CF Industries Holdings (CF) Revenue — Quarter Ended Mar 31, 2026
Revenue for the quarter increased compared to both the prior quarter and the same quarter last year. The sequential growth was modest, while the year-over-year gain was more pronounced.
Key takeaway
Quarter ended Mar 31, 2026 · FY2026 Q1
Revenue for the quarter increased compared to both the prior quarter and the same quarter last year. The sequential growth was modest, while the year-over-year gain was more pronounced.
Financial snapshot
Reported revenue, sequential change, year-over-year change, and trailing four-quarter revenue.
Quarter revenue
$2B
Revenue reported for this quarter.
Quarter-over-quarter
+6.1%
Change from the immediately preceding quarter.
Year-over-year
+19.4%
Change from the comparable year-ago quarter.
Trailing four quarters
$7.4B
Sum of the latest four reported quarters.
Quarterly revenue trend
The latest four reported quarters with year-over-year comparisons.
| Period ended | Revenue | Year-over-year change |
|---|---|---|
| Jun 30, 2025 | $1.9B | +20.2% |
| Sep 30, 2025 | $1.7B | +21.1% |
| Dec 31, 2025 | $1.9B | +22.8% |
| Mar 31, 2026 | $2B | +19.4% |
Revenue performance
Reported revenue rose from the immediately preceding quarter, continuing an upward trend seen over recent periods.
Quarterly comparison
Compared with the same quarter one year earlier, revenue was higher, reflecting a stronger year-over-year performance than the sequential change.
What to watch
The filing context highlights risks related to global supply and demand, tariffs, and project execution at the Blue Point complex.