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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?
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Next The Mosaic Company earnings date
Q3 20255 Nov, 2025
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Q3 20255 Nov, 2025
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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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