The Mosaic Company (MOS), headquartered in Tampa, Florida, manufactures and distributes concentrated phosphate and potash crop nutrients. Valued at $11.4 billion by market cap, the company owns and operates mines that produce key agricultural products like diammonium phosphate, monoammonium phosphate, and ammoniated phosphate, as well as manufactures phosphate-based animal feed additives under the Biofos and Nexfos brands. The leading producer of concentrated phosphate and potash is expected to announce its fiscal second-quarter earnings for 2025 after the market closes on Tuesday, Aug. 5.
Ahead of the event, analysts expect MOS to report a profit of $0.66 per share on a diluted basis, up 22.2% from $0.54 per share in the same quarter last year. The company missed the consensus estimates in three of the previous four quarters while beating the forecast on another occasion.
For the full year, analysts expect MOS to report EPS of $2.86, representing a 44.4% increase from $1.98 in fiscal 2024. However, its EPS is expected to fall 18.5% year over year to $2.33 in fiscal 2026.
MOS stock has outperformed the S&P 500 Index’s ($SPX) 10.5% gains over the past 52 weeks, with shares up 19.3% during this period. Similarly, it outperformed the Materials Select Sector SPDR Fund’s (XLB) 2.9% losses over the same time frame.
Notable gains in operational efficiency and successful cost-reduction initiatives drive MOS' strong performance.
On May 6, MOS shares closed down more than 4% after the company reported its Q1 results. Its adjusted EPS of $0.49 beat Wall Street expectations of $0.39. The company’s revenue was $2.6 billion, falling short of Wall Street forecasts of $2.7 billion.
Analysts’ consensus opinion on MOS stock is reasonably bullish, with an overall “Moderate Buy” rating. Out of 16 analysts covering the stock, nine advise a “Strong Buy” rating, one suggests a “Moderate Buy,” and six give a “Hold.” MOS’ average analyst price target is $39.25, indicating a potential upside of 10.5% from the current levels.
On the date of publication, Neha Panjwani did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
