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Side-by-side financial comparison of CF Industries (CF) and DXC Technology Co (DXC). Click either name above to swap in a different company.
DXC Technology Co is the larger business by last-quarter revenue ($3.2B vs $1.9B, roughly 1.7× CF Industries). CF Industries runs the higher net margin — 26.4% vs 3.4%, a 23.1% gap on every dollar of revenue. On growth, CF Industries posted the faster year-over-year revenue change (22.8% vs -1.0%). DXC Technology Co produced more free cash flow last quarter ($359.0M vs $313.0M). Over the past eight quarters, CF Industries's revenue compounded faster (12.8% CAGR vs -2.9%).
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.
DXC Technology Company is an American multinational information technology (IT) services and consulting company headquartered in Ashburn, Virginia.
CF vs DXC — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $3.2B |
| Net Profit | $495.0M | $107.0M |
| Gross Margin | 40.9% | — |
| Operating Margin | 33.0% | 8.2% |
| Net Margin | 26.4% | 3.4% |
| Revenue YoY | 22.8% | -1.0% |
| Net Profit YoY | 26.3% | 87.7% |
| EPS (diluted) | $2.56 | $0.61 |
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.
| Q4 25 | $1.9B | $3.2B | ||
| Q3 25 | $1.7B | $3.2B | ||
| Q2 25 | $1.9B | $3.2B | ||
| Q1 25 | $1.7B | $3.2B | ||
| Q4 24 | $1.5B | $3.2B | ||
| Q3 24 | $1.4B | $3.2B | ||
| Q2 24 | $1.6B | $3.2B | ||
| Q1 24 | $1.5B | $3.4B |
| Q4 25 | $495.0M | $107.0M | ||
| Q3 25 | $460.0M | $36.0M | ||
| Q2 25 | $492.0M | $16.0M | ||
| Q1 25 | $351.0M | $264.0M | ||
| Q4 24 | $392.0M | $57.0M | ||
| Q3 24 | $341.0M | $42.0M | ||
| Q2 24 | $506.0M | $26.0M | ||
| Q1 24 | $238.0M | $-200.0M |
| Q4 25 | 40.9% | — | ||
| Q3 25 | 38.1% | — | ||
| Q2 25 | 39.9% | — | ||
| Q1 25 | 34.4% | — | ||
| Q4 24 | 34.4% | — | ||
| Q3 24 | 32.4% | — | ||
| Q2 24 | 43.2% | — | ||
| Q1 24 | 27.8% | — |
| Q4 25 | 33.0% | 8.2% | ||
| Q3 25 | 35.0% | 8.0% | ||
| Q2 25 | 34.3% | 6.8% | ||
| Q1 25 | 27.4% | 7.3% | ||
| Q4 24 | 28.9% | 8.9% | ||
| Q3 24 | 26.6% | 8.6% | ||
| Q2 24 | 40.6% | 6.9% | ||
| Q1 24 | 20.6% | 8.2% |
| Q4 25 | 26.4% | 3.4% | ||
| Q3 25 | 27.7% | 1.1% | ||
| Q2 25 | 26.0% | 0.5% | ||
| Q1 25 | 21.1% | 8.3% | ||
| Q4 24 | 25.7% | 1.8% | ||
| Q3 24 | 24.9% | 1.3% | ||
| Q2 24 | 32.2% | 0.8% | ||
| Q1 24 | 16.2% | -5.9% |
| Q4 25 | $2.56 | $0.61 | ||
| Q3 25 | $2.19 | $0.20 | ||
| Q2 25 | $2.37 | $0.09 | ||
| Q1 25 | $1.85 | $1.42 | ||
| Q4 24 | $1.86 | $0.31 | ||
| Q3 24 | $1.55 | $0.23 | ||
| Q2 24 | $2.30 | $0.14 | ||
| Q1 24 | $1.03 | $-1.01 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $1.7B |
| Total DebtLower is stronger | $3.2B | $3.1B |
| Stockholders' EquityBook value | $4.8B | $3.1B |
| Total Assets | $14.1B | $13.2B |
| Debt / EquityLower = less leverage | 0.66× | 0.98× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | — | $1.8B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.3B | ||
| Q1 24 | — | $1.2B |
| Q4 25 | $3.2B | $3.1B | ||
| Q3 25 | $3.0B | $2.4B | ||
| Q2 25 | $3.0B | $3.1B | ||
| Q1 25 | $3.0B | $3.0B | ||
| Q4 24 | $3.0B | $3.6B | ||
| Q3 24 | $3.0B | $3.8B | ||
| Q2 24 | $3.0B | $3.8B | ||
| Q1 24 | $3.0B | $3.8B |
| Q4 25 | $4.8B | $3.1B | ||
| Q3 25 | $4.8B | $3.1B | ||
| Q2 25 | $5.0B | $3.2B | ||
| Q1 25 | $4.8B | $3.2B | ||
| Q4 24 | $5.0B | $3.0B | ||
| Q3 24 | $5.2B | $3.0B | ||
| Q2 24 | $5.5B | $2.9B | ||
| Q1 24 | $5.4B | $2.8B |
| Q4 25 | $14.1B | $13.2B | ||
| Q3 25 | $14.2B | $13.6B | ||
| Q2 25 | $13.8B | $13.4B | ||
| Q1 25 | $13.3B | $13.2B | ||
| Q4 24 | $13.5B | $13.0B | ||
| Q3 24 | $13.8B | $13.5B | ||
| Q2 24 | $13.8B | $13.4B | ||
| Q1 24 | $13.9B | $13.9B |
| Q4 25 | 0.66× | 0.98× | ||
| Q3 25 | 0.61× | 0.77× | ||
| Q2 25 | 0.60× | 0.98× | ||
| Q1 25 | 0.62× | 0.93× | ||
| Q4 24 | 0.60× | 1.22× | ||
| Q3 24 | 0.57× | 1.28× | ||
| Q2 24 | 0.54× | 1.32× | ||
| Q1 24 | 0.55× | 1.36× |
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 | $539.0M | $414.0M |
| Free Cash FlowOCF − Capex | $313.0M | $359.0M |
| FCF MarginFCF / Revenue | 16.7% | 11.2% |
| Capex IntensityCapex / Revenue | 12.1% | 1.7% |
| Cash ConversionOCF / Net Profit | 1.09× | 3.87× |
| TTM Free Cash FlowTrailing 4 quarters | $1.8B | $1.1B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $539.0M | $414.0M | ||
| Q3 25 | $1.1B | $409.0M | ||
| Q2 25 | $563.0M | $186.0M | ||
| Q1 25 | $586.0M | $315.0M | ||
| Q4 24 | $420.0M | $650.0M | ||
| Q3 24 | $931.0M | $195.0M | ||
| Q2 24 | $475.0M | $238.0M | ||
| Q1 24 | $445.0M | $280.0M |
| Q4 25 | $313.0M | $359.0M | ||
| Q3 25 | $717.0M | $365.0M | ||
| Q2 25 | $318.0M | $143.0M | ||
| Q1 25 | $454.0M | $238.0M | ||
| Q4 24 | $223.0M | $568.0M | ||
| Q3 24 | $792.0M | $154.0M | ||
| Q2 24 | $391.0M | $190.0M | ||
| Q1 24 | $347.0M | $242.0M |
| Q4 25 | 16.7% | 11.2% | ||
| Q3 25 | 43.2% | 11.5% | ||
| Q2 25 | 16.8% | 4.5% | ||
| Q1 25 | 27.3% | 7.5% | ||
| Q4 24 | 14.6% | 17.6% | ||
| Q3 24 | 57.8% | 4.8% | ||
| Q2 24 | 24.9% | 5.9% | ||
| Q1 24 | 23.6% | 7.1% |
| Q4 25 | 12.1% | 1.7% | ||
| Q3 25 | 20.9% | 1.4% | ||
| Q2 25 | 13.0% | 1.4% | ||
| Q1 25 | 7.9% | 2.4% | ||
| Q4 24 | 12.9% | 2.5% | ||
| Q3 24 | 10.1% | 1.3% | ||
| Q2 24 | 5.3% | 1.5% | ||
| Q1 24 | 6.7% | 1.1% |
| Q4 25 | 1.09× | 3.87× | ||
| Q3 25 | 2.31× | 11.36× | ||
| Q2 25 | 1.14× | 11.63× | ||
| Q1 25 | 1.67× | 1.19× | ||
| Q4 24 | 1.07× | 11.40× | ||
| Q3 24 | 2.73× | 4.64× | ||
| Q2 24 | 0.94× | 9.15× | ||
| Q1 24 | 1.87× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
DXC
| GIS Segment | $1.6B | 50% |
| CES Segment | $1.3B | 40% |
| Insurance Segment | $321.0M | 10% |
