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AI Earnings Predictions for CF Industries Holdings Inc. (CF)

Machine learning predictions based on historical earnings data and price patterns

Latest Prediction

BUY

1-Day Prediction

+2.01%

$97.74

100% positive prob.

5-Day Prediction

+5.64%

$101.23

100% positive prob.

20-Day Prediction

+10.14%

$105.53

95% positive prob.

Price at prediction: $95.82 Confidence: 100.0% Model AUC: 1.0000 Quarter: Q4 2025

Earnings Transcripts

SEC 8-K filings with transcript text

View All
2025
Q4

Q4 2025 Earnings

8-K BUY

Feb 18, 2026 · 100% conf.

AI Prediction BUY

1D

+2.01%

$97.74

Act: +3.80%

5D

+5.64%

$101.23

Act: +0.33%

20D

+10.14%

$105.53

Price: $95.82 Prob +5D: 100% AUC: 1.000
0001104659-26-017110

false 0001324404

0001324404

2026-02-18 2026-02-18

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 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

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: 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

2025
Q4

Q4 2025 Earnings

8-K BUY

Feb 18, 2026 · 100% conf.

AI Prediction BUY

1D

+2.01%

$97.74

Act: +3.80%

5D

+5.64%

$101.23

Act: +0.33%

20D

+10.14%

$105.53

Price: $95.82 Prob +5D: 100% AUC: 1.000
0001324404-26-000003

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)

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 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

2025
Q3

Q3 2025 Earnings

8-K

Nov 5, 2025

0001104659-25-107103

false 0001324404

0001324404

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

2025
Q3

Q3 2025 Earnings

8-K

Nov 5, 2025

0001324404-25-000028

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

2025
Q2

Q2 2025 Earnings

8-K

Aug 6, 2025

0001104659-25-074767

false 0001324404

0001324404

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

2025
Q2

Q2 2025 Earnings

8-K

Aug 6, 2025

0001324404-25-000022

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

2025
Q1

Q1 2025 Earnings

8-K

May 7, 2025

0001104659-25-045606

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

2025
Q1

Q1 2025 Earnings

8-K

May 7, 2025

0001324404-25-000013

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

2024
Q4

Q4 2024 Earnings

8-K

Feb 19, 2025

0001104659-25-015219

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

2024
Q4

Q4 2024 Earnings

8-K

Feb 19, 2025

0001324404-25-000004

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

2024
Q3

Q3 2024 Earnings

8-K

Oct 30, 2024

0001104659-24-112673

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

2024
Q3

Q3 2024 Earnings

8-K

Oct 30, 2024

0001324404-24-000024

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

2024
Q2

Q2 2024 Earnings

8-K

Aug 7, 2024

0001104659-24-086801

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

2024
Q2

Q2 2024 Earnings

8-K

Aug 7, 2024

0001324404-24-000018

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

2024
Q1

Q1 2024 Earnings

8-K

May 1, 2024

0001104659-24-055837

false 0001324404

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

2024
Q1

Q1 2024 Earnings

8-K

May 1, 2024

0001324404-24-000012

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

2023
Q4

Q4 2023 Earnings

8-K/A

Feb 15, 2024

0001324404-24-000005

cf-202402140001324404true00013244042024-02-142024-02-14

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549


FORM 8-K/A

(Amendment No. 1)

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 14, 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

Explanatory Note This Form 8-K/A is being filed as an amendment to the Current Report on Form 8-K filed by CF Industries Holdings, Inc. (the “Company”) on February 14, 2024 (the “Original Form 8-K”). This amendment is being filed to replace the press release furnished as Exhibit 99.1 (the “Original Press Release”) with a corrected press release issued by the Company, which added a row of the Condensed Consolidated Balance Sheets titled “Intangible assets—net” that was inadvertently omitted from page 15 of the Original Press Release. Except as described above, all other information in the Original Form 8-K remains unchanged.

Item 2.02.    Results of Operations and Financial Condition. On February 14, 2024, CF Industries Holdings, Inc. issued a press release announcing its results for the quarter and year ended December 31, 2023. 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 14, 2024 (Corrected)

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 14, 2024CF INDUSTRIES HOLDINGS, INC.

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

3

2023
Q4

Q4 2023 Earnings

8-K

Feb 14, 2024

0001104659-24-024069

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0001324404

2024-02-14 2024-02-14

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xbrli:shares

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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 14, 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 February 15, 2024, CF Industries Holdings, Inc. will host a conference call discussing its results for the quarter and year ended December 31, 2023, 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 14, 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: February 14, 2024 CF

INDUSTRIES HOLDINGS, INC.

By: /s/ Christopher D. Bohn

Name: Christopher D. Bohn

Title: Executive Vice President and Chief Operating Officer

3

2023
Q4

Q4 2023 Earnings

8-K

Feb 14, 2024

0001324404-24-000003

cf-202402140001324404false00013244042024-02-142024-02-14

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 14, 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 February 14, 2024, CF Industries Holdings, Inc. issued a press release announcing its results for the quarter and year ended December 31, 2023. 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 14, 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:February 14, 2024CF INDUSTRIES HOLDINGS, INC.

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

3

2023
Q3

Q3 2023 Earnings

8-K

Nov 1, 2023

0001104659-23-113430

false 0001324404

0001324404

2023-11-01 2023-11-01

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): November 1, 2023

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.)

4 Parkway North Deerfield, Illinois

60015

(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 2, 2023, CF Industries Holdings, Inc. will host a conference call discussing its results for the quarter ended September 30, 2023, 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 1, 2023

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 1, 2023 CF

INDUSTRIES HOLDINGS, INC.

By: /s/ Christopher D. Bohn

Name: Christopher D. Bohn

Title: Executive Vice President and Chief Financial Officer

3

About CF Industries Holdings Inc. (CF) Earnings

This page provides CF Industries Holdings Inc. (CF) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.

Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on CF's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.

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