For the quarter ended September 2025, CF Industries (CF) reported revenue of $1.66 billion, up 21.1% over the same period last year. EPS came in at $2.19, compared to $1.55 in the year-ago quarter.
The reported revenue represents a surprise of -0.34% over the Zacks Consensus Estimate of $1.66 billion. With the consensus EPS estimate being $2.06, the EPS surprise was +6.31%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how CF performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:- Sales volume by product - Ammonia: 1,092.00 KTon versus 994.59 KTon estimated by four analysts on average.
- Tons of product sold - Total: 4,504.00 KTon versus the four-analyst average estimate of 4,648.64 KTon.
- Sales volume by product - Granular Urea: 939.00 KTon versus 1,103.77 KTon estimated by four analysts on average.
- Sales volume by product - UAN (urea ammonium nitrate): 1,564.00 KTon versus the four-analyst average estimate of 1,665.21 KTon.
- Average selling price per product ton - Granular Urea: $450.00 versus $407.87 estimated by three analysts on average.
- Average selling price per product ton - Ammonia: $418.00 versus $382.38 estimated by three analysts on average.
- Sales volume by product - Other Sales volume: 525.00 KTon compared to the 519.23 KTon average estimate based on three analysts.
- Net Sales- Ammonia: $457 million compared to the $387.62 million average estimate based on four analysts. The reported number represents a change of +29.5% year over year.
- Net Sales- Granular Urea: $423 million versus $459.23 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +9% change.
- Net Sales- UAN (urea ammonium nitrate): $517 million versus the four-analyst average estimate of $498.46 million. The reported number represents a year-over-year change of +27.3%.
- Net Sales- AN (ammonium nitrate): $122 million versus $106.84 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +15.1% change.
- Net Sales- Other: $140 million compared to the $128.84 million average estimate based on three analysts. The reported number represents a change of +19.7% year over year.
View all Key Company Metrics for CF here>>>
Shares of CF have returned -8.1% over the past month versus the Zacks S&P 500 composite's +1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Zacks Names #1 Semiconductor Stock
This under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.
With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.
See This Stock Now for Free >>CF Industries Holdings, Inc. (CF) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
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