Intrepid Potash Q4 sales rise

Intrepid Potash

04/03/2026 21:45

Overview

Fertilizer producer's Q4 sales rose 36% yr/yr, driven by record Trio sales volumes

Adjusted EPS for Q4 rose to $0.49

Company reported Q4 adjusted EBITDA of $18.1 mln

Outlook

Intrepid expects Q1 2026 potash sales volumes of 95,000 to 105,000 tons

Company forecasts Q1 2026 Trio sales volumes of 105,000 to 115,000 tons

Intrepid anticipates 2026 potash production of 270,000 to 285,000 tons

Company projects 2026 Trio production between 285,000 and 300,000 tons

Result Drivers

RECORD TRIO SALES - Record Trio sales volumes drove Q4 sales increase, supported by strong demand and pricing

SUPPORTIVE PRICING - Supportive fertilizer pricing throughout the year contributed to strong financial performance

Company press release: ID:nBw5dKXwMa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$75.9 mln
$65.25 mln (1 Analyst)
Q4 Adjusted EPS
Beat
$0.49
$0.33 (2 Analysts)
Q4 Adjusted Net Income
Beat
$6.5 mln
$5.30 mln (1 Analyst)
Q4 Net Income
-$400,000
Q4 Adjusted EBITDA
Beat
$18.1 mln
$17.10 mln (1 Analyst)

Analyst Coverage

The current average analyst rating on the shares is "sell" and the breakdown of recommendations is no "strong buy" or "buy", no "hold" and 2 "sell" or "strong sell"

The average consensus recommendation for the agricultural chemicals peer group is "buy."

Wall Street's median 12-month price target for Intrepid Potash Inc is $24.00, about 33.3% below its March 3 closing price of $35.98

The stock recently traded at 59 times the next 12-month earnings vs. a P/E of 601 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)