)
Visual24 Oct 2025
The rise of Alphabet
The Mosaic Company (MOS) investor relations material
The Mosaic Company Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary6 Aug, 2025
Executive summary
Q2 2025 net income was $411M, reversing a prior-year loss, with consolidated revenues of $3,006M and adjusted EBITDA of $566M, reflecting improved operational performance and higher gross margins, especially in Brazil.
Cost reduction initiatives in Brazil and SG&A savings contributed to a strong first half, with the cost reduction target expanded to $250M by 2026.
Major maintenance and reliability upgrades are complete, positioning for improved cost absorption and higher production in Q3.
Strategic growth includes the completion of the Palmeirante and Pomeranci facilities in Brazil and Mosaic Biosciences revenue doubling year-over-year.
Net income benefited from positive FX effects and a $216M unrealized gain on Ma'aden shares.
Financial highlights
Q2 2025 net income was $411M, adjusted EBITDA $566M, and net sales $3,006M, with gross margin at 17% and diluted EPS of $1.29.
Free cash flow for Q2 was $305M, with significant free cash flow expected in H2 2025.
Q2 2025 gross margin rose 32% YoY to $518.6M; six-month net income was $648.8M.
Large non-cash provisions exceeded $60M, including environmental and legal reserves.
Cash mine rock costs in Florida reached a 10-quarter low at $51/ton.
Outlook and guidance
Q3 2025 phosphate sales volumes expected at 1.8–2.0M tonnes, DAP prices $700–$720/tonne; potash sales volumes 2.2–2.4M tonnes, MOP prices $270–$290/tonne.
Full-year 2025 guidance: phosphate production 6.9–7.2M tonnes, potash 9.3–9.5M tonnes, Mosaic Fertilizantes sales 10.0–10.8M tonnes, capex $1.2–$1.3B.
Mosaic Fertilizantes Q3 adjusted EBITDA expected above $200M; significant free cash flow to be allocated to debt reduction, dividends, and share repurchases.
Q3 EBITDA in all segments projected to be significantly higher than Q2.
Management expects liquidity and cash flow to remain sufficient for operations, capex, and dividends for the next 12 months and beyond.
How did the MWSPC sale affect adjusted EBITDA?
Detail notable items impacting Q2 2024 EPS.
Explain the ARO cash spending trend.
How will Mosaic achieve the new $250M cost reduction target?
What is Mosaic's strategy for navigating Brazil's credit issues?
What is the status of Mosaic's phosphate asset health?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next The Mosaic Company earnings date
Q3 20255 Nov, 2025
Next The Mosaic Company earnings date
Q3 20255 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
The Mosaic Company produces and markets concentrated phosphate and potash crop nutrients in North America and internationally. The company produces and sells the Company's own branded products, as well as products for other companies. Furthermore, the company markets its products for use on a variety of crops, principally corn, cotton, soybeans, wheat and turf grasses, primarily through retailers and distributors. The company also sells its products directly to end-users such as farmers, golf course superintendents, nurseries and homeowners.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage