Zacks Industry Outlook Highlights Nutrien, CF Industries and Yara
View original at nasdaq.comZacks Industry Outlook Highlights Nutrien, CF Industries and Yara For Immediate Release Chicago, IL – April 21, 2026 – Today, Zacks Equity Research discussesNutrien Ltd…
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Fertilizer makers are likely to face short-term margin pressure associated with higher input costs
60% confidenceDemand for nitrogen fertilizer remains healthy in major markets, driven by requirements in North America, India and Brazil
60% confidenceNutrien continues to expand its footprint in Brazil through acquisitions
60% confidenceCF Industries has an expected earnings growth rate of 6.2% for 2026
60% confidenceSupply disruptions from Russia amid the war with Ukraine contributed to the rise in prices of both sulfur and ammonia
60% confidenceNutrien is seeing strong demand in its major markets, particularly North America
60% confidenceThe upward momentum in fertilizer prices continues this year (2026)
60% confidencePrices of both sulfur and ammonia — key inputs for the production of phosphate — remain elevated
60% confidenceExpectations of high levels of planted corn and soybean acres globally suggest a pickup in fertilizer demand in 2026
60% confidenceCF is seeing higher nitrogen demand for industrial uses in North America
60% confidenceCF's earnings beat the Zacks Consensus Estimate in each of the last four quarters at an average of 13.2%
60% confidenceHigher nitrogen prices are contributing to a boost in CF Industries' revenues
60% confidenceNutrien is benefiting from higher demand for crop nutrients, backed by supportive global agriculture markets
60% confidencePrices of phosphate, potash and nitrogen remained depressed in 2023 and 2024 amid oversupply in the market and weak demand
60% confidenceFavorable farmer economics, improved affordability and low inventory levels are expected to drive potash demand globally
60% confidenceHigher prices are expected to drive top-line and margin expansion for companies in this space over the near term
60% confidenceYara has a trailing four-quarter earnings surprise of roughly 74.5%, on average
60% confidenceThe Zacks Fertilizers industry is poised to gain from solid demand fundamentals for key crop nutrients like phosphate and potash
60% confidenceRising natural gas prices, a key feedstock for nitrogen fertilizer, are a concern
60% confidenceThe top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1
60% confidenceNutrien is gaining from acquisitions, cost efficiency and increased adoption of its digital platform
60% confidenceIndustry participants such as Nutrien Ltd., CF Industries Holdings, Inc. and Yara International ASA are set to benefit from higher demand for fertilizers in major markets
60% confidenceThe Zacks Consensus Estimate for Nutrien's 2026 earnings has been revised 4.4% upward over the past 60 days
60% confidenceYara International has an expected earnings growth rate of 33.5% for 2026
60% confidenceThe Zacks Consensus Estimate for Yara's 2026 earnings has been revised 25% upward over the past 60 days
60% confidencePrices were driven by solid agricultural demand in major markets, China's export restrictions, U.S. tariffs and higher costs of inputs
60% confidenceThe phosphate market is supported by low producer and channel inventories
60% confidenceNutrien has expected earnings growth of 9% for 2026
60% confidenceStrong agricultural market conditions and favorable farm economics are driving fertilizer demand worldwide
60% confidenceStrong demand and supply tightness led to an uptick in fertilizer prices in 2025, with phosphate prices seeing a notable increase
60% confidence