CF CF Industries

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • World's largest ammonia producer; sells ammonia and derivatives (urea, UAN, AN) primarily as fertilizer, with growing low-carbon ammonia segment
• • Blue Point JV formed April 2025 with JERA (35%) and Mitsui (25%); $3.7B ATR facility targeting 1.4M metric ton annual capacity, production starting 2029

Risk Factors

• • "One Big Beautiful Bill Act" (July 2025) modified carbon sequestration tax credits and limited clean hydrogen production tax credit duration, threatening CF's low-carbon ammonia project economics
• • Louisiana imposed indefinite moratorium on new Class VI underground injection well applications (Oct 2025), directly blocking CO₂ sequestration permits critical to Blue Point low-carbon ammonia complex

Management Discussion & Analysis

• • Revenue $7.08B, up $1.15B (+19%) YoY; avg selling price $372/ton vs $313/ton driven by strong global demand and geopolitical supply disruptions
• • Gross margin 38.5% vs 34.6%; operating earnings $2.30B vs $1.75B; net earnings attributable to common stockholders $1.46B vs $1.22B (+19%); EPS $8.97 vs $6.74

Management Discussion & Analysis

• • No quarterly revenue or YoY change data disclosed in provided text
• • No profitability or margin figures reported in provided text

Risk Factors

• • New project execution risk triggered by construction delays or cost overruns at Blue Point low-carbon ammonia facility
• • Increased capital expenditure risk as project funding needs at Blue Point may exceed current estimates

What are the latest CF SEC filings in 2026?

CF Industries (CF) has filed a 10-K annual report on February 25, 2026, a 10-Q quarterly report on November 6, 2025, an 8-K current report on March 16, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did CF file its most recent 10-K annual report?

CF Industries (CF) filed its most recent 10-K annual report on February 25, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view CF 10-Q quarterly reports?

CF Industries (CF)'s most recent 10-Q quarterly report was filed on November 6, 2025. SignalX displays every CF 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has CF filed recently?

CF Industries (CF)'s most recent 8-K was filed on March 16, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find CF insider trading activity (Form 4)?

SignalX aggregates every CF Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does CF file with the SEC?

CF Industries (CF) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new CF filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs — such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for CF Industries (CF).

What is CF's SEC CIK number?

CF Industries (CF)'s SEC CIK (Central Index Key) number is 1324404. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1324404 to look up all CF filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find CF return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from CF Industries (CF) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.