Mosaic Q4 Revenue Rises 5.6% to $2.97B but EPS Falls 51%
Mosaic delivered Q4 revenue of $2.97 billion, up 5.6% year-over-year but 7.3% below consensus, while EPS plunged 51% to $0.22, missing estimates by 54%. Potash selling prices rose to $275 per ton versus forecasts, but phosphate and potash volumes trailed analyst projections.
1. Earnings Results
For the quarter ended December 2025, Mosaic reported revenue of $2.97 billion, a 5.6% increase year-over-year but 7.3% below the $3.21 billion consensus. Adjusted EPS fell to $0.22 from $0.45 a year earlier, representing a 51% decline and a 54% miss versus the $0.48 estimate.
2. Segment Performance
Potash average selling price rose to $275 per ton versus the $252.74 forecast, but potash volumes of 2,233 KTon lagged the 2,348 KTon estimate. Phosphate volumes of 1,330 KTon missed the 1,583 KTon projection, and realized phosphate costs of $84 per ton exceeded the $78.50 consensus, weighing on margins.
3. Analyst Outlook
Analysts currently forecast Q1 revenue of $2.71 billion and EPS of $0.46, implying potential recovery if volumes improve. Management’s upcoming conference call scheduled for February 25 may provide additional guidance on volume trends and cost controls for 2026.