Nutrien Non-GAAP EPS of $0.97 in-line, revenue of $6B beats by $400M

Published 3 days ago Positive
Nutrien Non-GAAP EPS of $0.97 in-line, revenue of $6B beats by $400M
Auto
* Nutrien press release [https://seekingalpha.com/pr/20295698-nutrien-reports-third-quarter-2025-results] (NTR [https://seekingalpha.com/symbol/NTR]): Q3 Non-GAAP EPS of $0.97 in-line.
* Revenue of $6B (+12.1% Y/Y) beats by $400M.

* Generated net earnings of $1.7 billion and adjusted EBITDA of $4.8 billion in the first nine months of 2025. Adjusted EBITDA increased due to higher fertilizer net selling prices, increased upstream fertilizer sales volumes and higher Retail earnings.

* Retail adjusted EBITDA increased to $1.4 billion in the first nine months of 2025 due to lower operating expenses from our cost savings initiatives and higher proprietary products gross margin.

* Potash adjusted EBITDA increased to $1.8 billion in the first nine months of 2025 due to higher net selling prices and record sales volumes, supported by strong potash affordability and underlying consumption growth in key offshore markets.

* Nitrogen adjusted EBITDA increased to $1.6 billion in the first nine months of 2025 due to higher net selling prices and sales volumes. Our operations delivered a record ammonia operating rate3 of 94 percent in the first nine months of 2025, achieved through improved reliability at our sites.

* Returned $1.2 billion to shareholders in the first nine months of 2025 through dividends and share repurchases. We repurchased 8.3 million shares in 2025 for a total of $465 million, as of November 4, 2025.

MORE ON NUTRIEN LTD.

* Nutrien: Great Company, Wrong Timing. Waiting For A Better Margin Of Safety [https://seekingalpha.com/article/4829492-nutrien-great-company-wrong-timing-waiting-for-a-better-margin-of-safety]
* Earnings week ahead: AMD, PLTR, PFE, O, QCOM, ENB, SHOP, MCD, UBER, SMCI, BP, LCID, MRNA, ABNB, WBD, DKNG, AMC, and more [https://seekingalpha.com/news/4512329-earnings-week-ahead-amd-pltr-pfe-o-qcom-enb-shop-mcd-uber-smci-bp-lcid-mrna-abnb-wbd-dkng-amc-and-more]
* Nutrien to sell 50% equity position in Profertil [https://seekingalpha.com/news/4492979-nutrien-to-sell-50-equity-position-in-profertil]
* Seeking Alpha’s Quant Rating on Nutrien Ltd. [https://seekingalpha.com/symbol/NTR:CA/ratings/quant-ratings]
* Historical earnings data for Nutrien Ltd. [https://seekingalpha.com/symbol/NTR:CA/earnings]