- Mosaic anticipates third-quarter potash sales between 2.2 million and 2.4 million tonnes, with an estimate of 2.25 million tonnes.
- Phosphate sales for the third quarter are expected to be between 1.8 million and 2.0 million tonnes, with a forecast of 1.91 million tonnes.
- The company’s annual capital expenditure remains projected at $1.2 billion to $1.3 billion.
- For the second quarter, Mosaic reported an adjusted EPS of 51 cents, down from 54 cents year-over-year, missing the estimate of 72 cents.
- Mosaic’s net sales for the second quarter were $3.0 billion, a 6.5% increase year-over-year, but below the estimated $3.07 billion.
- The adjusted EBITDA for the second quarter was $566 million, a 3.1% decrease year-over-year, falling short of the $673 million estimate.
- Second-quarter potash sales volume remained steady at 2.3 million tonnes, equal to the previous year, but below the 2.43 million tonne estimate.
- Mosaic expects the third-quarter Fertilizantes Adjusted EBITDA to exceed $200 million.
- Market analyst sentiments include 11 buy ratings, 8 hold ratings, and no sell ratings for Mosaic.
Mosaic Co/The on Smartkarma
Analysts on Smartkarma, such as Baptista Research, are closely monitoring The Mosaic Company’s performance. In their report titled “The Mosaic Company: The Top 6 Influences on Its Performance for 2025 & the Future!“, the analysts highlight Mosaic’s robust financial performance in the first quarter, with a net income of $238 million and adjusted EBITDA of $544 million. The company’s strong phosphate and potash prices exceeding guidance showcase competitive fundamentals in these markets.
Further insights from Baptista Research in their report “The Mosaic Company: An Insight Into The Phosphate and Potash Market Dynamics & Critical Growth Levers!” reveal a mixed performance for Mosaic in the fourth quarter of 2024. Despite challenges in key segments, the company reported a net income of $169 million and an adjusted EBITDA of $594 million. Noteworthy positive aspects include a rise in phosphate prices, strong stripping margins, and solid potash performance in a generally lower price environment.
A look at Mosaic Co/The Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 4 | |
| Dividend | 3 | |
| Growth | 2 | |
| Resilience | 3 | |
| Momentum | 5 | |
| OVERALL SMART SCORE | 3.4 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Analysts are optimistic about The Mosaic Company’s long-term prospects as indicated by its Smartkarma Smart Scores. With a strong momentum score of 5, Mosaic Co/The is showing positive movement in the market. The company’s value score of 4 suggests that it is considered undervalued, potentially offering investors a good deal. While the growth score of 2 indicates moderate growth potential, Mosaic Co/The‘s resilience score of 3 highlights its ability to weather market fluctuations. Additionally, with a dividend score of 3, the company offers an attractive dividend for investors.
The Mosaic Company, a producer and distributor of crop nutrients, focuses on serving agricultural communities in North America and globally. Its primary products include concentrated phosphates and potash, essential for supporting agricultural productivity. With a balanced mix of positive Smart Scores, Mosaic Co/The appears well-positioned for long-term success in the agricultural and fertilizer industry.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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