Nutrien Q3 sales beat estimates driven by higher fertilizer sales volumes

Nutrien

05/11/2025 22:09

Overview

Nutrien Q3 sales beat analyst expectations, driven by higher fertilizer sales volumes

Adjusted EPS for Q3 beats analyst estimates, reflecting strong operational performance

Company initiates strategic review of Phosphate business to enhance long-term value

Outlook

Nutrien maintains 2025 global potash shipment forecast at 73-75 mln tonnes

Company forecasts 2026 global potash shipments between 74 and 77 mln tonnes

Nutrien expects 2% growth in global nitrogen demand in 2025

Result Drivers

FERTILIZER SALES - Record upstream fertilizer sales volumes and improved reliability drove earnings growth, per CEO Ken Seitz

RETAIL PERFORMANCE - Higher Retail earnings due to cost savings and increased proprietary products gross margin

PHOSPHATE STRATEGY - Co initiates review of strategic alternatives for Phosphate business to enhance long-term value

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Beat
$6.01 bln
$5.59 bln (8 Analysts)
Q3 Adjusted EPS
Beat
$0.97
$0.89 (16 Analysts)
Q3 EPS
$0.96
Q3 Net Income
$469 mln
Q3 Adjusted EBITDA
Beat
$1.43 bln
$1.37 bln (15 Analysts)

Press Release: ID:nBwcgscb6a

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