MOS
The Mosaic·NYSE
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MOS fundamentals
The Mosaic (MOS) released its earnings on Feb 24, 2026: revenue was 2.97B (YoY +5.60%), beat estimates; EPS was 0.22 (YoY -51.11%), missed estimates.
Revenue / YoY
2.97B
+5.60%
EPS / YoY
0.22
-51.11%
Report date
Feb 24, 2026
MOS Earnings Call Summary for Q4,2025
- Phosphate Recovery: 2026 phosphate production target of 7+ million tonnes reflects operational improvements, with cost of conversion down $20/tonne to $112/tonne. Sulfur price headwinds ($250M Q1) expected to ease as production ramps up.
- Biosciences Growth: Mosaic Biosciences doubled net sales to $68M in 2025, targeting another doubling in 2026 with 8-10 new product launches.
- Cash Flow Improvement: $300-$500M working capital release expected in 2026 from reduced inventory and higher production, supporting free cash flow generation.
- Brazil Challenges: Mosaic Fertilizantes EBITDA resilient at $50M in Q4 despite Brazil credit issues, but potash volumes uncertain in 2026.
- Capital Discipline: 2026 CapEx of $1.5B includes necessary mine expansions, but ARO and environmental spending trends downward to $200M by 2030.
EPS
Actual | -0.06 | 0.11 | 0.23 | 0.57 | 0.57 | 1.17 | 1.35 | 1.95 | 2.41 | 3.64 | 3.22 | 1.74 | 1.14 | 1.04 | 0.68 | 0.71 | 0.65 | 0.54 | 0.34 | 0.45 | 0.49 | 0.51 | 1.04 | 0.22 | |||||||||||||||
Forecast | -0.0762 | -0.012 | 0.167 | 0.2238 | 0.535 | 0.9897 | 1.5555 | 1.9724 | 2.402 | 3.9728 | 3.3393 | 2.1278 | 1.2379 | 1.091 | 0.7524 | 0.8672 | 0.6564 | 0.6622 | 0.5186 | 0.5703 | 0.4496 | 0.7285 | 0.9683 | 0.4871 | |||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +21.26% | +1016.67% | +37.72% | +154.69% | +6.54% | +18.22% | -13.21% | -1.14% | +0.33% | -8.38% | -3.57% | -18.23% | -7.91% | -4.67% | -9.62% | -18.13% | -0.98% | -18.45% | -34.44% | -21.09% | +8.99% | -29.99% | +7.40% | -54.83% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.80B | 2.04B | 2.38B | 2.46B | 2.30B | 2.80B | 3.42B | 3.84B | 3.92B | 5.37B | 5.35B | 4.48B | 3.60B | 3.39B | 3.55B | 3.15B | 2.68B | 2.82B | 2.81B | 2.82B | 2.62B | 3.01B | 3.45B | 2.97B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.65B | 1.84B | 2.38B | 2.17B | 2.26B | 2.85B | 3.68B | 3.90B | 4.09B | 5.72B | 5.82B | 4.17B | 3.28B | 3.12B | 3.23B | 3.09B | 2.87B | 2.90B | 3.17B | 2.88B | 2.69B | 3.14B | 3.54B | 2.93B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +9.02% | +11.39% | +0.20% | +13.25% | +1.79% | -1.87% | -7.10% | -1.53% | -4.20% | -6.11% | -8.07% | +7.45% | +9.74% | +8.77% | +9.93% | +1.98% | -6.66% | -2.74% | -11.20% | -2.38% | -2.44% | -4.31% | -2.51% | +1.35% |
Earnings Call
You can ask Aime
What factors drove the changes in The Mosaic's revenue and profit?What is the market's earnings forecast for The Mosaic next quarter?What is The Mosaic's latest dividend and current dividend yield?What is the revenue and EPS growth rate for The Mosaic year over year?What were the key takeaways from The Mosaic's earnings call?Did The Mosaic beat or miss consensus estimates last quarter?What does The Mosaic do and what are its main business segments?What guidance did The Mosaic's management provide for the next earnings period?
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