Nutrien (NTR) reported $5.34 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 5.1%. EPS of $0.83 for the same period compares to $0.31 a year ago.
The reported revenue represents a surprise of +2.55% over the Zacks Consensus Estimate of $5.21 billion. With the consensus EPS estimate being $0.87, the EPS surprise was -4.96%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Nutrien performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Potash - Sales volumes - Total: 2,803.00 KTon versus the three-analyst average estimate of 2,876.83 KTon.
- Nitrogen - Sales volumes - Total: 2,575.00 KTon compared to the 2,667.94 KTon average estimate based on three analysts.
- Average Selling Price per Tonne - Phosphate - Industrial and feed: 875.00 $/Ton versus the three-analyst average estimate of 713.89 $/Ton.
- Average Selling Price per Tonne - Phosphate - Total: 733.00 $/Ton compared to the 574.04 $/Ton average estimate based on three analysts.
- Sales- Retail (Nutrient Ag Solutions)- Total: $3.14 billion versus $3.21 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -1.1% change.
- Sales- Potash: $792 million versus the five-analyst average estimate of $804.4 million. The reported number represents a year-over-year change of +34.9%.
- Sales- Nitrogen: $1.24 billion versus the five-analyst average estimate of $1.09 billion. The reported number represents a year-over-year change of +5.4%.
- Net Sales- Eliminations: $-360 million versus $-351.19 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +20% change.
- Sales- Phosphate: $543 million compared to the $513.52 million average estimate based on five analysts. The reported number represents a change of +15.3% year over year.
- Net Sales- Phosphate: $483 million versus the four-analyst average estimate of $421.42 million. The reported number represents a year-over-year change of +16.7%.
- Net Sales- Potash: $736 million versus the four-analyst average estimate of $706.92 million. The reported number represents a year-over-year change of +37.3%.
- Net Sales- Nitrogen: $1.09 billion versus the four-analyst average estimate of $990.83 million. The reported number represents a year-over-year change of +7.9%.
View all Key Company Metrics for Nutrien here>>>
Shares of Nutrien have returned +3.9% over the past month versus the Zacks S&P 500 composite's -1.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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Nutrien Ltd. (NTR): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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