025, CF Industries expects about 10 million tons of gross ammonia production, continued robust global demand, capital expenditures of $800–$900 million, and sustained strong free cash flow generation :contentReference[oaicite:5]{index=5}.
Positive Outlook
- Expected full-year gross ammonia production of ~10 million tons
- Constructive global nitrogen demand supports pricing
- Strong free cash flow generation backed by operations
- Donaldsonville CCS project generating 45Q tax credits
- Healthy balance sheet enables continued share repurchases
Challenges Ahead
- Higher natural gas costs may pressure margins
- Ongoing geopolitical supply constraints could persist
- Significant capital expenditures of $800–$900 million
- Subject to potential tariff and regulatory risks
Historical Earnings Impact
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Avg. Return Before/After Earnings
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