-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：Nutrien第一季度业绩强劲，调整后每股收益为0.51美元，显著高于去年同期的0.11美元；调整后EBITDA增长30%至11.1亿美元。销售额增长19%至60.5亿美元，这主要得益于钾肥销量创纪录的351万吨以及所有业务板块化肥基准的提升。钾肥业务表现尤为出色，销量创历史新高，定价能力增强，在净售价提高至每吨264美元的情况下，调整后EBITDA达到5.78亿美元。管理层重申了2026年的所有业绩指引，包括零售调整后EBITDA为17.5亿至19.5亿美元，钾肥销量为1410万至1480万吨。尽管农业部门持续面临财务压力，零售业务仍展现出韧性，调整后 EBITDA 飙升 135% 至 1.08 亿美元；氮肥业务则受益于全球基准指数走强，尽管由于工厂停产导致产量下降。公司通过派发股息和股票回购向股东返还了 4.09 亿美元。
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