The Mosaic Firm MOS issued an replace on fertilizer markets and preliminary chosen fourth-quarter 2025 outcomes. The corporate has been going through a difficult North American fertilizer demand resulting from stress on grower economics and early winter climate.
Phosphate markets had been notably hit by decrease affordability in comparison with potash, whereas phosphate shipments in North America are estimated to be down about 20% 12 months over 12 months. Potash demand was additionally barely impacted.
MOS sees fourth-quarter phosphate gross sales volumes of roughly 1.3 million tons and potash volumes of about 2.2 million tons, factoring within the difficult situations. In response to the situations, the corporate adjusted its phosphate manufacturing plans and redirected merchandise to areas with stronger demand, sustaining manufacturing ranges with the prior quarter. Decrease gross sales and stock construct pressured money movement through the quarter.
Market situations in Brazil additionally deteriorated as credit score constraints intensified and competitors heightened. The inflow of lower-analysis phosphate from China additionally damage demand and margins. The Mosaic Fertilizantes’ gross sales volumes fell wanting expectations, with full-year volumes at 9 million tons, flat 12 months over 12 months.
Regardless of the numerous weak spot within the fourth quarter, Mosaic expects a constructive 2026. Vitamins are anticipated to be replenished following final 12 months’s robust crop. Further authorities help for North American growers can be poised to supply some reduction. Phosphate markets are balanced tightly, with costs reacting positively to world demand because the begin of 2026. Potash markets stay balanced, with China’s early contract settlement offering value stability. It’s forecasted that world phosphate and potash shipments may attain report ranges in 2026, per MOS.
MOS inventory has misplaced 2.9% over the previous 12 months in contrast with the trade’s 6.1% progress.
Picture Supply: Zacks Funding Analysis
MOS’ Zacks Rank & Key Picks
MOS presently carries a Zacks Rank #3 (Maintain).
Different better-ranked shares within the Fundamental Supplies house are Agnico Eagle Mines Restricted AEM, Albemarle Company ALB and Avino Silver & Gold Mines Ltd. ASM.
At current, AEM and ALB sport a Zacks Rank #1 (Robust Purchase) every, whereas ASM carries a Zacks Rank #2 (Purchase). You possibly can see the whole checklist of in the present day’s Zacks #1 Rank shares right here.
The Zacks Consensus Estimate for AEM’s 2025 earnings is pegged at $7.93 per share, indicating an increase of 87.47% 12 months over 12 months. Its earnings beat the Zacks Consensus Estimate in every of the trailing 4 quarters, with a mean shock of 11.63%. AEM’s shares have gained 132.3% over the previous 12 months.
The Zacks Consensus Estimate for ALB’s 2025 earnings is pinned at a lack of $1.10 per share, indicating a 53% year-over-year enhance. Its shares have surged 67.3% over the previous 12 months.
The Zacks Consensus Estimate for ASM’s 2025 earnings is pinned at 17 cents per share, indicating a 13.33% year-over-year enhance. ASM’s shares have gained 540% over the previous 12 months.
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Albemarle Company (ALB) : Free Inventory Evaluation Report
Agnico Eagle Mines Restricted (AEM) : Free Inventory Evaluation Report
The Mosaic Firm (MOS) : Free Inventory Evaluation Report
Avino Silver (ASM) : Free Inventory Evaluation Report
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The views and opinions expressed herein are the views and opinions of the creator and don’t essentially replicate these of Nasdaq, Inc.
