Subtext

The Mosaic Company MOS

SectorMaterials
Transcripts57
Date range2010-10-05 – 2025-05-07
Calls charted57

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-10-5+0+5+102011 Q12013 Q12015 Q12017 Q12019 Q12021 Q12023 Q12025 Q12011 Q1 · Overall: -1.52011 Q2 · Overall: +1.02011 Q3 · Overall: -0.72011 Q4 · Overall: +1.42012 Q1 · Overall: +5.22012 Q2 · Overall: -2.82012 Q3 · Overall: -4.52012 Q4 · Overall: -0.42013 Q1 · Overall: +4.82013 Q2 · Overall: -1.42013 Q3 · Overall: +3.12013 Q4 · Overall: +6.92014 Q1 · Overall: +8.92014 Q2 · Overall: +8.42014 Q3 · Overall: +4.72014 Q4 · Overall: +2.72015 Q1 · Overall: +3.62015 Q2 · Overall: +5.12015 Q3 · Overall: +3.92015 Q4 · Overall: +3.22016 Q1 · Overall: +4.92016 Q2 · Overall: +3.42016 Q3 · Overall: +7.52016 Q4 · Overall: +7.02017 Q1 · Overall: +1.92017 Q2 · Overall: -0.32017 Q3 · Overall: +7.22017 Q4 · Overall: +7.02018 Q1 · Overall: +6.72018 Q2 · Overall: +7.02018 Q3 · Overall: +3.72018 Q4 · Overall: +3.52019 Q1 · Overall: -2.62019 Q2 · Overall: -0.92019 Q3 · Overall: +3.52019 Q4 · Overall: +1.12020 Q1 · Overall: +1.42020 Q2 · Overall: +3.82020 Q3 · Overall: -0.32020 Q4 · Overall: -4.62021 Q1 · Overall: -2.02021 Q2 · Overall: -1.62021 Q3 · Overall: +4.72021 Q4 · Overall: +1.12022 Q1 · Overall: +1.62022 Q2 · Overall: -4.62022 Q3 · Overall: +0.92022 Q4 · Overall: -1.32023 Q1 · Overall: +1.22023 Q2 · Overall: +3.42023 Q3 · Overall: +2.92023 Q4 · Overall: +6.92024 Q1 · Overall: -0.92024 Q2 · Overall: +7.12024 Q3 · Overall: +0.02024 Q4 · Overall: +6.32025 Q1 · Overall: +7.3
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-37-18+0+18+372011 Q12013 Q12015 Q12017 Q12019 Q12021 Q12023 Q12025 Q12011 Q1 · CEO: +5.12011 Q2 · CEO: +3.02011 Q3 · CEO: +3.32011 Q4 · CEO: +8.72012 Q1 · CEO: +14.32012 Q2 · CEO: +3.82012 Q3 · CEO: +0.32012 Q4 · CEO: +6.72013 Q1 · CEO: +8.52013 Q2 · CEO: +2.72013 Q3 · CEO: +2.92013 Q4 · CEO: +14.02014 Q1 · CEO: +13.52014 Q2 · CEO: +15.62014 Q3 · CEO: +10.12014 Q4 · CEO: +5.22015 Q1 · CEO: +3.72015 Q3 · CEO: +9.12015 Q4 · CEO: +6.82016 Q3 · CEO: +9.92016 Q4 · CEO: +10.62017 Q1 · CEO: +7.42017 Q2 · CEO: +2.42017 Q3 · CEO: +15.32017 Q4 · CEO: +14.92018 Q1 · CEO: +9.62018 Q2 · CEO: +14.52018 Q3 · CEO: +14.32018 Q4 · CEO: +11.82019 Q1 · CEO: +9.12019 Q2 · CEO: +6.02019 Q3 · CEO: +10.32019 Q4 · CEO: -15.32020 Q2 · CEO: +8.72020 Q3 · CEO: +4.32020 Q4 · CEO: -3.12021 Q1 · CEO: +6.52021 Q2 · CEO: +2.22021 Q4 · CEO: +7.62022 Q1 · CEO: +3.72022 Q2 · CEO: -1.62022 Q3 · CEO: +4.02022 Q4 · CEO: +0.52023 Q2 · CEO: +8.32023 Q3 · CEO: +3.42023 Q4 · CEO: +15.22024 Q1 · CEO: +11.72024 Q2 · CEO: +14.32024 Q3 · CEO: +3.22024 Q4 · CEO: +9.62025 Q1 · CEO: +18.22011 Q1 · CFO: -19.72011 Q2 · CFO: +12.32011 Q3 · CFO: +3.52011 Q4 · CFO: +4.72012 Q1 · CFO: +9.82012 Q2 · CFO: +3.42012 Q3 · CFO: -2.72012 Q4 · CFO: +1.62013 Q1 · CFO: +5.32013 Q2 · CFO: +6.12013 Q3 · CFO: +10.12013 Q4 · CFO: +2.52014 Q1 · CFO: +11.12014 Q2 · CFO: +12.62014 Q3 · CFO: +4.62014 Q4 · CFO: +2.92015 Q1 · CFO: +14.12015 Q4 · CFO: +4.82016 Q3 · CFO: +16.52016 Q4 · CFO: +16.12017 Q1 · CFO: +1.62017 Q2 · CFO: +3.12017 Q3 · CFO: +4.72017 Q4 · CFO: +1.92018 Q3 · CFO: +7.62018 Q4 · CFO: +9.62019 Q1 · CFO: -3.22019 Q2 · CFO: +2.02019 Q3 · CFO: +6.12019 Q4 · CFO: -9.82020 Q2 · CFO: +11.22020 Q3 · CFO: -5.82020 Q4 · CFO: +2.52021 Q1 · CFO: -11.42021 Q2 · CFO: +4.12021 Q3 · CFO: -3.62021 Q4 · CFO: +1.52022 Q1 · CFO: +17.12022 Q2 · CFO: +0.02023 Q1 · CFO: -32.02023 Q2 · CFO: +0.02023 Q4 · CFO: +0.02024 Q1 · CFO: +2.92024 Q3 · CFO: +0.02024 Q4 · CFO: -1.42025 Q1 · CFO: +12.2
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-27-13+0+13+272011 Q12013 Q12015 Q12017 Q12019 Q12021 Q12023 Q12025 Q12011 Q1 · Prepared remarks: +6.32011 Q2 · Prepared remarks: +13.22011 Q3 · Prepared remarks: +11.52011 Q4 · Prepared remarks: +13.92012 Q1 · Prepared remarks: +17.52012 Q2 · Prepared remarks: +5.12012 Q3 · Prepared remarks: +0.72012 Q4 · Prepared remarks: +8.02013 Q1 · Prepared remarks: +4.52013 Q2 · Prepared remarks: +8.32013 Q3 · Prepared remarks: +5.62013 Q4 · Prepared remarks: +17.72014 Q1 · Prepared remarks: +10.82014 Q2 · Prepared remarks: +13.52014 Q3 · Prepared remarks: +10.22014 Q4 · Prepared remarks: +15.42015 Q1 · Prepared remarks: +11.82015 Q2 · Prepared remarks: +17.42015 Q3 · Prepared remarks: +11.82015 Q4 · Prepared remarks: +6.82016 Q1 · Prepared remarks: +10.52016 Q2 · Prepared remarks: +1.92016 Q3 · Prepared remarks: +15.32016 Q4 · Prepared remarks: +15.12017 Q1 · Prepared remarks: +9.62017 Q2 · Prepared remarks: +8.02017 Q3 · Prepared remarks: +18.72017 Q4 · Prepared remarks: +19.72018 Q1 · Prepared remarks: +8.92018 Q2 · Prepared remarks: +16.62018 Q3 · Prepared remarks: +23.42018 Q4 · Prepared remarks: +13.42019 Q1 · Prepared remarks: +4.12019 Q2 · Prepared remarks: +5.02019 Q3 · Prepared remarks: +6.62019 Q4 · Prepared remarks: +9.12020 Q1 · Prepared remarks: +1.42020 Q2 · Prepared remarks: +3.72020 Q3 · Prepared remarks: +1.32020 Q4 · Prepared remarks: -3.62021 Q1 · Prepared remarks: +1.62021 Q2 · Prepared remarks: -1.62021 Q3 · Prepared remarks: +3.82021 Q4 · Prepared remarks: +6.12022 Q1 · Prepared remarks: +3.62022 Q2 · Prepared remarks: -2.62022 Q3 · Prepared remarks: +3.32022 Q4 · Prepared remarks: +3.42023 Q1 · Prepared remarks: +5.82023 Q2 · Prepared remarks: +8.42023 Q3 · Prepared remarks: +4.72023 Q4 · Prepared remarks: +12.42024 Q1 · Prepared remarks: +10.72024 Q2 · Prepared remarks: +18.22024 Q3 · Prepared remarks: +7.22024 Q4 · Prepared remarks: +6.52025 Q1 · Prepared remarks: +15.02011 Q1 · Q&A responses: -1.72011 Q2 · Q&A responses: -2.12011 Q3 · Q&A responses: -3.42011 Q4 · Q&A responses: -0.62012 Q1 · Q&A responses: +1.32012 Q2 · Q&A responses: -2.92012 Q3 · Q&A responses: -4.52012 Q4 · Q&A responses: -5.52013 Q1 · Q&A responses: +8.72013 Q2 · Q&A responses: -4.42013 Q3 · Q&A responses: +5.02013 Q4 · Q&A responses: +6.32014 Q1 · Q&A responses: +11.52014 Q2 · Q&A responses: +8.12014 Q3 · Q&A responses: +3.92014 Q4 · Q&A responses: +0.62015 Q1 · Q&A responses: +2.52015 Q2 · Q&A responses: +4.12015 Q3 · Q&A responses: +3.82015 Q4 · Q&A responses: +3.22016 Q1 · Q&A responses: +8.52016 Q2 · Q&A responses: +8.52016 Q3 · Q&A responses: +8.22016 Q4 · Q&A responses: +6.22017 Q1 · Q&A responses: +1.72017 Q2 · Q&A responses: -1.42017 Q3 · Q&A responses: +7.22017 Q4 · Q&A responses: +4.82018 Q1 · Q&A responses: +9.92018 Q2 · Q&A responses: +8.12018 Q3 · Q&A responses: +0.72018 Q4 · Q&A responses: +1.32019 Q1 · Q&A responses: -2.82019 Q2 · Q&A responses: +1.52019 Q3 · Q&A responses: +6.02019 Q4 · Q&A responses: +2.42020 Q2 · Q&A responses: +9.02020 Q3 · Q&A responses: +1.02020 Q4 · Q&A responses: -3.72021 Q1 · Q&A responses: +4.72021 Q2 · Q&A responses: +2.72021 Q3 · Q&A responses: +11.92021 Q4 · Q&A responses: +0.42022 Q1 · Q&A responses: +3.92022 Q2 · Q&A responses: -3.42022 Q3 · Q&A responses: +5.02022 Q4 · Q&A responses: -3.52023 Q1 · Q&A responses: +2.32023 Q2 · Q&A responses: +4.62023 Q3 · Q&A responses: +4.22023 Q4 · Q&A responses: +7.02024 Q1 · Q&A responses: +0.02024 Q2 · Q&A responses: +3.52024 Q3 · Q&A responses: +1.82025 Q1 · Q&A responses: +6.8
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$-0.46$6.56$13.592011 Q12013 Q12015 Q12017 Q12019 Q12021 Q12023 Q12025 Q12014 Q1: $2.982014 Q2: $3.122014 Q3: $3.282014 Q4: $3.282015 Q1: $3.542015 Q2: $3.482015 Q3: $3.502015 Q4: $2.862016 Q1: $1.822016 Q2: $1.282016 Q3: $0.912016 Q4: $0.882017 Q1: $1.212017 Q2: $1.092017 Q3: $0.952017 Q4: $1.152018 Q1: $1.492018 Q2: $1.662018 Q3: $2.042018 Q4: $2.442019 Q1: $2.442019 Q2: $2.042019 Q3: $1.732019 Q4: $1.392020 Q1: $0.622020 Q2: $0.512020 Q3: $0.812020 Q4: $1.372021 Q1: $2.512021 Q2: $2.852021 Q3: $4.132021 Q4: $6.632022 Q1: $9.462022 Q2: $12.622022 Q3: $11.372022 Q4: $10.002023 Q1: $6.832023 Q2: $4.802023 Q3: $3.542023 Q4: $3.342024 Q1: $3.002024 Q2: $2.692024 Q3: $2.48

Forward P/E

1.9218.8235.722011 Q12013 Q12015 Q12017 Q12019 Q12021 Q12023 Q12025 Q12014 Q1: 16.452014 Q2: 16.072014 Q3: 14.262014 Q4: 13.522015 Q1: 13.422015 Q2: 12.892015 Q3: 11.252015 Q4: 10.522016 Q1: 15.972016 Q2: 20.472016 Q3: 28.462016 Q4: 33.392017 Q1: 24.132017 Q2: 20.862017 Q3: 21.252017 Q4: 21.472018 Q1: 18.192018 Q2: 17.932018 Q3: 15.552018 Q4: 12.122019 Q1: 11.792019 Q2: 11.502019 Q3: 12.472019 Q4: 15.012020 Q1: 11.352020 Q2: 26.362020 Q3: 22.282020 Q4: 16.512021 Q1: 13.502021 Q2: 11.442021 Q3: 8.152021 Q4: 5.492022 Q1: 6.082022 Q2: 4.252022 Q3: 4.742022 Q4: 4.542023 Q1: 6.552023 Q2: 7.282023 Q3: 10.522023 Q4: 10.922024 Q1: 10.662024 Q2: 10.122024 Q3: 10.45

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2014 Q3 tone ↓ -3.8 fwd EPS ↑ +0.17 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q3 tone ↑ +4.2 fwd EPS ↓ -0.38 Tone rose while the forward EPS estimate was cut.
  • 2017 Q1 tone ↓ -5.2 fwd EPS ↑ +0.33 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q3 tone ↑ +7.6 fwd EPS ↓ -0.14 Tone rose while the forward EPS estimate was cut.
  • 2018 Q3 tone ↓ -3.3 fwd EPS ↑ +0.39 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q3 tone ↑ +4.4 fwd EPS ↓ -0.31 Tone rose while the forward EPS estimate was cut.
  • 2020 Q2 tone ↑ +2.4 fwd EPS ↓ -0.11 Tone rose while the forward EPS estimate was cut.
  • 2020 Q3 tone ↓ -4.0 fwd EPS ↑ +0.31 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q4 tone ↓ -4.4 fwd EPS ↑ +0.56 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q4 tone ↓ -3.6 fwd EPS ↑ +2.50 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q2 tone ↓ -6.3 fwd EPS ↑ +3.16 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q3 tone ↑ +5.5 fwd EPS ↓ -1.25 Tone rose while the forward EPS estimate was cut.
  • 2023 Q1 tone ↑ +2.5 fwd EPS ↓ -3.17 Tone rose while the forward EPS estimate was cut.
  • 2023 Q2 tone ↑ +2.2 fwd EPS ↓ -2.03 Tone rose while the forward EPS estimate was cut.
  • 2023 Q4 tone ↑ +4.0 fwd EPS ↓ -0.20 Tone rose while the forward EPS estimate was cut.
  • 2024 Q2 tone ↑ +8.0 fwd EPS ↓ -0.31 Tone rose while the forward EPS estimate was cut.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-07+7.3——View →
2024 Q42025-02-28+6.3——View →
2024 Q32024-11-12+0.0$2.4810.4View →
2024 Q22024-08-07+7.1$2.6910.1View →
2024 Q12024-05-02-0.9$3.0010.7View →
2023 Q42024-02-22+6.9$3.3410.9View →
2023 Q32023-11-08+2.9$3.5410.5View →
2023 Q22023-08-02+3.4$4.807.3View →