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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Strong 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% confidenceFavorable farmer economics, improved affordability and low inventory levels are expected to drive potash demand globally
60% confidenceCF Industries has an expected earnings growth rate of 6.2% for 2026
60% confidenceThe Zacks Fertilizers industry carries a Zacks Industry Rank #41, which places it in the top 17% of more than 250 Zacks industries
60% confidenceIn the past five years, the industry has traded as high as 18.05X and as low as 4.55X, with a median of 9.76X
60% confidenceThe industry is currently trading at 8.76X EV/EBITDA compared with the S&P 500's 18.64X and the sector's 15.43X
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% confidenceNutrien is seeing strong demand in its major markets, particularly North America
60% confidenceThe upward momentum in fertilizer prices continues this year (2026)
60% confidenceDemand for crop nutrients is being supported by the need to increase the production of grains to address rising food consumption globally
60% confidenceCF's earnings beat the Zacks Consensus Estimate in each of the last four quarters at an average of 13.2%
60% confidenceCF Industries is gaining from higher nitrogen fertilizer demand in major markets such as North America, Brazil and India
60% confidenceThe phosphate market is supported by low producer and channel inventories
60% confidenceNutrien has expected earnings growth of 9% for 2026
60% confidenceCost reductions and actions to strengthen the balance sheet are expected to boost Yara's profitability and cash flows
60% confidenceThe consensus estimate for CF's 2026 earnings has been revised 36.5% upward over the past 60 days
60% confidenceHigher prices are expected to drive top-line and margin expansion for companies in this space over the near term
60% confidenceA favorable nitrogen demand environment bodes well for Yara International
60% confidenceSupply disruptions from Russia amid the war with Ukraine contributed to the rise in prices of both sulfur and ammonia
60% confidencePrices of both sulfur and ammonia — key inputs for the production of phosphate — remain elevated
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% confidenceCF is seeing higher nitrogen demand for industrial uses in North America
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% confidenceFertilizer 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% confidencePrices of phosphate, potash and nitrogen remained depressed in 2023 and 2024 amid oversupply in the market and weak demand
60% confidence