Back to top

Image: Bigstock

Nutrien (NTR) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Read MoreHide Full Article

For the quarter ended September 2025, Nutrien (NTR - Free Report) reported revenue of $6.01 billion, up 12.3% over the same period last year. EPS came in at $0.97, compared to $0.39 in the year-ago quarter.

The reported revenue represents a surprise of +3.09% over the Zacks Consensus Estimate of $5.83 billion. With the consensus EPS estimate being $0.93, the EPS surprise was +4.3%.

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:
  • Phosphate - Sales volumes - Total: 666.00 KTon versus 689.39 KTon estimated by five analysts on average.
  • Nitrogen - Sales volumes - Total: 2,827.00 KTon versus the five-analyst average estimate of 2,492.60 KTon.
  • Potash - Sales volumes - Total: 4,059.00 KTon compared to the 3,903.40 KTon average estimate based on five analysts.
  • Nitrogen - Sales volumes - Urea and ESN: 687.00 KTon versus 664.43 KTon estimated by four analysts on average.
  • Sales- Retail (Nutrient Ag Solutions)- Total: $3.43 billion compared to the $3.53 billion average estimate based on six analysts. The reported number represents a change of +4.8% year over year.
  • Sales- Potash: $1.26 billion versus $1.05 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +22.3% change.
  • Sales- Phosphate: $561 million versus $528.13 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +20.1% change.
  • Sales- Nitrogen: $1.2 billion versus the five-analyst average estimate of $1.08 billion. The reported number represents a year-over-year change of +30.5%.
  • Net Sales- Potash: $1.12 billion compared to the $940.55 million average estimate based on five analysts. The reported number represents a change of +26.9% year over year.
  • Net Sales- Nitrogen: $1.06 billion compared to the $941.29 million average estimate based on five analysts. The reported number represents a change of +34.1% year over year.
  • Net Sales- Phosphate: $495 million compared to the $484.19 million average estimate based on five analysts. The reported number represents a change of +20.2% year over year.
  • Net Sales- Eliminations: $-375 million versus the five-analyst average estimate of $-343.21 million. The reported number represents a year-over-year change of +36.4%.

View all Key Company Metrics for Nutrien here>>>

Shares of Nutrien have returned -11.5% over the past month versus the Zacks S&P 500 composite's +1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

See More Zacks Research for These Tickers


Normally $25 each - click below to receive one report FREE:


Nutrien Ltd. (NTR) - free report >>

Published in