• Analysts predict CF Industries will report earnings of $1.74 per share and revenue of approximately $1.59 billion for the third quarter of 2025.
• The company previously exceeded expectations with earnings of $2.37 per share and revenue of $1.89 billion in the last quarter.
• CF Industries showcases a strong financial health with a return on equity of 17.10% and a net margin of 20.19%.

CF Industries (NYSE:CF) is a leading global manufacturer and distributor of agricultural fertilizers, specializing in nitrogen-based fertilizers essential for crop production. Competing with major players like Nutrien and Mosaic, CF Industries is set to release its quarterly earnings on Wednesday, November 5, 2025, with analysts estimating earnings per share (EPS) of $1.74 per share and revenue of approximately $1.59 billion. The earnings call is scheduled for Thursday, November 6, 2025, at 11:00 AM ET. This call will be crucial for investors to understand the company's performance and future outlook.

In the previous quarter, CF Industries reported earnings of $2.37 per share, surpassing the consensus estimate of $2.35. The company achieved revenue of $1.89 billion, exceeding the expected $1.73 billion. This represented a 20.2% increase in quarterly revenue compared to the same period the previous year. The company's strong performance was reflected in a return on equity of 17.10% and a net margin of 20.19%.

The market is keenly watching to see if CF Industries will surpass the current expectations, as exceeding them could lead to a rise in the stock price. Conversely, failing to meet these expectations might result in a decline. The consensus from Zacks Investment Research suggests a positive outlook for CF Industries, with the potential for an EPS surprise. The management's discussion during the earnings call will be crucial in determining the sustainability of any immediate price changes and future earnings projections.

CF Industries' financial metrics provide insight into its valuation and financial health. The company has a price-to-earnings (P/E) ratio of approximately 10.58, indicating the price investors are willing to pay for each dollar of earnings. The price-to-sales ratio stands at about 2.12, reflecting the value placed on each dollar of sales. The enterprise value to sales ratio is around 2.38, suggesting the company's total valuation relative to its sales.

With an enterprise value to operating cash flow ratio of 6.13, CF Industries shows how its valuation compares to its cash flow generation. The earnings yield is approximately 9.45%, providing insight into the return on investment for shareholders. The debt-to-equity ratio is about 0.67, indicating the proportion of debt used to finance the company's assets relative to equity. Lastly, the current ratio is approximately 3.22, suggesting the company's ability to cover its short-term liabilities with its short-term assets.