Nutrien Ltd., a company established in 2017 and based in Saskatoon, Canada, functions as a principal supplier of essential agricultural resources and ...
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$2.19 per share
Est. EPS $0.96 · Revenue $5.82B · 10 analysts
$2.19 per share
Est. EPS $1.00 · Revenue $5.52B · 10 analysts
EPS $2.53 · Revenue $10.81B
EPS $0.27 · Revenue $6.05B
EPS $4.74 · Revenue $26.89B
EPS $0.94 · Revenue $6.01B
EPS $2.50 · Revenue $10.44B
EPS $0.02 · Revenue $5.10B
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $26.9B | +3.5% | +78.8% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $2.3B | +236.4% | +826.7% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +31.0% | +7.1% | +10.4% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +14.4% | +26.7% | +119.4% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +8.4% | +224.9% | +418.2% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $2.0B | +47.5% | +275.7% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +7.6% | +42.5% | +198.3% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 51.2% | -2.5% | -11.4% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.34x | +16.7% | +12.3% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $52.2B | +0.7% | -1.0% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 4.74 vs 4.63 | +2.4% | 2.53 vs 0.96 | +163.3% |
| Revenue Surprise | $26.9B vs $26.3B | +2.3% | $10.8B vs $5.8B | +85.7% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 31, 2007 | Sherman Jerome F | director | Common Stock, par value $0.01 per share | A | 1,687 | $1.04 |
| Aug 31, 2007 | Sherman Jerome F | director | Common Stock, par value $0.01 per share | A | 313 | $1.04 |
| Aug 31, 2007 | Akre David A | director, officer: Vice Chairman/Co-CEO | — | — | 0 | — |
| Aug 31, 2007 | Akre David A | director, officer: Vice Chairman/Co-CEO | Common Stock, par value $.01 per share | A | 100 | $1.10 |
| Aug 31, 2007 | Akre David A | director, officer: Vice Chairman/Co-CEO | Common Stock, par value $.01 per share | A | 400 | $1.20 |
Operator: Greetings, and welcome to Nutrien's 2026 Second Quarter Earnings Call. [Operator Instructions] As a reminder, this conference call is being recorded. And I would now like to turn the conference call over to Jeff Holzman, Senior Vice President of Investor Relations and FP&A. Please go ahead. Jeff Holzman: Thank you, operator. Good morning, and welcome to Nutrien's Second Quarter 2026 Earnings Call. As we conduct this call, various statements that we make about future expectations, plans and prospects contain forward-looking information. Certain assumptions were applied in making these conclusions and forecasts. Therefore, actual results could differ materially from those contained in our forward-looking information. Additional information about these factors and assumptions is contained in our quarterly report to shareholders as well as our most recent annual report, MD&A and annual information form. I will now turn the call over to Kenneth Seitz, Nutrien's President and CEO; and Mark Thompson, our CFO, for opening comments. Kenneth Seitz: Good morning, and thank you for joining us today to review our first half performance, progress on our strategic priorities and the outlook for our business. In the first half of 2026, Nutrien delivered record potash sales volumes, strong growth in proprietary products margins and further enhanced the reliability and cost position of our nitrogen assets in a dynamic global operating environment. We raised the bottom end of our 2026 potash sales volumes guidance, lowered our capital expenditures guidance range and increased the pace of share repurchases. Our results demonstrated strong performance against our strategic priorities that are strengthening our business, driving structural growth in free cash flow and increasing cash returns to shareholders. In potash, we increased production from our low-cost 6-mine network and utilize the capabilities of our extensive global supply chain to meet strong customer demand. In the first half, we mined 53% of ore tonnes using automation, exceeding the top end of our 2024 Investor Day target. This result reflects the strong execution of our automation strategy while also highlighting additional opportunities to further enhance deployment and performance across the network. These investments are delivering wide-ranging benefits beyond improvements in safety and productivity. Increased automation enables us to mine more ore with the assets already in place, helping to optimize capital expenditures and maximize returns on existing investments. In nitrogen, our low-cost North American assets remain well positioned with advantaged natural gas costs and a continued focus on initiatives that increase upgraded product volumes and margins. Our first half production was consistent with our previous expectations, including a planned turnaround at our Carseland facility that demonstrated operational excellence in action. The turnaround was the largest in the facility's …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Kenneth A. Seitz | President, CEO & Non-Independent Director | USD 2,278,256 | Male | 1970 | Active |
Mark Thompson | Executive Vice President & Chief Financial Officer | USD 1,363,426 | Male | — | Active |
Noralee Bradley | Executive Vice President of External Affairs, Chief Legal Officer & Corporate Secretary | USD 1,291,210 | Female | — | Active |
Christopher Pringle Reynolds | Executive Vice President of Global Sales | USD 1,127,580 | Male | 1974 | Active |
Jeff Holzman | Vice President of Investor Relations | — | Male | — | Active |
Sarah J. Walters | Executive VP of IT & Chief People Officer | — | Female | — | Active |
Trevor Berg | Senior Vice President of Upstream, Potash & Phosphate Operations | — | Male | — | Active |
Jason Newton | Head Economist | — | — | — | Active |
Andrew Kelemen | Executive Vice President of Corporate Development & Chief Strategy Officer | — | Male | — | Active |
Tim Dahlheimer | Senior Vice President of Safety, Health, Environment & Security | — | Male | — | Active |
Andra AP fonden trimmed its position in shares of Nutrien Ltd. (NYSE: NTR) by 35.6% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 27,195 shares of the company's stock after selling 15,026 shares during the quarter. Andra AP fonden's
Arrowstreet Capital Limited Partnership lessened its position in Nutrien Ltd. (NYSE: NTR) by 13.5% in the undefined quarter, according to its most recent filing with the SEC. The firm owned 11,828,890 shares of the company's stock after selling 1,840,700 shares during the period. Arrowstreet Capital Limited Partnership owned approximately 2.46% of Nutrien worth
Bank of Nova Scotia reduced its holdings in shares of Nutrien Ltd. (NYSE: NTR) by 15.3% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,689,740 shares of the company's stock after selling 305,015 shares during the quarter. Bank of
Bank of New York Mellon Corp grew its stake in shares of Nutrien Ltd. (NYSE: NTR) by 190.3% during the undefined quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 1,326,262 shares of the company's stock after purchasing an additional 869,326 shares during the period. Bank of
Amova Asset Management Americas Inc. grew its stake in shares of Nutrien Ltd. (NYSE: NTR) by 17.9% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 109,543 shares of the company's stock after buying an additional 16,617 shares during the quarter. Amova
