Mosaic to Report Q4 Earnings: What's in the Cards for the Stock?

Core Viewpoint - The Mosaic Company (MOS) is expected to report its fourth-quarter 2024 results on February 27, with anticipated challenges due to weak fertilizer prices and operational disruptions from strikes and hurricanes [1][2]. Revenue Estimates - The Zacks Consensus Estimate for Mosaic's fourth-quarter consolidated sales is $2,929.4 million, indicating a 7% decline from the same quarter last year [5]. Factors Affecting Performance - Operational disruptions, including delays in Canpotex shipments due to Canadian rail and port strikes, are expected to negatively impact potash volumes [6]. - The company is projected to have potash sales volumes of 2.317 million tons and phosphate sales volumes of 1.701 million tons for the fourth quarter [7]. - Softer fertilizer prices have adversely affected sales and margins, with prices for phosphate and potash declining since mid-2022 due to the Russia-Ukraine war and sanctions on Belarus [9]. Earnings Prediction - The Earnings ESP for MOS is -1.89%, with the consensus estimate for earnings at 53 cents for the fourth quarter [11]. - The current Zacks Rank for MOS is 3 (Hold), indicating that the model does not predict an earnings beat for this quarter [10][11]. Stock Performance - Mosaic's shares have decreased by 19.9% over the past year, contrasting with a 3.9% decline in the Zacks Fertilizers industry [3].