The Mosaic Company

MOS

Market cap $8.84B

The Mosaic Company (MOS) Q4 2025 Earnings Call Transcript

The Mosaic Company is rated Buy, trading at a 27% discount to fair value with a 3.09% dividend yield. Potash fundamentals are strengthening, with 2025 adjusted EBITDA up to $1.183 billion and production expected to reach ~9 million tonnes in 2026. Phosphate segment faces margin pressure from weak demand, high sulfur costs, and inventory build, but China's export restrictions and Brazil acreage growth provide tailwinds.

MOS swings to Q4 loss, missing EPS and sales estimates as weaker phosphate margins offset higher potash prices and steady volumes.

Although the revenue and EPS for Mosaic (MOS) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Mosaic (MOS) came out with quarterly earnings of $0.22 per share, missing the Zacks Consensus Estimate of $0.48 per share. This compares to earnings of $0.45 per share a year ago.

TAMPA, FL / ACCESS Newswire / February 24, 2026 / The Mosaic Company (NYSE:MOS) released its financial results for the fourth quarter and full year 2025. The company's earnings release and supplemental materials are available at https://investors.mosaicco.com/financials/quarterly-results.

President Donald Trump invoked the Defense Production Act to promote the production of phosphorus and glyphosate, a commonly used herbicide. Glyphosate, also marketed as Roundup, is a preeminent weedkiller in the U.S. agricultural space.

Gate City Capital Management added 331,415 shares of Mosaic in the fourth quarter; the estimated trade size is $8.93 million based on quarterly average prices. The quarter-end position value increased by $5.76 million, reflecting both additional purchases and stock price appreciation.

TAMPA, FL / ACCESS Newswire / February 3, 2026 / The Mosaic Company (NYSE:MOS) announced its participation in the following investor conferences in the first quarter of 2026: Bank of America Global Agriculture and Materials Conference on February 26th in Fort Lauderdale, FL. BNP Strategic Access & Research Conference on March 11th in Palm Springs, CA.

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