Nutrien reports Q3 2026 results with lower earnings, higher potash sales guidance and phosphate plant shutdown
Nutrien Ltd. posted third‑quarter 2026 revenue of $6.06 billion and a non‑GAAP earnings per share of $0.61, missing analyst forecasts. Net profit fell to $288 million, driven by weaker phosphate and nitrogen margins. The company raised its full‑year potash sales guidance to 14.8 million tonnes and announced the shutdown of the White Springs phosphate facility in the second quarter of 2027. Management highlighted $1.31 billion of adjusted EBITDA for the quarter and continued share repurchases totaling $1.3 billion.
Why it matters
The lower earnings and profit signal margin pressure in the phosphate and nitrogen segments, which may affect cash flow and dividend sustainability. The higher potash sales guidance and plant shutdown aim to improve future earnings quality and free cash flow, according to the company's earnings call.
Key facts
- 1Q3 2026 revenue was $6.06 billion. seekingalpha.com
- 2Non‑GAAP EPS for the quarter was $0.61. seekingalpha.com
- 3Net earnings for the quarter were $288 million. theglobeandmail.com
- 4Full‑year potash sales guidance was increased to 14.8 million tonnes. theglobeandmail.com
- 5The White Springs phosphate facility will be shut down in Q2 2027. theglobeandmail.com
- 6Adjusted EBITDA for Q3 was $1.31 billion. finance.yahoo.com
Summary written by AlphAI AI Desk from 6 of 6 sources. Not investment advice. Figures are as stated by the linked sources.