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Compared to Estimates, Nutrien (NTR) Q3 Earnings: A Look at Key Metrics

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For the quarter ended September 2026, Nutrien (NTR - Free Report) reported revenue of $6.06 billion, up 1% over the same period last year. EPS came in at $0.61, compared to $0.97 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $5.86 billion, representing a surprise of +3.56%. The company delivered an EPS surprise of -17.57%, with the consensus EPS estimate being $0.74.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

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:
  • Potash - Sales volumes - Total: 4,073.00 KTon versus 3,884.77 KTon estimated by three analysts on average.
  • Nitrogen - Sales volumes - Total: 2,354.00 KTon versus the three-analyst average estimate of 2,322.74 KTon.
  • Phosphate - Average net selling price - Industrial and feed: 1,043.00 $/Ton versus 899.37 $/Ton estimated by three analysts on average.
  • Phosphate - Average net selling price - Fertilizer: 781.00 $/Ton versus the three-analyst average estimate of 858.21 $/Ton.
  • Net Sales- Downstream- Retail: $3.44 billion versus the six-analyst average estimate of $3.47 billion. The reported number represents a year-over-year change of +0.5%.
  • Total Sales- Upstream and Midstream- Phosphate: $574 million versus $593.38 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +2.3% change.
  • Total Sales- Upstream and Midstream- Potash: $1.27 billion compared to the $1.17 billion average estimate based on five analysts. The reported number represents a change of +0.6% year over year.
  • Total Sales- Upstream and Midstream- Nitrogen: $1.07 billion compared to the $1.01 billion average estimate based on five analysts. The reported number represents a change of -10.8% year over year.
  • Net Sales- Upstream and Midstream- Nitrogen: $960 million compared to the $881.28 million average estimate based on four analysts. The reported number represents a change of -9.7% year over year.
  • Net Sales- Upstream and Midstream- Phosphate: $514 million compared to the $538.56 million average estimate based on four analysts. The reported number represents a change of +3.8% year over year.
  • Net Sales- Upstream and Midstream- Potash: $1.12 billion compared to the $1.06 billion average estimate based on four analysts. The reported number represents a change of -0.1% year over year.
  • Potash sales by geography- Manufactured product- Offshore: $629 million compared to the $636.64 million average estimate based on three analysts. The reported number represents a change of +1% year over year.

View all Key Company Metrics for Nutrien here>>>

Shares of Nutrien have returned -2.6% over the past month versus the Zacks S&P 500 composite's -2% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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