MOS MOSAIC (MOS) Q4 FY25 earnings call
The Mosaic Company navigated a challenging Q4 FY25 marked by soft U.S. phosphate demand and rising sulfur costs, impacting cash flow and net debt. Despite these headwinds, the company is focused on operational stability, cost reduction, and strategic capital allocation, positioning for improved phosphate production and significant working capital release in FY26. Management remains optimistic about global agricultural fundamentals and the long-term potential of its Biosciences segment.
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MOS operating KPIs by quarter
| KPI | This call Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Production volume Phosphate | 1.7M tonsWe produced 1.7 million tonnes in the fourth quarter even with an extended turnaround at our Bartow facility as well as deliberate steps to adjust production amid soft US demand.Source: earnings call transcript | — | 1.4M tonsDuring the second quarter, we produced and sold 1.4 million tonnes of phosphate despite all the turmoil in the market.Source: earnings call transcript | — |
| Shipments Phosphate | — | 1.9M tonsIn phosphate, we sold 1.9 million tonnes in the first quarter as deferred demand from the end of 2025 returned.Source: earnings call transcript | 1.4M tonsDuring the second quarter, we produced and sold 1.4 million tonnes of phosphate despite all the turmoil in the market.Source: earnings call transcript | -26.3% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.