CF

EX-99.1

2 cf-08052026_ex991xearnings.htm

EX-99.1

Document

2375 Waterview Drive

Northbrook, IL 60062

www.cfindustries.com

CF Industries Holdings, Inc. Reports First Half 2026 Net Earnings of $1.34 Billion, Adjusted EBITDA of $2.18 Billion

Strong Operations: Production Achieved 98% of Available Ammonia Capacity

Global Nitrogen Supply-Demand Fundamentals Remain Constructive into 2027

Blue Point One Receives Permits, Construction Commencing in August

NORTHBROOK, Ill.—August 5, 2026—CF Industries Holdings, Inc. (NYSE: CF), a leading global manufacturer of hydrogen and nitrogen products, today announced results for the first half and second quarter ended June 30, 2026.

Highlights

•First half 2026 net earnings(1) of $1.34 billion, or $8.71 per diluted share, EBITDA(2) of $2.17 billion, and adjusted EBITDA(2) of $2.18 billion. First half 2026 financial results include a gain of approximately $170 million from a litigation settlement

•Second quarter 2026 net earnings of $727 million, or $4.73 per diluted share, EBITDA of $1.17 billion, and adjusted EBITDA of $1.19 billion

•Trailing twelve months net cash from operating activities of $2.98 billion; free cash flow(3) of $1.82 billion for same period, which includes cash inflows and outflows associated with the Blue Point One joint venture

•Repurchased 2.0 million shares for $230 million during the second quarter of 2026

•Declared quarterly dividend of $0.60 per share of common stock in July 2026, a 20% increase over prior quarterly dividend

•In July 2026, received permits necessary to commence construction at Blue Point Complex in August

“The CF Industries team operated safely and delivered excellent operational results despite rapidly changing customer dynamics,” said Chris Bohn, president and chief executive officer, CF Industries Holdings, Inc. “We believe the Company is positioned extremely well in the near- and longer-term, with our premium-grade North American asset base, disciplined strategic growth opportunities, including Blue Point, and strong balance sheet. As a result, we believe CF Industries will continue to generate substantial free cash flow, enabling us to build on our strong track record of investing in high-return initiatives and returning capital to shareholders through share repurchases and our increased quarterly dividend.”

Operations Overview

The Company’s trailing twelve-month recordable incident rate was 0.16 incidents per 200,000 work hours as of June 30, 2026.

Gross ammonia production for the first half and second quarter of 2026 was approximately 4.9 million and 2.4 million tons, respectively. Year-to-date, the Company has operated at a 98% utilization rate of available ammonia capacity.(4)

The Company expects gross ammonia production for the full year 2026 to be approximately 9.5 million tons, which includes the impact of the ongoing outage at the Yazoo City, Mississippi, Complex as a result of an incident that occurred in November 2025.

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Management expects the Yazoo City Complex to resume ammonia, ammonium nitrate solution, nitric acid, urea ammonium nitrate solution (UAN) and urea liquor production during the first half of 2027. The Company is finalizing cost estimates for restoration of operations at the facility and expects a substantial portion of the cost will be covered by insurance. The Yazoo City Complex carbon capture and sequestration project is proceeding as scheduled and is expected to start up in 2028.

Financial Results Overview

First Half 2026 Financial Results

For the first half of 2026, net earnings attributable to common stockholders were $1.34 billion, or $8.71 per diluted share, EBITDA was $2.17 billion, and adjusted EBITDA was $2.18 billion. These results compare to first half of 2025 net earnings attributable to common stockholders of $698 million, or $4.20 per diluted share, EBITDA of $1.37 billion, and adjusted EBITDA of $1.41 billion. First half 2026 financial results include a gain of approximately $170 million from a litigation settlement.

Net sales in the first half of 2026 were $4.21 billion compared to $3.55 billion in the first half of 2025. Average selling prices for the first half of 2026 were higher than in the first half of 2025 due to a tight global nitrogen supply-demand balance, which was further tightened by supply disruptions related to the conflict with Iran. Sales volumes were 11% lower in the first half of 2026 than in the first half of 2025 due primarily to lower UAN, ammonium nitrate (AN), and ammonia sales, partially offset by higher granular urea and other sales. Excluding the impact of lost product availability from the Company’s Yazoo City Complex, sales volumes in the first half of 2026 were approximately 5% lower than the first half of 2025.

Cost of sales for the first half of 2026 was higher compared to the first half of 2025 due primarily to higher maintenance costs, including the extended outage at the Company’s Yazoo City Complex, and higher realized natur

EX-99.1

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EXHIBIT 99.1

Exhibit 99.1

2026 First Half and Second Quarter Financial Results August 5, 2026 NYSE: CF

Safe harbor statement All statements in this presentation by CF Industries Holdings, Inc. (together with its subsidiaries, the “Company”), other th an those relating to historical facts, are forward - looking statements. Forward - looking statements can generally be identified by their use of terms such as “ant icipate,” “believe,” “could,” “estimate,” “expect,” “intend,” “may,” “plan,” “predict,” “project,” “will” or “would” and similar terms and phrases, includi ng references to assumptions. Forward - looking statements are not guarantees of future performance and are subject to a number of assumptions, risks and uncert ainties, many of which are beyond the Company’s control, which could cause actual results to differ materially from such statements. These statement s m ay include, but are not limited to, statements about: strategic plans and management’s expectations with respect to the production of low - carbon ammonia , the development of carbon capture and sequestration projects, the transition to and growth of a hydrogen economy, greenhouse gas reduction targe ts, projected capital expenditures, statements about future financial and operating results, and other items described in this presentation. Import ant factors that could cause actual results to differ materially from those in the forward - looking statements include, among others: the Company’s ability to complete the projects at its Blue Point Complex, including the construction of a low - carbon ammonia production facility with its joint venture partners and s calable infrastructure on schedule and on budget or at all; the Company’s ability to fund the capital expenditure needs related to the joint venture at it s Blue Point Complex, which may exceed its current estimates; the cyclical nature of the Company’s business and the impact of global supply and demand on the Company’s selling prices and operating results; the global commodity nature of the Company’s nitrogen products, the conditions in the global ma rke t for nitrogen products, and the intense global competition from other producers; announced or future tariffs, retaliatory measures, and global trade relations, including the potential impact of tariffs and retaliatory measures on the price and availability of materials for its capital projects and mai ntenance; conditions in the United States, Europe and other agricultural areas, including the influence of governmental policies and technological develo pme nts on the demand for its fertilizer products; the volatility of natural gas prices in North America and globally; weather conditions and the impact of ad verse weather events; the seasonality of the fertilizer business; the impact of changing market conditions on the Company’s forward sales programs; dif fic ulties in securing the supply and delivery of raw materials or utilities, increases in their costs or delays or interruptions in their delivery; rel ian ce on third party providers of transportation services and equipment, including those related to carbon dioxide sequestration; the Company’s reliance on a l imi ted number of key facilities; risks associated with cybersecurity; acts of terrorism and regulations to combat terrorism; the significant risks an d hazards involved in producing and handling the Company’s products against which the Company may not be fully insured; risks associated with international o per ations; the Company’s ability to manage its indebtedness and any additional indebtedness that may be incurred; risks associated with changes in tax la ws and adverse determinations by taxing authorities, including any potential changes in tax regulations and its qualification for tax credits ; risks involving derivatives and the effectiveness of the Company’s risk management and hedging activities; potential liabilities and expenditures related to env ironmental, health and safety laws and regulations and permitting requirements; regulatory provisions and requirements related to greenhouse gas emi ssi ons and sustainability matters, including announced or future changes in environmental, climate change or sustainability laws; the development and g row th of the market for low - carbon ammonia and the risks and uncertainties relating to the development and implementation of the Company’s low - carbon ammoni a projects; risks associated with investments in and expansions of the Company’s business, including unanticipated adverse consequences and the si gnificant resources that could be required; and failure of technologies to perform, develop or be available as expected, including the low - carbon AT R ammonia production facility with carbon capture and sequestration technologies being constructed at its Blue Point Complex. More detailed inform ati on about factors that may affect the Compan

EX-99.1

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EXHIBIT 99.1

Exhibit 99.1

2026 First Quarter Financial Results May 6, 2026

NYSE: CF

Safe harbor statement

All statements in this presentation by CF Industries Holdings, Inc. (together with its subsidiaries, the “Company”), other than those relating to historical facts, are forward-looking statements. Forward-looking statements can generally be identified by their use of terms such as “anticipate,” “believe,” “could,” “estimate,” “expect,” “intend,” “may,” “plan,” “predict,” “project,” “will” or “would” and similar terms and phrases, including references to assumptions.

Forward-looking statements are not guarantees of future performance and are subject to a number of assumptions, risks and uncertainties, many of which

are beyond the Company’s control, which could cause actual results to differ materially from such statements. These statements may include, but are not limited to, statements about: strategic plans and management’s expectations with respect to the production of low-carbon ammonia, the development of carbon capture and sequestration projects, the transition to and growth of a hydrogen economy, greenhouse gas reduction targets, projected capital expenditures, statements about future financial and operating results, and other items described in this presentation. Important factors that could cause actual results to differ materially from those in the forward-looking statements include, among others: the Company’s ability to complete the projects at its Blue Point Complex, including the construction of a low-carbon ammonia production facility with its joint venture partners and scalable infrastructure on schedule and on budget or at all; the Company’s ability to fund the capital expenditure needs related to the joint venture at its Blue Point Complex, which may exceed its current estimates; the cyclical nature of the Company’s business and the impact of global supply and demand on the Company’s selling prices and operating results; the global commodity nature of the Company’s nitrogen products, the conditions in the global market for nitrogen products, and the intense global competition from other producers; announced or future tariffs, retaliatory measures, and global trade relations, including the potential impact of tariffs and retaliatory measures on the price and availability of materials for its capital projects and maintenance; conditions in the United States, Europe and other agricultural areas, including the influence of governmental policies and technological developments on the demand for its fertilizer products; the volatility of natural gas prices in North America and globally; weather conditions and the impact of adverse weather events; the seasonality of the fertilizer business; the impact of changing market conditions on the Company’s forward sales programs; difficulties in securing the supply and delivery of raw materials or utilities, increases in their costs or delays or interruptions in their delivery; reliance on third party providers of transportation services and equipment, including those related to carbon dioxide sequestration; the Company’s reliance on a limited number of key facilities; risks associated with cybersecurity; acts of terrorism and regulations to combat terrorism; the significant risks and hazards involved in producing and handling the Company’s products against which the Company may not be fully insured; risks associated with international operations; the Company’s ability to manage its indebtedness and any additional indebtedness that may be incurred; risks associated with changes in tax laws and adverse determinations by taxing authorities, including any potential changes in tax regulations and its qualification for tax credits; risks involving derivatives and the effectiveness of the Company’s risk management and hedging activities; potential liabilities and expenditures related to environmental, health and safety laws and regulations and permitting requirements; regulatory provisions and requirements related to greenhouse gas emissions and sustainability matters, including announced or future changes in environmental, climate change or sustainability laws; the development and growth of the market for low-carbon ammonia and the risks and uncertainties relating to the development and implementation of the Company’s low-carbon ammonia projects; risks associated with investments in and expansions of the Company’s business, including unanticipated adverse consequences and the significant resources that could be required; and failure of technologies to perform, develop or be available as expected, including the low-carbon ATR ammonia production facility with carbon capture and sequestration technologies being constructed at its Blue Point Complex. More detailed information about factors that may affect the Company’s performance and could cause actual results to differ materially from those in any forward-looking statements m

EX-99.1

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EX-99.1

Document

2375 Waterview Drive

Northbrook, IL 60062

www.cfindustries.com

CF Industries Holdings, Inc. Reports First Quarter 2026 Net Earnings of $615 Million, Adjusted EBITDA of $983 Million

Strong Operations: Production Exceeded 99% of Available Ammonia Capacity

Middle East Supply Shock Further Tightens Global Nitrogen Supply-Demand Balance

NORTHBROOK, Ill.—May 6, 2026—CF Industries Holdings, Inc. (NYSE: CF), a leading global manufacturer of hydrogen and nitrogen products, today announced results for the first quarter ended March 31, 2026.

Highlights

•First quarter 2026 net earnings(1) of $615 million, or $3.98 per diluted share, EBITDA(2) of $1.01 billion, and adjusted EBITDA(2) of $983 million. First quarter 2026 financial results reflect a gain of approximately $170 million from a litigation settlement

•Trailing twelve months net cash from operating activities of $2.66 billion; free cash flow(3) of $1.65 billion for same period, which includes cash inflows and outflows associated with the Blue Point joint venture

•Repurchased approximately 155,000 shares for $15 million during the first quarter of 2026

•Launched low-carbon UAN collaboration with PepsiCo to enable a lower carbon footprint from PepsiCo’s Frito-Lay brand’s U.S. potato supply chain

“The CF Industries team continued to deliver safely outstanding operational performance in the first quarter of 2026 against a backdrop of strong global nitrogen demand and tight global nitrogen supply as we entered the year,” said Chris Bohn, president and chief executive officer, CF Industries Holdings, Inc. “The conflict with Iran has further constrained global nitrogen supply and exposed the fragile nature of the global nitrogen supply chain. We remain focused on safe operations and high asset utilization across our low-cost North American-based manufacturing and distribution network, enabling CF Industries to continue to be a reliable supplier to customers and to create substantial value for long-term shareholders.”

Operations Overview

The Company’s trailing twelve month recordable incident rate was 0.16 incidents per 200,000 work hours as of March 31, 2026.

Gross ammonia production for the first quarter of 2026 was approximately 2.5 million tons, which represents utilization of 99% of available gross ammonia capacity.(4)

The Company expects gross ammonia production for the full year 2026 to be approximately 9.5 million tons due to the ongoing outage at the Yazoo City, Mississippi, Complex as a result of an incident that occurred in late 2025. Management does not expect production to resume at the Yazoo City Complex until late fourth quarter of 2026 at the earliest based on time required for fabrication and delivery of certain required equipment.

Financial Results Overview

First Quarter 2026 Financial Results

For the first quarter of 2026, net earnings attributable to common stockholders were $615 million, or $3.98 per diluted share, EBITDA was $1.01 billion, and adjusted EBITDA was $983 million. These results compare to first

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quarter of 2025 net earnings attributable to common stockholders of $312 million, or $1.85 per diluted share, EBITDA of $617 million, and adjusted EBITDA of $644 million. First quarter 2026 financial results reflect a gain of approximately $170 million from a litigation settlement.

Net sales in the first quarter of 2026 were $1.99 billion compared to $1.66 billion in the first quarter of 2025. Average selling prices were higher for all segments in the first quarter of 2026 compared to the first quarter of 2025 due to a tight global nitrogen supply-demand balance, which was further tightened by supply disruptions related to the conflict with Iran. Sales volumes were lower in the first quarter of 2026 compared to the first quarter of 2025 due primarily to lower urea ammonium nitrate solution (UAN) and ammonium nitrate (AN) sales.

Cost of sales for the first quarter of 2026 was higher compared to the first quarter of 2025 due primarily to higher maintenance costs, including the extended outage at the Company’s Yazoo City Complex, and higher realized natural gas costs.

The average cost of natural gas, including the impact of realized derivatives, reflected in the Company’s cost of sales was $4.57 per MMBtu in the first quarter of 2026 compared to the average cost of natural gas in cost of sales of $3.68 per MMBtu in the first quarter of 2025.

Capital Management

On April 8, 2025, CF Industries announced that it formed a joint venture (Blue Point joint venture) with JERA Co., Inc. (JERA) and Mitsui & Co., Ltd. (Mitsui) for the construction, production and offtake of low-carbon ammonia. CF Industries holds 40% ownership, JERA holds 35% ownership, and Mitsui holds 25% ownership in the joint venture, with the joint venture to be funded by the equity partners according to their ownership percentage.

CF Industries consolidates the Blue Point joint venture in its consol

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UNITED STATES

SECURITIES AND

EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): February 18, 2026

CF Industries Holdings, Inc.

(Exact name of registrant as specified in its charter)

Delaware

001-32597

20-2697511

(State or other jurisdiction

of incorporation)

(Commission File Number)

(IRS

Employer

Identification No.)

2375 Waterview Drive Northbrook, Illinois

60062

(Address of principal executive offices)

(Zip Code)

Registrant’s telephone number, including area code (847) 405-2400

(Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

¨Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

¨Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

¨Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

¨Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading symbol(s)

Name of each exchange on which registered

common stock, par value $0.01 per share

CF

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ¨

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  ¨

Item 2.02.Results of Operations and Financial Condition.

On February 19, 2026, CF Industries Holdings, Inc. will host a conference call discussing its results for the quarter and year ended December 31, 2025, at which the presentation attached hereto as Exhibit 99.1 will be used.

The information set forth herein, including the exhibit attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in any such filing.

Item 9.01.Financial Statements and Exhibits.

(d)       Exhibits.

Exhibit No.

Description of Exhibit

99.1

Presentation of CF Industries Holdings,

Inc. dated February 18, 2026

104

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SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: February 18, 2026

CF INDUSTRIES HOLDINGS, INC.

By: /s/ Richard A. Hoker

Name: Richard A. Hoker

Title: Vice President and Corporate Controller and Interim Chief Financial Officer

cf-202602180001324404false00013244042026-02-182026-02-18

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): February 18, 2026 CF Industries Holdings, Inc. (Exact name of registrant as specified in its charter)

Delaware001-3259720-2697511 (State or other jurisdiction of incorporation)

(Commission File Number)(IRS Employer Identification No.)

2375 Waterview Drive60062 Northbrook,Illinois(Zip Code) (Address of principal executive offices)

Registrant’s telephone number, including area code (847) 405-2400 (Former name or former address, if changed since last report.) Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading symbol(s)Name of each exchange on which registered common stock, par value $0.01 per shareCFNew York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company    ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o

Item 2.02.    Results of Operations and Financial Condition. On February 18, 2026, CF Industries Holdings, Inc. issued a press release announcing its results for the quarter and year ended December 31, 2025. The press release is attached hereto as Exhibit 99.1.

The information set forth herein, including the exhibit attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in any such filing.

Item 9.01.    Financial Statements and Exhibits. (d)    Exhibits.

Exhibit No.Description of Exhibit 99.1 Press release dated February 18, 2026

104Cover Page Interactive Data File (the cover page XBRL tags are embedded within the Inline XBRL document)

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SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date:February 18, 2026CF INDUSTRIES HOLDINGS, INC.

By: /s/ Richard A. Hoker Name:Richard A. Hoker Title:Vice President and Corporate Controller and Interim Chief Financial Officer

3

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2025-11-05 2025-11-05

iso4217:USD

xbrli:shares

iso4217:USD

xbrli:shares

UNITED STATES

SECURITIES AND

EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): November 5, 2025

CF Industries Holdings, Inc.

(Exact name of registrant as specified in its charter)

Delaware

001-32597

20-2697511

(State or other jurisdiction

of incorporation)

(Commission File Number)

(IRS.

Employer

Identification No.)

2375 Waterview Drive Northbrook, Illinois

60062

(Address of principal executive offices)

(Zip Code)

Registrant’s telephone number, including area code (847) 405-2400

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

¨Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

¨Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

¨Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

¨Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading symbol(s)

Name of each exchange on which registered

common stock, par value $0.01 per share

CF

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ¨

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  ¨

Item 2.02.Results of Operations and Financial Condition.

On November 6, 2025, CF Industries Holdings, Inc. will host a conference call discussing its results for the quarter ended September 30, 2025, at which the presentation attached hereto as Exhibit 99.1 will be used.

The information set forth herein, including the exhibit attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in any such filing.

Item 9.01.Financial Statements and Exhibits.

(d)       Exhibits.

Exhibit No. Description of Exhibit

99.1

Presentation of CF Industries Holdings,

Inc. dated November 5, 2025

104 Cover Page Interactive Data File (the cover page XBRL tags are embedded within the Inline XBRL document)

2

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: November 5, 2025

CF INDUSTRIES HOLDINGS, INC.

By: /s/ Gregory D. Cameron

Name: Gregory D. Cameron

Title: Executive Vice President and Chief Financial Officer

3

cf-202511050001324404false00013244042025-11-052025-11-05

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): November 5, 2025 CF Industries Holdings, Inc. (Exact name of registrant as specified in its charter)

Delaware001-3259720-2697511 (State or other jurisdiction of incorporation)

(Commission File Number)(IRS Employer Identification No.)

2375 Waterview Drive60062 Northbrook,Illinois(Zip Code) (Address of principal executive offices)

Registrant’s telephone number, including area code (847) 405-2400 (Former name or former address, if changed since last report.) Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading symbol(s)Name of each exchange on which registered common stock, par value $0.01 per shareCFNew York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company    ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o

Item 2.02.    Results of Operations and Financial Condition. On November 5, 2025, CF Industries Holdings, Inc. issued a press release announcing its results for the quarter ended September 30, 2025. The press release is attached hereto as Exhibit 99.1.

The information set forth herein, including the exhibit attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in any such filing.

Item 9.01.    Financial Statements and Exhibits. (d)    Exhibits.

Exhibit No.Description of Exhibit 99.1 Press release dated November 5, 2025

104Cover Page Interactive Data File (the cover page XBRL tags are embedded within the Inline XBRL document)

2

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date:November 5, 2025CF INDUSTRIES HOLDINGS, INC.

By: /s/ Gregory D. Cameron Name:Gregory D. Cameron Title:Executive Vice President and Chief Financial Officer

3

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2025-08-06 2025-08-06

iso4217:USD

xbrli:shares

iso4217:USD

xbrli:shares

UNITED STATES

SECURITIES AND

EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): August 6, 2025

CF Industries Holdings, Inc.

(Exact name of registrant as specified in its charter)

Delaware

001-32597

20-2697511

(State or other jurisdiction

of incorporation)

(Commission File Number)

(IRS

Employer

Identification No.)

2375 Waterview Drive Northbrook, Illinois

60062

(Address of principal

executive offices)

(Zip Code)

Registrant’s telephone number, including area code (847) 405-2400

(Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

¨Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

¨Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

¨Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

¨Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading symbol(s)

Name of each exchange on which registered

common stock, par value $0.01 per share

CF

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ¨

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  ¨

Item 2.02.Results of Operations and Financial Condition.

On August 7, 2025, CF Industries Holdings, Inc. will host a conference call discussing its results for the quarter ended June 30, 2025, at which the presentation attached hereto as Exhibit 99.1 will be used.

The information set forth herein, including the exhibit attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in any such filing.

Item 9.01.Financial Statements and Exhibits.

(d)            Exhibits.

Exhibit No. Description of Exhibit

99.1

Presentation of CF Industries Holdings, Inc.

dated August 6, 2025

104 Cover Page Interactive Data File (the cover page XBRL tags are embedded within the Inline XBRL document)

2

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: August 6, 2025

CF INDUSTRIES HOLDINGS, INC.

By: /s/ Gregory D. Cameron

Name: Gregory D. Cameron

Title: Executive Vice President and Chief Financial Officer

3

cf-202508060001324404false00013244042025-08-062025-08-06

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): August 6, 2025 CF Industries Holdings, Inc. (Exact name of registrant as specified in its charter)

Delaware001-3259720-2697511 (State or other jurisdiction of incorporation)

(Commission File Number)(IRS Employer Identification No.)

2375 Waterview Drive60062 Northbrook,Illinois(Zip Code) (Address of principal executive offices)

Registrant’s telephone number, including area code (847) 405-2400 (Former name or former address, if changed since last report.) Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading symbol(s)Name of each exchange on which registered common stock, par value $0.01 per shareCFNew York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company    ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o

Item 2.02.    Results of Operations and Financial Condition. On August 6, 2025, CF Industries Holdings, Inc. issued a press release announcing its results for the quarter ended June 30, 2025. The press release is attached hereto as Exhibit 99.1.

The information set forth herein, including the exhibit attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in any such filing.

Item 9.01.    Financial Statements and Exhibits. (d)    Exhibits.

Exhibit No.Description of Exhibit 99.1 Press release dated August 6, 2025

104Cover Page Interactive Data File (the cover page XBRL tags are embedded within the Inline XBRL document)

2

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date:August 6, 2025CF INDUSTRIES HOLDINGS, INC.

By: /s/ Gregory D. Cameron Name:Gregory D. Cameron Title:Executive Vice President and Chief Financial Officer

3

false 0001324404

0001324404

2025-05-07 2025-05-07

iso4217:USD

xbrli:shares

iso4217:USD

xbrli:shares

UNITED STATES

SECURITIES AND

EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): May 7, 2025

CF Industries Holdings, Inc.

(Exact name of registrant as specified in its charter)

Delaware

001-32597

20-2697511

(State or other jurisdiction

of incorporation)

(Commission File Number)

(IRS

Employer

Identification No.)

2375 Waterview Drive Northbrook, Illinois

60062

(Address of principal

executive offices)

(Zip Code)

Registrant’s telephone number, including area code (847) 405-2400

(Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

¨Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

¨Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

¨Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

¨Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading symbol(s)

Name of each exchange on which registered

common stock, par value $0.01 per share

CF

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ¨

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  ¨

Item 2.02.Results of Operations and Financial Condition.

On May 8, 2025, CF Industries Holdings, Inc. will host a conference call discussing its results for the quarter ended March 31, 2025, at which the presentation attached hereto as Exhibit 99.1 will be used.

The information set forth herein, including the exhibit attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in any such filing.

Item 9.01.Financial Statements and Exhibits.

(d)Exhibits.

Exhibit No. Description of Exhibit

99.1

Presentation of CF Industries Holdings, Inc. dated May 7, 2025

104 Cover Page Interactive Data File (the cover page XBRL tags are embedded within the Inline XBRL document)

2

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: May 7, 2025

CF INDUSTRIES HOLDINGS, INC.

By: /s/ Gregory D. Cameron

Name: Gregory D. Cameron

Title: Executive Vice President and Chief Financial Officer

3

cf-202505070001324404false00013244042025-05-072025-05-07

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): May 7, 2025 CF Industries Holdings, Inc. (Exact name of registrant as specified in its charter)

Delaware001-3259720-2697511 (State or other jurisdiction of incorporation)

(Commission File Number)(IRS Employer Identification No.)

2375 Waterview Drive60062 Northbrook,Illinois(Zip Code) (Address of principal executive offices)

Registrant’s telephone number, including area code (847) 405-2400 (Former name or former address, if changed since last report.) Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading symbol(s)Name of each exchange on which registered common stock, par value $0.01 per shareCFNew York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company    ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o

Item 2.02.    Results of Operations and Financial Condition. On May 7, 2025, CF Industries Holdings, Inc. issued a press release announcing its results for the quarter ended March 31, 2025. The press release is attached hereto as Exhibit 99.1.

The information set forth herein, including the exhibit attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in any such filing.

Item 9.01.    Financial Statements and Exhibits. (d)    Exhibits.

Exhibit No.Description of Exhibit 99.1 Press release dated May 7, 2025

104Cover Page Interactive Data File (the cover page XBRL tags are embedded within the Inline XBRL document)

2

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date:May 7, 2025CF INDUSTRIES HOLDINGS, INC.

By: /s/ Gregory D. Cameron Name:Gregory D. Cameron Title:Executive Vice President and Chief Financial Officer

3

false 0001324404

0001324404

2025-02-19 2025-02-19

iso4217:USD

xbrli:shares

iso4217:USD

xbrli:shares

UNITED STATES

SECURITIES AND

EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): February 19, 2025

CF Industries Holdings, Inc.

(Exact name of registrant as specified in its charter)

Delaware

001-32597

20-2697511

(State or other jurisdiction

of incorporation)

(Commission File Number)

(IRS

Employer

Identification No.)

2375 Waterview Drive Northbrook, Illinois

60062

(Address of principal

executive offices)

(Zip Code)

Registrant’s telephone number, including area code (847) 405-2400

(Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

¨Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

¨Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

¨Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

¨Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading symbol(s)

Name of each exchange on which registered

common stock, par value $0.01 per share

CF

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ¨

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  ¨

Item 2.02.Results of Operations and Financial Condition.

On February 20, 2025, CF Industries Holdings, Inc. will host a conference call discussing its results for the quarter and year ended December 31, 2024, at which the presentation attached hereto as Exhibit 99.1 will be used.

The information set forth herein, including the exhibit attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in any such filing.

Item 9.01.Financial Statements and Exhibits.

(d)          Exhibits.

Exhibit No. Description of Exhibit

99.1

Presentation of CF Industries Holdings, Inc. dated February 19, 2025

104

Cover Page Interactive Data File (the cover page XBRL tags are embedded within the Inline XBRL document)

2

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: February 19, 2025

CF INDUSTRIES HOLDINGS, INC.

By: /s/ Gregory D. Cameron

Name: Gregory D. Cameron

Title: Executive Vice President and Chief Financial Officer

3

cf-202502190001324404false00013244042025-02-192025-02-19

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): February 19, 2025 CF Industries Holdings, Inc. (Exact name of registrant as specified in its charter)

Delaware001-3259720-2697511 (State or other jurisdiction of incorporation)

(Commission File Number)(IRS Employer Identification No.)

2375 Waterview Drive60062 Northbrook,Illinois(Zip Code) (Address of principal executive offices)

Registrant’s telephone number, including area code (847) 405-2400 (Former name or former address, if changed since last report.) Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading symbol(s)Name of each exchange on which registered common stock, par value $0.01 per shareCFNew York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company    ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o

Item 2.02.    Results of Operations and Financial Condition. On February 19, 2025, CF Industries Holdings, Inc. issued a press release announcing its results for the quarter and year ended December 31, 2024. The press release is attached hereto as Exhibit 99.1.

The information set forth herein, including the exhibit attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in any such filing.

Item 9.01.    Financial Statements and Exhibits. (d)    Exhibits.

Exhibit No.Description of Exhibit 99.1 Press release dated February 19, 2025

104Cover Page Interactive Data File (the cover page XBRL tags are embedded within the Inline XBRL document)

2

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date:February 19, 2025CF INDUSTRIES HOLDINGS, INC.

By: /s/ Gregory D. Cameron Name:Gregory D. Cameron Title:Executive Vice President and Chief Financial Officer

3

false 0001324404

0001324404

2024-10-30 2024-10-30

iso4217:USD

xbrli:shares

iso4217:USD

xbrli:shares

UNITED STATES

SECURITIES AND

EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): October 30, 2024

CF Industries Holdings, Inc.

(Exact name of registrant as specified in its charter)

Delaware

001-32597

20-2697511

(State or other jurisdiction

of incorporation)

(Commission File Number)

(IRS

Employer

Identification No.)

2375 Waterview Drive Northbrook, Illinois

60062

(Address of principal

executive offices)

(Zip Code)

Registrant’s telephone number, including area code (847) 405-2400

(Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

¨Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

¨Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

¨Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

¨Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading symbol(s)

Name of each exchange on which registered

common stock, par value $0.01 per share

CF

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ¨

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  ¨

Item 2.02.Results of Operations and Financial Condition.

On October 31, 2024, CF Industries Holdings, Inc. will host a conference call discussing its results for the quarter ended September 30, 2024, at which the presentation attached hereto as Exhibit 99.1 will be used.

The information set forth herein, including the exhibit attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in any such filing.

Item 9.01.Financial Statements and Exhibits.

(d)            Exhibits.

Exhibit No. Description of Exhibit

99.1

Presentation of CF Industries Holdings, Inc. dated October 30, 2024

104

Cover Page Interactive Data File (the cover page XBRL tags are embedded within the Inline XBRL document)

2

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: October 30, 2024

CF INDUSTRIES HOLDINGS, INC.

By: /s/ Gregory D. Cameron

Name: Gregory D. Cameron

Title: Executive Vice President and Chief Financial Officer

3

cf-202410300001324404false00013244042024-10-302024-10-30

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): October 30, 2024 CF Industries Holdings, Inc. (Exact name of registrant as specified in its charter)

Delaware001-3259720-2697511 (State or other jurisdiction of incorporation)

(Commission File Number)(IRS Employer Identification No.)

2375 Waterview Drive60062 Northbrook,Illinois(Zip Code) (Address of principal executive offices)

Registrant’s telephone number, including area code (847) 405-2400 (Former name or former address, if changed since last report.) Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading symbol(s)Name of each exchange on which registered common stock, par value $0.01 per shareCFNew York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company    ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o

Item 2.02.    Results of Operations and Financial Condition. On October 30, 2024, CF Industries Holdings, Inc. issued a press release announcing its results for the quarter ended September 30, 2024. The press release is attached hereto as Exhibit 99.1.

The information set forth herein, including the exhibit attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in any such filing.

Item 9.01.    Financial Statements and Exhibits. (d)    Exhibits.

Exhibit No.Description of Exhibit 99.1 Press release dated October 30, 2024

104Cover Page Interactive Data File (the cover page XBRL tags are embedded within the Inline XBRL document)

2

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date:October 30, 2024CF INDUSTRIES HOLDINGS, INC.

By: /s/ Gregory D. Cameron Name:Gregory D. Cameron Title:Executive Vice President and Chief Financial Officer

3

false 0001324404

0001324404

2024-08-07 2024-08-07

iso4217:USD

xbrli:shares

iso4217:USD

xbrli:shares

UNITED STATES

SECURITIES AND

EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): August 7, 2024

CF Industries Holdings, Inc.

(Exact name of registrant as specified in its charter)

Delaware

001-32597

20-2697511

(State or other jurisdiction

of incorporation)

(Commission File Number)

(IRS

Employer

Identification No.)

2375 Waterview Drive Northbrook, Illinois

60062

(Address of principal

executive offices)

(Zip Code)

Registrant’s telephone number, including area code (847) 405-2400

(Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

¨Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

¨Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

¨Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

¨Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading symbol(s)

Name of each exchange on which registered

common stock, par value $0.01 per share

CF

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ¨

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  ¨

Item 2.02.Results of Operations and Financial Condition.

On August 8, 2024, CF Industries Holdings, Inc. will host a conference call discussing its results for the quarter ended June 30, 2024, at which the presentation attached hereto as Exhibit 99.1 will be used.

The information set forth herein, including the exhibit attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in any such filing.

Item 9.01.Financial Statements and Exhibits.

(d)       Exhibits.

Exhibit No. Description of Exhibit

99.1

Presentation of CF Industries Holdings,

Inc. dated August 7, 2024

104 Cover Page Interactive Data File (the cover page XBRL tags are embedded within the Inline XBRL document)

2

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: August 7, 2024

CF INDUSTRIES HOLDINGS, INC.

By: /s/ Gregory D. Cameron

Name: Gregory D. Cameron

Title: Executive Vice President and Chief Financial Officer

3

cf-202408070001324404false00013244042024-08-072024-08-07

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): August 7, 2024 CF Industries Holdings, Inc. (Exact name of registrant as specified in its charter)

Delaware001-3259720-2697511 (State or other jurisdiction of incorporation)

(Commission File Number)(IRS Employer Identification No.)

2375 Waterview Drive60062 Northbrook,Illinois(Zip Code) (Address of principal executive offices)

Registrant’s telephone number, including area code (847) 405-2400 (Former name or former address, if changed since last report.) Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading symbol(s)Name of each exchange on which registered common stock, par value $0.01 per shareCFNew York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company    ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o

Item 2.02.    Results of Operations and Financial Condition. On August 7, 2024, CF Industries Holdings, Inc. issued a press release announcing its results for the quarter ended June 30, 2024. The press release is attached hereto as Exhibit 99.1.

The information set forth herein, including the exhibit attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in any such filing.

Item 9.01.    Financial Statements and Exhibits. (d)    Exhibits.

Exhibit No.Description of Exhibit 99.1 Press release dated August 7, 2024

104Cover Page Interactive Data File (the cover page XBRL tags are embedded within the Inline XBRL document)

2

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date:August 7, 2024CF INDUSTRIES HOLDINGS, INC.

By: /s/ Gregory D. Cameron Name:Gregory D. Cameron Title:Executive Vice President and Chief Financial Officer

3

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0001324404

2024-05-01 2024-05-01

iso4217:USD

xbrli:shares

iso4217:USD

xbrli:shares

UNITED STATES

SECURITIES AND

EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): May 1, 2024

CF Industries Holdings, Inc.

(Exact name of registrant as specified in its charter)

Delaware

001-32597

20-2697511

(State or other jurisdiction

of incorporation)

(Commission File Number)

(IRS

Employer

Identification No.)

2375 Waterview Drive Northbrook, Illinois

60062

(Address of principal

executive offices)

(Zip Code)

Registrant’s telephone number, including area code (847) 405-2400

(Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

¨Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

¨Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

¨Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

¨Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading symbol(s)

Name of each exchange on which registered

common stock, par value $0.01 per share

CF

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ¨

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  ¨

Item 2.02.Results of Operations and Financial Condition.

On May 2, 2024, CF Industries Holdings, Inc. will host a conference call discussing its results for the quarter ended March 31, 2024, at which the presentation attached hereto as Exhibit 99.1 will be used.

The information set forth herein, including the exhibit attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in any such filing.

Item 9.01.Financial Statements and Exhibits.

(d)       Exhibits.

Exhibit No. Description of Exhibit

99.1

Presentation of CF Industries Holdings,

Inc. dated May 1, 2024

104 Cover Page Interactive Data File (the cover page XBRL tags are embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: May 1, 2024

CF INDUSTRIES HOLDINGS, INC.

By: /s/ Christopher D. Bohn

Name: Christopher D. Bohn

Title: Executive Vice President and Chief Operating Officer

cf-202405010001324404false00013244042024-05-012024-05-01

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): May 1, 2024 CF Industries Holdings, Inc. (Exact name of registrant as specified in its charter)

Delaware001-3259720-2697511 (State or other jurisdiction of incorporation)

(Commission File Number)(IRS Employer Identification No.)

2375 Waterview Drive60062 Northbrook,Illinois(Zip Code) (Address of principal executive offices)

Registrant’s telephone number, including area code (847) 405-2400 (Former name or former address, if changed since last report.) Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading symbol(s)Name of each exchange on which registered common stock, par value $0.01 per shareCFNew York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company    ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o

Item 2.02.    Results of Operations and Financial Condition. On May 1, 2024, CF Industries Holdings, Inc. issued a press release announcing its results for the quarter ended March 31, 2024. The press release is attached hereto as Exhibit 99.1.

The information set forth herein, including the exhibit attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in any such filing.

Item 9.01.    Financial Statements and Exhibits. (d)    Exhibits.

Exhibit No.Description of Exhibit 99.1 Press release dated May 1, 2024

104Cover Page Interactive Data File (the cover page XBRL tags are embedded within the Inline XBRL document)

2

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date:May 1, 2024CF INDUSTRIES HOLDINGS, INC.

By: /s/ Christopher D. Bohn Name:Christopher D. Bohn Title:Executive Vice President and Chief Operating Officer

3