Hawkins, Inc. and The Mosaic Company are set to announce their financial results in the coming weeks, with both companies facing varying expectations. Hawkins, Inc. is scheduled to report fiscal fourth-quarter results May 14. Franco-Nevada Corporation is announcing its first-quarter results on May 8. Analysts expect Hawkins to have another rough quarter, which should be no surprise since the company has missed on earnings expectations the last few months. Mosaic Company looks to have an optimistic jump in profit for Q1 2025. This rapid growth in value continues despite continuing contractions in sales volume.
This microcap segment specialty transportation company has a consensus estimate for its upcoming fourth-quarter earnings of 74 cents. The company has had a hard time hitting earnings expectations on a long-term historical basis. In reality, it has only topped the consensus estimate one time over the past four quarters. This discrepancy has led to an average earnings surprise of 6.1%. Investors are hoping for more good news on the next report.
Hawkins’ Earnings Outlook
As Hawkins, Inc. gets ready to report its fourth quarter fiscal results, investors are focused on what’s occurred recently as they contemplate the company’s performance. The consensus estimate of 74 cents per share is an important line in the sand for analysts and investors.
In its most recent quarterly report, Hawkins, Inc. earned an adjusted 49 cents per share. This beat the Zacks Consensus Estimate of 39 cents. It shines a light on the company’s impressive future earnings growth potential. The company’s performance on that front has tanked over the past year. It missed earnings expectations three out of the last four quarters.
The company’s Zacks Rank is #1 (Strong Buy), which indicates a positive short-term outlook by analysts. Despite recent challenges, this ranking indicates confidence in Hawkins’ ability to rebound and meet or exceed expectations in the upcoming report.
Mosaic Company’s Strong Performance
Unlike Hawkins, The Mosaic Company had a booming profit jump for its first quarter of 2025. The logistics and transportation company just reported a knock-out third quarter profit of $238.1 million or 75 cents a share. That’s up substantially from last year’s third-quarter profit of $45.2 million or 14 cents per share. This remarkable leap is a testament to the firm’s ability to bounce back and smartly situate themselves within the market.
Mosaic’s Fertilizates segment saw net sales of just under $934 million this quarter. This amounts to a robust 5% year-over-year growth. Sales volumes in this segment fell modestly to 1.5 million tons versus 1.6 million tons last year. This decline gives an insight into some underlying challenges in demand, despite continued overall revenue growth.
The gross margin in The Mosaic Fertilizates segment spiked to 40.1%. It recently climbed up to $111 per ton, an increase from $97 per ton this time last year. This $0.05 improvement on the margin indicates that Mosaic is doing a good job of controlling costs while increasing the company’s overall profitability.
Future Projections and Financial Position
The Mosaic Company estimates capital expenditures will be between $1.2 billion and $1.3 billion in 2025. Whether it’s a jet order, warehouse or cargo facility investment, those are all indications of the company’s long-term confidence in growth and operational efficiency.
The Mosaic Company ended the second quarter of 2023 with cash and cash equivalents totaling $259.2 million. That’s 5% lower than the prior quarter, even with these encouraging numbers. Furthermore, the company’s long-term debt is steady at $3,329.9 million, which is even with the prior period. This financial positioning paints a picture of how effectively Mosaic is stewarding its resources even as market lurches in both directions.
Franco-Nevada Corporation is scheduled to cross the line with its first-quarter results just ahead of Hawkins and Mosaic. Analysts are looking for a profit of $1 from Franco-Nevada in the first quarter. This kind of strong consensus is a good sign that a positive day is coming for the company.