Nutrien (NTR) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

May 06, 2026

After Close (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

0.71

Last Year’s EPS

0.15

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 14 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Feb 18, 2026|

% Change Since:

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

Nutrien’s 2026 guidance emphasizes continued volume-led growth and disciplined capital allocation: potash sales volumes guided to 14.1–14.8 Mt (aligned with a global demand view of ~74–77 Mt) with controllable cash cost at or below $60/t (2025 controllable cost $58/t) and mine automation at 49%; nitrogen sales volumes 9.2–9.7 Mt (assumes no Trinidad/New Madrid production; those were ~1.6 Mt or ~15% of 2025 N volumes) after 2025 nitrogen volumes of 10.9 Mt and a 4‑pp improvement in ammonia operating rates; phosphate sales volumes 2.4–2.6 Mt (H2 2025 operating rate ~87%); retail adjusted EBITDA $1.75–$1.95bn (2025 retail adj. EBITDA $1.74bn) with proprietary products gross margin ~ $1.2bn and expected high single‑digit growth, mid‑single‑digit North American crop volumes growth, and continued Brazil actions; company capex $2.0–$2.1bn (sustaining ~$1.65bn, growth ~$400m; 2025 capex $2.0bn vs Investor Day target $2.2–$2.3bn); working capital expected to unwind after a ~ $300m Q4 build to materially improve cash conversion; 2025 adjusted EBITDA was $6.05bn (up 13%), record fertilizer sales of 27.5 Mt, ~$900m gross proceeds from divestitures, >$600m of short‑term debt paydown, a 30% increase in cash returned to shareholders in 2025, Board authorization to repurchase up to 5% of shares (repurchases ~ $50m/month YTD; ~2% repurchased last year), eighth consecutive annual dividend increase (dividend expense ~ $1bn) and capital leases ~ $0.5bn; regional potash benchmarks noted around Brazil $375/t, U.S. winter fill $355/st, SE Asia $375/t, India $349/t and China ~$348/t, with benchmark prices roughly ~20% higher year‑over‑year.

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.

Nutrien (TSE:NTR) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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TSE:NTR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 06, 2026	2026 (Q1)	0.71 / -	0.153	―	―	―
Feb 18, 2026	2025 (Q4)	1.24 / 1.14	0.44	158.18% (+0.70)
Nov 05, 2025	2025 (Q3)	1.34 / 1.37	0.541	153.42% (+0.83)
Aug 06, 2025	2025 (Q2)	3.29 / 3.65	3.217	13.37% (+0.43)
May 07, 2025	2025 (Q1)	0.43 / 0.15	0.63	-75.71% (-0.48)
Feb 19, 2025	2024 (Q4)	0.47 / 0.44	0.5	-12.00% (-0.06)
Nov 06, 2024	2024 (Q3)	0.63 / 0.54	0.483	12.01% (+0.06)
Aug 07, 2024	2024 (Q2)	3.00 / 3.22	3.382	-4.88% (-0.17)
May 08, 2024	2024 (Q1)	0.52 / 0.63	1.496	-57.89% (-0.87)
Feb 21, 2024	2023 (Q4)	0.85 / 0.50	2.717	-81.60% (-2.22)

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

TSE:NTR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 18, 2026	C$96.33	C$98.29	+2.03%
Nov 05, 2025	C$76.25	C$78.52	+2.98%
Aug 06, 2025	C$78.99	C$75.85	-3.98%
May 07, 2025	C$76.95	C$74.78	-2.82%

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 (TSE:NTR) report earnings?

Nutrien Ltd (TSE:NTR) is schdueled to report earning on May 06, 2026, After Close (Confirmed).

What is Nutrien Ltd (TSE:NTR) earnings time?

Nutrien Ltd (TSE: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 TSE:NTR EPS forecast?

TSE:NTR EPS forecast for the fiscal quarter 2026 (Q1) is 0.71.

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