Nutrien (NTR) Company Report

Nutrien reported Q3 2025 adjusted EBITDA of $1.4 billion, a 42% increase compared to the prior year, and raised its full-year potash sales volume guidance to 14-14.5 million tons.
The company is on track to achieve its $200 million cost reduction target one year ahead of schedule, contributing to a 5% reduction in SE&A expenses through the first nine months of 2025.
A strategic review of the phosphate business has been initiated, exploring alternatives such as reconfiguring operations, strategic partnerships, or a potential sale, with conclusions expected in 2026. Divestitures of other non-core assets are expected to generate approximately $900 million in gross proceeds.
Through the first nine months of 2025, Nutrien allocated $1.2 billion to dividends and share repurchases, representing a 42% increase from the prior year.
Global potash shipments are projected to be 73-75 million tons in 2025 and 74-77 million tons in 2026, indicating continued demand growth.

Nov 6, 2025, 3:00 PM

Transcript

Nutrien Reports Strong Q3 2025 Results, Updates Guidance, and Advances Strategic Portfolio Review

NTR

Earnings

Guidance Update

M&A

Nutrien reported Q3 2025 adjusted EBITDA of $1.4 billion, a 42% increase compared to the prior year, driven by strong contributions from potash, nitrogen, and retail segments.
The company raised its full-year potash sales volume guidance to 14-14.5 million tons and narrowed its full-year retail adjusted EBITDA guidance to $1.68 billion-$1.82 billion.
Nutrien is on track to achieve its $200 million cost reduction target one year ahead of schedule and has reduced capital expenditures by 10% year-to-date.
Strategic portfolio actions include expected $900 million in gross proceeds from non-core asset divestitures and the initiation of a strategic review for its phosphate business, which contributes about 6% of EBITDA.
The company allocated $1.2 billion to dividends and share repurchases in the first nine months of 2025, representing a 42% increase from the prior year.

Nov 6, 2025, 3:00 PM

Transcript

Nutrien Reports Strong Q3 2025 Results, Updates Guidance, and Advances Strategic Portfolio Review

NTR

Earnings

Guidance Update

M&A

Nutrien reported Q3 2025 adjusted EBITDA of $1.4 billion, a 42% increase compared to the prior year, with retail adjusted EBITDA up 52%.
The company raised its full-year potash sales volume guidance to 14-14.5 million tons and narrowed its full-year retail adjusted EBITDA guidance to $1.68 billion-$1.82 billion. Global potash shipments are projected to reach 73-75 million tons in 2025 and 74-77 million tons in 2026.
Nutrien is on track to achieve its $200 million cost reduction target a year early and expects approximately $900 million in gross proceeds from non-core asset divestitures.
A strategic review of the phosphate business has been initiated, and the Trinidad nitrogen operations, which contributed approximately 1% of 2025 consolidated free cash flow, were shut down.
The company allocated $1.2 billion to dividends and share repurchases in the first nine months, a 42% increase from the prior year.

Nov 6, 2025, 3:00 PM

Transcript

Nutrien Declares Quarterly Dividend and Reports Strong Q3 2025 Results

NTR

Dividends

Earnings

New Projects/Investments

Nutrien Ltd. announced a quarterly dividend of US$0.545 per share, payable on January 16, 2026, to shareholders of record as of December 31, 2025.
The company reported strong third-quarter 2025 results, including $0.5 billion in net earnings and $6.0 billion in revenue.
Nutrien is strategically reducing capital expenditures while increasing shareholder returns, and is reviewing strategic alternatives for its Phosphate business and plans to sell its stake in Profertil S.A. to fund growth investments, share repurchases, and debt reduction.
Analysts maintain a neutral rating on Nutrien stock, citing strong cash flow and operational performance, with a positive outlook fueled by anticipated strong crop input demand and increased global potash shipments by 2026.

Nov 6, 2025, 11:36 AM

Morningstar

Nutrien Reports Q3 2025 Results and Initiates Phosphate Business Review

NTR

Earnings

M&A

Share Buyback

Nutrien reported net earnings of $0.5 billion and adjusted EBITDA of $1.4 billion for the third quarter of 2025, with diluted net earnings per share of $0.96.
For the first nine months of 2025, the company generated net earnings of $1.7 billion and adjusted EBITDA of $4.8 billion.
Nutrien is initiating a review of strategic alternatives for its Phosphate business to enhance long-term value.
The company returned $1.2 billion to shareholders in the first nine months of 2025 through dividends and share repurchases, including 8.3 million shares repurchased for $465 million as of November 4, 2025.

Nov 5, 2025, 10:54 PM

6-K

Nutrien Commences Shutdown of Trinidad Nitrogen Operations

NTR

Guidance Update

New Projects/Investments

Nutrien Ltd. has initiated a controlled shut down of its Trinidad Nitrogen operations, effective October 23, 2025.
The shutdown is a response to port access restrictions imposed by Trinidad and Tobago’s National Energy Corporation (NEC) and a lack of reliable and economic natural gas supply, which have negatively impacted free cash flow from these operations.
The Trinidad operations contribute approximately 85 thousand tonnes of ammonia and 55 thousand tonnes of urea in monthly sales volumes.
Despite the shutdown, Nutrien anticipates staying within its 2025 annual nitrogen sales volume guidance range of 10.7 to 11.2 million tonnes, supported by strong performance in its North American Nitrogen operations.

Oct 21, 2025, 1:50 PM

6-K

Nutrien Halts Trinidad Nitrogen Operations

NTR

Guidance Update

Nutrien has initiated a controlled shutdown of its nitrogen production at the Point Lisas facility in Trinidad, effective October 23, due to port access restrictions and unreliable, costly natural gas supplies.
This shutdown has impacted the free cash flow contribution from the Trinidad operations.
Despite the temporary halt, Nutrien remains confident in meeting its 2025 nitrogen sales volume guidance of 10.7 to 11.2 million metric tons, supported by its strong North American operations.

Oct 21, 2025, 1:20 PM

Morningstar

Nutrien Commences Controlled Shutdown of Trinidad Nitrogen Operations

NTR

Guidance Update

Nutrien Ltd. is commencing a controlled shutdown of its Trinidad Nitrogen operations at the Point Lisas’ facility, effective October 23, 2025.
The shutdown is a response to port access restrictions imposed by Trinidad and Tobago’s National Energy Corporation (NEC) and a lack of reliable and economic natural gas supply.
These issues have reduced the free cash flow contribution from the Trinidad Nitrogen operations over an extended period.
Despite the shutdown, Nutrien expects to remain within its 2025 annual nitrogen sales volume guidance range of 10.7 to 11.2 million tonnes due to strong performance from its North American Nitrogen operations.

Oct 21, 2025, 1:01 PM

Press Release

Nutrien Reports Strong Q2 Earnings

NTR

Earnings

Nutrien Ltd. reported strong second-quarter earnings, with adjusted earnings of $2.65 per share surpassing the expected $2.40.
The company's revenue reached approximately $10.45 billion, and net income dramatically rose to $1.2 billion in the second quarter, driven by robust global market demand.
Nutrien's shares have risen significantly by about 32% year-to-date, outperforming the S&P 500, although recent trading has been mixed, with the stock closing 7.5% to 9.4% below its 52-week high.
Analysts maintain a positive outlook, with an average one-year price target of $66.10, indicating a potential upside of about 14% from the current price.

Aug 6, 2025, 10:46 PM

Morningstar

Nutrien Ltd Q1 2025 Earnings, Dividend & Strategic Update

NTR

Earnings

Dividends

M&A

Share Buyback

Guidance Update

Nutrien reported Q1 2025 net earnings of $19 million with diluted EPS of $0.02 and an adjusted EBITDA of $0.9 billion, while maintaining full-year guidance amid strong potash sales and improved nitrogen production performance .
The company declared a quarterly dividend of US$0.545 per share, payable on July 18, 2025 with a record date of June 30, 2025; dividend payments will be made in Canadian dollars for domestic shareholders and US dollars for others, with options for currency change .
Executed significant capital actions with a share repurchase of 3.6 million shares for $188 million and secured $223 million in proceeds from its divestiture of the remaining Sinofert Holdings position .
Reported strong fertilizer market fundamentals with U.S. retail fertilizer sales volumes up 8% in April and maintained potash shipment guidance of 71-75 million tonnes .
Achieved strategic milestones with two U.S. retail acquisitions and reaching a $200 million annual cost savings target one year early, reinforcing disciplined capital allocation .

May 8, 2025, 2:01 PM

Transcript 6-K 6-K

Earnings Transcripts

Quarterly earnings call transcripts for Nutrien.

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