Mosaic Company Earnings Preview: What to Expect

Company Overview - The Mosaic Company (MOS) was founded in 1987 and specializes in producing and marketing concentrated phosphate and potash crop nutrients, with a market capitalization of $8.4 billion [1] Earnings Expectations - The company is set to release its Q4 2025 earnings report on February 24, with analysts expecting an EPS of $0.48, reflecting a 6.7% increase from $0.45 in the same quarter last year [2] - For the current fiscal year, analysts project an EPS of $2.46, which is a 24.2% increase from $1.98 in fiscal 2024, but anticipate a decline of approximately 15.9% year-over-year to $2.07 in fiscal 2026 [3] Stock Performance - Over the past 52 weeks, MOS stock has slightly declined, underperforming the S&P 500 Index, which rose by 13.3%, and the State Street Materials Select Sector SPDR ETF, which returned 9.1% during the same period [4] Recent Developments - On January 16, shares of Mosaic Company fell by 4.5% following a weak preliminary earnings snapshot for Q4 2025, with expectations of a 20% decrease in North American phosphate market shipments compared to the previous year [5] - The demand for potash was negatively impacted by ongoing pressure on grower economics and early winter weather, leading to a negative market reaction [5] Analyst Ratings - Analysts maintain a "Moderate Buy" rating for MOS, with 7 out of 18 analysts recommending a "Strong Buy" and 11 advising a "Hold" [6] - The average analyst price target for MOS is $32, suggesting an upside potential of 18.4% from current levels [6]