Earnings summaries and quarterly performance for MOSAIC.
Executive leadership at MOSAIC.
Bruce M. Bodine
Detailed
President and Chief Executive Officer
CEO
KA
Karen A. Swager
Detailed
Executive Vice President - Operations
LS
Luciano Siani Pires
Detailed
Executive Vice President and Chief Financial Officer
PE
Philip E. Bauer
Detailed
Senior Vice President, General Counsel and Corporate Secretary
WF
Walter F. Precourt III
Detailed
Senior Vice President and Chief Administrative Officer
Y(
Yijun ("Jenny") Wang
Detailed
Executive Vice President - Commercial
Board of directors at MOSAIC.
CK
Cheryl K. Beebe
Detailed
Director
DT
David T. Seaton
Detailed
Director
EN
Emery N. Koenig
Detailed
Director
GL
Gregory L. Ebel
Detailed
Independent Chair of the Board
GH
Gretchen H. Watkins
Detailed
Director
JR
João Roberto Gonçalves Teixeira
Detailed
Director
JL
Jody L. Kuzenko
Detailed
Director
KM
Kathleen M. Shanahan
Detailed
Director
KR
Kelvin R. Westbrook
Detailed
Director
SC
Sonya C. Little
Detailed
Director
TS
Timothy S. Gitzel
Detailed
Director
Research analysts who have asked questions during MOSAIC earnings calls.
AW
Andrew Wong
RBC Capital Markets
4 questions for MOS
Also covers: CCJ, CF, LGO +3 more
CP
Christopher Parkinson
Wolfe Research
4 questions for MOS
Also covers: ALB, APD, ASH +17 more
JZ
Jeffrey Zekauskas
JPMorgan Chase & Co.
4 questions for MOS
Also covers: ALB, AMCR, APD +31 more
Joel Jackson
BMO Capital Markets
4 questions for MOS
Also covers: AGCO, ALB, ALTM +11 more
Richard Garchitorena
Wells Fargo
4 questions for MOS
Also covers: CF, CTVA, DOW +2 more
Vincent Andrews
Morgan Stanley
4 questions for MOS
Also covers: ALB, APD, AVNT +20 more
ER
Edlain Rodriguez
Mizuho Securities
3 questions for MOS
Also covers: ALB, BALL, CCK +6 more
Kristen Owen
Oppenheimer & Co. Inc.
3 questions for MOS
Also covers: , AGCO, AVNT +15 more
Steve Byrne
Bank of America
3 questions for MOS
Also covers: ADM, APD, AXTA +19 more
BI
Ben Isaacson
Scotiabank
2 questions for MOS
Also covers: ALB, LAAC, LAR +4 more
BT
Benjamin Theurer
Barclays Corporate & Investment Bank
2 questions for MOS
Also covers: ADM, BG, BYND +15 more
DS
David Symonds
BNP Paribas
2 questions for MOS
Also covers: NTR
LB
Lucas Beaumont
UBS Group AG
2 questions for MOS
Also covers: AXTA, CF, FUL +5 more
Aron Ceccarelli
Berenberg
1 question for MOS
Also covers: CF, NTR, PPG +1 more
Joshua Spector
UBS
1 question for MOS
Also covers: ALB, AMBP, APD +37 more
Recent press releases and 8-K filings for MOS.
Mosaic reports Q4 2025 preliminary results
MOS
Earnings
Demand Weakening
Guidance Update
- Phosphate sales volumes of ~1.3 million tonnes and potash sales volumes of ~2.2 million tonnes in Q4, down sharply on weak North American demand and early winter weather.
- Brazil full-year sales of ~9 million tonnes were flat, but Q4 volumes fell short amid credit constraints and an influx of low-analysis phosphate from China.
- Production remained stable Q/Q after Mosaic adjusted its phosphate production plan and redirected product to stronger markets.
- Outlook for 2026 is constructive with balanced to tight phosphate and potash markets, anticipated grower nutrient replenishment, and Chinese export restrictions supporting prices.
Jan 16, 2026, 12:10 PM
Mosaic Company completes $900 million senior notes offering
MOS
Debt Issuance
- On November 13, 2025, Mosaic closed the sale of $500 million 4.350% Senior Notes due 2029 and $400 million 4.600% Senior Notes due 2030.
- The offering was led by J.P. Morgan Securities, Citigroup Global Markets, BMO Capital Markets and Goldman Sachs as representatives of the underwriters.
- The Company expects net proceeds of approximately $893.5 million, to be used for general corporate purposes, including debt repayment.
Nov 13, 2025, 9:07 PM
Mosaic reports Q3 2025 results
MOS
Earnings
Guidance Update
- Mosaic reported Q3 2025 revenues of $3,452 M, operating earnings of $340 M, net income of $411 M, and adjusted EBITDA of $806 M.
- Phosphate segment delivered $1,290 M revenue and $280 M adjusted EBITDA, Potash recorded $695 M revenue with $329 M adjusted EBITDA, and Mosaic Fertilizantes posted $1,592 M revenue and $241 M adjusted EBITDA.
- Potash cash cost of production fell to $71/tonne, down from $75/tonne in Q2 2025 , and phosphate cash cost of conversion was $131/tonne.
- Q4 2025 guidance expects phosphate sales volumes of 1.7–1.9 Mt with DAP prices of $700–730/tonne, and potash sales volumes of 2.3–2.6 Mt with MOP prices of $270–280/tonne.
Nov 5, 2025, 4:00 PM
Mosaic reports Q3 2025 earnings and operational update
MOS
Earnings
Guidance Update
- Net income of $411 million and adjusted EBITDA of $806 million, up from $122 million and $448 million year-ago, driven by higher prices and strong Brazil performance.
- Phosphate production rose sequentially, with trailing three-month volumes reaching ~1.8 million tons; Q4 phosphate sales guidance of 1.7–1.9 million tons and earnings expected above prior-year quarter.
- Initial cost savings of $150 million achieved, on track for $250 million target by end of 2026, and disciplined capital allocation including sale of Taquari ($27 million) and Patos de Minas ($111 million) assets.
- Working capital build of >$400 million weighed on Q3 cash flow ($229 million); expected to partially reverse in Q4, with cash flow and free cash flow improving significantly in 2026.
Nov 5, 2025, 4:00 PM
Mosaic reports Q3 2025 results
MOS
Earnings
- Mosaic Co reported Q3 net income of $411 million (EPS $1.29), adjusted EBITDA of $806 million and adjusted EPS of $1.04
- Phosphate production improved to 1.7 million tonnes in Q3, with trailing three-month output of ~1.8 million tonnes, and segment adjusted EBITDA of $280 million
- Potash segment delivered operating earnings of $229 million and adjusted EBITDA of $329 million, with 2025 potash production expected at 9.1–9.4 million tonnes
- Mosaic Fertilizantes achieved operating income of $96 million (up 71%) and adjusted EBITDA of $241 million (up 190% year-on-year)
- Closed sales of Patos de Minas and Taquari mines, generating $63 million in immediate proceeds
Nov 4, 2025, 10:01 PM
Mosaic announces preliminary Q3 2025 segment volumes
MOS
Earnings
- Phosphate production of 1.7 million tonnes and sales of 1.6 million tonnes in Q3 2025, below management expectations due to late-September operational disruptions.
- Mosaic Fertilizantes achieved sales of 2.8 million tonnes, a 25% increase versus Q2 2025.
- Potash production and sales both reached 2.3 million tonnes in the quarter.
- Mechanical issues at the Riverview sulfuric acid plant and utility interruptions at Bartow were addressed, with management expecting sustainable improvements in phosphate production rates going forward.
- The company will release Q3 2025 earnings on November 4 2025 (after market close) and host a conference call on November 5 2025 at 11:00 a.m. ET.
Oct 10, 2025, 10:30 AM
Auterion raises $130M Series B for AI drone swarm software
MOS
New Projects/Investments
- Auterion secured $130 million in Series B funding led by Bessemer Venture Partners to expand its AI-enabled drone swarm OS.
- The round includes $25 million in non-dilutive capital from the US Department of War.
- Its AuterionOS platform enables coordinated autonomous drone operations across air, land, and sea, with active deployment in Ukraine.
- Partners span startups (e.g., Swarmer) and defense primes such as Rheinmetall, reflecting an ecosystem approach.
- Under a Pentagon contract, Auterion has delivered tens of thousands of AI “strike kits” to Ukrainian forces.
Sep 23, 2025, 9:31 AM
Mosaic Co reports Q2 2025 earnings and guidance update
MOS
Earnings
Guidance Update
- Q2 net income of $411 million vs. a $162 million loss in Q2 2024; adjusted EBITDA of $566 million vs. $584 million in Q2 2024.
- Raised full-year production guidance: phosphate 6.9–7.2 million tons and potash 9.3–9.5 million tons; Q3 sales volume projected at 1.8–2.0 million tons.
- Completed major maintenance and reliability upgrades at Riverview, Bartow and New Wales, returning to normal turnaround cycles and targeting lower per-ton costs later in 2025.
- Market remains tight with strong global demand and high phosphate and potash margins; no second-half price resets expected.
- Mosaic Fertilizantes achieved $106 million of its $150 million cost-reduction target and Biosciences H1 revenues doubled, with positive EBITDA expected in Q4.
Aug 6, 2025, 8:00 PM
Mosaic reports Q2 2025 results
MOS
Earnings
Guidance Update
Dividends
- Mosaic reported net income of $411 million and diluted EPS of $1.29 in Q2 2025; adjusted EBITDA was $566 million.
- Full-year 2025 potash production guidance was raised to 9.3–9.5 million tonnes, capitalizing on stronger market conditions.
- Achieved the $150 million cost reduction program two years early and expanded the target to $250 million by end of 2026.
- Declared and paid a $0.22 per share dividend in Q2, returning $70 million to shareholders.
Aug 5, 2025, 12:00 AM
Mosaic lowers 2025 phosphate output, raises price outlook
MOS
Guidance Update
- Mosaic cuts Q2 phosphate sales forecast to 1.5–1.6 Mt (from 1.7–1.9 Mt) and trims full-year phosphate production to 7.0–7.3 Mt for 2025.
- Diammonium phosphate (DAP) price guidance lifted to $650–670 / tonne reflecting strong demand and tight supply.
- Potash outlook remains steady with Q2 sales at 2.3–2.5 Mt and prices at $230–250 / tonne.
- Downtime and repairs at Riverview and Louisiana phosphate plants have delayed volumes; both are expected back at target run rates in Q3.
- Shares dipped 5–6% in premarket trading; analysts retain an “Outperform” rating.
Jun 6, 2025, 12:47 PM
Quarterly earnings call transcripts for MOSAIC.
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