Martin Juracek
Senior Vice President, Investor Relations
Replay available
CF Industries Holdings, Inc. (NYSE: CF) Q4 2025 earnings conference call, held 2026-02-19. Replay captured from the company's public earnings webcast.

Senior Vice President, Investor Relations
President and Chief Executive Officer
Executive Vice President and Chief Commercial Officer
Vice President, Interim Chief Financial Officer and Chief Accounting Officer
Analyst, RBC Capital Markets
Analyst, BMO Capital Markets
Analyst, Wells Fargo Securities
Analyst, Oppenheimer & Co.
Analyst, Wolfe Research
Analyst, UBS Investment Bank
Analyst, Bank of America Securities
Analyst, BMT
Analyst, MISI
Analyst, Morgan Stanley (on behalf of Vincent Andrews)
Good day and welcome to the CF Industries fourth quarter 2025 earnings conference call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then one on your touchtone phone. To withdraw your question, please press star then two. Please note, this event is being recorded. I would now like to turn the conference over to Martin Juracek. Please go ahead. Good morning, and thanks for joining the CF Industries Earnings Conference Call. With me today are Chris Bone, President and CEO, Burt Frost, Executive Vice President and Chief Commercial Officer, and Rich Hoeger, Vice President, Interim CFO, and Chief Accounting Officer. CF Industries reported its results for the full year and fourth quarter of 2025 yesterday afternoon. On this call, we'll review the results, discuss our outlook, and then host a question and answer session. Statements made on this call and in the presentation on our website that are not historical facts are forward-looking statements. These statements are not guarantees of future performance and involve risks, uncertainties, and assumptions that are difficult to predict. Therefore, actual outcomes and results may differ materially from what is expressed or implied in any statements. More detailed information about factors that may affect our performance may be found in our filing, SEC, which are available on our website. Also, you will find reconciliations between GAAP and non-GAAP measures in the press release and presentation posted on our website. Now, let me introduce Chris Bone. Thanks, Martin, and good morning, everyone. Yesterday afte...