营收情况 - CF Industries (CF)于2023年第四季度报告的营收为15.7亿美元，同比下降39.8%[1] - 公司的营收超出了Zacks Consensus Estimate的14.9亿美元，呈现+5.67%的惊喜[2] 每股收益表现 - CF Industries的每股收益为1.49美元，与去年同期的4.35美元相比有所下降[1] - CF Industries的每股收益也出现了-4.49%的惊喜，与共识的1.56美元相比[2] 产品销售情况 - CF的总产品销量为4,912 KTon，超过了四位分析师平均预期的4,458.66 KTon[7] 净销售额比较 - CF的净销售额-氨为4.95亿美元，较五位分析师平均预期的3.72.31亿美元有所增长[7] - CF的净销售额-尿素为3.92亿美元，较五位分析师平均预期的4.07.07亿美元有所下降[7] - CF的净销售额-尿素铵硝酸盐为4.18亿美元，较五位分析师平均预期的4.26.63亿美元有所下降[8] - CF的净销售额-硝酸铵为1.2亿美元，较四位分析师平均预期的1.2.98亿美元有所下降[9] - CF的净销售额-其他为1.46亿美元，较四位分析师平均预期的1.18.77亿美元有所增长[9] 股票表现与排名 - CF股票在过去一个月中的回报率为+1.1%，略低于Zacks S&P 500综合指数的+3.7%变化[10] - CF目前的Zacks排名为3（持有），表明其在短期内可能与整体市场表现一致[11]

CF Industries (CF)财报表现 - CF Industries (CF)在2023年12月的季度报告中，每股收益为1.49美元，低于Zacks Consensus Estimate的1.56美元[1] - CF Industries (CF)在过去四个季度中两次超过了市场预期的盈利[2] - CF Industries (CF)在2023年12月的季度中，营收为15.7亿美元，超过了Zacks Consensus Estimate的5.67%[3] - CF Industries (CF)的股价走势将主要取决于管理层在财报电话会议中的评论[4]

NORTHBROOK, Ill.--(BUSINESS WIRE)--CF Industries Holdings, Inc. (NYSE: CF), a leading global manufacturer of hydrogen and nitrogen products, today announced results for the full year and fourth quarter ended December 31, 2023. Highlights Full year net earnings(1)(2) of $1.53 billion, or $7.87 per diluted share, EBITDA(2) of $2.71 billion, and adjusted EBITDA(3) of $2.76 billion Fourth quarter net earnings(1)(2) of $274 million, or $1.44 per diluted share, EBITDA of $556 million, and adjusted EBITDA o ...

Key PointsThe agricultural industry is at a cyclical low, but there are signs that it is on a path to turning back around.Analysts could quickly realize that CF Industries is the best stock to consider for the space; markets seem ahead of the curb this time.No competitor comes close to how markets reward CF in its valuations, and there's a reason why.5 stocks we like better than The Goldman Sachs GroupWhen picking the right stocks for your portfolio, you can follow market price action or gauge a stock's cur ...

财务表现 - 分析师预测CF Industries (CF)本季度每股收益为$1.56，同比下降64.1%[1] - 预计营收将达到$14.9亿，同比下降43%[1] - 分析师对CF一些关键指标的平均预测显示，'Net Sales- Ammonia'预计为$372.31百万美元，同比下降53.7%[6] - 'Net Sales- Granular Urea'预计为$407.07百万美元，同比下降32.7%[7] - 'Net Sales- UAN (urea ammonium nitrate)'预计为$426.63百万美元，同比下降49.5%[8] - 'Net Sales- AN (ammonium nitrate)'预计为$120.98百万美元，同比下降36%[9] 产品销售 - 'Average selling price per ton - UAN'预计为$263.48，较去年同期的$500有所下降[10] - 'Sales volume - UAN'预计为1,617.77 KTon，较去年同期的1,690 KTon有所下降[11] - 'Average selling price per ton - Ammonia'预计为$425.19，较去年同期的$898有所下降[14] - 'Average selling price per ton - Granular Urea'预计为$376.24，较去年同期的$586有所下降[15] - 'Average selling price per ton - AN'预计为$300.57，较去年同期的$515有所下降[16]

CF Industries Holdings, Inc. (CF) is set to release fourth-quarter 2023 results on Feb 14, after the closing bell.CF Industries beat the Zacks Consensus Estimate for earnings in three of the trailing four quarters while missing it once. The company delivered a trailing four-quarter earnings surprise of 7.4%, on average. CF’s fourth-quarter results are likely to reflect the impacts of softer nitrogen prices. However, it is expected to have benefited from healthy nitrogen fertilizer demand in major markets an ...

Wall Street expects a year-over-year decline in earnings on lower revenues when CF Industries (CF) reports results for the quarter ended December 2023. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on February 14, 2024, might help the stock move higher if these key numbers are better than e ...

公司概况 - CF Industries Holdings, Inc. (NYSE:CF)是一家主要从事氮产品生产的大型股票，主要用于农业领域[1] - 公司自2005年8月上市以来一直坚定地支付股息，股价回报和总回报之间的差异达到了1.4倍[2] 财务表现 - 尽管公司在FY22的EBITDA增长了55%，但在FY23，EBITDA预计将大幅下降，9M-23已经下降了50%[3] - 预计EBITDA下降趋势将持续到FY25，每年递减6%[4] 资产负债表 - 公司目前拥有高达32.5亿美元的现金余额和近3亿美元的净现金头寸，资产负债表状况良好[5] - 公司在12月收购Waggaman氨生产设施时使用了约12.5亿美元的现金，但仍有20亿美元的多余现金[7] 股票回购计划 - 公司计划进行30亿美元的股票回购计划，目前已经用了20亿美元，预计未来两年还需26.5亿美元[9] - 预计公司未来两年的经营现金流约为42.8亿美元，足以覆盖股票回购计划留下的现金缺口[12] 股息支付能力 - 公司有26.3亿美元的现金可以用于支付未来两年的股息，即使考虑到最近季度股息的25%增长[14] 估值 - 公司的EBITDA预期显示未来几年将持续下降，因此目前的EV/EBITDA倍数为6.67倍，较过去5年的平均值高出22%[19]

NORTHBROOK, Ill.--(BUSINESS WIRE)--CF Industries Holdings, Inc. (NYSE: CF) today announced that Christopher D. Bohn has been appointed Executive Vice President and Chief Operating Officer and has been elected to the Company’s Board of Directors, effective February 1, 2024. Mr. Bohn will lead global manufacturing, distribution, sales and supply chain, including the Company’s clean energy initiatives. He will be accountable for operational excellence focused on safety, productivity and long-term growth. Mr ...

In the latest market close, CF Industries (CF) reached $76.84, with a +1.76% movement compared to the previous day. This move outpaced the S&P 500's daily gain of 1.25%. Elsewhere, the Dow saw an upswing of 0.97%, while the tech-heavy Nasdaq appreciated by 1.3%.Coming into today, shares of the fertilizer maker had lost 8.69% in the past month. In that same time, the Basic Materials sector lost 7.18%, while the S&P 500 gained 1.58%.Analysts and investors alike will be keeping a close eye on the performance o ...