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Dec 31, 2024
Mosaic Q4 2024 Earnings Report
Mosaic reported lower revenue and earnings in Q4 2024, impacted by lower selling prices in potash and Mosaic Fertilizantes segments.
Key Takeaways
Mosaic's Q4 2024 revenue declined to $2.82 billion, reflecting lower sales volumes and pricing pressures in potash and Mosaic Fertilizantes. The company reported a net income of $169 million, down from $365 million in the prior year. Adjusted EPS stood at $0.45, while adjusted EBITDA reached $594 million. The company is optimistic about improved production and cost reductions in 2025.
Total revenue declined 10.6% YoY to $2.82 billion.
GAAP EPS was $0.53, while adjusted EPS was $0.45.
Potash and phosphate segments saw improved production despite weather-related disruptions.
Company expects stronger performance in 2025 with volume recovery.
Revenue by Segment
Forward Guidance
Mosaic expects improved phosphate and potash production in 2025, driven by enhanced asset reliability and cost savings.
Positive Outlook
- Phosphate production projected to increase to 7.2-7.6M tonnes.
- Potash production expected in the range of 8.7-9.1M tonnes.
- Strong demand outlook for fertilizers supports stable pricing.
- Completion of Hydrofloat project to enhance potash output by 400K tonnes.
- Cost reductions in Mosaic Fertilizantes expected to improve margins.
Challenges Ahead
- Foreign exchange fluctuations remain a headwind for earnings.
- Potential pricing volatility in potash and phosphate markets.
- Regulatory risks may impact fertilizer exports and pricing.
- Weather-related disruptions could affect production stability.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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