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Side-by-side financial comparison of CF Industries (CF) and Lyft, Inc. (LYFT). Click either name above to swap in a different company.
CF Industries is the larger business by last-quarter revenue ($2.0B vs $1.5B, roughly 1.3× Lyft, Inc.). Lyft, Inc. runs the higher net margin — 183.9% vs 31.0%, a 153.0% gap on every dollar of revenue. On growth, CF Industries posted the faster year-over-year revenue change (19.4% vs 3.6%). Over the past eight quarters, CF Industries's revenue compounded faster (12.4% CAGR vs 11.3%).
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.
Lyft, Inc. is an American company offering ride-hailing services, motorized scooters, and bicycle-sharing systems in the United States and Canada, and, via its Free Now mobile app, Europe. Lyft is the second-largest ridesharing company in the United States after Uber. It has 25 million active riders and coordinates 9 million rides per day.
CF vs LYFT — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.0B | $1.5B |
| Net Profit | $615.0M | $2.8B |
| Gross Margin | 37.6% | 35.1% |
| Operating Margin | 43.5% | -12.4% |
| Net Margin | 31.0% | 183.9% |
| Revenue YoY | 19.4% | 3.6% |
| Net Profit YoY | 97.1% | 4363.0% |
| EPS (diluted) | $3.98 | $6.59 |
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 | $2.0B | — | ||
| 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 | $1.4B | ||
| Q3 24 | $1.4B | $1.4B | ||
| Q2 24 | $1.6B | $1.3B |
| Q1 26 | $615.0M | — | ||
| Q4 25 | $495.0M | $2.8B | ||
| Q3 25 | $460.0M | $46.1M | ||
| Q2 25 | $492.0M | $40.3M | ||
| Q1 25 | $351.0M | $2.6M | ||
| Q4 24 | $392.0M | $61.7M | ||
| Q3 24 | $341.0M | $-12.4M | ||
| Q2 24 | $506.0M | $5.0M |
| Q1 26 | 37.6% | — | ||
| Q4 25 | 40.9% | 35.1% | ||
| Q3 25 | 38.1% | 40.0% | ||
| Q2 25 | 39.9% | 36.7% | ||
| Q1 25 | 34.4% | 37.2% | ||
| Q4 24 | 34.4% | 39.5% | ||
| Q3 24 | 32.4% | 36.0% | ||
| Q2 24 | 43.2% | 38.0% |
| Q1 26 | 43.5% | — | ||
| Q4 25 | 33.0% | -12.4% | ||
| Q3 25 | 35.0% | 1.5% | ||
| Q2 25 | 34.3% | 0.2% | ||
| Q1 25 | 27.4% | -2.1% | ||
| Q4 24 | 28.9% | 1.9% | ||
| Q3 24 | 26.6% | -4.1% | ||
| Q2 24 | 40.6% | -2.1% |
| Q1 26 | 31.0% | — | ||
| Q4 25 | 26.4% | 183.9% | ||
| Q3 25 | 27.7% | 3.0% | ||
| Q2 25 | 26.0% | 2.7% | ||
| Q1 25 | 21.1% | 0.2% | ||
| Q4 24 | 25.7% | 4.3% | ||
| Q3 24 | 24.9% | -0.9% | ||
| Q2 24 | 32.2% | 0.4% |
| Q1 26 | $3.98 | — | ||
| Q4 25 | $2.56 | $6.59 | ||
| Q3 25 | $2.19 | $0.11 | ||
| Q2 25 | $2.37 | $0.10 | ||
| Q1 25 | $1.85 | $0.01 | ||
| Q4 24 | $1.86 | $0.16 | ||
| Q3 24 | $1.55 | $-0.03 | ||
| Q2 24 | $2.30 | $0.01 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $1.8B |
| Total DebtLower is stronger | $3.2B | $1.1B |
| Stockholders' EquityBook value | $5.3B | $3.3B |
| Total Assets | $14.6B | $9.0B |
| Debt / EquityLower = less leverage | 0.60× | 0.32× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | — | $1.8B | ||
| Q1 25 | — | $2.2B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $1.8B |
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $1.1B | ||
| Q3 25 | $3.0B | $1.1B | ||
| Q2 25 | $3.0B | $573.2M | ||
| Q1 25 | $3.0B | $979.9M | ||
| Q4 24 | $3.0B | $995.0M | ||
| Q3 24 | $3.0B | $1.0B | ||
| Q2 24 | $3.0B | $1.0B |
| Q1 26 | $5.3B | — | ||
| Q4 25 | $4.8B | $3.3B | ||
| Q3 25 | $4.8B | $573.0M | ||
| Q2 25 | $5.0B | $732.7M | ||
| Q1 25 | $4.8B | $838.1M | ||
| Q4 24 | $5.0B | $767.0M | ||
| Q3 24 | $5.2B | $655.8M | ||
| Q2 24 | $5.5B | $577.6M |
| Q1 26 | $14.6B | — | ||
| Q4 25 | $14.1B | $9.0B | ||
| Q3 25 | $14.2B | $5.9B | ||
| Q2 25 | $13.8B | $5.4B | ||
| Q1 25 | $13.3B | $5.7B | ||
| Q4 24 | $13.5B | $5.4B | ||
| Q3 24 | $13.8B | $5.3B | ||
| Q2 24 | $13.8B | $5.0B |
| Q1 26 | 0.60× | — | ||
| Q4 25 | 0.66× | 0.32× | ||
| Q3 25 | 0.61× | 1.85× | ||
| Q2 25 | 0.60× | 0.78× | ||
| Q1 25 | 0.62× | 1.17× | ||
| Q4 24 | 0.60× | 1.30× | ||
| Q3 24 | 0.57× | 1.53× | ||
| Q2 24 | 0.54× | 1.74× |
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 | $496.0M | $246.2M |
| Free Cash FlowOCF − Capex | $1.7B | — |
| FCF MarginFCF / Revenue | 83.2% | — |
| Capex IntensityCapex / Revenue | 11.2% | — |
| Cash ConversionOCF / Net Profit | 0.81× | 0.09× |
| TTM Free Cash FlowTrailing 4 quarters | $3.0B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $496.0M | — | ||
| Q4 25 | $539.0M | $246.2M | ||
| Q3 25 | $1.1B | $291.3M | ||
| Q2 25 | $563.0M | $343.7M | ||
| Q1 25 | $586.0M | $287.2M | ||
| Q4 24 | $420.0M | $153.4M | ||
| Q3 24 | $931.0M | $264.0M | ||
| Q2 24 | $475.0M | $276.2M |
| Q1 26 | $1.7B | — | ||
| Q4 25 | $313.0M | — | ||
| Q3 25 | $717.0M | — | ||
| Q2 25 | $318.0M | — | ||
| Q1 25 | $454.0M | — | ||
| Q4 24 | $223.0M | — | ||
| Q3 24 | $792.0M | — | ||
| Q2 24 | $391.0M | — |
| Q1 26 | 83.2% | — | ||
| Q4 25 | 16.7% | — | ||
| Q3 25 | 43.2% | — | ||
| Q2 25 | 16.8% | — | ||
| Q1 25 | 27.3% | — | ||
| Q4 24 | 14.6% | — | ||
| Q3 24 | 57.8% | — | ||
| Q2 24 | 24.9% | — |
| Q1 26 | 11.2% | — | ||
| Q4 25 | 12.1% | — | ||
| Q3 25 | 20.9% | — | ||
| Q2 25 | 13.0% | — | ||
| Q1 25 | 7.9% | — | ||
| Q4 24 | 12.9% | — | ||
| Q3 24 | 10.1% | — | ||
| Q2 24 | 5.3% | — |
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.09× | 0.09× | ||
| Q3 25 | 2.31× | 6.32× | ||
| Q2 25 | 1.14× | 8.53× | ||
| Q1 25 | 1.67× | 111.89× | ||
| Q4 24 | 1.07× | 2.48× | ||
| Q3 24 | 2.73× | — | ||
| Q2 24 | 0.94× | 55.09× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CF
| EBITDA | $1.0B | 51% |
| Other | $975.0M | 49% |
| Loss on foreign currency transactions | $3.0M | 0% |
LYFT
Segment breakdown not available.
