Nutrien(US:NTR) ZACKS·2026-02-19 02:00Core Viewpoint - Nutrien reported a revenue of $5.34 billion for the quarter ended December 2025, marking a year-over-year increase of 5.1% and exceeding the Zacks Consensus Estimate by 2.55% [1] Financial Performance - Earnings per share (EPS) for the quarter was $0.83, compared to $0.31 a year ago, although it fell short of the consensus estimate of $0.87 by 4.96% [1] - Nutrien's stock has returned +3.9% over the past month, outperforming the Zacks S&P 500 composite, which declined by -1.3% [3] Sales Metrics - Potash sales volumes totaled 2,803 KTon, below the average estimate of 2,876.83 KTon [4] - Nitrogen sales volumes reached 2,575 KTon, also below the average estimate of 2,667.94 KTon [4] - Average selling price per tonne for phosphate (industrial and feed) was $875, exceeding the average estimate of $713.89 [4] - Retail sales (Nutrient Ag Solutions) amounted to $3.14 billion, slightly below the estimated $3.21 billion, reflecting a -1.1% change year-over-year [4] - Potash sales were reported at $792 million, a +34.9% increase year-over-year, but below the estimate of $804.4 million [4] - Nitrogen sales reached $1.24 billion, surpassing the estimate of $1.09 billion, with a year-over-year increase of +5.4% [4] - Phosphate sales were $543 million, exceeding the average estimate of $513.52 million, representing a +15.3% year-over-year change [4] - Net sales for phosphate were $483 million, above the estimate of $421.42 million, with a +16.7% year-over-year change [4] - Net sales for potash were $736 million, exceeding the estimate of $706.92 million, reflecting a +37.3% year-over-year change [4] - Net sales for nitrogen were $1.09 billion, surpassing the estimate of $990.83 million, with a +7.9% year-over-year change [4]