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Nutrien Ltd (NTR)
NYSE:NTR
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.52Last Year’s EPS
0.11Same Quarter Last Year
Moderate Buy
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicates a predominantly positive operational and financial tone: the company delivered record volumes, double-digit adjusted EBITDA growth (+13%), lower-than-target controllable potash costs ($58/tonne vs $60 goal), meaningful automation progress (49% potash automation), strong capital discipline (CapEx reduced to $2.0B, ~$900M divestiture proceeds, >$600M debt paydown) and increased shareholder returns (+30%). Notable challenges remain—Brazil retail underperformance, Trinidad gas and production uncertainty (assumed offline in 2026), a year-end working capital/inventory build, and near-term phosphate margin pressure—but management has clear plans to address these issues (asset reviews, cost reductions, portfolio simplification). On balance the positive operational execution, strengthened balance sheet, and capital allocation progress outweigh the disclosed lowlights.Company Guidance
Strong Adjusted EBITDA Growth
Adjusted EBITDA of $6.05 billion in 2025, up 13% year-over-year, driven by operational execution and cost management across segments.
Record Fertilizer Sales Volumes
Delivered record total fertilizer sales volumes of 27.5 million tonnes in 2025, reflecting end-to-end supply chain strength and market demand.
Potash Operational and Cost Performance
Potash controllable cash cost averaged $58 per tonne (below the $60 target), achieved 49% potash mine automation (safety and productivity benefits), and management raised potash sales guidance during the year. 2026 potash sales guidance is 14.1–14.8 million tonnes; management noted benchmark potash prices roughly 20% higher year-over-year in many markets.
Nitrogen Reliability Improvements
Nitrogen sales volumes increased to 10.9 million tonnes in 2025 with a 4 percentage-point improvement in ammonia operating rates due to reliability initiatives and low-cost debottlenecks; 2026 nitrogen sales guidance is 9.2–9.7 million tonnes (assumes no production from Trinidad/New Madrid).
Phosphate Recovery and Guidance
Phosphate operating rate averaged 87% in the second half of 2025 following reliability improvements; 2026 phosphate sales guidance is 2.4–2.6 million tonnes, within prior guidance range despite near-term demand softness.
Downstream Retail Progress
Retail adjusted EBITDA increased to $1.74 billion in 2025 through cost reductions, stronger proprietary margins and execution in Brazil margin plan; management cites a structural retail earnings improvement (Ken cited ~$400 million increase in retail earnings since 2023) and guidance of $1.75–$1.95 billion for 2026.
Capital Discipline and Cash Generation
Reduced 2025 capital expenditures to $2.0 billion (below Investor Day target of $2.2–$2.3 billion), generated approximately $900 million gross proceeds from divestitures, reduced short-term debt by over $600 million year-over-year, and reported structurally improved free cash flow and working capital unwind expectations for 2026.
Enhanced Shareholder Returns and Balance Sheet Action
Increased cash returned to shareholders by 30% in 2025, declared the 8th consecutive annual dividend increase, Board authorized repurchase of up to 5% of common shares over 12 months, and repurchases running at roughly $50 million per month year-to-date.
NTR 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
NTR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 18, 2026 | $70.28 | $71.78 | +2.13% |
Nov 05, 2025 | $54.00 | $55.59 | +2.94% |
Aug 06, 2025 | $57.41 | $55.19 | -3.87% |
May 07, 2025 | $55.57 | $53.73 | -3.30% |
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 Nutrien Ltd (NTR) report earnings?
Nutrien Ltd (NTR) is schdueled to report earning on May 06, 2026, After Close (Confirmed).
What is Nutrien Ltd (NTR) earnings time?
Nutrien Ltd (NTR) earnings time is at May 06, 2026, After Close (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 NTR EPS forecast?
NTR EPS forecast for the fiscal quarter 2026 (Q1) is 0.52.
