Is CF Industries Undervalued? A Deep Dive Into the World’s Largest Ammonia Producer

Views: 128 2026-06-11 CF Industries Holdings is the world’s largest producer of ammonia and a leading manufacturer of nitrogen-based fertilisers, including urea and ammonium nitrate. Founded in 1946 and headquartered in Northbrook, Illinois, it operates nine nitrogen-manufacturing complexes across North America and the United Kingdom. Revenue is generated by selling ammonia, urea, UAN, and AN products principally to agricultural customers. CF benefits from structurally low North American natural gas costs relative to global peers. The company is also investing in clean and low-carbon ammonia as a future energy carrier. With ~2,800 employees, FY2025 revenues reached $7.1 billion and adjusted EBITDA …

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