The Mosaic Company, through its subsidiaries, produces and markets concentrated phosphate and potash crop nutrients in North America and internationally.
$22.36+0.13%
报价 2026-11-06
市值
$7.11B
EV
$12.75B
PE (TTM)
–
预期 PE (FY2026)
65.1x
52 周区间距高点 -28.7%
$17.27$31.36
筛选结果
pipeline · 2026-11-06Filter✗ 高增长✗ Cheap✗ GARP
excluded industry: Agricultural Inputs
爆发潜力
2026-11-07不在筛选范围：industry: Agricultural Inputs
电话会信号
辅助标签Q3 20262026-11-04
需求加速供不应求
指引 无
信心 3
分析师 3
“We expect to generate positive free cash flow in the second half of this year.”
原文引用（2）
- 需求加速：the fall demand for phosphate in North America has been, coming much stronger than, many of us anticipated.
- 供不应求：we basically sold out our Q4 availability. So if we were to be able to produce, more tons of phosphate in Q4 or in 2027 we definitely see the demand.
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研究结论
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事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| MOSThe Mosaic Company | $7.11B | +0.1% | +0.8% | 2.7% | – | 9.6x | – | |
| EQXEquinox Gold Corp. | $13.45B | +2.1% | +49.6% | 39.2% | 11.0x | 9.4x | 220.5x | |
| IAGIAMGOLD Corporation | $10.71B | +7.2% | +30.0% | 47.3% | 9.4x | 5.0x | 6.8x | |
| AAAlcoa Corporation | $10.44B | +2.9% | +16.0% | 25.2% | 8.8x | 6.2x | 32.6x | |
| HLHecla Mining Company | $9.9B | +2.0% | +8.6% | 59.9% | 25.9x | 11.0x | 17.2x | |
| TXTernium S.A. | $9.65B | +1.1% | – | 14.7% | 17.7x | 5.7x | – | |
| GGBGerdau S.A. | $8.62B | -0.2% | – | 11.4% | 25.6x | 6.0x | – | |
| WLKWestlake Corporation | $8.11B | -4.2% | +2.9% | 12.8% | – | 17.6x | 676.2x | |
| EMNEastman Chemical Company | $7.36B | -2.0% | +4.4% | 21.1% | 16.4x | 9.5x | 17.4x | |
| 同行中位数 | – | – | +12.3% | 23.1% | 16.4x | 7.8x | 25.0x |
研究全文
L2 基本面 memo
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点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
财务报表
| Metric | 2026-09-30 Q3 2026 | 2026-06-30 Q2 2026 | 2026-03-31 Q1 2026 | 2025-12-31 Q4 2025 | 2025-09-30 Q3 2025 | 2025-06-30 Q2 2025 | 2025-03-31 Q1 2025 | 2024-12-31 Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $3.1B | $2.82B | $3B | $2.6B | $3.45B | $3.01B | $2.62B | $2.82B |
| Gross Margin | 2.7% | 7.6% | 7.9% | 14.2% | 16% | 17.3% | 18.6% | 10.7% |
| Operating Margin | -3.1% | -1.3% | -12.4% | 9% | 9.8% | 8.1% | 12.9% | 3.5% |
| Net Income | $-72.1M | $-272.8M | $-257.6M | $162.2M | $411.4M | $410.7M | $238.1M | $169M |
| Diluted EPS | -0.23 | -0.86 | -0.79 | 0.55 | 1.29 | 1.29 | 0.75 | 0.53 |
| Operating Cash Flow | $284.4M | $167.4M | $104.2M | $-56.1M | $228.5M | $609.5M | $42.9M | $219.3M |