Nutrien Q3 2026 Revenue Tops Estimates at $5.69B, but EPS Misses at $0.61

Nutrien (NTR) posted mixed third-quarter 2026 results, with revenue above the estimate and adjusted EPS below it. Revenue was $5.69 billion, down 4.2% from a year earlier, above the $5.66 billion estimate, and adjusted EPS was $0.61, down 37% from a year earlier, below the $0.74 estimate.

Q3 2026 scorecard

By our calculation, revenue was $34.5 million above the estimate and adjusted EPS was $0.13 below it. The QoQ column compares with the previous quarter's revenue of $10.47 billion and adjusted EPS of $2.61. The YoY column compares with $5.94 billion and $0.97 in the same quarter a year earlier.

Track record

• EPS record. Adjusted EPS beat the estimate in 3 of the last 8 reports, including this one.
• Revenue record. Revenue beat the estimate in 4 of the last 8 reports.
• Revenue trend. Revenue over the last 5 reports, oldest first: $5.94 billion, $5.12 billion, $5.69 billion, $10.47 billion and $5.69 billion.

What to watch

• Next-quarter estimates. Consensus calls for EPS of $1.04 and revenue of $5.52 billion next quarter, based on 10 analysts.
• Next report. Nutrien is next expected to report on Feb. 17, 2027.
• Revenue growth. Whether revenue stabilizes after this quarter's 4.2% decline from a year earlier to $5.69 billion.
• Related coverage. See our reports on Trekor Metals, South Bow, OceanaGold and Aris Mining.

Sources: Results are from Nutrien's Nov. 4, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from Nutrien's earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.