Nutrien (NTR) Q4 Earnings Lag Estimates

Core Viewpoint - Nutrien reported quarterly earnings of $0.83 per share, missing the Zacks Consensus Estimate of $0.87 per share, but showing an increase from $0.31 per share a year ago, indicating a -4.96% earnings surprise [1] Group 1: Earnings and Revenue Performance - The company posted revenues of $5.34 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.55% and showing an increase from $5.08 billion year-over-year [2] - Over the last four quarters, Nutrien has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] Group 2: Stock Performance and Outlook - Nutrien shares have increased by approximately 13.2% since the beginning of the year, outperforming the S&P 500, which has shown zero return [3] - The company's earnings outlook is crucial for future stock performance, with current consensus EPS estimates at $0.46 on $5.19 billion in revenues for the coming quarter and $4.76 on $27.26 billion in revenues for the current fiscal year [7] Group 3: Industry Context - The Fertilizers industry, to which Nutrien belongs, is currently in the top 11% of over 250 Zacks industries, indicating a favorable industry outlook that can significantly impact stock performance [8]