Nutrien (NTR) Q4 2025 Earnings Call Transcript | The Motley Fool
The Motley Fool
by newsfeedback@fool.com (Motley Fool Transcribing)February 19, 2026
AI-Generated Deep Dive Summary
Nutrien (NTR) reported a strong Q4 2025 earnings call, highlighting significant financial achievements and strategic progress across its operations. The company achieved an Adjusted EBITDA of $6.05 billion, marking a 13% year-over-year increase driven by cost reductions, higher sales volumes, and the execution of key initiatives. Fertilizer sales reached a record 27.5 million tonnes, supported by elevated potash sales guidance and robust global demand. Notably, the potash mine automation project achieved 49% progress, enhancing safety and delivering a low-cost advantage with controllable cash costs of $58 per tonne.
Nutrien’s nitrogen segment saw improved performance, with sales volumes reaching 10.9 million tonnes despite a Q4 shutdown in Trinidad. The company emphasized operational reliability and debottlenecking efforts, which boosted ammonia operating rates by 4 percentage points. Phosphate operations maintained an 87% average rate in the second half of the year, aligning with guidance despite weaker demand in North America. Retail division also contributed significantly, posting an Adjusted EBITDA of $1.74 billion, fueled by margin strength and cost-saving measures.
The company exceeded its annual cost-savings target of $200 million and reduced capital expenditures to $2 billion, well below the projected range. Proceeds from divestitures
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Originally published on The Motley Fool on 2/19/2026