Yara International (YARIY)
OTHER OTC:YARIY
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Earnings Data
Report Date
Jul 17, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.31Last Year’s EPS
0.46Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a broadly positive commercial and financial performance: strong EBITDA (+40%), EPS (+60%), ROIC (12.2%) above target, improved free cash flow and demonstrable operational resilience and cost discipline. These positives are tempered by serious lowlights — notably deteriorating safety with 59 recorded accidents, significant market disruption from the Middle East conflict (disrupting ~1/3 of traded urea and driving large price spikes), production outages (Pilbara and Belle Plaine) and pressure on premiums and certain product lines. Overall, the company appears financially robust and operationally resilient, but faces material operational, safety and market risks that require active management.Company Guidance
Strong EBITDA Growth
EBITDA excluding special items of $896 million in Q1, up 40% year-on-year, driven by higher nitrogen upgrading margins in a tight market.
Significant EPS Improvement
Earnings per share increased ~60% year-on-year as depreciation, interest and tax remained stable.
Return on Invested Capital Above Target
ROIC doubled from 6% to 12.2% on a rolling 12-month basis, exceeding the through-the-cycle target of 10%.
Improved Free Cash Flow and Strong 12‑month Cash Generation
Free cash flow increased by USD 196 million in the quarter (net investments flat). Last 12 months accumulated cash flow close to USD 1.2 billion and EBITDA up about USD 3 billion.
Delivery and Volume Execution
Crop Nutrition deliveries rose 3% vs Q1 last year; Europe season-to-date deliveries up ~2.5% and among the highest in the last five years; overall volumes and customer deliveries increased reflecting strong commercial execution.
Fixed Cost Reduction and Cost Discipline
Fixed cost level on a 12-month basis at USD 2.3 billion, down approximately USD 230 million from Q2 2024; additional fixed cost reduction of USD 18 million vs prior year noted.
Operational Resilience and Energy Flexibility
Yara maintained high finished-goods production and uptime through global optimization and the ability to import ammonia, enabling continuity of supply during market disruptions.
Clear Improvement Program and Growth Targets
Improvement program targeting >USD 200 million EBITDA uplift by end-2027 and USD 350 million by end-2030; organic growth ambition up to 1 million tonnes of premium products and multiple expansion projects progressing.
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 |
|---|---|---|---|
Apr 24, 2026 | $28.75 | $28.74 | -0.04% |
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% |
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 Jul 17, 2026, Before Open (Confirmed).
What is Yara International (YARIY) earnings time?
Yara International (YARIY) earnings time is at Jul 17, 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 (Q2) is 1.31.