Overview

* Nutrien ( NTR ) 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 ( NTR ) maintains 2025 global potash shipment forecast at 73-75 mln tonnes

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

* Nutrien ( NTR ) 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/Mis Actual Consensu

s s

Estimate

Q3 Sales Beat $6.01 $5.59

bln bln (8

Analysts

)

Q3 Beat $0.97 $0.89

Adjusted (16

EPS Analysts

)

Q3 EPS $0.96

Q3 Net $469 mln

Income

Q3 Beat $1.43 $1.37

Adjusted bln bln (15

EBITDA Analysts

)

Press Release:

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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.)