Nutrien (NTR) Misses Q1 EPS by 2c; maintains guidance

Nutrien (NYSE: NTR) reported Q1 EPS of $0.51, $0.02 worse than the analyst estimate of $0.53. Revenue for the quarter came in at $6.05 billion versus the consensus estimate of $5.35 billion.

Financial and Operational Guidance

We have maintained all 2026 full year financial and operational guidance ranges.

Retail adjusted EBITDA guidance of $1.75 to $1.95 billion represents structural growth in our downstream business consistent with historical rates.

Potash sales volume guidance of 14.1 to 14.8 million tonnes is consistent with our global shipment expectation.

Nitrogen sales volume guidance of 9.2 to 9.7 million tonnes is supported by planned reliability improvements and debottlenecks.

Phosphate sales volume guidance of 2.4 to 2.6 million tonnes reflect the benefits of reliability improvement initiatives completed in 2025.

Total capital expenditures guidance of $2.0 to $2.1 billion is consistent with 2025 as we continue to optimize capital to sustain safe and reliable operations and to progress a set of targeted growth investments. The total includes approximately $400 million in investing capital expenditures focused on proprietary products, network optimization and digital capabilities in Retail, low-cost brownfield expansions and product optimization projects in Nitrogen, and mine automation in Potash.

For earnings history and earnings-related data on Nutrien (NTR) click here.

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