| CF |
Report |
Operating EPS |
BEAT |
pred ~$5.62 vs. cons $5.54 |
LOW |
| CF |
Report |
Operating EBITDA |
BEAT |
pred ~$1.37B vs. cons $1.35B |
LOW |
| CF |
Report |
Net sales |
IN-LINE |
pred ~$2.45B vs. cons $2.43B |
LOW |
| CF |
Guide |
FY26 gross ammonia production |
UNCHANGED |
guide ~9.5M tons vs. prior company guide ~9.5M tons; no consensus benchmark |
LOW |
| CF |
Guide |
FY26 consolidated CapEx |
UNCHANGED |
guide ~$1.3B vs. prior company guide ~$1.3B; no consensus benchmark |
LOW |
| CF |
Guide |
Q3 fill / nitrogen-market commentary |
BETTER |
constructive early-August fill tone vs. UNVERIFIED qualitative consensus |
LOW |
| CF |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
LOW |
| CF |
Return |
5-day cumulative residual |
+4.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — fill validation should support Q3 revisions |
LOW |