The earnings call highlights strong financial performance and growth in key segments like Mosaic Fertilizantes and Mosaic Biosciences, supported by robust global demand for fertilizers. However, operational challenges, weather impacts, and geopolitical uncertainties pose significant concerns, especially in the U.S. market. The sentiment leans positive with notable achievements outweighing the challenges.

Company Guidance

During The Mosaic Company's first quarter 2025 earnings call, the company provided guidance reflecting a positive outlook for the year, driven by strong market fundamentals in fertilizer demand and pricing. Key metrics highlighted included a net income of $238 million and an adjusted EBITDA of $544 million for the quarter, with phosphate and potash realized prices at $623 and $223 per ton, respectively, both exceeding guidance ranges. The company expects continued strong performance, citing market access as a strategic advantage, particularly in Brazil, where operations are thriving. Production targets for phosphate were set between 7.2 to 7.6 million tons annually, with efforts underway to improve production costs and asset reliability. Potash production is also set to increase, with the completion of a 400,000-ton hydrofloat project expected to lower per-ton costs. Additionally, Mosaic is focused on reallocating capital from non-core assets to enhance shareholder returns, with a CapEx target of $1.2 to $1.3 billion and anticipated improvements in free cash flow conversion throughout the year.

Strong Financial Performance

Net income was $238 million and adjusted EBITDA came in at $544 million, driven by strong phosphate prices and improving potash prices.

Market Outlook and Demand

Fertilizer demand remains strong globally, with phosphate prices and stripping margins elevated. Potash prices are rising due to supply constraints.

Mosaic Fertilizantes Performance

Mosaic Fertilizantes delivered a strong operating performance with improved conversion and production unit costs. Expected further improvements in profitability for the second quarter.

Mosaic Biosciences Growth

Revenue more than doubled over the prior year and is on track to double for the full-year. Launched Neptunion in China, expanding market reach.

Capital Allocation and Asset Divestitures

Continued progress on shedding non-core assets. Strategic alternatives for the potash mine in Carlsbad and Taquari in Brazil are proceeding well.

Increased Potash Production

Increased potash production outlook and completion of the 400,000 ton per year hydrofloat project expected to boost production volumes.

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Mosaic Co (MOS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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MOS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 04, 2025	2025 (Q2)	0.73 / -	0.54	―	―	―
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)
Aug 01, 2023	2023 (Q2)	1.09 / 1.04	3.64	-71.43% (-2.60)
May 03, 2023	2023 (Q1)	1.24 / 1.14	2.41	-52.70% (-1.27)

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

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MOS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 06, 2025	$30.45	$31.56	+3.65%
Feb 27, 2025	$24.86	$23.70	-4.67%
Nov 12, 2024	$27.56	$25.42	-7.76%
Aug 06, 2024	$26.33	$25.95	-1.44%

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.

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