Nutrien Surpasses Earnings Forecasts on Strong Fertilizer Demand, Shares Rise 2.7%

Nutrien (NTR) shares rose 2.7% after beating earnings forecasts with record potash sales. The company's revenue reached $10.45 billion, with net income increasing to $1.2 billion. Analysts predict a 14.07% potential upside with a consensus "Outperform" rating. The GF Value estimates a potential downside of 13.7% from the current price.

Nutrien Ltd. (TSX and NYSE: NTR) has reported strong financial results for the second quarter of 2025, with net earnings of $1.2 billion and adjusted EBITDA of $2.5 billion. The company's revenue reached $10.45 billion, driven by record potash sales volumes and favorable fertilizer market fundamentals. Nutrien's shares rose 2.7% following the announcement, with analysts predicting a 14.07% potential upside and a consensus "Outperform" rating [1].

The company's President and CEO, Ken Seitz, commented on the performance, stating, "Nutrien delivered growth in earnings and cash flow in the first half of 2025, demonstrating strong operational performance and execution on our strategic priorities. We sold record Potash sales volumes, increased Nitrogen operating rates and lowered expenses, while further optimizing capital expenditures and consistently returning cash to shareholders."

Highlights of the second quarter include:
- Net earnings of $1.2 billion, a significant increase from the same period in 2024.
- Adjusted EBITDA of $3.3 billion, up from $2.5 billion in the same period last year.
- Potash adjusted EBITDA increased to $1.1 billion due to higher net selling prices and record sales volumes.
- Nitrogen adjusted EBITDA increased to $1.1 billion due to higher net selling prices and sales volumes.
- Operations delivered a record ammonia operating rate of 98 percent.

Nutrien also returned $0.8 billion to shareholders in the first half of 2025 through dividends and share repurchases. The company repurchased 5.7 million shares for a total of $316 million as of August 5, 2025.

Looking ahead, Nutrien has raised its 2025 full-year Potash sales volume guidance to 13.9 to 14.5 million tonnes. The company anticipates a strong global demand for potash, supported by strong affordability and low channel inventories. The global potash shipment forecast for 2025 has been raised to 73 to 75 million tonnes.

The GF Value estimates a potential downside of 13.7% from the current price, while analysts predict a 14.07% potential upside with a consensus "Outperform" rating.

References:
[1] https://www.nutrien.com/news/press-releases/nutrien-reports-second-quarter-2025-results-1731