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Analyst
Evan McCall
Period: Reporting periods mapped to calendar 2025 Q4 – 2026 Q1 (2 quarters).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 2with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 3 of 3 questions from 2 companies
MOSMosaic Company (The)2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q1
If you wouldn't mind outlining the puts and takes in Brazil for Q2, please
Show response
Management pulled Fertilizantes EBITDA guidance due to sulfur availability uncertainty and nutrient import disruptions. Luciano noted Q1 surprised to upside on distribution margins (better with selective customer targeting), pricing, and BRL appreciation on payables. DCP and cost-plus sulfuric acid contracts provide baseline profitability. SSP in very bad place. Wang: Brazil imports down sharply especially nitrogen and phosphate, in-country inventory extremely low.
Calendar 2025 Q4
Just wondering what changed with the 2 million per tonne -- sorry, 2 million per quarter in phosphate and now the expectation is a bit lower
Show response
Bodine reiterated guidance philosophy shift from aspirational targets to trailing proven performance, meaning 1.7-1.8M guidance has inherent upside. Emphasized no loss of confidence in ultimately reaching 8M ton annual rate and 80%+ operating factors. Acknowledged being ahead of expectations in the past caused credibility issues.
DEDeere & Company1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q1
If you could just give some color on that? And if you see growth in Q3 as possible?
Show response
Mid-single-digit equipment operations growth expected most quarters for balance of year. Q1 had easiest comp from FY2025 underproduction. PPA toughest comp in Q2, easier in back half. Tariff burden approximately equal across quarters. Overall trajectory of improving growth through the year.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| MOS Mosaic Company (The) | 2 | —Rate withheld: fewer than 3 questions |
| DE Deere & Company | 1 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 2 | 0%none of 2 questions | 2 |
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Margin2
- Supply Chain2
- Revenue Growth1