Mosaic (MOS) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
MosaicMosaic(US:MOS) ZACKS·2026-02-25 02:01

Core Insights - Mosaic reported revenue of $2.97 billion for the quarter ended December 2025, reflecting a 5.6% increase year-over-year, but fell short of the Zacks Consensus Estimate of $3.21 billion by 7.27% [1] - The company's EPS was $0.22, down from $0.45 in the same quarter last year, resulting in an EPS surprise of -53.98% compared to the consensus estimate of $0.48 [1] Financial Performance Metrics - Mosaic's shares returned +1.4% over the past month, while the Zacks S&P 500 composite decreased by -1% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3] Sales Volume and Pricing - Total finished product sales volume for Mosaic Fertilizantes was 2,075 KTon, below the average estimate of 2,587.03 KTon [4] - The average finished product selling price for potash was $275.00, exceeding the estimated $252.74 [4] - Phosphate sales volumes were reported at 1,330 KTon, lower than the estimated 1,583.51 KTon [4] - Potash sales volumes were 2,233 KTon, slightly below the average estimate of 2,348.16 KTon [4] - The average finished product selling price for phosphates was $656.00, lower than the estimated $711.44 [4] Net Sales Performance - Net sales for phosphates were $1.02 billion, significantly below the average estimate of $1.27 billion, representing a year-over-year decline of -12.9% [4] - Net sales for Mosaic Fertilizantes reached $1.15 billion, slightly below the average estimate of $1.21 billion, with a year-over-year increase of +5.3% [4] - Net sales for potash were reported at $686 million, closely matching the average estimate of $686.55 million, reflecting a year-over-year increase of +23.2% [4]