Nutrien Q4 EPS Misses by 4.96% While Revenue Tops by 2.55%
Nutrien reported Q4 adjusted EPS of $0.83 vs $0.87 consensus, missing by 4.96%, against $0.31 a year earlier. Revenue rose 5.1% year-over-year to $5.34 billion, topping estimates by 2.55%, while shares have climbed 13.2% YTD.
1. Q4 Financial Performance
Nutrien delivered adjusted EPS of $0.83 for Q4, missing the $0.87 consensus by 4.96% while jumping from $0.31 a year ago. Revenue grew 5.1% to $5.34 billion, outperforming the $5.21 billion estimate by 2.55%.
2. Historical Surprise Trends
This marks two EPS misses and two revenue beats over the last four quarters, following a +4.3% EPS surprise in Q3. The mixed record reflects evolving cost pressures, commodity pricing shifts and seasonal demand fluctuations.
3. Outlook and Market Position
Consensus forecasts call for Q1 EPS of $0.46 on $5.19 billion revenue and full-year EPS of $4.76 on $27.26 billion, with the fertilizer industry ranked in the top 11% of peers. Shares have rallied 13.2% YTD, underscoring investor optimism despite the EPS shortfall.