Nutrien releases transcript of Q2 2026 earnings call
Reuters2026/08/17 21:51- Nutrien Q2 2026 earnings call drew CEO Ken Seitz, CFO Mark Thompson, global sales EVP Chris Reynolds, SVP Jeff Holzman, economist Jason Newton.
- Adjusted EBITDA totaled $2.4 billion in Q2; first-half adjusted EBITDA reached $3.5 billion, up 6% year over year.
- Potash: Q2 adjusted EBITDA $658 million; 2026 sales volume guidance raised to 14,200,000-14,800,000 tonnes; global shipments outlook held at 74,000,000-77,000,000 tonnes.
- Nitrogen: Q2 adjusted EBITDA $635 million; 2026 sales volume guidance kept at 9,200,000-9,700,000 tonnes; Q3 volumes largely committed.
- Capital returns accelerated: capex guidance cut to $1.95-$2.05 billion; buybacks stepped up to about $75 million per month in Q3.
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