Company facts
- Industry
- Agricultural Chemicals
- Headquarters
- Northbrook, Illinois
- Most recent report
- 8-K, filed Sep 3, 2026
- Incorporated
- Delaware
- Filings on record
- 1,000+ filings
- On EDGAR
- CIK 1324404
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 46
News 8 of 184
Prospectuses and Registrations 6
- 424B2 Prospectus supplement for an offering Nov 21, 2025
- FWP Free writing prospectus Nov 20, 2025
- 424B2 Prospectus supplement for an offering Nov 19, 2025
- S-3ASR Automatic shelf registration Nov 6, 2025
- S-8 Registration statement for an employee plan May 11, 2022
- 25-NSE Notice that a security was delisted Jul 26, 2017
Proxies 8 of 37
- DEFA14A Extra proxy material Mar 17, 2026
- DEF 14A Proxy statement for a shareholder vote Mar 17, 2026
- DEFA14A Extra proxy material Mar 25, 2025
- DEF 14A Proxy statement for a shareholder vote Mar 25, 2025
- DEFA14A Extra proxy material Mar 7, 2024
- DEF 14A Proxy statement for a shareholder vote Mar 7, 2024
- DEFA14A Extra proxy material Mar 22, 2023
- DEF 14A Proxy statement for a shareholder vote Mar 22, 2023
Ownership 8 of 652
- SCHEDULE 13G Large holder reported a passive stake Aug 14, 2026
- 4 Insider reported a trade May 28, 2026
- 3 Insider reported their initial holding May 28, 2026
- 144 Notice of a proposed sale of restricted stock May 22, 2026
- 4 Insider reported a trade Apr 30, 2026
- 4 Insider reported a trade Apr 30, 2026
- 4 Insider reported a trade Apr 30, 2026
- 4 Insider reported a trade Apr 30, 2026
Other 8 of 75
- ARS Annual report sent to shareholders Mar 17, 2026
- ARS Annual report sent to shareholders Mar 25, 2025
- ARS Annual report sent to shareholders Mar 7, 2024
- ARS Annual report sent to shareholders Mar 22, 2023
- UPLOAD Comment letter from SEC staff Feb 8, 2021
- CORRESP Reply to SEC staff Jan 8, 2021
- UPLOAD Comment letter from SEC staff Dec 30, 2020
- UPLOAD Comment letter from SEC staff Jul 25, 2017
What to read: Jun 2026 10-Q
SECSift found 2 of 9 sections worth reading, with 2 positive, 8 notable, and 4 negative flags.
Financial Statements (Item 1)
Multiple concerns: antitrust suit, Blue Point lawsuit, PLNL gas risk, impairment. Key one-time gains distort earnings.Notable- Insurance recoveries of $75 million recognized in Q2 2026 from the Yazoo City incident.
- Blue Point low-carbon ammonia JV received permits July 2026; construction starts August 2026.
- A $170 million litigation settlement gain was recorded in Q1 2026; cash received April 30, 2026.
- Share repurchases slowed to $245M in H1 2026 from $636M in H1 2025.
Management's Discussion (Item 2)
MD&A with material results, geopolitical disruptions, and a plant rebuild plan.Notable- Blue Point One JV: cost ~$3.7B, permits received July 2026, construction started August 2026, production expected 2029.
- FTC announced an industry-wide investigation into fertilizer prices on May 28, 2026.
- $170M litigation settlement from Orica recognized in Q1 2026; cash received on April 30, 2026.
- Income tax deposits of CAD $268M (~$194M) made to Canada in H1 2026 for transfer pricing dispute.
What changed: Jun 2026 vs. Mar 2026
About 15% of CF's Jun 2026 10-Q is new information. 84 paragraphs were added, 210 changed, and 56 removed. Below are the most important lines SECSift identified.
Changed
Everything here comes from CF Industries Holdings, Inc.'s own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Aug 19, 2026, from the 10-Q for Jun 2026.