Inferra AIResearch Tools

Inferra AI / Company / NTR

Nutrien

NTR · Materials

Last earnings Aug 5, 2026  ·  Next earnings Nov 4, 2026

Key results

Net incomequarter

$1.2 billion

(TSX and NYSE: NTR) announced today its second quarter 2025 results, with net earnings of $1.2 billion ($2.50 diluted net earnings per share).

SEC original ↗Nutrien — Earnings release (6-K exhibit)EX-99Aug 7, 2025

EPSquarter

$2.65

Second quarter 2025 adjusted EBITDA 1 was $2.5 billion and adjusted net earnings per share 1 was $2.65.

SEC original ↗Nutrien — Earnings release (6-K exhibit)EX-99Aug 7, 2025

Generated net incomequarter

$1.2 billion

Highlights 2 : Generated net earnings of $1.2 billion and adjusted EBITDA of $3.3 billion in the first half of 2025.

SEC original ↗Nutrien — Earnings release (6-K exhibit)EX-99Aug 7, 2025

Change revenuequarter

2024 %

Nutrien Ag Solutions ( Retail ) Three Months Ended June 30 Six Months Ended June 30 ($ millions, except as otherwise noted) 2025 2024 % Change 2025 2024 % Change Sales 7,959 8,074 (1 ) 11,049 11,382 (3 ) Cost of goods sold 5,941 6,045 (2 ) 8,345 8,606 (3 ) Gross margin 2,018 2,029 (1 ) 2,704 2,776 (3 ) Adjusted EBITDA 1 1,149 1,128 2 1,195 1,205 (1 ) 1 See Note 2 to the interim financial statements.

SEC original ↗Nutrien — Earnings release (6-K exhibit)EX-99Aug 7, 2025

Net earnings also included a foreign exchange loss of $220 million on foreign currency derivatives in Brazil.

SEC original ↗Nutrien — Earnings release (6-K exhibit)EX-99Aug 7, 2025

AI analysis

Q2 2025 · reported Aug 7, 2025

Based on: Earnings release (6-K exhibit) + parent 6-K — transcript not held

EPS · Q2 2025
$2.65
EX-99 · Aug 7, 2025
Net income · Q2 2025
$1.2B
EX-99 · Aug 7, 2025
Generated net income · Q2 2025
$1.2B
EX-99 · Aug 7, 2025

Headline figures

MetricQ2 2025Prior qtrYear ago
Net income$1.2 billion——
EPS$2.65——
Generated net income$1.2 billion——
Change revenue2024 %——

EX-99 · Aug 7, 2025

Guidance · company-stated

Direction: Raised

Company outlook

“Effective tax rate on adjusted net earnings guidance was increased to 24.0% to 26.0% due to a change to our expected geographic mix of earnings.”

Revenue — Raised

“Increasing 2025 full-year Potash sales volume guidance range, maintaining capital allocation priorities and continuing to show progress on 2026 performance targets.”

Revenue — Raised

“Raising 2025 full-year Potash sales volume guidance to 13.9 to 14.5 million tonnes.”

Revenue — Raised

“Potash sales volume guidance was increased to 13.9 to 14.5 million tonnes due to expectations for higher global demand in 2025.”

Revenue — Lowered

“Nitrogen sales volume guidance of 10.7 to 11.2 million tonnes assumes lower ammonia operating rates in the second half of 2025 compared to the record achieved in the first half of 2025 due to planned turnaround activity at our North American plants.”

Classified from the release's primary full-year outlook statement.

Next earningsNov 4, 2026Verified from the company’s own announcement

Capital allocation

Dividend$0.8B
Total capex$2.0
Capex$500M

We sold record Potash sales volumes, increased Nitrogen operating rates and lowered expenses, while further optimizing capital expenditures and consistently returning cash to shareholders, commented Ken Seitz, Nutrien s President and CEO.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

TSX, NYSE: NTR August 6, 2025 all amounts are in US dollars, except as otherwise noted Nutrien Reports Second Quarter 2025 Results First half results supported by strong operational performance and favorable fertilizer market fundamentals

Based on: Earnings release (6-K exhibit) + parent 6-K — transcript not held

Guidance & outlook

Direction: Raised

Company outlook: “Effective tax rate on adjusted net earnings guidance was increased to 24.0% to 26.0% due to a change to our expected geographic mix of earnings.”

Revenue — Raised (“Increasing”)
“Increasing 2025 full-year Potash sales volume guidance range, maintaining capital allocation priorities and continuing to show progress on 2026 performance targets.”

Revenue — Raised (“Raising”)
“Raising 2025 full-year Potash sales volume guidance to 13.9 to 14.5 million tonnes.”

Company outlook — Reiterated (“unchanged”)
“All other full-year operational guidance ranges remain unchanged.”

Company outlook — Raised (“raised”)
“As a result, we have raised our 2025 full-year global potash shipment forecast to 73 to 75 million tonnes.”

Revenue — Raised (“increased”)
“Potash sales volume guidance was increased to 13.9 to 14.5 million tonnes due to expectations for higher global demand in 2025.”

Revenue — Lowered (“lower”)
“Nitrogen sales volume guidance of 10.7 to 11.2 million tonnes assumes lower ammonia operating rates in the second half of 2025 compared to the record achieved in the first half of 2025 due to planned turnaround activity at our North American plants.”

Company outlook — Raised (“increased”)
“Effective tax rate on adjusted net earnings guidance was increased to 24.0% to 26.0% due to a change to our expected geographic mix of earnings.”

Classified from the release's primary full-year outlook statement.

Capital allocation

We sold record Potash sales volumes, increased Nitrogen operating rates and lowered expenses, while further optimizing capital expenditures and consistently returning cash to shareholders, commented Ken Seitz, Nutrien s President and CEO.

SEC original ↗Nutrien — Earnings release (6-K exhibit)EX-99Aug 7, 2025

Returned $0.8 billion to shareholders in the first half of 2025 through dividends and share repurchases.

SEC original ↗Nutrien — Earnings release (6-K exhibit)EX-99Aug 7, 2025

We repurchased 5.7 million shares in 2025 for a total of $316 million, as of August 5, 2025.

SEC original ↗Nutrien — Earnings release (6-K exhibit)EX-99Aug 7, 2025

Total capital expenditures of $2.0 to $2.1 billion are expected to be below the prior year.

SEC original ↗Nutrien — Earnings release (6-K exhibit)EX-99Aug 7, 2025

This total includes approximately $400 to $500 million in investing capital expenditures focused on proprietary products, network optimization and digital capabilities in Retail, low-cost brownfield expansions in Nitrogen and mine automation projects in Potash.

SEC original ↗Nutrien — Earnings release (6-K exhibit)EX-99Aug 7, 2025

2025 Guidance Ranges 1 as of August 6, 2025 May 7, 2025 ($ billions, except as otherwise noted) Low High Low High Retail adjusted EBITDA 1.65 1.85 1.65 1.85 Potash sales volumes (million tonnes) 2 13.9 14.5 13.6 14.4 Nitrogen sales volumes (million tonnes) 2 10.7 11.2 10.7 11.2 Phosphate sales volumes (million tonnes) 2 2.35 2.55 2.35 2.55 Depreciation and amortization 2.35 2.45 2.35 2.45 Finance costs 0.65 0.75 0.65 0.75 Effective tax rate on adjusted net earnings (%) 3 24.0 26.0 22.0 25.0 Capital expenditures 4 2.0 2.1 2.0 2.1 1 See the Forward-Looking Statements section.

SEC original ↗Nutrien — Earnings release (6-K exhibit)EX-99Aug 7, 2025

Strategy & priorities

Increasing 2025 full-year Potash sales volume guidance range, maintaining capital allocation priorities and continuing to show progress on 2026 performance targets.

SEC original ↗Nutrien — Earnings release (6-K exhibit)EX-99Aug 7, 2025

Nutrien delivered growth in earnings and cash flow in the first half of 2025, demonstrating strong operational performance and execution on our strategic priorities.

SEC original ↗Nutrien — Earnings release (6-K exhibit)EX-99Aug 7, 2025

We have seen healthy fertilizer customer engagement and field activity in North America to start the third quarter as farmers focus on maximizing crop yield potential, added Mr.

SEC original ↗Nutrien — Earnings release (6-K exhibit)EX-99Aug 7, 2025

This total includes approximately $400 to $500 million in investing capital expenditures focused on proprietary products, network optimization and digital capabilities in Retail, low-cost brownfield expansions in Nitrogen and mine automation projects in Potash.

SEC original ↗Nutrien — Earnings release (6-K exhibit)EX-99Aug 7, 2025

First half of 2025 sales and gross margin were impacted by lower sales volumes due to strategic actions related to our margin improvement plan in Brazil.

SEC original ↗Nutrien — Earnings release (6-K exhibit)EX-99Aug 7, 2025

Risks & headwinds

Phosphate markets continue to be tight due to limited supply, including from Chinese export restrictions.

SEC original ↗Nutrien — Earnings release (6-K exhibit)EX-99Aug 7, 2025

These forward-looking statements are subject to a number of assumptions, risks and uncertainties, many of which are beyond our control, which could cause actual results to differ materially from such forward-looking statements.

SEC original ↗Nutrien — Earnings release (6-K exhibit)EX-99Aug 7, 2025

Current conditions, economic and otherwise, render assumptions, although reasonable when made, subject to greater uncertainty.

SEC original ↗Nutrien — Earnings release (6-K exhibit)EX-99Aug 7, 2025

We do not provide a reconciliation of this forward-looking measure to the most directly comparable financial measures calculated and presented in accordance with IFRS because a meaningful or accurate calculation of reconciling items and the information is not available without unreasonable effort due to unknown variables, including the timing and amount of certain reconciling items, and the uncertainty related to future results.

SEC original ↗Nutrien — Earnings release (6-K exhibit)EX-99Aug 7, 2025

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Rio Tinto (RIO) MaterialsCemex Sab De Cv (CX) MaterialsWheaton Precious Metals (WPM) MaterialsNucor (NUE) MaterialsFranco-Nevada (FNV) MaterialsKinross Gold (KGC) MaterialsBarrick Mining (B) MaterialsCarpenter Technology (CRS) Materials
Documents

Filings

73 documents

Earnings releases

38 documents

Presentations

0 documents

No presentations for Nutrien are held in this edition of the library.

Transcripts

0 documents

No transcripts for Nutrien are held in this edition of the library.

Mentioned by

7 companies

Other tracked companies whose held documents mention Nutrien by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.