The earnings call highlighted significant financial recovery and strategic advancements, particularly in potash production and cost reductions in Brazil. However, challenges in phosphate production and credit issues in Brazil presented notable obstacles. Overall, the positive developments and market dynamics outweigh the operational setbacks, indicating a strong setup for the second half of 2025.

Company Guidance -

Q3 2025

During the second quarter 2025 earnings call for The Mosaic Company, management highlighted several key metrics and projections. The company reported a net income of $411 million and adjusted EBITDA of $566 million, a significant recovery from a net loss of $162 million and adjusted EBITDA of $584 million in the same quarter of 2024. The company raised its full-year potash production guidance to 9.3 million to 9.5 million tonnes due to strong global demand and increased its phosphate production outlook to 6.9 million to 7.2 million tonnes. Mosaic's phosphate segment saw robust margins due to tight global supply, and the potash market transitioned from balanced to tight, with prices expected to hold. The Brazil segment performed strongly, with EBITDA anticipated to exceed $200 million in the third quarter. Cost reduction efforts in Brazil have been effective, achieving $106 million of the $150 million target. The company is also expanding its market access, notably with the new Palmeirante facility in Brazil, and expects Mosaic Biosciences to contribute positively to adjusted EBITDA by the fourth quarter. Mosaic anticipates a strong second half of 2025, driven by improved asset reliability and favorable market conditions.

Strong Financial Recovery

Net income of $411 million and adjusted EBITDA of $566 million, a significant recovery from a net loss of $162 million and adjusted EBITDA of $584 million in the same quarter of 2024.

Increase in Potash Production

Raised full-year potash production guidance to 9.3 million to 9.5 million tonnes due to strong market demand.

Successful Cost Reductions in Brazil

Achieved $106 million of the $150 million cost reduction target in Mosaic Fertilizantes, contributing to strong EBITDA performance.

New Distribution Capacity in Brazil

Inaugurated the Palmeirante facility, adding 1 million tonnes of distribution capacity in the fast-growing northern region.

Positive Market Dynamics for Phosphate

Global phosphate market remains tight with strong demand from India and limited additional capacity expected until 2027.

Strong Prospects for Mosaic Biosciences

First half revenues for Biosciences more than doubled compared to the previous year, with positive EBITDA contribution expected by Q4.

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
Nov 11, 2025	2025 (Q3)	1.13 / -	0.34	―	―	―
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)
Aug 01, 2023	2023 (Q2)	1.09 / 1.04	3.64	-71.43% (-2.60)

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
Aug 05, 2025	$35.68	$30.93	-13.31%
May 06, 2025	$30.27	$31.37	+3.63%
Feb 27, 2025	$24.71	$23.56	-4.65%
Nov 12, 2024	$27.39	$25.27	-7.74%

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.