The earnings call highlighted significant growth in net income and EBITDA, successful cost-saving initiatives, and strong demand in the potash segment. However, these positives were tempered by challenges related to phosphate market constraints, credit issues in Brazil, and working capital impacts on cash flow.

Company Guidance

During The Mosaic Company's Third Quarter 2025 Earnings Conference Call, the company provided detailed guidance on several key metrics. Mosaic reported a net income increase to $411 million from $122 million in the prior year, with adjusted EBITDA rising to $806 million from $448 million due to higher prices across segments. The company achieved $150 million in initial cost savings and is on track to reach a revised $250 million target by 2026. Production improvements were highlighted, with U.S. phosphate production volumes for the trailing three months reaching approximately 1.8 million tonnes, and the company's potash business operating near record rates. Mosaic's business in Brazil delivered excellent performance with year-over-year adjusted EBITDA growth, despite a challenging credit environment. The company also completed strategic divestments, including the Taquari potash mine and Patos de Minas asset, supporting its disciplined capital allocation strategy. Looking ahead, Mosaic expects fourth-quarter earnings to exceed those from the previous year, driven by higher phosphate sales volumes, historically elevated stripping margins, and anticipated lower conversion costs.

Significant Net Income and EBITDA Growth

Net income for the third quarter increased to $411 million versus $122 million in the prior year. Adjusted EBITDA rose to $806 million from $448 million a year ago.

Cost Savings and Capital Allocation Success

Achieved $150 million in initial cost savings and are on track to achieve a $250 million target by the end of 2026. Recent divestments have streamlined the portfolio and redeployed capital towards higher return opportunities.

Improved Phosphate Production

U.S. phosphate production has improved sequentially throughout the year with volumes reaching approximately 1.8 million tonnes for the trailing 3-month period ending October.

Strong Potash Demand and Operations

Global potash demand remains very strong, especially in the Eastern Hemisphere, with operations running near record rates.

Mosaic Co (MOS) Earnings, Revenues Date & History

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MOS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 25, 2026	2025 (Q4)	0.77 / -	0.45	―	―	―
Nov 04, 2025	2025 (Q3)	0.97 / 1.04	0.34	205.88% (+0.70)
Aug 05, 2025	2025 (Q2)	0.73 / 0.51	0.54	-5.56% (-0.03)
May 06, 2025	2025 (Q1)	0.45 / 0.49	0.65	-24.62% (-0.16)
Feb 27, 2025	2024 (Q4)	0.57 / 0.45	0.71	-36.62% (-0.26)
Nov 12, 2024	2024 (Q3)	0.52 / 0.34	0.68	-50.00% (-0.34)
Aug 06, 2024	2024 (Q2)	0.66 / 0.54	1.04	-48.08% (-0.50)
May 01, 2024	2024 (Q1)	0.66 / 0.65	1.14	-42.98% (-0.49)
Feb 21, 2024	2023 (Q4)	0.87 / 0.71	1.74	-59.20% (-1.03)
Nov 07, 2023	2023 (Q3)	0.75 / 0.68	3.22	-78.88% (-2.54)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

MOS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 04, 2025	$26.55	$26.22	-1.24%
Aug 05, 2025	$35.44	$30.72	-13.32%
May 06, 2025	$30.06	$31.16	+3.66%
Feb 27, 2025	$24.54	$23.40	-4.65%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.