What CF Industries's FY2025 10-K says: 12 signals
CF Industries filed its latest 10-K with the SEC on Feb 25, 2026. It discusses joint venture, competitor named and customer concentration.
Public (CF)Financial Services10,000+ employeescfindustries.comLinkedIn
- Filed
- Feb 25, 2026
- Period
- FY2025
- Fiscal year end
- 12/31
- Filings
- 1
10-K · latest 8
What CF Industries's 10-K filings say
- SEC EDGAR
10-K · FY2025
Filed · Fiscal year ends 12/31 · 12 signals
Yazoo City facility production idled until at least Q4 2026 after November 2025 incident
A manufacturing incident has forced the complete, temporary shutdown of the Yazoo City, MS production site.
SunocoThe National Gas Company of Trinidad and Tobago Limited (NGC)Tulsa-Rogers County Port AuthorityNutrien Ltd.
Trinidad joint venture faces natural gas curtailments; supply contract expired Jan 1, 2026
The PLNL joint venture in Trinidad is experiencing disruptions in its primary raw material, natural gas, which has already reduced ammonia production.
The National Gas Company of Trinidad and Tobago Limited (NGC)Koch Fertilizer LLC
Natural gas represents 34% of total production costs, consuming 350 million MMBtus in 2025
The company's profitability is heavily exposed to volatile natural gas prices, which constitute over a third of production costs.
34%
natural gas as a percentage of total production costs in 2025
Nutrien Ltd.Koch Fertilizer LLCLSB IndustriesCVR Partners, LP
Largest customer, CHS, accounted for 13% of consolidated net sales in 2025
The company has a significant revenue dependency on its largest customer, CHS.
13%
percentage of consolidated net sales from largest customer (CHS) in 2025
CHS
CF Industries names Nutrien, Koch, Yara and others as key competitors in North America and UK.
The company identifies a mix of North American and international players creating intense price competition, including Nutrien, Koch Fertilizer, and Yara.
SunocoNutrien Ltd.Koch Fertilizer LLCLSB Industries
Manages a large, leased transportation fleet including ~5,000 railcars and 42 river barges
The company relies on a complex, multi-modal distribution network with a significant number of leased assets to move product.
Sunoco
Faces intense price competition from named rivals Nutrien, Koch Fertilizer, and Yara
The company operates in a global, intensely competitive market where delivered price is the primary purchasing driver.
Nutrien Ltd.Koch Fertilizer LLCLSB IndustriesCVR Partners, LP
The Point Lisas ammonia production facility, a joint venture with Koch Fertilizer, has suffered from reduced production due to natural gas curtailments from its supplier, NGC.
The National Gas Company of Trinidad and Tobago Limited (NGC)Koch Fertilizer LLC
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Questions about CF Industries 10-K
When did CF Industries file its latest 10-K?
What does CF Industries's latest 10-K say about manufacturing issue?
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Source. Annual reports (Form 10-K) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .