Nutrien: The Market Misjudges The Structural Gas Arbitrage And The Looming Ag Cycle

Nutrien Ltd. remains a Buy as current market pricing ignores dual catalysts: global LNG disruption and a reversal in the agricultural cycle. NTR's North American nitrogen assets benefit from structurally cheap gas, ensuring elevated margins for 2–3 years amid global LNG capacity outages. Rising global food prices and pent-up fertilizer demand set the stage for a cyclical upturn in NTR's potash, phosphate, and retail segments.

Seeking Alpha • 10 hours ago

Nutrien Q2 Earnings Call Highlights

Nutrien NYSE: NTR reported second-quarter adjusted EBITDA of $2.4 billion and first-half adjusted EBITDA of $3.5 billion, up 6% from a year earlier, as record potash sales volumes, proprietary-product margin growth and operating execution supported results.

MarketBeat • Aug 8, 2026

Nutrien Ltd. (NTR:CA) Q2 2026 Earnings Call Transcript

Nutrien Ltd. (NTR:CA) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 6, 2026

33 stocks to bet on foreign markets continuing to beat the S&P 500

Surprisingly, many foreign markets are way ahead of the U.S. in year-to-date performance.

Market Watch • Aug 6, 2026

Nutrien Reports Second Quarter 2026 Results

SASKATOON, Saskatchewan--(BUSINESS WIRE)--Nutrien Ltd. (TSX and NYSE: NTR) announced today its second quarter 2026 results, with net earnings of $1.22 billion ($2.53 diluted net earnings per share). Second quarter 2026 adjusted EBITDA1 was $2.43 billion and adjusted net earnings per share1 was $2.61. “In the first half of 2026, Nutrien delivered record potash sales volumes, strong growth in proprietary products margins and further enhanced the reliability and cost position of our nitrogen asset.

Business Wire • Aug 5, 2026

Nutrien Declares Quarterly Dividend of US$0.55 per Share

SASKATOON, Saskatchewan--(BUSINESS WIRE)--Nutrien Ltd. (TSX and NYSE: NTR) announced today that its Board of Directors has declared a quarterly dividend of US$0.55 per share payable on October 16, 2026, to shareholders of record on September 29, 2026. Registered shareholders who are residents of Canada as reflected in Nutrien's shareholders register, as well as beneficial holders (i.e., shareholders who hold their common shares through a broker or other intermediary) whose intermediary is a par.

Business Wire • Aug 5, 2026

Nutrien (NTR) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

Although the revenue and EPS for Nutrien (NTR) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research • Aug 6, 2026

Nutrien (NTR) Q2 Earnings Miss Estimates

Nutrien (NTR) came out with quarterly earnings of $2.61 per share, missing the Zacks Consensus Estimate of $2.7 per share. This compares to earnings of $2.65 per share a year ago.

Zacks Investment Research • Aug 6, 2026

The Iran war sent investors into fertilizer stocks — but here's the China risk everyone's missing

The fertilizer trade as it relates to the Iran war and the Strait of Hormuz is really three trades pointed in different directions.

Market Watch • Aug 1, 2026

Nutrien (NTR) Reports Next Week: Wall Street Expects Earnings Growth

Nutrien (NTR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • Jul 29, 2026