Earnings Alerts

Mosaic Co/The (MOS) Earnings: 3Q Potash Sales on Target, Phosphate Production Challenges Noted

By October 10, 2025 No Comments
  • Mosaic’s preliminary potash sales volume for the third quarter is 2.3 million tonnes, aligning exactly with estimates.
  • Phosphate sales volumes during the third quarter are approximately 1.6 million tonnes.
  • The phosphate sales volumes are lower than production volumes, mainly due to the lag in shipments that are already confirmed and priced.
  • The preliminary phosphate production volumes for the third quarter are around 1.7 million tonnes.
  • Mosaic faced unexpected mechanical issues at the Riverview sulfuric acid plant and utility interruptions at Bartow in mid-September.
  • These challenges led to a significant decline in overall phosphate production for the rest of September, causing production to fall short of management’s expectations for the quarter.
  • Analyst recommendations for Mosaic include 11 buys, 9 holds, and 0 sells.

Mosaic Co/The on Smartkarma

On Smartkarma, independent analysts from Baptista Research have been covering The Mosaic Company with bullish sentiments. In their report titled “The Mosaic Company: Riding The Fertilizer Boom With Pricing Power & Market Edge!“, they discussed the company’s recent financial results for the second quarter of 2025. Despite facing operational challenges, The Mosaic Company showed optimism for the future due to improvements in operating efficiencies and asset reliability. With a significant turnaround in net income to $411 million from a previous year’s loss, the company is making strides forward.

In another insightful report by Baptista Research titled “The Mosaic Company: The Top 6 Influences on Its Performance for 2025 & the Future!“, analysts delve into the complex dynamics shaping The Mosaic Company’s performance. Highlighting a net income of $238 million and adjusted EBITDA of $544 million for the first quarter, the report emphasizes the company’s solid financial performance, especially in slower quarters. Notably, strong phosphate and potash prices exceeding guidance indicate competitive strength in these key markets as The Mosaic Company navigates the evolving landscape.


A look at Mosaic Co/The Smart Scores

FactorScoreMagnitude
Value5
Dividend3
Growth2
Resilience3
Momentum3
OVERALL SMART SCORE3.2

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Analysts assessing The Mosaic Company’s long-term outlook have assigned it Smartkarma Smart Scores across various key factors. With a top score in Value and moderate scores in Dividend and Resilience, the company exhibits strength in its financial position and ability to weather market challenges. However, its Growth and Momentum scores are lower, indicating a potential need for strategies to enhance growth prospects and market traction over time.

The Mosaic Company, a producer and distributor of crop nutrients, focuses on serving agricultural communities in North America and beyond. Its core products include concentrated phosphates and potash, essential elements for crop cultivation. With a solid Value score and diversified product portfolio, the company is positioned well in the market, but areas for improvement lie in accelerating growth and building momentum for sustained performance in the long run.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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