Wall Street analyst estimates for CF Industries Holdings, Inc. (CF): consensus price target, buy/hold/sell recommendations and forecasts for revenue and EPS for the upcoming fiscal years.
CF Industries Holdings, Inc. is a global producer and distributor of hydrogen and nitrogen-based products. These essential chemicals serve a variety of purposes worldwide, including energy generation, agricultural fertilization, environmental emissions reduction, and numerous other industrial applications.
Consensus price target
$127.86 (+4 % vs price $123.30)
between $110.00 and $162.00 · 7 targets published in the last quarter
Closing price, Oct 30
A twelve-month target is not a fair value: compare it with the range in the Valuation tab.
Revenue and EPS estimates
| Fiscal year | Revenue (average) | Revenue (low – high) | EPS (average) | Analysts |
|---|---|---|---|---|
| 2026E | $8.2B | $7.7B – $9.8B | $15.07 | 9 |
| 2027E | $7.4B | $7.0B – $8.2B | $11.66 | 10 |
| 2028E | $7.0B | $6.1B – $9.5B | $9.10 | 8 |
Figures in USD · consensus as of October 29, 2026
Analyst Consensus
| Strong Buy | 0 |
| Buy | 21 |
| Hold | 15 |
| Sell | 6 |
| Strong Sell | 0 |
| Total analysts | 42 |
| Avg rating (−2 sell to +2 buy) | 0.36 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2026-11-04 | $3.03 | ||
| 2026-08-05 | $4.73 | $5.63 | -16.0% |
| 2026-05-06 | $3.99 | $2.63 | +51.7% |
| 2026-02-18 | $2.99 | $2.43 | +23.0% |
| 2025-11-05 | $2.19 | $2.16 | +1.4% |
| 2025-08-06 | $2.37 | $2.50 | -5.2% |
| 2025-05-07 | $1.85 | $1.48 | +25.0% |
| 2025-02-19 | $1.89 | $1.54 | +22.7% |
Valuation Ratios
| P/E Ratio | 9.14 |
| Price / Book | 3.29 |
| EV / EBITDA | 4.75 |
| Dividend Yield | 1.70% |
Income Statement (10y)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.69B | $4.13B | $4.43B | $4.59B | $4.12B | $6.54B | $11.19B | $6.63B | $5.94B | $7.08B |
| Cost of Revenue | $2.97B | $3.61B | $3.52B | $3.41B | $3.29B | $4.18B | $5.29B | $3.99B | $3.88B | $4.36B |
| Gross Profit | $713.0M | $521.0M | $906.0M | $1.18B | $834.0M | $2.36B | $5.89B | $2.65B | $2.06B | $2.72B |
| Research & Development | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling, General & Admin | $174.0M | $192.0M | $214.0M | $239.0M | $206.0M | $223.0M | $290.0M | $289.0M | $320.0M | $364.0M |
| Operating Expenses | $174.0M | $191.0M | $212.0M | $239.0M | $206.0M | $223.0M | $290.0M | $289.0M | $310.0M | $364.0M |
| Operating Income | $539.0M | $330.0M | $694.0M | $945.0M | $628.0M | $2.14B | $5.60B | $2.36B | $1.75B | $2.37B |
| EBITDA | $652.0M | $1.07B | $1.68B | $1.88B | $1.53B | $2.62B | $6.29B | $3.27B | $2.83B | $3.29B |
| Interest Expense | $200.0M | $315.0M | $241.0M | $237.0M | $179.0M | $184.0M | $344.0M | $150.0M | $121.0M | $155.0M |
| Pre-tax Income | -$226.0M | -$125.0M | $547.0M | $772.0M | $463.0M | $1.54B | $5.09B | $2.25B | $1.76B | $2.24B |
| Income Tax | -$68.0M | -$575.0M | $119.0M | $126.0M | $31.0M | $283.0M | $1.16B | $410.0M | $285.0M | $441.0M |
| Net Income | -$277.0M | $358.0M | $290.0M | $493.0M | $317.0M | $917.0M | $3.35B | $1.52B | $1.22B | $1.46B |
| EPS | $-1.19 | $1.53 | $1.25 | $2.24 | $1.48 | $4.27 | $16.46 | $7.89 | $6.75 | $8.98 |
| EPS (Diluted) | $-1.19 | $1.53 | $1.24 | $2.22 | $1.47 | $4.24 | $16.39 | $7.87 | $6.74 | $8.97 |
| Shares Outstanding (Diluted) | 233.1 M | 233.9 M | 233.8 M | 221.6 M | 215.2 M | 216.2 M | 204.2 M | 193.8 M | 180.7 M | 162.2 M |
Price
| Price | $123.30 (closing price, October 30, 2026) |
| Market Cap | $18.7B |
| Exchange | NYSE |
| Country | US |
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Explore sector: Basic Materials · Agricultural Inputs
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