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Research Alert: Nutrien: Pricing Strength Helps Offset Volume Headwinds, Q1 Eps Beats Estimates

作者

-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

Nutrien delivered robust Q1 results with adjusted EPS of $0.51 significantly outperforming the prior year's $0.11, while adjusted EBITDA increased 30% to $1.11B. Sales rose 19% to $6.05B, supported by record potash volumes of 3.51M tonnes and higher fertilizer benchmarks across all segments. Potash delivered exceptional performance with record sales volumes and improved pricing power, generating adjusted EBITDA of $578M on higher net selling prices of $264/tonne. Management reaffirmed all 2026 guidance ranges, including Retail adjusted EBITDA of $1.75-$1.95B and potash sales volumes of 14.1-14.8M tonnes. Retail operations demonstrated resilience with adjusted EBITDA surging 135% to $108M despite ongoing farm sector financial stress, while Nitrogen benefited from stronger global benchmarks though production volumes declined due to facility shutdowns. The company returned $409M to shareholders through dividends and share repurchases.

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