Yara International Past Earnings Performance
Past criteria checks 4/6
Yara International's earnings have been declining at an average annual rate of -12.3%, while the Chemicals industry saw earnings growing at 0.5% annually. Revenues have been declining at an average rate of 3.1% per year. Yara International's return on equity is 15.4%, and it has net margins of 8.6%.
Key information
-12.29%
Earnings growth rate
-11.91%
EPS growth rate
| Chemicals Industry Growth | 32.60% |
| Revenue growth rate | -3.09% |
| Return on equity | 15.39% |
| Net Margin | 8.63% |
| Next Earnings Update | 17 Jul 2026 |
Recent past performance updates
Recent updates
Narrative Update • Jul 06
YAR: Weaker Fertilizer Markets And Higher Gas Costs Will Pressure Margins
Yara International's analyst fair value estimate has moved from NOK 370.59 to NOK 390.00, as analysts adjust for weaker fertilizer pricing, softer farmer income expectations and higher gas cost assumptions, while still acknowledging the company’s positioning and capital discipline. Analyst Commentary Recent research on Yara International points to a more cautious stance, with several bearish analysts revisiting both ratings and price targets as they factor in weaker fertilizer markets, softer farmer income expectations and higher gas cost assumptions.
Narrative Update • Jun 22
YAR: Higher Earnings Quality And Richer Future P/E Will Drive Repricing
Analysts have lifted the implied fair value for Yara International from NOK 385.99 to NOK 519.86, citing updated assumptions around modest revenue growth, slightly higher profit margins, and a higher future P/E multiple, despite a mix of recent target hikes and downgrades across the Street. Analyst Commentary Recent Street research on Yara International shows a split view, with several bullish analysts lifting price targets and a few bearish analysts stepping back or downgrading the stock.
Narrative Update • Jun 06
YAR: Rising Margin Expectations Will Drive Re Rating Over Time
Analysts have raised their average price target on Yara International by NOK 21 to NOK 650, reflecting mixed but generally constructive research updates that balance more cautious revenue growth assumptions with firmer profit margin expectations and a slightly lower P/E multiple outlook. Analyst Commentary Recent research has highlighted a mix of upgrades, downgrades and price target revisions for Yara International, with bullish analysts focusing on higher valuation ranges and improved execution potential, while more cautious voices flag risks around future earnings and sector conditions.Narrative Update • May 22
YAR: DOJ Pricing Probe Will Pressure Margins And Future Earnings Multiples
Analysts have lifted the average price target on Yara International by NOK 11 to around NOK 371, reflecting updated assumptions on discount rates, revenue trends, profit margins and future P/E multiples after a mix of recent upgrades, downgrades and target increases across the Street. Analyst Commentary Recent Street research around Yara International shows a mixed backdrop, with some firms lifting price targets while others turn more cautious on execution and valuation risk.Narrative Update • May 06
YAR: DOJ Price Fixing Probe Will Pressure Earnings And Cash Flow
The updated analyst price target for Yara International has shifted from NOK 330 to about NOK 360, reflecting recent price target revisions and rating changes from several banks, with analysts citing refreshed views on valuation assumptions and sector comparables. Analyst Commentary Recent research points to a mixed but increasingly cautious tone around Yara International, with several institutions revisiting both ratings and price targets in quick succession.Narrative Update • Apr 21
YAR: Higher Earnings Power Will Drive Re Rating Despite DOJ Probe
Analysts have lifted the Yara International fair value estimate from NOK 517 to NOK 650, reflecting updated assumptions for higher revenue growth, slightly stronger profit margins and a higher future P/E multiple following several recent price target increases across the Street. Analyst Commentary Recent Street research on Yara International has been mixed, with both upgrades and downgrades in a relatively short period.Narrative Update • Apr 07
YAR: DOJ Price Fixing Probe Will Pressure Margins And Earnings Visibility
Analysts have lifted the fair value estimate for Yara International from NOK 298.30 to NOK 330.00, reflecting updated assumptions on discount rate, margin profile and future P/E, alongside a series of recent price target increases and rating upgrades from major banks and research houses. Analyst Commentary Recent research on Yara International shows a mix of optimism and caution, with several high profile price target changes and rating moves clustered over a relatively short period.Narrative Update • Mar 24
YAR: DOJ Price Fixing Probe Will Test Execution Risk In Fertilizer Markets
Analysts have slightly trimmed their fair value estimate for Yara International while supporting higher Street price targets, including the recent move to NOK 550 and incremental target increases, citing updated assumptions for the discount rate, revenue growth, profit margins and future P/E. Analyst Commentary Recent research shows a split view on Yara International, with some firms lifting ratings and price targets while others are more cautious.Narrative Update • Mar 08
YAR: Mixed Research And DOJ Probe Will Shape A Measured Outlook
The analyst fair value estimate for Yara International has increased from NOK 490 to NOK 517, reflecting updated assumptions on revenue growth, profit margins, and a lower assumed discount rate, even as recent Street research shows a mix of downgrades, upgrades, and modest target raises from banks and brokers. Analyst Commentary Street research on Yara International has been mixed in recent weeks, with some firms turning more cautious while others point to potential upside.Narrative Update • Feb 22
YAR: Higher Fair Value Will Expose Execution Risk In Low Emission Ammonia
Analysts have lifted their average price target for Yara International to NOK 310 from around NOK 298, reflecting updated models that factor in a slightly higher assumed profit margin, a modestly higher future P/E multiple, and recent mixed rating changes including both downgrades and upgrades, alongside incremental target increases from the Street. Analyst Commentary Recent Street research on Yara International has been mixed, with some firms turning more cautious even as others see room for upside.Narrative Update • Feb 08
YAR: Low Emission Ammonia Projects Will Shape A Measured Outlook
Narrative Update on Yara International The analyst fair value estimate for Yara International has moved from NOK 450 to NOK 490. This reflects updated views on revenue growth, margin assumptions and future P/E multiples following recent price target raises and upgrades from several covering analysts.Analysis Article • Jan 28
Pinning Down Yara International ASA's (OB:YAR) P/E Is Difficult Right Now
There wouldn't be many who think Yara International ASA's ( OB:YAR ) price-to-earnings (or "P/E") ratio of 15.7x is...Narrative Update • Jan 25
YAR: Higher Fair Value Will Test Execution On Low Emission Ammonia Plans
Analysts have raised their fair value estimate for Yara International from NOK 283.11 to NOK 297.89, reflecting updated views on discount rates, revenue trends, profit margins, a lower assumed future P/E multiple, and recent upward price target revisions from the Street. Analyst Commentary Recent Street commentary around Yara International has included several upward price target revisions and at least one upgrade, but the tone is not uniformly optimistic.Narrative Update • Jan 10
YAR: Raised NOK 430 Expectation Will Expose Execution Risks Ahead
Narrative Update on Yara International Analysts have lifted their price target for Yara International to NOK 430 from NOK 387. This reflects updated views on fair value, discount rate, revenue expectations, profit margins and future P/E assumptions.Narrative Update • Dec 24
YAR: Low Carbon Ammonia Projects And Margin Headwinds Will Shape Future Performance
Analysts have nudged their price target for Yara International higher to approximately $386 per share from about $379, reflecting a slightly lower perceived risk profile and marginally richer future valuation multiples, despite softer expectations for revenue growth and profit margins. What's in the News Yara and Air Products entered advanced negotiations to partner on large scale low emission ammonia projects in the United States, aiming to diversify Yara's energy position and enhance competitiveness of its European nitrate operations (Key Developments).Narrative Update • Dec 10
YAR: Lower Multiple And Margin Outlook Will Shape Future Share Performance
Analysts have nudged their price target on Yara International slightly lower, trimming it by about NOK 25 to around NOK 365. Modestly improved margin and growth assumptions are offset by a lower valuation multiple and a slightly reduced fair value estimate.Analysis Article • Dec 02
We Think Yara International (OB:YAR) Can Stay On Top Of Its Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Narrative Update • Nov 25
YAR: Recent Rating Changes And Margin Prospects Will Influence Investor Outlook
Narrative Update on Yara International Yara International's analyst price target saw a mild downward revision of just over NOK 1 to NOK 378.91. Analysts point to slightly lower profit margin and revenue growth forecasts, balanced by changes in future valuation multiples.Narrative Update • Nov 11
YAR: Future Margins And Cost Control Will Shape Near-Term Outlook
Yara International’s analyst price target has increased modestly from NOK 370.35 to NOK 380.17. Analysts are factoring in improved profit margins and a lower future price-to-earnings ratio, despite tempered revenue growth expectations.Analysis Article • Oct 28
Shareholders Can Be Confident That Yara International's (OB:YAR) Earnings Are High Quality
Even though Yara International ASA's ( OB:YAR ) recent earnings release was robust, the market didn't seem to notice...Analysis Article • Oct 10
Yara International ASA (OB:YAR) Shares Could Be 21% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for Yara International is kr478 based on 2 Stage Free Cash Flow to Equity Yara...Analysis Article • Sep 07
Unpleasant Surprises Could Be In Store For Yara International ASA's (OB:YAR) Shares
There wouldn't be many who think Yara International ASA's ( OB:YAR ) price-to-earnings (or "P/E") ratio of 13x is worth...Analysis Article • Aug 07
Is Yara International (OB:YAR) A Risky Investment?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
New Narrative • Feb 24
Clean Ammonia Projects And Cost Reductions Will Drive Future Success
Yara's Clean Ammonia projects and European production optimization could improve net margins by enhancing profitability and aligning production with market demand.Revenue & Expenses Breakdown
Revenue & Expenses Breakdown
How Yara International makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 31 Mar 26 | 16,223 | 1,400 | 1,352 | 0 |
| 31 Dec 25 | 15,623 | 1,368 | 1,387 | 0 |
| 30 Sep 25 | 15,075 | 735 | 1,535 | 0 |
| 30 Jun 25 | 14,595 | 701 | 1,547 | 0 |
| 31 Mar 25 | 14,176 | 290 | 1,551 | 0 |
| 31 Dec 24 | 13,868 | 14 | 1,521 | 0 |
| 30 Sep 24 | 13,990 | 548 | 1,510 | 0 |
| 30 Jun 24 | 14,234 | 263 | 1,505 | 0 |
| 31 Mar 24 | 14,670 | -38 | 1,499 | 0 |
| 31 Dec 23 | 15,511 | 48 | 1,458 | 0 |
| 30 Sep 23 | 17,426 | 573 | 1,385 | 0 |
| 30 Jun 23 | 19,703 | 973 | 1,341 | 0 |
| 31 Mar 23 | 22,133 | 1,937 | 1,327 | 0 |
| 31 Dec 22 | 23,902 | 2,777 | 1,335 | 0 |
| 30 Sep 22 | 23,551 | 2,048 | 1,334 | 0 |
| 30 Jun 22 | 21,898 | 1,506 | 1,340 | 0 |
| 31 Mar 22 | 19,412 | 1,380 | 1,331 | 0 |
| 31 Dec 21 | 16,616 | 449 | 1,314 | 0 |
| 30 Sep 21 | 14,442 | 655 | 1,287 | 0 |
| 30 Jun 21 | 12,932 | 1,136 | 1,269 | 0 |
| 31 Mar 21 | 11,890 | 821 | 1,219 | 0 |
| 31 Dec 20 | 11,591 | 691 | 1,186 | 0 |
| 30 Sep 20 | 11,684 | 645 | 1,182 | 0 |
| 30 Jun 20 | 12,176 | 379 | 1,179 | 0 |
| 31 Mar 20 | 12,699 | 386 | 1,208 | 0 |
| 31 Dec 19 | 12,858 | 599 | 1,225 | 0 |
| 30 Sep 19 | 13,254 | 556 | 1,228 | 0 |
| 30 Jun 19 | 13,281 | 581 | 1,243 | 0 |
| 31 Mar 19 | 13,081 | 139 | 1,260 | 0 |
| 31 Dec 18 | 12,928 | 159 | 1,268 | 0 |
| 30 Sep 18 | 12,439 | 106 | 1,370 | 0 |
| 30 Jun 18 | 11,941 | 98 | 1,376 | 0 |
| 31 Mar 18 | 11,501 | 392 | 1,322 | 0 |
| 31 Dec 17 | 11,358 | 477 | 1,282 | 0 |
| 30 Sep 17 | 11,230 | 331 | 1,340 | 0 |
| 30 Jun 17 | 10,936 | 341 | 1,264 | 0 |
| 31 Mar 17 | 10,892 | 616 | 1,230 | 0 |
| 31 Dec 16 | 11,029 | 736 | 1,209 | 0 |
| 30 Sep 16 | 12,328 | 891 | 1,300 | 0 |
| 30 Jun 16 | 12,162 | 1,231 | 1,231 | 0 |
| 31 Mar 16 | 12,736 | 1,229 | 1,241 | 0 |
| 31 Dec 15 | 12,203 | 913 | 1,133 | 0 |
| 30 Sep 15 | 12,740 | 1,114 | 1,100 | 0 |
Quality Earnings: YAR has high quality earnings.
Growing Profit Margin: YAR's current net profit margins (8.6%) are higher than last year (2%).
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: YAR's earnings have declined by 12.3% per year over the past 5 years.
Accelerating Growth: YAR's earnings growth over the past year (382.8%) exceeds its 5-year average (-12.3% per year).
Earnings vs Industry: YAR earnings growth over the past year (382.8%) exceeded the Chemicals industry 1.2%.
Return on Equity
High ROE: YAR's Return on Equity (15.4%) is considered low.
Return on Assets
Return on Capital Employed
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/07/16 23:04 |
| End of Day Share Price | 2026/07/16 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Yara International ASA is covered by 45 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| null null | ABG Sundal Collier |
| Stephen Wilder | Alliance Global Partners |
| Andreas Heine | Barclays |