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研究快訊:Nutrien:價格優勢抵銷銷售下滑影響,第一季每股收益超出預期

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-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下:Nutrien第一季業績強勁,調整後每股收益為0.51美元,顯著高於去年同期的0.11美元;調整後EBITDA成長30%至11.1億美元。銷售額成長19%至60.5億美元,主要得益於鉀肥銷量創紀錄的351萬噸以及所有業務板塊化肥基準的提升。鉀肥業務表現特別出色,銷售量創歷史新高,定價能力增強,在淨售價提高至每噸264美元的情況下,調整後EBITDA達到5.78億美元。管理層重申了2026年的所有業績指引,包括零售調整後EBITDA為17.5億至19.5億美元,鉀肥銷量為1410萬至1480萬噸。儘管農業部門持續面臨財務壓力,零售業務仍展現出韌性,調整後 EBITDA 飆升 135% 至 1.08 億美元;氮肥業務則受益於全球基準指數走強,儘管由於工廠停產導致產量下降。公司透過派發股息和股票回購向股東返還了 4.09 億美元。

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