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Jun 30
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
Nutrien
Nutrien
Nutrien Revenue by Segment
Nutrien Revenue by Geographic Location
Revenue by Segment
Retail Revenue
CapyFin.comPotash Revenue
CapyFin.comNitrogen Revenue
CapyFin.comPhosphate Revenue
CapyFin.comRevenue by Geographic Location
Potash North America Revenue
CapyFin.comPotash Offshore Revenue
CapyFin.com 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
- Wet conditions in the southern U.S. could pressure retail margins
Revenue & Expenses
Visualization of income flow from segment revenue to net income