NTR Q4 2025

Q1 2026 Q4 2025 Q3 2025 Q2 2025

Earnings

Nutrien closed out fiscal 2025 with a standout fourth quarter, posting adjusted EPS of $1.18 against a consensus estimate of $0.92, a beat of 27.66%, while revenue of $5.34 billion topped expectations of $4.90 billion by 9.02% and grew 5.1% year over… Read more Nutrien closed out fiscal 2025 with a standout fourth quarter, posting adjusted EPS of $1.18 against a consensus estimate of $0.92, a beat of 27.66%, while revenue of $5.34 billion topped expectations of $4.90 billion by 9.02% and grew 5.1% year over year. The headline numbers were underpinned by record potash sales volumes and a $6.05 billion full-year adjusted EBITDA, up 13% from the prior year, as exceptional execution across all operating segments combined with cost and capital expenditure reductions that exceeded internal targets. Strategic portfolio actions added further momentum, with the $595 million sale of Nutrien's 50% stake in Profertil generating a $301 million gain and bringing total divestiture proceeds since late 2024 to roughly $900 million, funding balance sheet deleveraging and a 30% increase in cash returns to shareholders. Shares recently touched a new 52-week high as investors digested the results. Looking into 2026, Nutrien guides potash sales volumes of 14.1 to 14.8 million tonnes and capital expenditures of $2.0 to $2.1 billion, with a fourth consecutive year of global potash shipment growth expected.