Canada's Nutrien Q4 revenue slightly beats expectations

Nutrien

18/02/2026 22:34

Overview

Fertilizer provider's Q4 revenue slightly beat analyst expectations

Adjusted EPS for Q4 missed analyst expectations

Company repurchased 2% of shares for $551 mln in 2025

Outlook

Nutrien projects 2026 Retail adjusted EBITDA between $1.75 bln and $1.95 bln

Company expects 2026 potash sales volumes of 14.1 to 14.8 mln tonnes

Nutrien forecasts 2026 nitrogen sales volumes of 9.2 to 9.7 mln tonnes

Result Drivers

FERTILIZER PRICES - Higher net selling prices for fertilizers boosted adjusted EBITDA

POTASH VOLUMES - Record potash sales volumes supported by strong market demand

COST SAVINGS - Retail adjusted EBITDA rose due to cost savings and strategic actions in Brazil

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Slight Beat*
$5.34 bln
$5.29 bln (6 Analysts)
Q4 Adjusted EPS
Miss
$0.83
$0.95 (16 Analysts)
Q4 EPS
$1.18
Q4 Net Income
$580 mln
Q4 Adjusted EBITDA
Miss
$1.28 bln
$1.31 bln (16 Analysts)

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 9 "hold" and 2 "sell" or "strong sell"

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

The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 12 three months ago

Press Release: ID:nBw6VZfZfa

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(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.)