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Jun 30, 2025
Nutrien Q2 2025 Earnings Report
Nutrien reported second quarter 2025 results
Key Takeaways
Nutrien delivered $10.44 billion in revenue and generated net earnings of $1.23 billion in Q2 2025, driven by higher fertilizer sales volumes and selling prices. Adjusted EBITDA rose 11 % year-over-year to $2.49 billion, led by record potash volumes and strong nitrogen performance. The company raised its 2025 full-year potash sales guidance and returned $0.8 billion to shareholders through dividends and share repurchases.
Generated net earnings of $1.23 billion and adjusted EBITDA of $2.49 billion in Q2 2025
Record potash sales volumes (3.99 Mt) and ammonia operating rate of 98 %
Raised 2025 full-year potash sales guidance to 13.9–14.5 million tonnes
Returned $0.8 billion to shareholders through dividends and share repurchases
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Nutrien reiterated full-year 2025 guidance, raising potash sales volume range and maintaining other operational and financial targets.
Positive Outlook
- Retail adjusted EBITDA guidance of $1.65–1.85 billion
- Potash sales volume guidance increased to 13.9–14.5 million tonnes
- Nitrogen sales volume guidance of 10.7–11.2 million tonnes
- Phosphate sales volume guidance of 2.35–2.55 million tonnes
- Capital expenditures guidance of $2.0–2.1 billion
Challenges Ahead
- Lower ammonia operating rates expected in H2 2025 due to planned turnarounds
- Phosphate shipments constrained by supply availability
- Weaker grower affordability for phosphate could impact demand
- Dry weather in Australia may weigh on crop input sales and margins
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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