Core Viewpoint - The upcoming earnings report for Mosaic (MOS) is anticipated to show a decline in quarterly earnings and revenues compared to the previous year, with analysts maintaining their consensus estimates over the last month [1][2]. Financial Performance - Expected quarterly earnings are $0.58 per share, reflecting a 14.7% decrease year over year [1]. - Forecasted revenues are $3.28 billion, indicating a 7.4% decline compared to the same period last year [1]. Sales Estimates - Analysts estimate 'Net sales- Phosphates' at $1.07 billion, a year-over-year increase of 9% [4]. - 'Net sales- Mosaic Fertilizantes' is projected to be $1.61 billion, showing a decrease of 6.8% year over year [4]. - 'Net sales- Corporate and Other' is expected to be $59.98 million, reflecting a significant decline of 46% [4]. - 'Net sales- Potash' is estimated at $535.67 million, down 25.6% from the prior-year quarter [5]. Sales Volumes - 'Phosphates - Sales volumes - Total Finished Product' is expected to be 1,678.73 KTon, compared to 1,651 KTon in the same quarter last year [6]. - 'Potash - Sales volumes - Total Finished Product' is forecasted to reach 2,096.37 KTon, down from 2,220 KTon year over year [6]. - 'Mosaic Fertilizantes - Sales volumes - Total Finished Product' is estimated at 3,047.36 KTon, slightly down from 3,060 KTon in the previous year [7]. Realized Costs - 'Phosphates - Realized costs - Blended rock' is expected to be $82.00 per Ton, compared to $81 per Ton in the same quarter last year [7]. - 'Phosphates - Realized costs - Sulfur' is projected at $131.40 per Ton, down from $156 per Ton year over year [8]. - 'Phosphates - Realized costs - Ammonia' is estimated at $360.31 per Ton, compared to $353 per Ton in the previous year [9]. Price Estimates - The average finished product selling price for 'Mosaic Fertilizantes' is expected to be $545.39, down from $566 year over year [8]. - The average finished product selling price for 'Potash' is projected to be $254.93, compared to $324 in the same quarter of the previous year [5]. Market Performance - Shares of Mosaic have increased by 9.2% over the past month, outperforming the Zacks S&P 500 composite, which rose by 3.2% [9].

Company Overview - Mosaic (MOS) is expected to report a year-over-year decline in earnings due to lower revenues for the quarter ended September 2024, with a consensus EPS estimate of $0.58, reflecting a -14.7% change [3][10] - Revenues are anticipated to be $3.28 billion, down 7.4% from the same quarter last year [3] Earnings Expectations - The earnings report is scheduled for release on November 12, 2024, and could influence the stock price depending on whether the actual results exceed or fall short of expectations [2] - The consensus EPS estimate has been revised 16.5% higher over the last 30 days, indicating a reassessment by analysts [4] Earnings Surprise Prediction - The Most Accurate Estimate for Mosaic is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -20.69%, suggesting a bearish outlook from analysts [10] - The stock currently holds a Zacks Rank of 3, making it challenging to predict an earnings beat conclusively [10] Historical Performance - In the last reported quarter, Mosaic was expected to post earnings of $0.68 per share but only achieved $0.54, resulting in a surprise of -20.59% [11] - Over the past four quarters, the company has only beaten consensus EPS estimates once [12] Industry Context - Another player in the fertilizers industry, ICL Group (ICL), is expected to report earnings of $0.08 per share for the same quarter, indicating a year-over-year change of -27.3% [16] - ICL Group's revenues are projected to be $1.73 billion, down 6.9% from the previous year [16]

Company Overview - The Mosaic Company (NYSE: MOS) is a leading global producer of Potash and Phosphate, contributing approximately 10% of the world's annual production of these essential crop nutrients [1] Industry Position - The company operates in a market characterized by a relatively small number of countries that dominate the production of Potash and Phosphate [1]

Key TakeawaysShares of fertilizer giant Mosaic jumped over 5% Monday, posting the top daily performance in the S&P 500.The surge followed reports that Belarusian President Alexander Lukashenko proposed potash production cuts in an effort to boost prices.The move could help Mosaic, which stands to benefit from rising prices that might stem from potential potash production cuts. Shares of fertilizer producer The Mosaic Company (MOS) jumped over 5% on Monday, posting the strongest performance of any stock in t ...

Physician-led healthcare system consolidates finance, planning, supply chain, and HR processes in the cloud AUSTIN, Texas, Oct. 30, 2024 /PRNewswire/ -- Mosaic Life Care, a physician-led health care system, has selected Oracle Fusion Cloud Applications Suite to support its vision to transform community health. With an integrated suite of cloud applications to manage finance, planning, supply chain, and HR processes, Mosaic can increase efficiency, improve decision-making, and enhance the employee experience ...

The Mosaic Company (MOS) reported combined sales volumes and revenues by business unit for July and August 2024. Potash sales volumes reached 1,310,000 tons, down from 1,483,000 tons in the same period last year. Revenues declined to $358 million from $489 million a year ago.For the third quarter, MOS expects potash sales volumes to range between 1.85 million and 2.05 million tons, lower than the previous guidance of 2.1-2.3 million tons due to production interruptions. The outlook for MOP prices at the min ...

In January, I wrote an article in which I praised The Mosaic Company (NYSE: MOS ). I rated the stock a strong buy on the basis of its value and the ongoing share repurchase program. Today, I thought I'd takeI’m Jason Ditz and I have 20 years of experience in foreign policy research. My work has appeared in Forbes, Toronto Star, Minneapolis Star-Tribune, Providence Journal, Washington Times and the Detroit Free Press, as well as American Conservative Magazine and the Quincy Institute for Responsible Statecra ...

It has been a while since I last wrote about The Mosaic Company (NYSE: MOS ), one of the leading global fertilizer companies. Last summer, I initiated a small position in Mosaic, as I determined the companyAuthor of the Macro Trends & Inflection Points Newsletter. I spent 5 years as a co-founder and hedge fund CIO / manager. Before that, I was a hedge fund analyst/portfolio manager at a leading Canadian alternative asset manager. I write articles as part of my own due diligence on the stocks that I find int ...

Mosaic TodayMOSMosaic$25.34 -0.22 (-0.86%) 52-Week Range$24.11▼$38.30Dividend Yield3.31%P/E Ratio10.78Price Target$34.91Add to WatchlistThe Mosaic Company NYSE: MOS is a global potash crop nutrients and concentrated phosphates producer. These nutrients are crucial in agriculture to enhance soil health, boost crop yields, and feed the world’s growing population. While potash is mainly used in plant fertilizers, it is also used in animal feed, plant-based meat products, and industrial processes for the produc ...

13 August 2024 | 5:05PM EDT Mosaic Co. (MOS): Management meeting highlights Phosphate market optimism and cost initiatives; Buy We hosted a virtual meeting with MOS management today (8/13), including CEO Bruce Bodine, CFO Clint Freeland, and EVP of Commercial Jenny Wang, Overall, we come away encouraged by management's optimism on Phosphate (P) markets and internal production/cost initiatives as we head into the 2H. The discussion focused primarily on MOS' P operations, where management emphasized tight glo ...