Exhibit 99.2 The Mosaic Company Selected Calendar Quarter Financial Information (Unaudited) Q2 2022 Q3 2022 Q4 2022 Q1 2023 Q2 2023 Q3 2023 Q4 2023 Q1 2024 Consolidated data (in millions, except per share) Diluted net earnings (loss) per share $ 2.85 $ 2.42 $ 1.52 $ 1.28 $ 1.11 $ (0.01) $ 1.11 $ 0.14 Notable items impact on earnings per share(a) (0.79) (0.80) (0.22) 0.14 0.07 (0.69) 0.40 (0.51) Adjusted diluted net earnings per share(a) $ 3.64 $ 3.22 $ 1.74 $ 1.14 $ 1.04 $ 0.68 $ 0.71 $ 0.65 Diluted weighte ...

The Mosaic Company (MOS) is set to release first-quarter 2024 results on May 1, after the closing bell. The fertilizer maker delivered a negative earnings surprise of around 10.5%, on average, over the trailing four quarters. It delivered a negative earnings surprise of 13.4% in the last reported quarter. The company’s first- quarter results are likely to reflect favorable demand for phosphate and potash. However, weaker fertilizer prices are expected to have affected its performance. Shares of Mosaic have ...

Mosaic (MOS)盈利预期 - Mosaic (MOS)预计在2024年3月报告的季度中，盈利将同比下降，而收入也将减少[1] - 分析师们最近对Mosaic的季度盈利预期进行了下调，这反映了他们重新评估初始预期的情况[5] 股价表现 - 如果关键数据超过预期，股价可能会上涨；反之，如果未达预期，股价可能会下跌[2] Zacks Earnings ESP - Zacks Earnings ESP将最准确的估计值与Zacks共识估计值进行比较，以预测实际盈利与共识估计值的偏差[8]

The Mosaic Company (MOS) recently disclosed its combined sales volumes and revenues by business unit for January and February 2024. During this period, potash sales volume reached 1,417,000 tons, up from 1,100,000 tons reported in the previous year. However, revenues in the same period dropped to $418 million from $542 million in the previous year. Looking ahead to the first quarter, the company anticipates potash sales volumes and MOP prices to remain consistent with earlier guidance, ranging between 2-2.2 ...

Mosaic (MOS) closed at $31.63 in the latest trading session, marking a -1% move from the prior day. The stock's performance was behind the S&P 500's daily loss of 0.29%. Elsewhere, the Dow saw a downswing of 0.35%, while the tech-heavy Nasdaq depreciated by 0.3%. Prior to today's trading, shares of the fertilizer maker had gained 8.12% over the past month. This has lagged the Basic Materials sector's gain of 9.01% and outpaced the S&P 500's gain of 4.42% in that time. Investors will be eagerly watching for ...

股价表现 - Mosaic (MOS) 最近的股价为 $31.93，较前一个交易日收盘价上涨了 +1.53% [1] - Mosaic 的股价在过去一个月中上涨了 3.56%，略低于 Basic Materials 部门的上涨幅度 3.78%，但高于标普500指数的上涨幅度 3.21% [2] 财务预期 - 投资者将密切关注 Mosaic 即将发布的财报。预计每股收益 (EPS) 为 $0.64，较去年同期下降了 43.86%。预计营收为 $2.81 亿美元，较去年同期下降了 21.97% [3] - 根据 Zacks Consensus Estimates，全年预计每股收益为 $2.85，营收为 $12.15 亿美元，较上一年分别下降了 -20.17% 和 -11.32% [4] 分析评级 - Mosaic 目前的 Zacks Rank 为 3 (Hold)，过去一个月，Zacks Consensus EPS 估计下调了 10.87% [7] 行业比较 - Mosaic 目前的 Forward P/E 比率为 11.05，低于行业平均值 11.27 [8] - MOS 目前的 PEG 比率为 1.58，与 Fertilizers 行业的平均 PEG 比率相当 [9] 行业排名 - Fertilizers 行业属于 Basic Materials 部门，该行业的 Zacks Industry Rank 为 240，属于所有 250+ 行业中的最低 5% [10] - Zacks Industry Rank 从最好到最差排列，研究表明排名前50%的行业的表现是排名后50%的两倍 [11]

The Mosaic Company (NYSE:MOS) BofA Securities 2024 Global Agriculture & Materials Conference February 29, 2024 9:10 AM ET Company Participants Bruce Bodine - President & Chief Executive Officer Jenny Wang - Executive Vice President, Commercial Conference Call Participants Steve Byrne - Bank of America Steve Byrne Good morning, and welcome to the next session. It's a pleasure for me to host a fireside discussion with Mosaic. I have Bruce Bodine, the new CEO. He's been with the company for 25 years or perhaps ...

Mosaic has been named as a Top 25 dividend stock, according the most recent Dividend Channel ''DividendRank'' report. The report noted that among the coverage universe, MOS shares displayed both attractive valuation metrics and strong profitability metrics. The report also cited the strong quarterly dividend history at Mosaic, and favorable long-term multi-year growth rates in key fundamental data points. The Top 25 DividendRank'ed Stocks » The report stated, ''Dividend investors approaching investing from ...

财务数据和关键指标变化 - 2023年全年收入137亿美元,调整后EBITDA28亿美元,调整后每股收益3.57美元 [16] - 2023年投资14亿美元,偿还9亿美元长期债务,向股东返还11亿美元,其中包括超过7.5亿美元的股票回购 [16] 各条业务线数据和关键指标变化 - 磷肥业务第四季度收入2.59亿美元,销量160万吨 [28] - 钾肥业务第四季度收入3.22亿美元,销量260万吨 [28] - 巴西业务第四季度收入1.11亿美元,分销业务毛利率远高于历史正常水平 [30] 各个市场数据和关键指标变化 - 北美地区第四季度需求强劲,渠道库存较低,第一季度销量基本已经全部承诺 [28] - 巴西地区2024年预计将创下或接近历史最高水平的肥料出货量,尽管第一季度受天气影响需求有所下降 [30] - 印度磷酸盐补贴有所上调,但进口商利润率仍为负值,随着需求强劲和库存偏低,补贴有望进一步提高 [42][43] - 中国限制磷肥出口,同时工业需求增加,导致全球磷肥供应持续偏紧 [43][44] 公司战略和发展方向及行业竞争 - 公司将通过提高磷肥产能利用率、增加高附加值产品MicroEssentials产量来提高利润 [33][34] - 公司将通过灵活调整钾肥产能、降低成本和资本支出来优化运营 [51][52][53][55] - 公司将进一步扩大在巴西的业务规模,并计划在2024年将资本支出降低约2亿美元 [34][36][60] 管理层对经营环境和未来前景的评论 - 磷肥市场供应偏紧,预计未来保持有利态势 [13][40][41][42][43][44][45] - 钾肥市场需求有望逐步恢复,但短期内公司将暂时减产以优化成本 [14][45][46][47][48][49] - 农业和肥料市场整体保持良好态势,公司将继续专注于满足客户需求、优化运营并为股东创造价值 [27][37] 问答环节重要的提问和回答 问题1 **Steve Byrne 提问** 您的2024年磷肥和钾肥出货量预测相对较为保守,是否考虑了过去两年作物养分严重不足的情况,需要大幅补充的需求? [63][64] **Jenny Wang 回答** 我们确实认为过去两年作物养分严重不足,需要大幅补充。我们预测2024年磷肥和钾肥出货量将接近或创历史新高,主要是基于这一需求恢复的预期。我们看到北美、巴西、印度等主要市场都有强劲的需求恢复迹象。[65] 问题2 **Richard Garchitorena 提问** 公司决定减产Colonsay钾肥厂,未来2024年公司的整体产能水平如何?什么样的需求和价格水平会促使公司重启Colonsay产能? [66] **Bruce Bodine 回答** 短期内钾肥供应充足,我们决定减产Colonsay主要是基于综合考虑,包括市场需求、客户需求以及股东价值。我们会密切关注市场变化,一旦市场需求和价格水平合适,可以很快重启Colonsay产能。我们的目标是让成本最低的贝尔普莱恩和埃斯特哈齐工厂保持满负荷运转。[67][68][69] 问题3 **Joel Jackson 提问** 您提到磷肥利润率将保持较高水平,请问第一季度的磷肥利润率是否会好于第四季度? [76] **Bruce Bodine 回答** 我们预计磷肥利润率将保持较高水平,可能会因为季节性因素在全年内有一些波动,但整体保持强劲。这主要是由于供给持续偏紧。我们在原料采购成本方面也有一些优势,比如自产氨和签有优惠合同的硫磺,这将有助于维持较高的利润率。[77][78][79]

The Mosaic Company 2023 Results ...