The earnings call highlights strong operational performance, record sales in potash, and significant cost savings, contributing to increased shareholder returns. However, challenges in controllable cash costs, weather impacts on Retail, and pressures on farmer margins present potential risks.

Company Guidance

In the 2025 second quarter earnings call, Nutrien provided several key metrics and guidance updates. The company reported record potash sales volumes and nitrogen operating rates in the first half of 2025, with potash sales volumes guidance for the full year raised to 13.9 to 14.5 million tonnes. Nitrogen operations achieved a 98% ammonia utilization rate, and the company completed brownfield debottlenecking at Redwater and Geismar plants, adding 150,000 tonnes of annual production capacity. Nutrien also reduced capital expenditures by 18% compared to the prior year and increased returns to shareholders through $786 million in dividends and share repurchases, a 49% increase from the previous year. The company is ahead of schedule on its $200 million cost savings target, expecting to achieve it in 2025. Nutrien's adjusted EBITDA for the second quarter was $2.5 billion, an 11% increase from the previous year, with cash provided by operating activities rising by 40%. Looking forward, the company anticipates stable demand in Brazil and has a positive outlook for the potash market, expecting global shipments of 73 to 75 million tonnes for 2025.

Record Potash Sales Volumes

Nutrien achieved record potash sales volumes in the first half of 2025, contributing to increased earnings and cash from operations.

Nitrogen Segment Performance

Nitrogen operations achieved a 98% ammonia utilization rate, with completed debottlenecking efforts adding 150,000 tonnes of annual production capacity.

Cost Savings and Reduced Capital Expenditures

Nutrien is ahead of schedule on its $200 million cost savings target and capital expenditures were 18% below the previous year.

Increased Shareholder Returns

The company allocated $786 million to dividends and share repurchases in the first half, a 49% increase from the previous year.

Strong Retail Segment Performance

The Retail segment delivered adjusted EBITDA of $1.15 billion in Q2, up 2% from the prior year, with strong crop input demand in the U.S. Corn Belt.

Nutrien (NTR) Earnings, Revenues Date & History

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NTR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	0.89 / -	0.391	―	―	―
Aug 06, 2025	2025 (Q2)	2.38 / 2.63	2.324	13.37% (+0.31)
May 07, 2025	2025 (Q1)	0.31 / 0.11	0.455	-75.71% (-0.34)
Feb 19, 2025	2024 (Q4)	0.34 / 0.32	0.361	-12.00% (-0.04)
Nov 06, 2024	2024 (Q3)	0.45 / 0.39	0.349	12.01% (+0.04)
Aug 07, 2024	2024 (Q2)	2.16 / 2.32	2.443	-4.88% (-0.12)
May 08, 2024	2024 (Q1)	0.37 / 0.46	1.081	-57.89% (-0.63)
Feb 21, 2024	2023 (Q4)	0.62 / 0.36	1.963	-81.60% (-1.60)
Nov 01, 2023	2023 (Q3)	0.60 / 0.35	2.489	-85.98% (-2.14)
Aug 02, 2023	2023 (Q2)	2.65 / 2.44	5.433	-55.03% (-2.99)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

NTR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$57.95	$55.71	-3.87%
May 07, 2025	$56.09	$54.24	-3.30%
Feb 19, 2025	$51.39	$52.08	+1.34%
Nov 06, 2024	$47.92	$47.37	-1.15%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.