The Mosaic 2025 Q2 Earnings Strong Performance as Net Income Surges 378%

The Mosaic (MOS) reported its fiscal 2025 Q2 earnings on August 5, 2025, delivering results that significantly outperformed expectations. The company returned to profitability with a net income of $419.70 million, marking a 378.1% increase from a net loss of $150.90 million in the same period last year. Management affirmed its guidance for the year, maintaining a cautious but optimistic outlook.

Revenue
Revenue for The Mosaic rose 6.7% year-over-year to $3.01 billion in Q2 2025. The Phosphate segment generated $1.17 billion, while the Potash segment contributed $710 million. Mosaic Fertilizantes added $1.18 billion to the total, and despite a negative $53 million from Corporate and Other operations, the company achieved total net sales of $3.01 billion.

Earnings/Net Income
The Mosaic returned to profitability with EPS of $1.29 in Q2 2025, reversing a loss of $0.51 per share in the prior-year quarter. This represents a 356.2% positive change. The company’s net income surged to $419.70 million, up from a loss of $150.90 million, underscoring a strong earnings turnaround and improved operational performance.

Price Action
The stock price of The Mosaic edged up 0.11% on the latest trading day but has declined 3.62% over the past full week and 4.27% month-to-date, reflecting mixed short-term investor sentiment.

Post-Earnings Price Action Review
A strategy of buying The Mosaic shares following the Q2 earnings report and holding for 30 days resulted in a -25.81% return, underperforming the benchmark of 0.00%. The approach posted a negative CAGR of -9.79% and a Sharpe ratio of -0.26, highlighting its high-risk, low-reward nature.

CEO Commentary
The CEO praised the company’s strong second-quarter performance, emphasizing a record EBITDA of $566 million and adjusted EPS of $0.51. Operational efficiency and higher phosphate sales were cited as key drivers. The company remains focused on sustainability, asset optimization, and strengthening its market position in key geographies, while managing through macroeconomic headwinds.

Guidance
The company expects full-year 2025 adjusted EPS to range between $0.50 and $0.60, supported by stable demand for phosphate and potash. It also anticipates EBITDA stability and annual depreciation, depletion, and amortization of approximately $260 million. The CEO emphasized the importance of maintaining financial flexibility and liquidity while investing in long-term growth opportunities.

Additional News
On July 16, 2025, The Mosaic announced the release of its Q2 2025 earnings and related investor communications. The press release outlined the company’s commitment to transparency and investor engagement, including updates on governance, credit ratings, and financial filings. No significant M&A activity, executive changes, or dividend-related news was disclosed within the three weeks preceding the earnings report. The company remains focused on operational and strategic initiatives, as outlined in its investor materials.