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CF Industries (CF) FY2025 10-K Annual Report

Filed: Feb 25, 2026
Health Care
Agricultural ChemicalsSEC EDGAR
CF Industries Overview

CF Industries (CF) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 25, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

CF Industries FY2025 10-K Analysis

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
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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
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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
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CF Industries FY2025 Key Financial Metrics
XBRL

Revenue

$7.1B

▲ +19.3% YoY

Net Income

$1.5B

▲ +19.5% YoY

Gross Margin

38.5%

▲ +382bp YoY

Operating Margin

32.5%

▲ +305bp YoY

Net Margin

20.5%

▲ +2bp YoY

ROE

30.1%

▲ +564bp YoY

Total Assets

$14.1B

▲ +4.6% YoY

EPS (Diluted)

$8.97

▲ +33.1% YoY

Operating Cash Flow

$2.8B

▲ +21.2% YoY

Source: XBRL data from CF Industries FY2025 10-K filing on SEC EDGAR. All figures in USD.

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