Nutrien Limited's NTR shares have rallied 17.2% over the past month, outpacing the Zacks Fertilizers industry's 16.8% growth over the same period, on strong fertilizer market fundamentals, higher potash and nitrogen prices and improved cost efficiency. First-half 2026 potash sales volumes reached a record 7.45 million tons, and full-year potash sales volume guidance was raised to 14.2-14.8 million tons, while management expects global potash shipments of 74-77 million tons in 2026. Potash average net selling price rose 13% year over year to $266 per ton in the first half and nitrogen average net selling price climbed 14% to $416 per ton, lifting Potash adjusted EBITDA 15% to $1.24 billion and Nitrogen adjusted EBITDA 4% to $1.12 billion. Proprietary products gross margin increased 18% year over year to $843 million, helping Retail adjusted EBITDA rise 4% to $1.24 billion, with 2026 Retail adjusted EBITDA guidance maintained at $1.75-$1.95 billion. Management lowered 2026 capital expenditures guidance to $1.95-$2.05 billion from $2-$2.1 billion, citing capital efficiency and structural free cash flow growth, and NTR currently carries a Zacks Rank #3 (Hold).
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Worthington Steel IncNutrien LtdRecord first-half potash volumes of 7.45 million tons and raised full-year potash volume guidance on strong fertilizer demand.
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