Mosaic(MOSD)株式概要モザイク社は子会社を通じ、米国、ブラジル、中国、カナダ、パラグアイ、アルゼンチン、日本、コロンビア、インド、オーストラリア、ペルー、メキシコ、ホンジュラス、ドミニカ共和国、タイ、インドネシア、および海外で濃縮リン酸塩およびカリ作物用栄養剤を生産・販売している。 詳細MOSD ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長3/6過去の実績0/6財務の健全性3/6配当金1/6報酬当社が推定した公正価値より25.9%で取引されている 収益は年間54.31%増加すると予測されています リスク分析負債は営業キャッシュフローで十分にカバーされていない AR市場と比較して、過去 3 か月間の株価の変動が非常に大きい3.91%の配当は、利益やフリーキャッシュフローによって十分にカバーされていない 財務結果に影響を与える大きな一時的項目 +1 さらなるリスクすべてのリスクチェックを見るMOSD Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueUS$Current PriceUS$4.7560.6% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-1b19b2016201920222025202620282031Revenue US$12.9bEarnings US$46.7mAdvancedSet Fair ValueView all narrativesThe Mosaic Company 競合他社FertiglobeSymbol: ADX:FERTIGLBMarket cap: د.إ28.3bYunnan YuntianhuaSymbol: SHSE:600096Market cap: CN¥58.6bFertilisers and Chemicals TravancoreSymbol: NSEI:FACTMarket cap: ₹568.9bICL GroupSymbol: NYSE:ICLMarket cap: US$8.3b価格と性能株価の高値、安値、推移の概要Mosaic過去の株価現在の株価US$4.7552週高値US$7.8052週安値US$4.30ベータ0.801ヶ月の変化-5.10%3ヶ月変化-20.12%1年変化-29.70%3年間の変化n/a5年間の変化n/aIPOからの変化-61.42%最新ニュースお知らせ • May 12The Mosaic Company Provides Earnings and Production Guidance for Second Quarter and Full Year Ending 2026The Mosaic Company provided earnings and production guidance for second quarter and full year ending 2026. For Potash, second quarter sales volumes are expected to be in the range of 1.9 million tonnes to 2.1 million tonnes. For Phosphate, Mosaic expects second quarter sales volumes of 1.4 million tonnes to 1.7 million tonnes with DAP prices averaging $760 to $780 per tonne on an FOB basis. Second quarter sales volumes reflect partial curtailments at Louisiana and Bartow. For 2026, Mosaic continues to expect total potash production of approximately 9 million tonnes, reflecting an expectation of strong production at Esterhazy that more than offsets the volume impact of the Carlsbad divestiture. For Phosphate, , Mosaic has withdrawn full year production guidance for the segment as it reviews its operating rates in the second half of the year in light of recent raw material market dynamics.お知らせ • Apr 21The Mosaic Company to Report Q1, 2026 Results on May 11, 2026The Mosaic Company announced that they will report Q1, 2026 results Pre-Market on May 11, 2026お知らせ • Apr 17The Mosaic Company, Annual General Meeting, May 28, 2026The Mosaic Company, Annual General Meeting, May 28, 2026.お知らせ • Mar 07The Mosaic Company announces Quarterly dividend, payable on June 02, 2026The Mosaic Company announced Quarterly dividend of USD 0.2200 per share payable on June 02, 2026, ex-date on May 21, 2026 and record date on May 21, 2026.お知らせ • Jan 16The Mosaic Company to Report Q4, 2025 Results on Feb 24, 2026The Mosaic Company announced that they will report Q4, 2025 results After-Market on Feb 24, 2026お知らせ • Nov 19The Mosaic Company announces Quarterly dividend, payable on December 18, 2025The Mosaic Company announced Quarterly dividend of USD 0.2200 per share payable on December 18, 2025, ex-date on December 04, 2025 and record date on December 04, 2025.最新情報をもっと見るRecent updatesお知らせ • May 12The Mosaic Company Provides Earnings and Production Guidance for Second Quarter and Full Year Ending 2026The Mosaic Company provided earnings and production guidance for second quarter and full year ending 2026. For Potash, second quarter sales volumes are expected to be in the range of 1.9 million tonnes to 2.1 million tonnes. For Phosphate, Mosaic expects second quarter sales volumes of 1.4 million tonnes to 1.7 million tonnes with DAP prices averaging $760 to $780 per tonne on an FOB basis. Second quarter sales volumes reflect partial curtailments at Louisiana and Bartow. For 2026, Mosaic continues to expect total potash production of approximately 9 million tonnes, reflecting an expectation of strong production at Esterhazy that more than offsets the volume impact of the Carlsbad divestiture. For Phosphate, , Mosaic has withdrawn full year production guidance for the segment as it reviews its operating rates in the second half of the year in light of recent raw material market dynamics.お知らせ • Apr 21The Mosaic Company to Report Q1, 2026 Results on May 11, 2026The Mosaic Company announced that they will report Q1, 2026 results Pre-Market on May 11, 2026お知らせ • Apr 17The Mosaic Company, Annual General Meeting, May 28, 2026The Mosaic Company, Annual General Meeting, May 28, 2026.お知らせ • Mar 07The Mosaic Company announces Quarterly dividend, payable on June 02, 2026The Mosaic Company announced Quarterly dividend of USD 0.2200 per share payable on June 02, 2026, ex-date on May 21, 2026 and record date on May 21, 2026.お知らせ • Jan 16The Mosaic Company to Report Q4, 2025 Results on Feb 24, 2026The Mosaic Company announced that they will report Q4, 2025 results After-Market on Feb 24, 2026お知らせ • Nov 19The Mosaic Company announces Quarterly dividend, payable on December 18, 2025The Mosaic Company announced Quarterly dividend of USD 0.2200 per share payable on December 18, 2025, ex-date on December 04, 2025 and record date on December 04, 2025.お知らせ • Oct 10The Mosaic Company to Report Q3, 2025 Results on Nov 04, 2025The Mosaic Company announced that they will report Q3, 2025 results After-Market on Nov 04, 2025お知らせ • Jul 16The Mosaic Company to Report Q2, 2025 Results on Aug 05, 2025The Mosaic Company announced that they will report Q2, 2025 results After-Market on Aug 05, 2025お知らせ • Apr 17+ 1 more updateThe Mosaic Company, Annual General Meeting, May 29, 2025The Mosaic Company, Annual General Meeting, May 29, 2025.お知らせ • Mar 01The Mosaic Company Provides Sales Volumes Guidance for the First Quarter of 2025 and Production Volumes Guidance for the Full Year 2025The Mosaic Company provided sales volumes guidance for the first quarter of 2025 and Production Volumes Guidance for the full year 2025. For the quarter, the company's Potash Sales Volumes are expected to be between 2.0 million tonnes and 2.2 million tonnes with realized mine-gate MOP prices in the range of $200 to $220 per tonne. Phosphate Sales Volumes are expected to be 1.5 million tonnes to 1.7 million tonnes with DAP prices on an FOB basis averaging $595 to $615 per tonne. For the year, the company's Phosphate Production Volumes are expected to be 7.2 million tonnes to 7.6 million tonnes. Potash Production Volumes are expected to be 8.7 million tonnes to 9.1 million tonnes.お知らせ • Feb 07The Mosaic Company to Report Q4, 2024 Results on Feb 27, 2025The Mosaic Company announced that they will report Q4, 2024 results After-Market on Feb 27, 2025お知らせ • Nov 12Jarden Reportedly Tapped for Incitec Pivot Fertiliser SaleIncitec Pivot Limited (ASX:IPL)'s freshly appointed management has brought in a new investment bank to handle the sale of the distribution arm of its fertiliser business as looks to clear the decks and focus on its future as a mining explosives play. The move to break up the fertiliser unit and sell off the distribution arm was first flagged by DataRoom and announced when the company delivered its annual result on 11 November 2024. It came as the company wiped $941 million off the valuation of the Australian Incitec Pivot fertiliser division. The bank being added to the ticket is Jarden. The move comes as new boss Mauro Neves de Moraes takes over. UBS and Macquarie Capital have previously made efforts to sell the fertiliser business and Macquarie still has a role. This time, though, it appears that the group is motivated to move it off its books and look to a future focused on its more successful commercial explosives operation Dyno Nobel, so it is expected to take a realistic approach to price. Former Incitec Pivot management held out for top dollar when trying to sell its fertiliser unit twice before, and opposed a business break-up. Most buyers were keen to buy the distribution arm and few were interested in taking on the more problematic manufacturing operation. But now, with distribution available separately, the sale process is likely to involve plenty of competitive tension. Australian listed trade buyers like Elders Limited (ASX:ELD) and Ridley Corporation Limited (ASX:RIC) and global strategics like The Mosaic Company (NYSE:MOS), CF Industries Holdings, Inc. (NYSE:CF) and Nutrien Ltd. (TSX:NTR), which has a major Australian presence, will be going head to head with private equity firms like Pacific Equity Partners and BGH Capital, which have been sounded out by investment bankers in recent months. It's clear the market is in favour of the decision, with shares closing higher, despite a thumping $311 million loss and an overall $1 billion writedown to the fertiliser unit. The writedown included $100m for its US operations Most of the rest was linked to the Australian manufacturing operations. The sale process will get going in earnest early next year. The book value is now $414.3 million, compared to more than $1 billion in the past. Private equity in the past has put forward offers of less than $500 million for the fertiliser business, but that was when manufacturing was also part of the picture, although they will be still keen to snap up the operation at an opportunistic price.お知らせ • Nov 11Incitec Pivot to Revive Fertiliser Business Sale CampaignThe $6 billion listed industrials group Incitec Pivot Limited (ASX:IPL) is set to announce a revived sale process for its fertiliser business when it reports annual earnings on November 11, 2024 and is prepared to break up the division, valued at $1.1 billion. It confirms earlier reports in DataRoom that a fresh sale process would start in 2025 with private equity funds such as Pacific Equity Partners positioning to buy the business. Incitec Pivot is increasingly keen to distance itself from the fertiliser business and carry on as a pure-play explosives and industrial chemicals manufacturer, and has signalled this to investors. It has tried to sell the business before. There has been some informal interest from strategic players, with suggestions that groups such as Ridley or Nutrien may be keen to buy Incitec Pivot's distribution assets. Strategic buyers include Nutrient, CF Industries Holdings, Inc. (NYSE:CF) and The Mosaic Company (NYSE:MOS). Incitec Pivot held talks with Indonesia's Pupuk Kaltim for a sale of the unit earlier this year for a price thought to be more than $1 billion, but there was no deal. Morningstar says the fertiliser unit accounts for about a third of the stock's fair value - which means it comes in at about $1.2 billion. The sale comes as KPMG has been tapped to sell smaller rival Wengfu Australia. Wengfu distributes fertiliser along the east coast, with assets in Brisbane, Newcastle, Geelong, Portland and Adelaide. Market sources say that it is expected to sell for between $50 million and $80 million. However, if it sold for a similar price to the Incitec Pivot unit it would be closer to $200 million. Its parent company is Guizhou Phosphate and Chemical Group. The understanding is a data room is open. There are three overseas buyers but no domestic interest. The deal is likely to be completed in the first half of 2025.お知らせ • Oct 23The Mosaic Company to Report Q3, 2024 Results on Nov 12, 2024The Mosaic Company announced that they will report Q3, 2024 results Pre-Market on Nov 12, 2024お知らせ • Sep 23The Mosaic Company(NYSE:MOS) dropped from FTSE All-World Index (USD)The Mosaic Company(NYSE:MOS) dropped from FTSE All-World Index (USD)お知らせ • Jul 18The Mosaic Company to Report Q2, 2024 Results on Aug 06, 2024The Mosaic Company announced that they will report Q2, 2024 results After-Market on Aug 06, 2024お知らせ • Jun 25The Mosaic Company Reiterates Sales Guidance for the Second Quarter of 2024The Mosaic Company reiterated sales guidance for the second quarter of 2024. For the period, the company expects Potash sales volume and MOP prices at the mine are expected to be in the range 2.2-2.4 million tonnes, and $210-$250 per tonne, respectively.お知らせ • Apr 26The Mosaic Company, Annual General Meeting, Jun 06, 2024The Mosaic Company, Annual General Meeting, Jun 06, 2024, at 10:00 US Eastern Standard Time.お知らせ • Apr 11The Mosaic Company to Report Q1, 2024 Results on May 01, 2024The Mosaic Company announced that they will report Q1, 2024 results After-Market on May 01, 2024お知らせ • Feb 02The Mosaic Company to Report Q4, 2023 Results on Feb 21, 2024The Mosaic Company announced that they will report Q4, 2023 results After-Market on Feb 21, 2024お知らせ • Dec 21+ 3 more updatesThe Mosaic Company, Inc. Appoints Corrine D. Ricard as Senior Vice PresidentThe Mosaic Company announced that effective January 1, 2024, the Board elected Corrine D. Ricard to the position of Senior Vice President - Digital Strategy and removed Ms. Ricard from her current position as Senior Vice President – Mosaic Fertilizantes. In her new position, Ms. Ricard will have responsibilities for the Company's execution and implementation of its global digital acceleration strategy and digital operations. Ms. Ricard will continue to serve on the board of directors for Canpotex, the Canadian potash export marketing association.お知らせ • Nov 10the Mosaic Company Provides Sales Guidance for the Fourth Quarter of 2023The Mosaic Company provided sales guidance for the fourth quarter of 2023. For the quarter, the company expects sales volumes to be 1.6-1.8 million tonnes. DAP prices at the plant are expected to be in the range of $530-$580 per tonne. Fourth quarter realized stripping margins are expected to be higher than the third quarter.お知らせ • Oct 23+ 1 more updateThe Mosaic Company Announces Appointment of Clint C. Freeland as Chief Financial Officer, Effective on November 1, 2023The Mosaic Company announced appointment of Clint C. Freeland to the position of Chief Financial Officer and removed Mr. Freeland from his current position as Chief Financial Officer,effective as of November 1, 2023.お知らせ • Oct 18The Mosaic Company to Report Q3, 2023 Results on Nov 07, 2023The Mosaic Company announced that they will report Q3, 2023 results After-Market on Nov 07, 2023お知らせ • Sep 14the Mosaic Company Provides Operational Guidance for the Third Quarter of 2023The Mosaic Company provided operational guidance for the third quarter of 2023. For the third quarter, Potash sales volumes are expected to be near the high end of the previous guidance range of 2.1-2.3 million tonnes, reflecting the impact of ongoing strong demand in North America. MOP price guidance remains unchanged at $250-$300 per tonne. In Phosphates, third quarter sales volumes are expected to be in the range of 1.6-1.8 million tonnes. Shipments during the quarter were impacted by Hurricane Idalia, which required a brief proactive production halt. Florida operations, which operate at a rate of roughly 20,000 finished product tonnes per day, resumed production within three days. In Louisiana, an unexpected local utility power interruption at the end of August resulted in damage to the largest sulfuric acid plant at Louisiana's Uncle Sam facility. Repairs to the complex, which operates at a production rate of 15,000 finished product tonnes per week, are anticipated to be completed by the end of October. Third quarter realized DAP prices on a FOB basis are expected to be in the previous guidance range of $475-$525 per tonne.お知らせ • Aug 31+ 1 more updateThe Mosaic Company Announces CEO ChangesThe Mosaic Company announced that Joc O'Rourke intends to retire and that Mosaic's Board of Directors has unanimously elected Bruce Bodine, currently SVP - North America, to succeed Mr. O'Rourke as the Company's Chief Executive Officer on January 1, 2024. Mr. O'Rourke relinquished the title of President effective immediately and will resign as CEO and a member of the Mosaic Board of Directors effective December 31, 2023, after which Mr. O'Rourke will serve as a Senior Advisor until mid-2024. Mr. Bodine has been elected President of the company and a member of the Mosaic Board of Directors effective immediately. Mr. Bodine has worked for Mosaic and its predecessor company for many years and held a number of executive roles, including Senior Vice President - Potash, Senior Vice President - Phosphates, and Vice President-Supply Chain. In his role as SVP - North America he also led the North American Sales team. Additionally, he led the integration of Mosaic's North America Businesses and currently leads enterprise-wide operations.お知らせ • Aug 17The Mosaic Company Unveils Mosaic Biosciences to Expand Offerings in Plant HealthThe Mosaic Company announced the formation of the Mosaic Biosciences™ platform, a global initiative to bring the latest science and innovation to the agriculture market. The technologies from Mosaic Biosciences enhance crop health and support the natural biology in plants and soil, ultimately maximizing the yield potential of every field. The Mosaic Biosciences portfolio includes biological fertilizer complements, PowerCoat® and BioPath®, which improve nutrient use efficiency and enhance plant growth and vigor. Additional products help mitigate abiotic stress from drought, heat and salinity. With a global team of scientists, Mosaic Biosciences is building a pipeline of new biologic products to drive improvements in plant health, stress management, nutrient uptake, and crop yield.お知らせ • Jul 21The Mosaic Company to Report Q2, 2023 Results on Aug 01, 2023The Mosaic Company announced that they will report Q2, 2023 results After-Market on Aug 01, 2023お知らせ • Jun 25The Mosaic Company(NYSE:MOS) dropped from Russell 1000 Growth IndexThe Mosaic Company(NYSE:MOS) dropped from Russell 1000 Growth Indexお知らせ • Jun 24The Mosaic Company Provides Sales Guidance for the Second Quarter of 2023The Mosaic Company provided sales guidance for the second quarter of 2023. For the quarter, the company expect potash sales volumes toward the high end of the previous guidance range of 2.0-2.2 million tonnes, reflecting the impact of strong spring demand in North America. For pricing, the company now expect realized MOP prices at the mine near the low end of previous range of $325-$375 per tonne. The updated pricing guidance incorporates the recent China contract settlement of $307 per tonne.お知らせ • Feb 02The Mosaic Company to Report Q4, 2022 Results on Feb 22, 2023The Mosaic Company announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 22, 2023お知らせ • Jan 06The Mosaic Company Announces Management ChangesThe Mosaic Company announced that Phil Bauer has been promoted to Senior Vice President, General Counsel and Corporate Secretary effective January 3, 2023. Bauer will lead a global legal team responsible for closely collaborating with Mosaic's Board of Directors, Senior Leadership Team, business units and other functions to offer practical approaches to challenges and opportunities. Since joining Mosaic in 2007, Bauer has managed legal support for business development activities, potash operations, offshore finance, commercial transactions and corporate governance. His most recent assignment was as VP-Growth and Development where he helped drive strategic vision across the organization, including the advancement of Mosaic's soil health strategy and other innovation initiatives. Prior to joining Mosaic, Bauer was a partner at an international law firm where he focused his practice on mergers and acquisitions, public and private securities offerings and public company compliance matters, as well as general business advising. Bauer earned his Juris Doctor degree from The George Washington University Law School in Washington D.C., and his Bachelor of Science in Foreign Service degree with honors from Georgetown University's School of Foreign Service where he majored in international politics. He also received his Master of Business Administration degree from the Kellogg School of Management at Northwestern University. Bauer succeeds Mark Isaacson, who is retiring in early 2023 after 34 years with Mosaic and predecessor companies.株主還元MOSDAR ChemicalsAR 市場7D2.4%-0.7%4.8%1Y-29.7%35.0%16.4%株主還元を見る業界別リターン: MOSD過去 1 年間で35 % の収益を上げたAR Chemicals業界を下回りました。リターン対市場: MOSDは、過去 1 年間で16.4 % のリターンを上げたAR市場を下回りました。価格変動Is MOSD's price volatile compared to industry and market?MOSD volatilityMOSD Average Weekly Movement10.8%Chemicals Industry Average Movement5.3%Market Average Movement5.6%10% most volatile stocks in AR Market7.8%10% least volatile stocks in AR Market3.8%安定した株価: MOSDの株価は、 AR市場と比較して過去 3 か月間で変動しています。時間の経過による変動: MOSDの weekly volatility ( 11% ) は過去 1 年間安定していますが、依然としてARの株式の 75% よりも高くなっています。会社概要設立従業員CEO(最高経営責任者ウェブサイト198713,249Bruce Bodinewww.mosaicco.comモザイク・カンパニーは子会社を通じて、米国、ブラジル、中国、カナダ、パラグアイ、アルゼンチン、日本、コロンビア、インド、オーストラリア、ペルー、メキシコ、ホンジュラス、ドミニカ共和国、タイ、インドネシア、および海外で濃縮リン酸塩およびカリ作物用栄養剤を生産・販売している。事業セグメントは3つ:リン酸塩、カリ、モザイク肥料。同社は鉱山と生産施設を所有・運営し、リン酸二アンモニウム、リン酸一アンモニウム、MicroEssentialsアンモニア化リン酸製品などの濃縮リン酸塩作物用栄養剤、BiofosおよびNexfosブランドのリン酸塩ベースの飼料原料、K-Magブランドの二重硫酸カリマグネシア製品を生産している。また、混合作物栄養剤や動物飼料原料の製造や工業用、解氷剤や軟水再生剤に使用されるカリも製造・販売している。さらに、農業用混合作物栄養剤、三重過リン酸塩、単一過リン酸塩、第二リン酸カルシウム、生物学的肥料補完物、工業製品、その他の付帯サービスも提供している。また、化学工場、農作物用栄養剤の混合・袋詰め施設、港湾ターミナル、倉庫の所有・運営、窒素ベースの農作物用栄養剤とリン酸化ギプスの販売、リン酸塩、カリ、窒素製品の購入・販売も行っている。同社は、ディストリビューター、小売チェーン、協同組合、独立系小売業者やディーラー、工業用アカウント、動物飼料産業、卸売業者、農家、作物栄養剤メーカー、および全国規模のアカウントに、営業力を通じて製品を販売している。また、製品の輸出も行っている。モザイク社は1987年に法人化され、フロリダ州タンパに本社を置く。もっと見るThe Mosaic Company 基礎のまとめMosaic の収益と売上を時価総額と比較するとどうか。MOSD 基礎統計学時価総額US$7.15b収益(TTM)US$45.00m売上高(TTM)US$12.43b159.0xPER(株価収益率0.6xP/SレシオMOSD は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計MOSD 損益計算書(TTM)収益US$12.43b売上原価US$10.78b売上総利益US$1.65bその他の費用US$1.61b収益US$45.00m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益(EPS)0.14グロス・マージン13.31%純利益率0.36%有利子負債/自己資本比率46.2%MOSD の長期的なパフォーマンスは?過去の実績と比較を見る配当金3.9%現在の配当利回り621%配当性向MOSD 配当は確実ですか?MOSD 配当履歴とベンチマークを見るMOSD 、いつまでに購入すれば配当金を受け取れますか?Mosaic 配当日配当落ち日May 21 2026配当支払日Jun 03 2026配当落ちまでの日数4 days配当支払日までの日数9 daysMOSD 配当は確実ですか?MOSD 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/24 16:25終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋The Mosaic Company 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。41 アナリスト機関Benjamin TheurerBarclaysFarooq HamedBarclaysBenjamin TheurerBarclays38 その他のアナリストを表示
お知らせ • May 12The Mosaic Company Provides Earnings and Production Guidance for Second Quarter and Full Year Ending 2026The Mosaic Company provided earnings and production guidance for second quarter and full year ending 2026. For Potash, second quarter sales volumes are expected to be in the range of 1.9 million tonnes to 2.1 million tonnes. For Phosphate, Mosaic expects second quarter sales volumes of 1.4 million tonnes to 1.7 million tonnes with DAP prices averaging $760 to $780 per tonne on an FOB basis. Second quarter sales volumes reflect partial curtailments at Louisiana and Bartow. For 2026, Mosaic continues to expect total potash production of approximately 9 million tonnes, reflecting an expectation of strong production at Esterhazy that more than offsets the volume impact of the Carlsbad divestiture. For Phosphate, , Mosaic has withdrawn full year production guidance for the segment as it reviews its operating rates in the second half of the year in light of recent raw material market dynamics.
お知らせ • Apr 21The Mosaic Company to Report Q1, 2026 Results on May 11, 2026The Mosaic Company announced that they will report Q1, 2026 results Pre-Market on May 11, 2026
お知らせ • Apr 17The Mosaic Company, Annual General Meeting, May 28, 2026The Mosaic Company, Annual General Meeting, May 28, 2026.
お知らせ • Mar 07The Mosaic Company announces Quarterly dividend, payable on June 02, 2026The Mosaic Company announced Quarterly dividend of USD 0.2200 per share payable on June 02, 2026, ex-date on May 21, 2026 and record date on May 21, 2026.
お知らせ • Jan 16The Mosaic Company to Report Q4, 2025 Results on Feb 24, 2026The Mosaic Company announced that they will report Q4, 2025 results After-Market on Feb 24, 2026
お知らせ • Nov 19The Mosaic Company announces Quarterly dividend, payable on December 18, 2025The Mosaic Company announced Quarterly dividend of USD 0.2200 per share payable on December 18, 2025, ex-date on December 04, 2025 and record date on December 04, 2025.
お知らせ • May 12The Mosaic Company Provides Earnings and Production Guidance for Second Quarter and Full Year Ending 2026The Mosaic Company provided earnings and production guidance for second quarter and full year ending 2026. For Potash, second quarter sales volumes are expected to be in the range of 1.9 million tonnes to 2.1 million tonnes. For Phosphate, Mosaic expects second quarter sales volumes of 1.4 million tonnes to 1.7 million tonnes with DAP prices averaging $760 to $780 per tonne on an FOB basis. Second quarter sales volumes reflect partial curtailments at Louisiana and Bartow. For 2026, Mosaic continues to expect total potash production of approximately 9 million tonnes, reflecting an expectation of strong production at Esterhazy that more than offsets the volume impact of the Carlsbad divestiture. For Phosphate, , Mosaic has withdrawn full year production guidance for the segment as it reviews its operating rates in the second half of the year in light of recent raw material market dynamics.
お知らせ • Apr 21The Mosaic Company to Report Q1, 2026 Results on May 11, 2026The Mosaic Company announced that they will report Q1, 2026 results Pre-Market on May 11, 2026
お知らせ • Apr 17The Mosaic Company, Annual General Meeting, May 28, 2026The Mosaic Company, Annual General Meeting, May 28, 2026.
お知らせ • Mar 07The Mosaic Company announces Quarterly dividend, payable on June 02, 2026The Mosaic Company announced Quarterly dividend of USD 0.2200 per share payable on June 02, 2026, ex-date on May 21, 2026 and record date on May 21, 2026.
お知らせ • Jan 16The Mosaic Company to Report Q4, 2025 Results on Feb 24, 2026The Mosaic Company announced that they will report Q4, 2025 results After-Market on Feb 24, 2026
お知らせ • Nov 19The Mosaic Company announces Quarterly dividend, payable on December 18, 2025The Mosaic Company announced Quarterly dividend of USD 0.2200 per share payable on December 18, 2025, ex-date on December 04, 2025 and record date on December 04, 2025.
お知らせ • Oct 10The Mosaic Company to Report Q3, 2025 Results on Nov 04, 2025The Mosaic Company announced that they will report Q3, 2025 results After-Market on Nov 04, 2025
お知らせ • Jul 16The Mosaic Company to Report Q2, 2025 Results on Aug 05, 2025The Mosaic Company announced that they will report Q2, 2025 results After-Market on Aug 05, 2025
お知らせ • Apr 17+ 1 more updateThe Mosaic Company, Annual General Meeting, May 29, 2025The Mosaic Company, Annual General Meeting, May 29, 2025.
お知らせ • Mar 01The Mosaic Company Provides Sales Volumes Guidance for the First Quarter of 2025 and Production Volumes Guidance for the Full Year 2025The Mosaic Company provided sales volumes guidance for the first quarter of 2025 and Production Volumes Guidance for the full year 2025. For the quarter, the company's Potash Sales Volumes are expected to be between 2.0 million tonnes and 2.2 million tonnes with realized mine-gate MOP prices in the range of $200 to $220 per tonne. Phosphate Sales Volumes are expected to be 1.5 million tonnes to 1.7 million tonnes with DAP prices on an FOB basis averaging $595 to $615 per tonne. For the year, the company's Phosphate Production Volumes are expected to be 7.2 million tonnes to 7.6 million tonnes. Potash Production Volumes are expected to be 8.7 million tonnes to 9.1 million tonnes.
お知らせ • Feb 07The Mosaic Company to Report Q4, 2024 Results on Feb 27, 2025The Mosaic Company announced that they will report Q4, 2024 results After-Market on Feb 27, 2025
お知らせ • Nov 12Jarden Reportedly Tapped for Incitec Pivot Fertiliser SaleIncitec Pivot Limited (ASX:IPL)'s freshly appointed management has brought in a new investment bank to handle the sale of the distribution arm of its fertiliser business as looks to clear the decks and focus on its future as a mining explosives play. The move to break up the fertiliser unit and sell off the distribution arm was first flagged by DataRoom and announced when the company delivered its annual result on 11 November 2024. It came as the company wiped $941 million off the valuation of the Australian Incitec Pivot fertiliser division. The bank being added to the ticket is Jarden. The move comes as new boss Mauro Neves de Moraes takes over. UBS and Macquarie Capital have previously made efforts to sell the fertiliser business and Macquarie still has a role. This time, though, it appears that the group is motivated to move it off its books and look to a future focused on its more successful commercial explosives operation Dyno Nobel, so it is expected to take a realistic approach to price. Former Incitec Pivot management held out for top dollar when trying to sell its fertiliser unit twice before, and opposed a business break-up. Most buyers were keen to buy the distribution arm and few were interested in taking on the more problematic manufacturing operation. But now, with distribution available separately, the sale process is likely to involve plenty of competitive tension. Australian listed trade buyers like Elders Limited (ASX:ELD) and Ridley Corporation Limited (ASX:RIC) and global strategics like The Mosaic Company (NYSE:MOS), CF Industries Holdings, Inc. (NYSE:CF) and Nutrien Ltd. (TSX:NTR), which has a major Australian presence, will be going head to head with private equity firms like Pacific Equity Partners and BGH Capital, which have been sounded out by investment bankers in recent months. It's clear the market is in favour of the decision, with shares closing higher, despite a thumping $311 million loss and an overall $1 billion writedown to the fertiliser unit. The writedown included $100m for its US operations Most of the rest was linked to the Australian manufacturing operations. The sale process will get going in earnest early next year. The book value is now $414.3 million, compared to more than $1 billion in the past. Private equity in the past has put forward offers of less than $500 million for the fertiliser business, but that was when manufacturing was also part of the picture, although they will be still keen to snap up the operation at an opportunistic price.
お知らせ • Nov 11Incitec Pivot to Revive Fertiliser Business Sale CampaignThe $6 billion listed industrials group Incitec Pivot Limited (ASX:IPL) is set to announce a revived sale process for its fertiliser business when it reports annual earnings on November 11, 2024 and is prepared to break up the division, valued at $1.1 billion. It confirms earlier reports in DataRoom that a fresh sale process would start in 2025 with private equity funds such as Pacific Equity Partners positioning to buy the business. Incitec Pivot is increasingly keen to distance itself from the fertiliser business and carry on as a pure-play explosives and industrial chemicals manufacturer, and has signalled this to investors. It has tried to sell the business before. There has been some informal interest from strategic players, with suggestions that groups such as Ridley or Nutrien may be keen to buy Incitec Pivot's distribution assets. Strategic buyers include Nutrient, CF Industries Holdings, Inc. (NYSE:CF) and The Mosaic Company (NYSE:MOS). Incitec Pivot held talks with Indonesia's Pupuk Kaltim for a sale of the unit earlier this year for a price thought to be more than $1 billion, but there was no deal. Morningstar says the fertiliser unit accounts for about a third of the stock's fair value - which means it comes in at about $1.2 billion. The sale comes as KPMG has been tapped to sell smaller rival Wengfu Australia. Wengfu distributes fertiliser along the east coast, with assets in Brisbane, Newcastle, Geelong, Portland and Adelaide. Market sources say that it is expected to sell for between $50 million and $80 million. However, if it sold for a similar price to the Incitec Pivot unit it would be closer to $200 million. Its parent company is Guizhou Phosphate and Chemical Group. The understanding is a data room is open. There are three overseas buyers but no domestic interest. The deal is likely to be completed in the first half of 2025.
お知らせ • Oct 23The Mosaic Company to Report Q3, 2024 Results on Nov 12, 2024The Mosaic Company announced that they will report Q3, 2024 results Pre-Market on Nov 12, 2024
お知らせ • Sep 23The Mosaic Company(NYSE:MOS) dropped from FTSE All-World Index (USD)The Mosaic Company(NYSE:MOS) dropped from FTSE All-World Index (USD)
お知らせ • Jul 18The Mosaic Company to Report Q2, 2024 Results on Aug 06, 2024The Mosaic Company announced that they will report Q2, 2024 results After-Market on Aug 06, 2024
お知らせ • Jun 25The Mosaic Company Reiterates Sales Guidance for the Second Quarter of 2024The Mosaic Company reiterated sales guidance for the second quarter of 2024. For the period, the company expects Potash sales volume and MOP prices at the mine are expected to be in the range 2.2-2.4 million tonnes, and $210-$250 per tonne, respectively.
お知らせ • Apr 26The Mosaic Company, Annual General Meeting, Jun 06, 2024The Mosaic Company, Annual General Meeting, Jun 06, 2024, at 10:00 US Eastern Standard Time.
お知らせ • Apr 11The Mosaic Company to Report Q1, 2024 Results on May 01, 2024The Mosaic Company announced that they will report Q1, 2024 results After-Market on May 01, 2024
お知らせ • Feb 02The Mosaic Company to Report Q4, 2023 Results on Feb 21, 2024The Mosaic Company announced that they will report Q4, 2023 results After-Market on Feb 21, 2024
お知らせ • Dec 21+ 3 more updatesThe Mosaic Company, Inc. Appoints Corrine D. Ricard as Senior Vice PresidentThe Mosaic Company announced that effective January 1, 2024, the Board elected Corrine D. Ricard to the position of Senior Vice President - Digital Strategy and removed Ms. Ricard from her current position as Senior Vice President – Mosaic Fertilizantes. In her new position, Ms. Ricard will have responsibilities for the Company's execution and implementation of its global digital acceleration strategy and digital operations. Ms. Ricard will continue to serve on the board of directors for Canpotex, the Canadian potash export marketing association.
お知らせ • Nov 10the Mosaic Company Provides Sales Guidance for the Fourth Quarter of 2023The Mosaic Company provided sales guidance for the fourth quarter of 2023. For the quarter, the company expects sales volumes to be 1.6-1.8 million tonnes. DAP prices at the plant are expected to be in the range of $530-$580 per tonne. Fourth quarter realized stripping margins are expected to be higher than the third quarter.
お知らせ • Oct 23+ 1 more updateThe Mosaic Company Announces Appointment of Clint C. Freeland as Chief Financial Officer, Effective on November 1, 2023The Mosaic Company announced appointment of Clint C. Freeland to the position of Chief Financial Officer and removed Mr. Freeland from his current position as Chief Financial Officer,effective as of November 1, 2023.
お知らせ • Oct 18The Mosaic Company to Report Q3, 2023 Results on Nov 07, 2023The Mosaic Company announced that they will report Q3, 2023 results After-Market on Nov 07, 2023
お知らせ • Sep 14the Mosaic Company Provides Operational Guidance for the Third Quarter of 2023The Mosaic Company provided operational guidance for the third quarter of 2023. For the third quarter, Potash sales volumes are expected to be near the high end of the previous guidance range of 2.1-2.3 million tonnes, reflecting the impact of ongoing strong demand in North America. MOP price guidance remains unchanged at $250-$300 per tonne. In Phosphates, third quarter sales volumes are expected to be in the range of 1.6-1.8 million tonnes. Shipments during the quarter were impacted by Hurricane Idalia, which required a brief proactive production halt. Florida operations, which operate at a rate of roughly 20,000 finished product tonnes per day, resumed production within three days. In Louisiana, an unexpected local utility power interruption at the end of August resulted in damage to the largest sulfuric acid plant at Louisiana's Uncle Sam facility. Repairs to the complex, which operates at a production rate of 15,000 finished product tonnes per week, are anticipated to be completed by the end of October. Third quarter realized DAP prices on a FOB basis are expected to be in the previous guidance range of $475-$525 per tonne.
お知らせ • Aug 31+ 1 more updateThe Mosaic Company Announces CEO ChangesThe Mosaic Company announced that Joc O'Rourke intends to retire and that Mosaic's Board of Directors has unanimously elected Bruce Bodine, currently SVP - North America, to succeed Mr. O'Rourke as the Company's Chief Executive Officer on January 1, 2024. Mr. O'Rourke relinquished the title of President effective immediately and will resign as CEO and a member of the Mosaic Board of Directors effective December 31, 2023, after which Mr. O'Rourke will serve as a Senior Advisor until mid-2024. Mr. Bodine has been elected President of the company and a member of the Mosaic Board of Directors effective immediately. Mr. Bodine has worked for Mosaic and its predecessor company for many years and held a number of executive roles, including Senior Vice President - Potash, Senior Vice President - Phosphates, and Vice President-Supply Chain. In his role as SVP - North America he also led the North American Sales team. Additionally, he led the integration of Mosaic's North America Businesses and currently leads enterprise-wide operations.
お知らせ • Aug 17The Mosaic Company Unveils Mosaic Biosciences to Expand Offerings in Plant HealthThe Mosaic Company announced the formation of the Mosaic Biosciences™ platform, a global initiative to bring the latest science and innovation to the agriculture market. The technologies from Mosaic Biosciences enhance crop health and support the natural biology in plants and soil, ultimately maximizing the yield potential of every field. The Mosaic Biosciences portfolio includes biological fertilizer complements, PowerCoat® and BioPath®, which improve nutrient use efficiency and enhance plant growth and vigor. Additional products help mitigate abiotic stress from drought, heat and salinity. With a global team of scientists, Mosaic Biosciences is building a pipeline of new biologic products to drive improvements in plant health, stress management, nutrient uptake, and crop yield.
お知らせ • Jul 21The Mosaic Company to Report Q2, 2023 Results on Aug 01, 2023The Mosaic Company announced that they will report Q2, 2023 results After-Market on Aug 01, 2023
お知らせ • Jun 25The Mosaic Company(NYSE:MOS) dropped from Russell 1000 Growth IndexThe Mosaic Company(NYSE:MOS) dropped from Russell 1000 Growth Index
お知らせ • Jun 24The Mosaic Company Provides Sales Guidance for the Second Quarter of 2023The Mosaic Company provided sales guidance for the second quarter of 2023. For the quarter, the company expect potash sales volumes toward the high end of the previous guidance range of 2.0-2.2 million tonnes, reflecting the impact of strong spring demand in North America. For pricing, the company now expect realized MOP prices at the mine near the low end of previous range of $325-$375 per tonne. The updated pricing guidance incorporates the recent China contract settlement of $307 per tonne.
お知らせ • Feb 02The Mosaic Company to Report Q4, 2022 Results on Feb 22, 2023The Mosaic Company announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 22, 2023
お知らせ • Jan 06The Mosaic Company Announces Management ChangesThe Mosaic Company announced that Phil Bauer has been promoted to Senior Vice President, General Counsel and Corporate Secretary effective January 3, 2023. Bauer will lead a global legal team responsible for closely collaborating with Mosaic's Board of Directors, Senior Leadership Team, business units and other functions to offer practical approaches to challenges and opportunities. Since joining Mosaic in 2007, Bauer has managed legal support for business development activities, potash operations, offshore finance, commercial transactions and corporate governance. His most recent assignment was as VP-Growth and Development where he helped drive strategic vision across the organization, including the advancement of Mosaic's soil health strategy and other innovation initiatives. Prior to joining Mosaic, Bauer was a partner at an international law firm where he focused his practice on mergers and acquisitions, public and private securities offerings and public company compliance matters, as well as general business advising. Bauer earned his Juris Doctor degree from The George Washington University Law School in Washington D.C., and his Bachelor of Science in Foreign Service degree with honors from Georgetown University's School of Foreign Service where he majored in international politics. He also received his Master of Business Administration degree from the Kellogg School of Management at Northwestern University. Bauer succeeds Mark Isaacson, who is retiring in early 2023 after 34 years with Mosaic and predecessor companies.