For the quarter ended December 2025, CF Industries (CF) reported revenue of $1.87 billion, up 22.8% over the same period last year. EPS came in at $2.99, compared to $1.89 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $1.79 billion, representing a surprise of +4.69%. The company delivered an EPS surprise of +19.79%, with the consensus EPS estimate being $2.50.
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.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
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: 1,272.00 KTon versus the four-analyst average estimate of 1,164.55 KTon.
- Tons of product sold - Total: 4,528.00 KTon versus the four-analyst average estimate of 4,721.13 KTon.
- Sales volume by product - Granular Urea: 857.00 KTon versus 1,021.51 KTon estimated by four analysts on average.
- Sales volume by product - UAN (urea ammonium nitrate): 1,606.00 KTon compared to the 1,693.76 KTon average estimate based on four analysts.
- Average selling price per product ton - Granular Urea: $434.00 compared to the $412.49 average estimate based on three analysts.
- Average selling price per product ton - Ammonia: $557.00 versus the three-analyst average estimate of $485.54.
- Sales volume by product - Other Sales volume: 556.00 KTon versus 580.50 KTon estimated by three analysts on average.
- Net Sales- Ammonia: $708 million versus $570.71 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +23.8% change.
- Net Sales- Granular Urea: $372 million versus the four-analyst average estimate of $423.03 million. The reported number represents a year-over-year change of +6.9%.
- Net Sales- UAN (urea ammonium nitrate): $564 million compared to the $560.37 million average estimate based on four analysts. The reported number represents a change of +51.6% year over year.
- Net Sales- AN (ammonium nitrate): $81 million versus $71.74 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -19.8% change.
- Net Sales- Other: $147 million compared to the $153.66 million average estimate based on three analysts. The reported number represents a change of +12.2% year over year.
View all Key Company Metrics for CF here>>>
Shares of CF have returned +6.1% over the past month versus the Zacks S&P 500 composite's -1.3% 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.5 Stocks Set to Double
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This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
