Mosaic Company (The) (MOS) Research

Forward Estimates

EPS Estimates

Current Qtr

$0.18

$0.09$0.27

vs $0.51-64.3%

10 analysts

Next Qtr

$0.29

$0.11$0.55

vs $1.04-72.4%

11 analysts

Current Yr

$0.82

$0.21$1.24

vs $2.27-63.7%

14 analysts

Next Yr

$1.83

$0.65$2.97

vs $0.82+122.2%

16 analysts

Revenue Estimates

Current Qtr

$3.06B

$2.52B$3.35B

vs $3.01B+1.9%

11 analysts

Next Qtr

$3.37B

$2.82B$3.87B

vs $3.45B-2.3%

10 analysts

Current Yr

$12.77B

$11.79B$13.87B

vs $12.05B+6.0%

16 analysts

Next Yr

$12.80B

$11.09B$14.17B

vs $12.77B+0.3%

18 analysts

SEC filings →

View all 10-K, 10-Q, and 8-K filings for MOS on EDGAR.

MOS filing events and research context
Filed	Item	Context
Feb 27, 2026	business	The Mosaic Company produces and markets concentrated phosphate and potash crop nutrients through three primary segments: Phosphate, Potash, and Mosaic Fertilizantes. The Phosphate segment operates mines and facilities in Florida and Louisiana, maintaining a 75% economic interest in Peru's Miski Mayo Mine. The Potash segment operates mines in Canada and the U.S., utilizing the Canpotex export association for international sales. Mosaic Fertilizantes manages phosphate rock mines, chemical plants, and distribution networks across Brazil and Paraguay, including a majority interest in Fospar S.A. As a producer of global commodities, Mosaic's profitability is driven by delivered pricing, worldwide supply-demand balances, and agricultural trends, with increasing demand emerging from the biofuel and battery sectors. Key cost drivers include natural gas for ammonia production, sulfur prices, and significant fixed costs associated with major facilities. Financial performance is highly sensitive to currency fluctuations in the Canadian dollar and Brazilian real, as well as Canadian resource taxes in Saskatchewan. Operational risks include managing brine inflows at potash facilities, as evidenced by the closure of the Esterhazy K1 and K2 shafts and the subsequent transition to the K3 shaft.
Feb 27, 2026	mda	Mosaic’s 2025 net earnings attributable to the company rose to $540.7 million, up from $174.9 million in 2024, supported by higher finished good pricing and a $271.7 million foreign currency transaction gain. Potash operating earnings increased to $638 million, driven by strong international demand and recovered production volumes. Mosaic Fertilizantes operating earnings grew to $277 million on favorable global pricing, though results were tempered by Brazilian credit constraints and high sulfur costs, which forced the temporary idling of the Fospar and Araxa facilities in the fourth quarter. Conversely, Phosphate operating earnings declined to $135 million due to asset integrity downtime, lower North American demand, and rising sulfur and ammonia costs. The company is actively optimizing its portfolio, completing sales of the Patos de Minas and Taquari mines and agreeing to sell the Carlsbad, New Mexico facility, the latter resulting in a $185 million impairment. Liquidity was bolstered by a $900 million public bond offering in November 2025. Significant financial risks include $2.6 billion in asset retirement obligations, exposure to volatile raw material inputs, and evolving carbon pricing and environmental regulations in Canada and Brazil.
Feb 27, 2026	risk_factors	Mosaic’s profitability is tied to the cyclical global commodity markets for concentrated phosphate (DAP, MAP) and potash (MOP). Operational results are highly sensitive to weather, seasonality, and the volatile pricing of key inputs like sulfur, ammonia, and natural gas, the latter of which is impacted by the Russia-Ukraine conflict. Trade risks are prominent, including countervailing duty orders on phosphate imports from Morocco and Russia and potential U.S. tariffs on Canadian potash. With 64% of net sales generated internationally, the company faces significant foreign exchange volatility—particularly regarding the Brazilian real and Canadian dollar—and political risks associated with assets in Brazil, China, India, and Peru, specifically social conflicts affecting the Miski Mayo Mine. Production is vulnerable to disruptions at a limited number of facilities, including brine inflows at the Esterhazy potash mine and labor strikes. Regulatory risks include stringent environmental, health, and safety laws, greenhouse gas emission targets under the Paris Agreement, and evolving SEC climate disclosure requirements. Financial stability depends on maintaining credit ratings and managing trade credit defaults, especially in Brazil, while facing potential inventory write-downs during price declines.

Filed

Item

Context

Feb 27, 2026

business

The Mosaic Company produces and markets concentrated phosphate and potash crop nutrients through three primary segments: Phosphate, Potash, and Mosaic Fertilizantes. The Phosphate segment operates mines and facilities in Florida and Louisiana, maintaining a 75% economic interest in Peru's Miski Mayo Mine. The Potash segment operates mines in Canada and the U.S., utilizing the Canpotex export association for international sales. Mosaic Fertilizantes manages phosphate rock mines, chemical plants, and distribution networks across Brazil and Paraguay, including a majority interest in Fospar S.A. As a producer of global commodities, Mosaic's profitability is driven by delivered pricing, worldwide supply-demand balances, and agricultural trends, with increasing demand emerging from the biofuel and battery sectors. Key cost drivers include natural gas for ammonia production, sulfur prices, and significant fixed costs associated with major facilities. Financial performance is highly sensitive to currency fluctuations in the Canadian dollar and Brazilian real, as well as Canadian resource taxes in Saskatchewan. Operational risks include managing brine inflows at potash facilities, as evidenced by the closure of the Esterhazy K1 and K2 shafts and the subsequent transition to the K3 shaft.

Feb 27, 2026

mda

Mosaic’s 2025 net earnings attributable to the company rose to $540.7 million, up from $174.9 million in 2024, supported by higher finished good pricing and a $271.7 million foreign currency transaction gain. Potash operating earnings increased to $638 million, driven by strong international demand and recovered production volumes. Mosaic Fertilizantes operating earnings grew to $277 million on favorable global pricing, though results were tempered by Brazilian credit constraints and high sulfur costs, which forced the temporary idling of the Fospar and Araxa facilities in the fourth quarter. Conversely, Phosphate operating earnings declined to $135 million due to asset integrity downtime, lower North American demand, and rising sulfur and ammonia costs. The company is actively optimizing its portfolio, completing sales of the Patos de Minas and Taquari mines and agreeing to sell the Carlsbad, New Mexico facility, the latter resulting in a $185 million impairment. Liquidity was bolstered by a $900 million public bond offering in November 2025. Significant financial risks include $2.6 billion in asset retirement obligations, exposure to volatile raw material inputs, and evolving carbon pricing and environmental regulations in Canada and Brazil.

Feb 27, 2026

risk_factors

Mosaic’s profitability is tied to the cyclical global commodity markets for concentrated phosphate (DAP, MAP) and potash (MOP). Operational results are highly sensitive to weather, seasonality, and the volatile pricing of key inputs like sulfur, ammonia, and natural gas, the latter of which is impacted by the Russia-Ukraine conflict. Trade risks are prominent, including countervailing duty orders on phosphate imports from Morocco and Russia and potential U.S. tariffs on Canadian potash. With 64% of net sales generated internationally, the company faces significant foreign exchange volatility—particularly regarding the Brazilian real and Canadian dollar—and political risks associated with assets in Brazil, China, India, and Peru, specifically social conflicts affecting the Miski Mayo Mine. Production is vulnerable to disruptions at a limited number of facilities, including brine inflows at the Esterhazy potash mine and labor strikes. Regulatory risks include stringent environmental, health, and safety laws, greenhouse gas emission targets under the Paris Agreement, and evolving SEC climate disclosure requirements. Financial stability depends on maintaining credit ratings and managing trade credit defaults, especially in Brazil, while facing potential inventory write-downs during price declines.

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MOS filing events and research context

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