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Side-by-side financial comparison of CF Industries (CF) and FRESH DEL MONTE PRODUCE INC (FDP). Click either name above to swap in a different company.
CF Industries is the larger business by last-quarter revenue ($1.9B vs $1.0B, roughly 1.8× FRESH DEL MONTE PRODUCE INC). CF Industries runs the higher net margin — 26.4% vs 3.2%, a 23.3% gap on every dollar of revenue. On growth, CF Industries posted the faster year-over-year revenue change (22.8% vs 0.6%). CF Industries produced more free cash flow last quarter ($313.0M vs $-17.2M). Over the past eight quarters, CF Industries's revenue compounded faster (12.8% CAGR vs -4.1%).
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.
Fresh Del Monte Produce Incorporated is one of the world’s leading vertically integrated producers, distributors, and marketers of prepared, fresh and fresh-cut fruits and vegetables. Incorporated in George Town, Cayman Islands, its US executive office is located at 241 Sevilla Avenue, Coral Gables, Florida.
CF vs FDP — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $1.0B |
| Net Profit | $495.0M | $32.3M |
| Gross Margin | 40.9% | 10.4% |
| Operating Margin | 33.0% | 4.5% |
| Net Margin | 26.4% | 3.2% |
| Revenue YoY | 22.8% | 0.6% |
| Net Profit YoY | 26.3% | 59.1% |
| EPS (diluted) | $2.56 | $0.67 |
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 | $1.0B | ||
| Q3 25 | $1.7B | $1.0B | ||
| Q2 25 | $1.9B | $1.2B | ||
| Q1 25 | $1.7B | $1.1B | ||
| Q4 24 | $1.5B | $1.0B | ||
| Q3 24 | $1.4B | $1.0B | ||
| Q2 24 | $1.6B | $1.1B | ||
| Q1 24 | $1.5B | $1.1B |
| Q4 25 | $495.0M | $32.3M | ||
| Q3 25 | $460.0M | $-29.1M | ||
| Q2 25 | $492.0M | $56.8M | ||
| Q1 25 | $351.0M | $31.1M | ||
| Q4 24 | $392.0M | $20.3M | ||
| Q3 24 | $341.0M | $42.1M | ||
| Q2 24 | $506.0M | $53.6M | ||
| Q1 24 | $238.0M | $26.1M |
| Q4 25 | 40.9% | 10.4% | ||
| Q3 25 | 38.1% | 7.9% | ||
| Q2 25 | 39.9% | 10.2% | ||
| Q1 25 | 34.4% | 8.4% | ||
| Q4 24 | 34.4% | 6.8% | ||
| Q3 24 | 32.4% | 9.2% | ||
| Q2 24 | 43.2% | 9.9% | ||
| Q1 24 | 27.8% | 7.4% |
| Q4 25 | 33.0% | 4.5% | ||
| Q3 25 | 35.0% | -2.1% | ||
| Q2 25 | 34.3% | 5.8% | ||
| Q1 25 | 27.4% | 4.1% | ||
| Q4 24 | 28.9% | 3.0% | ||
| Q3 24 | 26.6% | 5.3% | ||
| Q2 24 | 40.6% | 6.0% | ||
| Q1 24 | 20.6% | 4.0% |
| Q4 25 | 26.4% | 3.2% | ||
| Q3 25 | 27.7% | -2.8% | ||
| Q2 25 | 26.0% | 4.8% | ||
| Q1 25 | 21.1% | 2.8% | ||
| Q4 24 | 25.7% | 2.0% | ||
| Q3 24 | 24.9% | 4.1% | ||
| Q2 24 | 32.2% | 4.7% | ||
| Q1 24 | 16.2% | 2.4% |
| Q4 25 | $2.56 | $0.67 | ||
| Q3 25 | $2.19 | $-0.61 | ||
| Q2 25 | $2.37 | $1.18 | ||
| Q1 25 | $1.85 | $0.64 | ||
| Q4 24 | $1.86 | $0.41 | ||
| Q3 24 | $1.55 | $0.88 | ||
| Q2 24 | $2.30 | $1.12 | ||
| Q1 24 | $1.03 | $0.55 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $35.7M |
| Total DebtLower is stronger | $3.2B | $176.2M |
| Stockholders' EquityBook value | $4.8B | $2.0B |
| Total Assets | $14.1B | $3.1B |
| Debt / EquityLower = less leverage | 0.66× | 0.09× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $35.7M | ||
| Q3 25 | — | $97.2M | ||
| Q2 25 | — | $85.5M | ||
| Q1 25 | — | $34.4M | ||
| Q4 24 | — | $32.6M | ||
| Q3 24 | — | $50.8M | ||
| Q2 24 | — | $37.8M | ||
| Q1 24 | — | $42.2M |
| Q4 25 | $3.2B | $176.2M | ||
| Q3 25 | $3.0B | $176.7M | ||
| Q2 25 | $3.0B | $205.2M | ||
| Q1 25 | $3.0B | $237.4M | ||
| Q4 24 | $3.0B | $248.9M | ||
| Q3 24 | $3.0B | $274.8M | ||
| Q2 24 | $3.0B | $290.4M | ||
| Q1 24 | $3.0B | $405.8M |
| Q4 25 | $4.8B | $2.0B | ||
| Q3 25 | $4.8B | $2.0B | ||
| Q2 25 | $5.0B | $2.1B | ||
| Q1 25 | $4.8B | $2.0B | ||
| Q4 24 | $5.0B | $2.0B | ||
| Q3 24 | $5.2B | $2.0B | ||
| Q2 24 | $5.5B | $2.0B | ||
| Q1 24 | $5.4B | $1.9B |
| Q4 25 | $14.1B | $3.1B | ||
| Q3 25 | $14.2B | $3.1B | ||
| Q2 25 | $13.8B | $3.2B | ||
| Q1 25 | $13.3B | $3.2B | ||
| Q4 24 | $13.5B | $3.1B | ||
| Q3 24 | $13.8B | $3.2B | ||
| Q2 24 | $13.8B | $3.1B | ||
| Q1 24 | $13.9B | $3.2B |
| Q4 25 | 0.66× | 0.09× | ||
| Q3 25 | 0.61× | 0.09× | ||
| Q2 25 | 0.60× | 0.10× | ||
| Q1 25 | 0.62× | 0.12× | ||
| Q4 24 | 0.60× | 0.13× | ||
| Q3 24 | 0.57× | 0.14× | ||
| Q2 24 | 0.54× | 0.15× | ||
| Q1 24 | 0.55× | 0.21× |
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 | $10.9M |
| Free Cash FlowOCF − Capex | $313.0M | $-17.2M |
| FCF MarginFCF / Revenue | 16.7% | -1.7% |
| Capex IntensityCapex / Revenue | 12.1% | 2.8% |
| Cash ConversionOCF / Net Profit | 1.09× | 0.34× |
| TTM Free Cash FlowTrailing 4 quarters | $1.8B | $181.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $539.0M | $10.9M | ||
| Q3 25 | $1.1B | $75.0M | ||
| Q2 25 | $563.0M | $113.1M | ||
| Q1 25 | $586.0M | $46.1M | ||
| Q4 24 | $420.0M | $-4.7M | ||
| Q3 24 | $931.0M | $43.5M | ||
| Q2 24 | $475.0M | $125.0M | ||
| Q1 24 | $445.0M | $18.7M |
| Q4 25 | $313.0M | $-17.2M | ||
| Q3 25 | $717.0M | $60.9M | ||
| Q2 25 | $318.0M | $101.5M | ||
| Q1 25 | $454.0M | $36.1M | ||
| Q4 24 | $223.0M | $-22.3M | ||
| Q3 24 | $792.0M | $30.1M | ||
| Q2 24 | $391.0M | $117.0M | ||
| Q1 24 | $347.0M | $6.0M |
| Q4 25 | 16.7% | -1.7% | ||
| Q3 25 | 43.2% | 6.0% | ||
| Q2 25 | 16.8% | 8.6% | ||
| Q1 25 | 27.3% | 3.3% | ||
| Q4 24 | 14.6% | -2.2% | ||
| Q3 24 | 57.8% | 3.0% | ||
| Q2 24 | 24.9% | 10.3% | ||
| Q1 24 | 23.6% | 0.5% |
| Q4 25 | 12.1% | 2.8% | ||
| Q3 25 | 20.9% | 1.4% | ||
| Q2 25 | 13.0% | 1.0% | ||
| Q1 25 | 7.9% | 0.9% | ||
| Q4 24 | 12.9% | 1.7% | ||
| Q3 24 | 10.1% | 1.3% | ||
| Q2 24 | 5.3% | 0.7% | ||
| Q1 24 | 6.7% | 1.1% |
| Q4 25 | 1.09× | 0.34× | ||
| Q3 25 | 2.31× | — | ||
| Q2 25 | 1.14× | 1.99× | ||
| Q1 25 | 1.67× | 1.48× | ||
| Q4 24 | 1.07× | -0.23× | ||
| Q3 24 | 2.73× | 1.03× | ||
| Q2 24 | 0.94× | 2.33× | ||
| Q1 24 | 1.87× | 0.72× |
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% |
FDP
| Other | $482.7M | 47% |
| Gold Pineapples | $184.9M | 18% |
| Fresh Cut Fruit | $126.4M | 12% |
| Fresh Cut Vegetables | $69.3M | 7% |
| Avocados | $66.9M | 7% |
| Other Fruit Productsand Services | $26.1M | 3% |
| Non Tropical Fruit | $23.0M | 2% |
| Melons | $20.6M | 2% |
| Vegetables | $19.6M | 2% |
