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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
CF Industries
CF Industries (CF) investor relations material
CF Industries Bank of America 2026 Global Agriculture and Materials Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Bank of America 2026 Global Agriculture and Materials Conference summary25 Feb, 2026
2025 performance and operational highlights
Achieved $2.9 billion EBITDA and $1.8 billion free cash flow in 2025, with 97% asset utilization and strong safety metrics.
Consistently exceeded expectations in EBITDA and free cash flow since 2021.
Nitrogen and ammonia market dynamics
Ammonia market remains structurally strong, with global demand at 200 million tons and only 15-17 million tons seaborne traded.
U.S. producers benefit from low-cost gas and efficient logistics, maintaining a competitive edge.
Pipeline capacity is fully subscribed, limiting the ability of new Gulf Coast plants to supply the Midwest.
Farmers choose between urea, UAN, and ammonia based on economics, with the company upgrading ammonia to higher-value products where possible.
DEF and product innovation
DEF market has grown significantly since 2010, with dosing rates for emissions control expected to double or triple compared to 15 years ago.
New equipment and applications in agriculture and trucking are driving DEF demand.
Recent policy changes may offer more flexibility for farmers but do not eliminate DEF use.
Ongoing investment in DEF as a growth market.
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Next CF Industries earnings date
Q1 20267 May, 2026
CF Industries
Next CF Industries earnings date
Q1 20267 May, 2026
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Frequently asked questions
CF Industries Holdings, Inc. manufactures and sells hydrogen and nitrogen products for energy, fertilizer, emissions abatement, and other industrial activities worldwide. It operates in two segments, Nitrogen Fertilizer and Industrial Gases. The Nitrogen Fertilizer segment produces ammonia, urea ammonium nitrate, nitric acid, anhydrous ammonia, calcium ammonium nitrate, ammonium nitrate solutions, urea solutions, and polymers. This segment sells its products to the agricultural sector through its ammonia plants as well as to feedstock customers; powers methanol production with CO; and supplies gaseous fuels primarily to emitters of nitrogen oxides under long-term supply contracts. The company was founded in 1946 and is headquartered in Deerfield, Illinois.
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