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Yara International (YARIY)
OTHER OTC:YARIY
Earnings Data
Report Date
Apr 24, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.71Last Year’s EPS
0.51Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced clear commercial and operational strengths (strong Q4 Europe demand, production uptime, tight global nitrogen market, disciplined capital allocation and carbon position) against notable near‑term and medium‑term risks (CBAM political uncertainty, Q1 seasonality/stocking effects, NPK premium pressure, working capital build, and cost/timing risk on a major U.S. decarbonization project). Management’s tone was cautiously constructive: confident on market fundamentals and execution but circumspect about regulatory and project cost risk.Company Guidance
Strong Q4 Europe Demand and Price Momentum
Yara reported strong Q4 sales in Europe driven largely by customer and importer positioning ahead of CBAM (effective Jan 1), which contributed to price increases across products in Q4.
Deliveries Ahead Year‑over‑Year
Deliveries were approximately 7% ahead as of end‑December versus the prior year, leaving roughly half of seasonal demand still to be purchased heading into spring.
High Urea Export Prices and Tight Global Market
U.S. Gulf urea pricing near $500/ton is attracting imports and contributing to a globally tight nitrogen market; Chinese export volumes rose ~5 million tonnes in 2025, yet global supply‑demand remained tight.
Strong Plant Uptime and Production
Yara runs facilities continuously where margins are positive; management reports very strong uptime and higher production productivity, contributing to slightly higher sales and modest inventory build.
Capital Allocation and Growth Priority — U.S. Projects
Yara reiterated a capital framework with ~USD 1.2 billion annual CapEx guidance, prioritizing U.S. ammonia projects (including Air Products partnership) and energy/efficiency investments tied to decarbonization.
Balance Sheet/Cash Policy Flexibility
Net debt is below the stated range, supporting the company’s dividend policy (target ~50% cash dividend of net income) and creating optionality for buybacks or accretive investments.
Carbon & Emissions Positioning
Yara holds roughly 6 million ETS credits in the bank (covering expected needs out to ~2029), and many of Yara’s European plants have CO2 intensities below import benchmarks, giving a relative advantage under CBAM.
Maintenance CapEx Guidance
Maintenance/scheduled CapEx for 2026 is higher (~USD 200 million more vs 2025) but still within the communicated range of ~USD 700–850 million, reflecting a few larger turnarounds and some phasing.
YARIY Earnings History
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
YARIY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 11, 2026 | $24.54 | $24.05 | -2.00% |
Oct 17, 2025 | $19.04 | $18.70 | -1.80% |
Jul 18, 2025 | $18.68 | $18.82 | +0.75% |
Apr 25, 2025 | $15.53 | $16.11 | +3.73% |
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.
FAQ
When does Yara International (YARIY) report earnings?
Yara International (YARIY) is schdueled to report earning on Apr 24, 2026, Before Open (Confirmed).
What is Yara International (YARIY) earnings time?
Yara International (YARIY) earnings time is at Apr 24, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is YARIY EPS forecast?
YARIY EPS forecast for the fiscal quarter 2026 (Q1) is 0.71.