Education
About Us
Working with TipRanks
Follow Us
Mosaic Co (MOS)
NYSE:MOS
Earnings Data
Report Date
Apr 30, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.47Last Year’s EPS
0.65Same Quarter Last Year
Moderate Buy
Based on 14 Analysts Ratings
---
Earnings Call Summary
Earnings Call Date:Feb 27, 2025
|% Change Since: 11.14%
|Next Earnings Date:Apr 30, 2025
Earnings Call Sentiment|Positive
Mosaic's earnings call reflects a positive outlook for 2025, driven by strong market fundamentals and strategic progress in operational improvements and capital reallocation. However, challenges remain in foreign exchange losses and production disruptions due to weather and credit issues in Brazil.Company Guidance
During The Mosaic Company's Fourth Quarter 2024 earnings call, the company provided several key metrics and guidance for the upcoming year. Mosaic reported a fourth-quarter net income of $169 million and an adjusted EBITDA of $594 million. The company highlighted strong phosphate prices and stripping margins, with solid potash performance despite low prices. They completed a compaction project to increase capacity by 500,000 tons and are working on a hydrofluid project to add another 400,000 tons annually. Potash demand is expected to remain robust, supported by affordability and crop price trends, with potential supply constraints from geopolitical factors. In phosphates, the company aims to restore US production to historical levels, targeting 7.2 to 7.6 million tons for 2025. In Brazil, Mosaic's Fertilizantes segment delivered an adjusted EBITDA of $82 million, with healthy margins and cost reductions. The company is also reallocating capital from non-core assets, noting a $522 million gain from a Ma'aden transaction. They plan further cost savings, targeting a $150 million reduction and indicating positive market dynamics for 2025.Strong Adjusted EBITDA Performance
Fourth-quarter net income was $169 million, with adjusted EBITDA at $594 million, showing strong phosphate prices, solid potash performance, and excellent business performance in Brazil.
Operational Improvements in Potash
Belle Plaine potash mine delivered a 100% operating rate and record production in 2024. Electrical issues were resolved, and full milling and hoisting capacity is now achieved.
Strategic Progress in Capital Reallocation
Mosaic made several strategic deals including the sale of Patos de Minas site in Brazil and concluded the Ma’aden transaction, valuing their investment at $1.5 billion and providing a $522 million gain.
Optimistic Agriculture Market Outlook
Improved agriculture markets with expected strong demand for phosphate and potash due to high global crop prices and tight supply.
Cost Reduction Initiatives
Mosaic is confident in achieving $150 million in cost reduction targets, with significant progress already made, especially in SG&A and operational efficiencies.
Mosaic Biosciences Growth
Mosaic Biosciences doubled revenues and acreage in 2024, with expectations for similar growth in 2025.
---
MOS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
---
MOS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 27, 2025 | $24.86 | $23.70 | -4.67% |
| Nov 12, 2024 | $27.56 | $25.42 | -7.76% |
| Aug 06, 2024 | $26.33 | $25.95 | -1.44% |
| May 01, 2024 | $28.99 | $27.52 | -5.07% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
---
FAQ
When does Mosaic Co (MOS) report earnings?
Mosaic Co (MOS) is schdueled to report earning on Apr 30, 2025, TBA Not Confirmed.
What is Mosaic Co (MOS) earnings time?
Mosaic Co (MOS) earnings time is at Apr 30, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is MOS EPS forecast?
MOS EPS forecast for the fiscal quarter 2025 (Q1) is 0.47.
---
