Strong Q3 growth, global expansion, consistent earnings beatsQuadruple-quarter earnings beat, average surprise ~30.6% — a sign of consistent delivery
Q3 fiscal growth:
Animal Health up 42% YoY (68% MFA sales boost)
Mineral Nutrition up 4%
Performance Products up 28%
Global reach: ~40% of revenues from markets outside the U.S., including key emerging regions like Brazil, India, China, Southeast Asia, etc. (consider risk because of Tariffs)
Valuation:
P/E ≈ 36x (TTM), though forward P/E shrinks to ~11.6x
PEG ≈ 0.5 — suggests undervaluation relative to growth
P/S ≈ 1x
Macroeconomic headwinds: inflation, FX volatility, supply-chain disruptions, geopolitical instability on tariffs (e.g., Russia-Ukraine conflict) may pressure profitability
