8-K current report · filed Aug 5, 2026

CF Industries (CF) 8-K Current Report: August 5, 2026

Item 2.02Item EX-99.1CF overview

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CF Industries (CF) filed an 8-K current report with the SEC on August 5, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item EX-99.1 (Exhibit EX-99.1). Q2 2026 results for quarter ended June 30, 2026 released August 5, 2026.

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Item 2.02 · Results of Operations and Financial Condition

  • Q2 2026 results for quarter ended June 30, 2026 released August 5, 2026
  • Full financial results and management commentary contained in Exhibit 99.1
  • Disclosure furnished under Item 2.02, not deemed filed under Exchange Act Section 18

Item EX-99.1 · Exhibit EX-99.1

  • First-half net earnings $1.34B, or $8.71 per diluted share, versus $698M and $4.20 in 2025
  • Net sales rose to $4.21B from $3.55B, while volumes fell 11%, highlighting strong pricing power amid constrained nitrogen supply
  • Adjusted EBITDA $2.18B, including approximately $170M litigation-settlement gain, making earnings quality partly nonrecurring
  • Cash generation supports shareholder returns: $230M share repurchases in Q2 and dividend increased 20% to $0.60 per share
  • Blue Point One construction begins August after permits, with 2026 capital expenditures projected at approximately $1.3B and Yazoo City restart expected first half 2027

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