CF Industries Poised for Q2 2025 Earnings Amid Shifting Fertilizer Market

CF Industries Holdings, Inc. (CF), a major global producer of fertilizers and other industrial chemicals, is gearing up to announce its Q2 2025 earnings results on August 6, 2025. Ahead of the upcoming report, analysts are projecting the company to post a profit of $2.24 per share, a 2.6% decline from the $2.30 per share reported in the same quarter of the previous year.

Despite the anticipated dip in earnings, CF has a strong track record of exceeding Wall Street's expectations, having surpassed analysts' estimates in each of the last four quarters. For the full fiscal year 2025, the company is expected to report a profit of $6.83 per share, a 1.3% increase from the $6.74 per share recorded in fiscal 2024.

Shares of CF have climbed 26% over the past year, significantly outpacing the 12.7% gain in the S&P 500 Index and the 5.8% decline in the Materials Select Sector SPDR Fund. The company's strong Q1 2025 results, which saw revenue climb 13.1% year-over-year and net income per share surge 79.6%, have contributed to the stock's impressive performance.

While Wall Street analysts maintain a "Hold" rating on CF overall, the company's stock currently trades above its mean price target of $88.67, and its Street-high target of $105 suggests a potential upside of 14.2% from current levels.