由于化肥需求量和装运量减少,4个问题成绩不佳, Mosaic 股份下降了4%,但2026年的前景依然乐观。
Mosaic shares fell 4% on weak Q4 results due to lower fertilizer demand and shipments, but outlook for 2026 remains positive.
Mosaic (MOS) 股份在报告第四季度结果低于预期后, 于星期五下跌4%至26.47美元,
Mosaic (MOS) shares dropped 4% to $26.47 on Friday after reporting weaker-than-expected fourth-quarter results, citing a sharp decline in North American fertilizer demand due to poor farm economics and an early winter.
磷酸盐的运输量逐年下降20%,巴西化肥单位面临着信贷紧缩和中国低品位进口的挑战,导致库存量减少和库存量增加。
Phosphate shipments fell 20% year-over-year, and Brazilian unit Fertilizantes faced challenges from tighter credit and Chinese low-grade imports, leading to lower volumes and higher inventories.
Mosaic对2026年表示乐观, 指出全球磷酸盐市场因中国出口限制而收紧,
Despite the weak quarter, Mosaic expressed optimism for 2026, citing tighter global phosphate markets due to Chinese export restrictions, improved potash balance, and strong planting prospects.
该公司还宣布出售其Carlsbad Potash矿,价值3 000万美元,现金2 000万美元,延期付款1 000万美元。
The company also announced a $30 million sale of its Carlsbad potash mine, with $20 million in cash and $10 million in deferred payments.
2025年第4季度的全额收入定于2026年2月24日发放。
Full earnings for Q4 2025 are set for release on February 24, 2026.