The Mosaic Company (NYSE:MOS) Q4 2025 Earnings call February 25, 2026 11:00 AM ET Company ParticipantsBruce Bodine - President and CEOChris Parkinson - Managing DirectorJason Tremblay - VP of Enterprise Strategy and Business SupportJenny Wang - EVP for CommercialJoel Jackson - Managing Director of Equity ResearchKristen Owen - Managing DirectorLuciano Siani Pires - EVP and CFOMike Sison - Managing DirectorRahi Parikh - Assistant VPVincent Andrews - Managing DirectorConference Call ParticipantsAndrew Wong - ...

The Mosaic Company (NYSE:MOS) Q4 2025 Earnings call February 25, 2026 11:00 AM ET Company ParticipantsBruce Bodine - President and CEOChris Parkinson - Managing DirectorJason Tremblay - VP of Enterprise Strategy and Business SupportJenny Wang - EVP for CommercialJoel Jackson - Managing Director of Equity ResearchKristen Owen - Managing DirectorLuciano Siani Pires - EVP and CFOMike Sison - Managing DirectorRahi Parikh - Assistant VPVincent Andrews - Managing DirectorConference Call ParticipantsAndrew Wong - ...

Whales with a lot of money to spend have taken a noticeably bullish stance on Mosaic.Looking at options history for Mosaic (NYSE:MOS) we detected 8 trades.If we consider the specifics of each trade, it is accurate to state that 50% of the investors opened trades with bullish expectations and 37% with bearish.From the overall spotted trades, 5 are puts, for a total amount of $175,521 and 3, calls, for a total amount of $362,150.Projected Price TargetsBased on the trading activity, it appears that the signifi ...

The Mosaic Company (NYSE:MOS) Q4 2025 Earnings call February 25, 2026 11:00 AM ET Speaker1Good morning, and welcome to The Mosaic Company's fourth quarter and full year 2025 earnings conference call. At this time, all participants have been placed in a listen-only mode. After the company completes their prepared remarks, the lines will be open to take your questions. Please note, this conference is being recorded. Now I'll turn it over to Jason Tremblay.Speaker7Thank you. Welcome to our fourth quarter 2025 ...

This is my first time covering The Mosaic Company ( MOS ) as an analyst on Seeking Alpha. Even so, I’m very familiar with the company , since it's based out of my home stateI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclosure: I/we have no stock, option or similar derivative posit ...

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The Mosaic Company February 24, 2026 Fourth Quarter 2025 Results 1 Forward Looking Statements & Non-GAAP Financial Measures This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such statements may include, but are not limited to, statements about future transactions or strategic plans and other statements about future financial and operating results. Such statements are based upon the current beliefs and expectations of The Mosaic ...

Core Insights - The Mosaic Company (MOS) reported a loss of $1.64 per share for Q4 2025, a significant decline from earnings of 53 cents per share in the same quarter last year [1] - Adjusted earnings per share were 22 cents, down from 45 cents a year ago, and below the Zacks Consensus Estimate of 48 cents [1] - Net sales increased nearly 6% year over year to $2,973.7 million, but fell short of the Zacks Consensus Estimate of $3,206.8 million [1] Segment Highlights - Potash segment net sales were $0.7 billion, up approximately 17% year over year, with sales volume flat at 2.2 million tons, missing the estimate of 2.6 million tons [2] - The gross margin for the Potash segment rose to $115 per ton from $55 per ton year over year, while the average MOP selling price increased to $264 per ton from $199 per ton [2] - Phosphate division net sales were $1 billion, down from $1.2 billion a year ago, with sales volume decreasing to 1.3 million tons from 1.6 million tons, also missing the estimate of 1.9 million tons [3] - The gross margin in the Phosphate segment fell to $17 per ton from $85 per ton, while the average DAP selling price rose to $686 per ton from $593 per ton [3] - Mosaic Fertilizantes segment net sales were $1.1 billion, flat year over year, with sales volume down to 2.1 million tons from 2.2 million tons, missing the estimate of 3.2 million tons [4] - The gross margin in the Fertilizantes segment decreased to $10 per ton from $46 per ton in the prior-year quarter [4] Financials - At the end of the quarter, Mosaic had cash and cash equivalents of $276.6 million, a 1.4% increase from the prior year [5] - Long-term debt rose to $4,250.9 million, up around 28% year over year [5] - Net cash used in operating activities was $56.1 million in the reported quarter [5] Outlook - For Q1 2026, Mosaic expects potash sales volumes between 2 million tons and 2.2 million tons, with realized mine gate MOP prices projected at $255-$275 per ton [6] - Phosphate sales volumes are forecasted to be 1.7-1.9 million tons, with DAP prices expected in the range of $640-$670 per ton [6] - Mosaic Fertilizantes sales volumes for Q1 2026 are projected to be below the prior-year quarter [6] - For the full year 2026, phosphate production volumes are expected to be at or above 7 million tons, while potash production is projected at roughly 9 million tons [7] Price Performance - Mosaic's shares have gained 10.2% over the past year, compared to a 19.7% rise in the Zacks Fertilizers industry [10]

Core Insights - Mosaic reported revenue of $2.97 billion for the quarter ended December 2025, reflecting a 5.6% increase year-over-year, but fell short of the Zacks Consensus Estimate of $3.21 billion by 7.27% [1] - The company's EPS was $0.22, down from $0.45 in the same quarter last year, resulting in an EPS surprise of -53.98% compared to the consensus estimate of $0.48 [1] Financial Performance Metrics - Mosaic's shares returned +1.4% over the past month, while the Zacks S&P 500 composite decreased by -1% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3] Sales Volume and Pricing - Total finished product sales volume for Mosaic Fertilizantes was 2,075 KTon, below the average estimate of 2,587.03 KTon [4] - The average finished product selling price for potash was $275.00, exceeding the estimated $252.74 [4] - Phosphate sales volumes were reported at 1,330 KTon, lower than the estimated 1,583.51 KTon [4] - Potash sales volumes were 2,233 KTon, slightly below the average estimate of 2,348.16 KTon [4] - The average finished product selling price for phosphates was $656.00, lower than the estimated $711.44 [4] Net Sales Performance - Net sales for phosphates were $1.02 billion, significantly below the average estimate of $1.27 billion, representing a year-over-year decline of -12.9% [4] - Net sales for Mosaic Fertilizantes reached $1.15 billion, slightly below the average estimate of $1.21 billion, with a year-over-year increase of +5.3% [4] - Net sales for potash were reported at $686 million, closely matching the average estimate of $686.55 million, reflecting a year-over-year increase of +23.2% [4]

| | | Q1 2024 | | Q2 2024 | | Q3 2024 | | Q4 2024 | | Q1 2025 | | Q2 2025 | | Q3 2025 | | Q4 2025 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | Net Sales and Gross Margin (in millions, | | | | | | | | | | | | | | | | | | except per tonne) | | | | | | | | | | | | | | | | | | Segment income statement | | | | | | | | | | | | | | | | | | Net Sales - Finished Goods | | | | | | | | | $ | 495 | $ | 641 | $ | 633 | $ | 614 | | Net Sales - Other revenue | ...