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Side-by-side financial comparison of Agilent Technologies (A) and CF Industries (CF). Click either name above to swap in a different company.
CF Industries is the larger business by last-quarter revenue ($1.9B vs $1.8B, roughly 1.0× Agilent Technologies). CF Industries runs the higher net margin — 26.4% vs 17.0%, a 9.5% gap on every dollar of revenue. On growth, CF Industries posted the faster year-over-year revenue change (22.8% vs 7.0%). CF Industries produced more free cash flow last quarter ($313.0M vs $175.0M). Over the past eight quarters, CF Industries's revenue compounded faster (12.8% CAGR vs 6.9%).
Agilent Technologies, Inc. provides application focused solutions to the life sciences, diagnostics, and applied chemical markets worldwide. The Life Sciences and Applied Markets segment offers liquid chromatography systems and components; liquid chromatography mass spectrometry systems; gas chromatography systems and components; gas chromatography mass spectrometry systems; inductively coupled plasma mass spectrometry instruments; atomic absorption instruments; microwave plasma-atomic emissi...
CF Industries Holdings, Inc. is an American manufacturer and distributor of agricultural fertilizers, including ammonia, urea, and ammonium nitrate products. The company is based in Northbrook, Illinois, a suburb of Chicago, and was founded in 1946 as the Central Farmers Fertilizer Company. For its first 56 years, it was a federation of regional agricultural supply cooperatives. CF then demutualized, and became a publicly traded company.
A vs CF — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.8B | $1.9B |
| Net Profit | $305.0M | $495.0M |
| Gross Margin | 52.6% | 40.9% |
| Operating Margin | 19.6% | 33.0% |
| Net Margin | 17.0% | 26.4% |
| Revenue YoY | 7.0% | 22.8% |
| Net Profit YoY | -4.1% | 26.3% |
| EPS (diluted) | $1.07 | $2.56 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $1.8B | — | ||
| Q4 25 | $1.9B | $1.9B | ||
| Q3 25 | $1.7B | $1.7B | ||
| Q2 25 | $1.7B | $1.9B | ||
| Q1 25 | $1.7B | $1.7B | ||
| Q4 24 | $1.7B | $1.5B | ||
| Q3 24 | $1.6B | $1.4B | ||
| Q2 24 | $1.6B | $1.6B |
| Q1 26 | $305.0M | — | ||
| Q4 25 | $434.0M | $495.0M | ||
| Q3 25 | $336.0M | $460.0M | ||
| Q2 25 | $215.0M | $492.0M | ||
| Q1 25 | $318.0M | $351.0M | ||
| Q4 24 | $351.0M | $392.0M | ||
| Q3 24 | $282.0M | $341.0M | ||
| Q2 24 | $308.0M | $506.0M |
| Q1 26 | 52.6% | — | ||
| Q4 25 | 53.2% | 40.9% | ||
| Q3 25 | 51.1% | 38.1% | ||
| Q2 25 | 51.9% | 39.9% | ||
| Q1 25 | 53.5% | 34.4% | ||
| Q4 24 | 53.9% | 34.4% | ||
| Q3 24 | 54.2% | 32.4% | ||
| Q2 24 | 54.4% | 43.2% |
| Q1 26 | 19.6% | — | ||
| Q4 25 | 23.8% | 33.0% | ||
| Q3 25 | 20.7% | 35.0% | ||
| Q2 25 | 18.0% | 34.3% | ||
| Q1 25 | 22.4% | 27.4% | ||
| Q4 24 | 24.0% | 28.9% | ||
| Q3 24 | 21.1% | 26.6% | ||
| Q2 24 | 23.1% | 40.6% |
| Q1 26 | 17.0% | — | ||
| Q4 25 | 23.3% | 26.4% | ||
| Q3 25 | 19.3% | 27.7% | ||
| Q2 25 | 12.9% | 26.0% | ||
| Q1 25 | 18.9% | 21.1% | ||
| Q4 24 | 20.6% | 25.7% | ||
| Q3 24 | 17.9% | 24.9% | ||
| Q2 24 | 19.6% | 32.2% |
| Q1 26 | $1.07 | — | ||
| Q4 25 | $1.53 | $2.56 | ||
| Q3 25 | $1.18 | $2.19 | ||
| Q2 25 | $0.75 | $2.37 | ||
| Q1 25 | $1.11 | $1.85 | ||
| Q4 24 | $1.23 | $1.86 | ||
| Q3 24 | $0.97 | $1.55 | ||
| Q2 24 | $1.05 | $2.30 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.8B | — |
| Total DebtLower is stronger | $3.0B | $3.2B |
| Stockholders' EquityBook value | $6.9B | $4.8B |
| Total Assets | $12.8B | $14.1B |
| Debt / EquityLower = less leverage | 0.44× | 0.66× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.8B | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | $1.7B | — |
| Q1 26 | $3.0B | — | ||
| Q4 25 | $3.0B | $3.2B | ||
| Q3 25 | $3.4B | $3.0B | ||
| Q2 25 | $3.3B | $3.0B | ||
| Q1 25 | $3.3B | $3.0B | ||
| Q4 24 | $3.3B | $3.0B | ||
| Q3 24 | $2.1B | $3.0B | ||
| Q2 24 | $2.1B | $3.0B |
| Q1 26 | $6.9B | — | ||
| Q4 25 | $6.7B | $4.8B | ||
| Q3 25 | $6.4B | $4.8B | ||
| Q2 25 | $6.1B | $5.0B | ||
| Q1 25 | $6.0B | $4.8B | ||
| Q4 24 | $5.9B | $5.0B | ||
| Q3 24 | $5.9B | $5.2B | ||
| Q2 24 | $6.2B | $5.5B |
| Q1 26 | $12.8B | — | ||
| Q4 25 | $12.7B | $14.1B | ||
| Q3 25 | $12.2B | $14.2B | ||
| Q2 25 | $12.2B | $13.8B | ||
| Q1 25 | $11.9B | $13.3B | ||
| Q4 24 | $11.8B | $13.5B | ||
| Q3 24 | $11.0B | $13.8B | ||
| Q2 24 | $10.9B | $13.8B |
| Q1 26 | 0.44× | — | ||
| Q4 25 | 0.45× | 0.66× | ||
| Q3 25 | 0.53× | 0.61× | ||
| Q2 25 | 0.55× | 0.60× | ||
| Q1 25 | 0.56× | 0.62× | ||
| Q4 24 | 0.57× | 0.60× | ||
| Q3 24 | 0.36× | 0.57× | ||
| Q2 24 | 0.34× | 0.54× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $268.0M | $539.0M |
| Free Cash FlowOCF − Capex | $175.0M | $313.0M |
| FCF MarginFCF / Revenue | 9.7% | 16.7% |
| Capex IntensityCapex / Revenue | 5.2% | 12.1% |
| Cash ConversionOCF / Net Profit | 0.88× | 1.09× |
| TTM Free Cash FlowTrailing 4 quarters | $993.0M | $1.8B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $268.0M | — | ||
| Q4 25 | $545.0M | $539.0M | ||
| Q3 25 | $362.0M | $1.1B | ||
| Q2 25 | $221.0M | $563.0M | ||
| Q1 25 | $431.0M | $586.0M | ||
| Q4 24 | $481.0M | $420.0M | ||
| Q3 24 | $452.0M | $931.0M | ||
| Q2 24 | $333.0M | $475.0M |
| Q1 26 | $175.0M | — | ||
| Q4 25 | $452.0M | $313.0M | ||
| Q3 25 | $259.0M | $717.0M | ||
| Q2 25 | $107.0M | $318.0M | ||
| Q1 25 | $334.0M | $454.0M | ||
| Q4 24 | $388.0M | $223.0M | ||
| Q3 24 | $360.0M | $792.0M | ||
| Q2 24 | $230.0M | $391.0M |
| Q1 26 | 9.7% | — | ||
| Q4 25 | 24.3% | 16.7% | ||
| Q3 25 | 14.9% | 43.2% | ||
| Q2 25 | 6.4% | 16.8% | ||
| Q1 25 | 19.9% | 27.3% | ||
| Q4 24 | 22.8% | 14.6% | ||
| Q3 24 | 22.8% | 57.8% | ||
| Q2 24 | 14.6% | 24.9% |
| Q1 26 | 5.2% | — | ||
| Q4 25 | 5.0% | 12.1% | ||
| Q3 25 | 5.9% | 20.9% | ||
| Q2 25 | 6.8% | 13.0% | ||
| Q1 25 | 5.8% | 7.9% | ||
| Q4 24 | 5.5% | 12.9% | ||
| Q3 24 | 5.8% | 10.1% | ||
| Q2 24 | 6.5% | 5.3% |
| Q1 26 | 0.88× | — | ||
| Q4 25 | 1.26× | 1.09× | ||
| Q3 25 | 1.08× | 2.31× | ||
| Q2 25 | 1.03× | 1.14× | ||
| Q1 25 | 1.36× | 1.67× | ||
| Q4 24 | 1.37× | 1.07× | ||
| Q3 24 | 1.60× | 2.73× | ||
| Q2 24 | 1.08× | 0.94× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
A
| Service Other | $525.0M | 29% |
| Chemicaland Energy Market | $422.0M | 23% |
| Agilent Cross Lab | $273.0M | 15% |
| Environmentaland Forensics Market | $177.0M | 10% |
| Food Market | $166.0M | 9% |
| Academiaand Government Market | $130.0M | 7% |
| Applied Markets | $98.0M | 5% |
CF
| Ammonia | $591.0M | 32% |
| UAN | $493.0M | 26% |
| Urea | $372.0M | 20% |
| Other | $244.0M | 13% |
| Other Products | $147.0M | 8% |
| Ammonium Nitrate Segment | $25.0M | 1% |
