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The Mosaic Company
The Mosaic Company (MOS) investor relations material
The Mosaic Company Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary25 Feb, 2026
Executive summary
Full-year 2025 net income was $541 million, with adjusted EBITDA of $2.4 billion, while Q4 saw a net loss of $519 million due to notable items and weak U.S. phosphate demand.
Consolidated 2025 revenues reached $12.1 billion, with Q4 revenues at $3.0 billion.
Significant cost and efficiency gains were achieved, with asset divestitures and a pending Carlsbad sale expected to yield $230 million and reduce asset retirement obligations by $60 million.
Mosaic Biosciences net sales more than doubled to $68 million in 2025, with five new products launched and expectations to double sales again in 2026.
Progress in asset reliability, cost efficiency, and capital allocation positions the company for improved performance in 2026.
Financial highlights
Net sales for 2025 were $12.1 billion, up from $11.1 billion in 2024; Q4 net sales were $3.0 billion.
Adjusted EBITDA for 2025 was $2.4 billion; Q4 adjusted EBITDA was $505 million.
Free cash flow for 2025 was negative $535 million, reflecting high capital expenditures and inventory build.
Working capital reduced cash flow by $960 million in 2025, contributing to an $829 million increase in net debt.
$900 million was raised in November 2025 through 3- and 5-year notes, with proceeds used to retire short-term commercial paper.
Outlook and guidance
2026 capital expenditures expected at $1.5 billion, up from $1.36 billion in 2025, with total capex and ARO/environmental spend ~$1.85 billion.
2026 phosphate production volumes projected at or above 7 million tonnes; potash at approximately 9 million tonnes.
Q1 2026 phosphate sales volumes expected at 1.7–1.9 million tonnes, DAP prices $640–$670/tonne; potash sales volumes 2.0–2.2 million tonnes, MOP prices $255–$275/tonne.
Free cash flow after CapEx and other cash spend is expected to exceed the minimum dividend in 2026, enabling debt reduction and potential extraordinary shareholder returns.
Adjusted effective tax rate for 2026 expected in the low-to-mid 30% range.
Sulfur cost impact on 2026 production margins
Mosaic Biosciences 2026 growth strategy
Drivers of 2025 free cash flow reduction
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Next The Mosaic Company earnings date
Q1 20266 May, 2026
The Mosaic Company
Next The Mosaic Company earnings date
Q1 20266 May, 2026
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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.
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