MOS
The Mosaic Company23.46
-1.40-5.63%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
7.45BP/E (TTM)
6.08Basic EPS (TTM)
3.86Dividend Yield
0.04%Recent Filings
8-K
8-K
Mosaic's Q3 volumes mixed
The Mosaic Company disclosed preliminary third-quarter 2025 volumes, revealing phosphate production of 1.7 million tonnes and sales of 1.6 million tonnes, hampered by mid-September mechanical issues at Riverview and utility interruptions at Bartow despite earlier asset restorations. Mosaic Fertilizantes sales climbed 25% to 2.8 million tonnes amid credit tightness, while potash held steady at 2.3 million tonnes for both production and sales. Issues resolved; sustainable production gains expected. Full earnings due November 4.
10-Q
Q2 FY2025 results
Mosaic's Q2 revenue climbed 7% year-over-year to $3.0B, fueled by stronger pricing across phosphate, potash, and Mosaic Fertilizantes segments amid tight global supply, while gross margin surged 32% to $519M with a 17% rate. Operating earnings edged up 5% to $244M, but net income swung to $411M profit from last year's $162M loss, boosted by a $169M foreign currency gain and $216M unrealized Ma'aden investment mark-to-market; diluted EPS hit $1.29. Cash from operations dipped 15% to $652M YTD, funding $645M capex, with free cash flow at $7M (derived); quarter-end cash stood at $286M, short-term debt $1.0B, and $2.5B revolver fully available under compliant covenants. The new Palmeirante blending facility in Brazil opened in July, eyeing 500,000 tonnes in 2025. Yet regulatory pressures on phosphogypsum stacks in Florida loom large.
8-K
Mosaic Q2 earnings surge on notables
The Mosaic Company reported Q2 2025 net income of $411 million, boosted by $339 million in notable items like foreign currency gains, while adjusted EBITDA dipped to $566 million from $584 million a year ago due to $130 million in elevated provisions and turnaround costs. Potash and Mosaic Fertilizantes segments drove gains with higher prices and efficiencies, but phosphate faced production downtime. Strong second-half outlook includes raised potash output to 9.3-9.5 million tonnes. Markets tighten, yet bad debt risks linger.
8-K
Mosaic annual meeting results
Mosaic Company stockholders at the May 29, 2025 annual meeting elected all twelve director nominees for one-year terms, with votes ranging from 229 million to 240 million in favor amid some opposition. They ratified KPMG LLP as auditors for the year ending December 31, 2025, with 257 million for and 10 million against. The advisory say-on-pay proposal passed with 222 million yes votes, yet 18 million opposed executive compensation. Board continuity holds firm.
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