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Side-by-side financial comparison of CF Industries (CF) and Hubbell Incorporated (HUBB). Click either name above to swap in a different company.
CF Industries is the larger business by last-quarter revenue ($1.9B vs $1.5B, roughly 1.3× Hubbell Incorporated). CF Industries runs the higher net margin — 26.4% vs 14.6%, a 11.9% gap on every dollar of revenue. On growth, CF Industries posted the faster year-over-year revenue change (22.8% vs 11.9%). Hubbell Incorporated produced more free cash flow last quarter ($388.8M vs $313.0M). Over the past eight quarters, CF Industries's revenue compounded faster (12.8% CAGR vs 3.3%).
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.
Hubbell Incorporated, headquartered in Shelton, Connecticut, is an American company that designs, manufactures, and sells electrical and electronic products for non-residential and residential construction, industrial, and utility applications. Hubbell was founded by Harvey Hubbell as a proprietorship in 1888, and was incorporated in Connecticut in 1905.
CF vs HUBB — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $1.5B |
| Net Profit | $495.0M | $217.7M |
| Gross Margin | 40.9% | 34.6% |
| Operating Margin | 33.0% | 20.3% |
| Net Margin | 26.4% | 14.6% |
| Revenue YoY | 22.8% | 11.9% |
| Net Profit YoY | 26.3% | 10.5% |
| EPS (diluted) | $2.56 | $4.06 |
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 | $1.5B | ||
| Q3 25 | $1.7B | $1.5B | ||
| Q2 25 | $1.9B | $1.5B | ||
| Q1 25 | $1.7B | $1.4B | ||
| Q4 24 | $1.5B | $1.3B | ||
| Q3 24 | $1.4B | $1.4B | ||
| Q2 24 | $1.6B | $1.5B | ||
| Q1 24 | $1.5B | $1.4B |
| Q4 25 | $495.0M | $217.7M | ||
| Q3 25 | $460.0M | $255.5M | ||
| Q2 25 | $492.0M | $244.2M | ||
| Q1 25 | $351.0M | $169.7M | ||
| Q4 24 | $392.0M | $197.0M | ||
| Q3 24 | $341.0M | $219.4M | ||
| Q2 24 | $506.0M | $213.6M | ||
| Q1 24 | $238.0M | $147.8M |
| Q4 25 | 40.9% | 34.6% | ||
| Q3 25 | 38.1% | 36.2% | ||
| Q2 25 | 39.9% | 37.2% | ||
| Q1 25 | 34.4% | 33.1% | ||
| Q4 24 | 34.4% | 33.8% | ||
| Q3 24 | 32.4% | 34.5% | ||
| Q2 24 | 43.2% | 35.0% | ||
| Q1 24 | 27.8% | 32.0% |
| Q4 25 | 33.0% | 20.3% | ||
| Q3 25 | 35.0% | 22.0% | ||
| Q2 25 | 34.3% | 22.7% | ||
| Q1 25 | 27.4% | 17.5% | ||
| Q4 24 | 28.9% | 19.3% | ||
| Q3 24 | 26.6% | 21.1% | ||
| Q2 24 | 40.6% | 20.7% | ||
| Q1 24 | 20.6% | 16.3% |
| Q4 25 | 26.4% | 14.6% | ||
| Q3 25 | 27.7% | 17.0% | ||
| Q2 25 | 26.0% | 16.5% | ||
| Q1 25 | 21.1% | 12.4% | ||
| Q4 24 | 25.7% | 14.8% | ||
| Q3 24 | 24.9% | 15.2% | ||
| Q2 24 | 32.2% | 14.7% | ||
| Q1 24 | 16.2% | 10.6% |
| Q4 25 | $2.56 | $4.06 | ||
| Q3 25 | $2.19 | $4.77 | ||
| Q2 25 | $2.37 | $4.56 | ||
| Q1 25 | $1.85 | $3.15 | ||
| Q4 24 | $1.86 | $3.65 | ||
| Q3 24 | $1.55 | $4.05 | ||
| Q2 24 | $2.30 | $3.94 | ||
| Q1 24 | $1.03 | $2.73 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $497.9M |
| Total DebtLower is stronger | $3.2B | — |
| Stockholders' EquityBook value | $4.8B | $3.8B |
| Total Assets | $14.1B | $8.2B |
| Debt / EquityLower = less leverage | 0.66× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $497.9M | ||
| Q3 25 | — | $680.9M | ||
| Q2 25 | — | $399.6M | ||
| Q1 25 | — | $360.3M | ||
| Q4 24 | — | $345.0M | ||
| Q3 24 | — | $445.6M | ||
| Q2 24 | — | $406.5M | ||
| Q1 24 | — | $400.3M |
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.0B | $1.4B | ||
| Q2 25 | $3.0B | $1.4B | ||
| Q1 25 | $3.0B | $1.4B | ||
| Q4 24 | $3.0B | $1.4B | ||
| Q3 24 | $3.0B | $1.7B | ||
| Q2 24 | $3.0B | $1.9B | ||
| Q1 24 | $3.0B | $1.9B |
| Q4 25 | $4.8B | $3.8B | ||
| Q3 25 | $4.8B | $3.7B | ||
| Q2 25 | $5.0B | $3.5B | ||
| Q1 25 | $4.8B | $3.3B | ||
| Q4 24 | $5.0B | $3.3B | ||
| Q3 24 | $5.2B | $3.2B | ||
| Q2 24 | $5.5B | $3.1B | ||
| Q1 24 | $5.4B | $2.9B |
| Q4 25 | $14.1B | $8.2B | ||
| Q3 25 | $14.2B | $7.5B | ||
| Q2 25 | $13.8B | $7.1B | ||
| Q1 25 | $13.3B | $6.9B | ||
| Q4 24 | $13.5B | $6.7B | ||
| Q3 24 | $13.8B | $6.9B | ||
| Q2 24 | $13.8B | $6.9B | ||
| Q1 24 | $13.9B | $6.9B |
| Q4 25 | 0.66× | — | ||
| Q3 25 | 0.61× | 0.39× | ||
| Q2 25 | 0.60× | 0.41× | ||
| Q1 25 | 0.62× | 0.44× | ||
| Q4 24 | 0.60× | 0.44× | ||
| Q3 24 | 0.57× | 0.51× | ||
| Q2 24 | 0.54× | 0.63× | ||
| Q1 24 | 0.55× | 0.65× |
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 | $447.5M |
| Free Cash FlowOCF − Capex | $313.0M | $388.8M |
| FCF MarginFCF / Revenue | 16.7% | 26.0% |
| Capex IntensityCapex / Revenue | 12.1% | 3.9% |
| Cash ConversionOCF / Net Profit | 1.09× | 2.06× |
| TTM Free Cash FlowTrailing 4 quarters | $1.8B | $874.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $539.0M | $447.5M | ||
| Q3 25 | $1.1B | $284.3M | ||
| Q2 25 | $563.0M | $260.6M | ||
| Q1 25 | $586.0M | $37.4M | ||
| Q4 24 | $420.0M | $432.4M | ||
| Q3 24 | $931.0M | $227.0M | ||
| Q2 24 | $475.0M | $239.6M | ||
| Q1 24 | $445.0M | $92.2M |
| Q4 25 | $313.0M | $388.8M | ||
| Q3 25 | $717.0M | $253.8M | ||
| Q2 25 | $318.0M | $220.7M | ||
| Q1 25 | $454.0M | $11.4M | ||
| Q4 24 | $223.0M | $364.4M | ||
| Q3 24 | $792.0M | $188.8M | ||
| Q2 24 | $391.0M | $205.7M | ||
| Q1 24 | $347.0M | $51.9M |
| Q4 25 | 16.7% | 26.0% | ||
| Q3 25 | 43.2% | 16.9% | ||
| Q2 25 | 16.8% | 14.9% | ||
| Q1 25 | 27.3% | 0.8% | ||
| Q4 24 | 14.6% | 27.3% | ||
| Q3 24 | 57.8% | 13.1% | ||
| Q2 24 | 24.9% | 14.2% | ||
| Q1 24 | 23.6% | 3.7% |
| Q4 25 | 12.1% | 3.9% | ||
| Q3 25 | 20.9% | 2.0% | ||
| Q2 25 | 13.0% | 2.7% | ||
| Q1 25 | 7.9% | 1.9% | ||
| Q4 24 | 12.9% | 5.1% | ||
| Q3 24 | 10.1% | 2.6% | ||
| Q2 24 | 5.3% | 2.3% | ||
| Q1 24 | 6.7% | 2.9% |
| Q4 25 | 1.09× | 2.06× | ||
| Q3 25 | 2.31× | 1.11× | ||
| Q2 25 | 1.14× | 1.07× | ||
| Q1 25 | 1.67× | 0.22× | ||
| Q4 24 | 1.07× | 2.19× | ||
| Q3 24 | 2.73× | 1.03× | ||
| Q2 24 | 0.94× | 1.12× | ||
| Q1 24 | 1.87× | 0.62× |
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% |
HUBB
| Grid Infrastructure | $717.0M | 48% |
| Industrial | $393.7M | 26% |
| Grid Automation | $218.9M | 15% |
| Electrical Products | $163.1M | 11% |
