MOS Stock - The Mosaic Company
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Financial Statements
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $11.12B | $13.70B | $19.13B | $12.36B | $8.68B |
| Gross Profit | $1.51B | $2.21B | $5.76B | $3.20B | $1.06B |
| Gross Margin | 13.6% | 16.1% | 30.1% | 25.9% | 12.3% |
| Operating Income | $621.50M | $1.34B | $4.79B | $2.47B | $412.90M |
| Net Income | $174.90M | $1.16B | $3.58B | $1.63B | $666.10M |
| Net Margin | 1.6% | 8.5% | 18.7% | 13.2% | 7.7% |
| EPS | $0.55 | $3.52 | $10.17 | $4.31 | $1.76 |
The Mosaic Company, through its subsidiaries, produces and markets concentrated phosphate and potash crop nutrients in North America and internationally. The company operates through three segments: Phosphates, Potash, and Mosaic Fertilizantes. It owns and operates mines, which produce concentrated phosphate crop nutrients, such as diammonium phosphate, monoammonium phosphate, and ammoniated phosphate products; and phosphate-based animal feed ingredients primarily under the Biofos and Nexfos brand names, as well as produces a double sulfate of potash magnesia product under K-Mag brand name. The company also produces and sells potash for use in the manufacturing of mixed crop nutrients and animal feed ingredients, and for industrial use; and for use in the de-icing and as a water softener regenerant. In addition, it provides nitrogen-based crop nutrients, animal feed ingredients, and other ancillary services; and purchases and sells phosphates, potash, and nitrogen products. The company sells its products to wholesale distributors, retail chains, farmers, cooperatives, independent retailers, and national accounts. The Mosaic Company was incorporated in 2004 and is headquartered in Tampa, Florida.
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Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| November 11th 2025 | Wells Fargo | Resumed | Equal Weight | $28 |
| November 11th 2025 | JP Morgan | Downgrade | Neutral | $26 |
| October 10th 2025 | RBC Capital Mkts | Downgrade | Sector Perform | $30 |
| October 10th 2025 | Scotiabank | Downgrade | Sector Perform | $34 |
| July 23rd 2025 | UBS | Upgrade | Buy | $45 |
| May 8th 2025 | RBC Capital Mkts | Upgrade | Outperform | $40 |
| March 20th 2025 | Oppenheimer | Upgrade | Outperform | $33 |
| March 19th 2025 | Barclays | Upgrade | Overweight | $33← $27 |
| March 13th 2025 | Goldman | Initiation | Buy | $31 |
| March 5th 2025 | Barclays | Upgrade | Equal Weight | $27 |
| March 3rd 2025 | JP Morgan | Upgrade | Overweight | $29← $26 |
| January 21st 2025 | Barclays | Downgrade | Underweight | $27← $30 |
| January 13th 2025 | Piper Sandler | Upgrade | Neutral | $30← $26 |
| December 10th 2024 | CIBC | Resumed | Neutral | $55← $60 |
| March 1st 2024 | Wolfe Research | Initiation | Outperform | $39 |
Earnings History & Surprises
MOSEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | May 4, 2026 | — | — | — | — |
Q1 2026 | Feb 26, 2026 | $0.67 | — | — | — |
Q4 2025 | Nov 4, 2025 | $0.97 | $1.04 | +7.4% | ✓ BEAT |
Q3 2025 | Aug 5, 2025 | $0.67 | $0.51 | -23.9% | ✗ MISS |
Q2 2025 | May 6, 2025 | $0.45 | $0.49 | +9.0% | ✓ BEAT |
Q1 2025 | Feb 27, 2025 | $0.53 | $0.45 | -15.1% | ✗ MISS |
Q4 2024 | Nov 12, 2024 | $0.54 | $0.34 | -37.0% | ✗ MISS |
Q3 2024 | Aug 6, 2024 | $0.68 | $0.54 | -20.6% | ✗ MISS |
Q2 2024 | May 1, 2024 | $0.60 | $0.65 | +8.3% | ✓ BEAT |
Q1 2024 | Feb 21, 2024 | $0.82 | $0.71 | -13.4% | ✗ MISS |
Q4 2023 | Nov 7, 2023 | $0.80 | $0.68 | -15.0% | ✗ MISS |
Q3 2023 | Aug 1, 2023 | $1.12 | $1.04 | -7.1% | ✗ MISS |
Q2 2023 | May 3, 2023 | $1.29 | $1.14 | -11.6% | ✗ MISS |
Q1 2023 | Feb 22, 2023 | $2.26 | $1.74 | -23.0% | ✗ MISS |
Q4 2022 | Nov 7, 2022 | $3.52 | $3.22 | -8.5% | ✗ MISS |
Q3 2022 | Aug 1, 2022 | $4.04 | $3.64 | -9.9% | ✗ MISS |
Q2 2022 | May 2, 2022 | $2.40 | $2.41 | +0.4% | ✓ BEAT |
Q1 2022 | Feb 22, 2022 | $1.98 | $1.95 | -1.5% | ✗ MISS |
Q4 2021 | Nov 1, 2021 | $1.59 | $1.35 | -15.1% | ✗ MISS |
Q3 2021 | Aug 2, 2021 | $0.98 | $1.17 | +19.4% | ✓ BEAT |
Latest News
Mizuho Maintains Neutral on Mosaic, Lowers Price Target to $28
➖ NeutralMosaic shares are trading higher after the company said regulatory authorities have completed their review of the Esterhazy K3 site following a fatal incident and operations are scheduled to safely resume tomorrow.
📈 PositiveMosaic Provides Update On Incident That Led To Loss Of Employee Following Ground Fall At Its Esterhazy K3 Site; Says Regulatory Authorities Have Completed Review Of Site Following Incident; Operations Scheduled To Safely Resume Tomorrow
➖ NeutralMosaic Idles SSP Production At Its Fospar And Araxá Facilities In Brazil Amid Sulfur Price Spike; Suspends Sulfur Purchases
📉 NegativeShares of fertilizer stocks are trading lower amid the US easing Belarus potash sanctions.
📉 NegativeShares of fertilizer stocks are trading higher after Ukraine reportedly attacked Russian fertilizer plants.
📈 PositiveJP Morgan Maintains Neutral on Mosaic, Lowers Price Target to $24
➖ NeutralGoldman Sachs Maintains Buy on Mosaic, Lowers Price Target to $33
➖ NeutralJP Morgan Downgrades Mosaic to Neutral, Lowers Price Target to $26
📉 NegativeWells Fargo Maintains Equal-Weight on Mosaic, Lowers Price Target to $28
📉 NegativeScotiabank Maintains Sector Perform on Mosaic, Raises Price Target to $36
➖ NeutralMosaic Supports US Designation Of Phosphate And Potash As Critical Minerals Enhancing Economic And National Resilience
📈 PositiveMosaic Files For Mixed Shelf Offering, Size Not Disclosed
➖ NeutralCIBC Maintains Neutral on Mosaic, Lowers Price Target to $32
➖ NeutralUBS Maintains Buy on Mosaic, Lowers Price Target to $38
➖ NeutralMosaic Says It Is Deferring Any Extraordinary Dividends Or Buybacks To 2026; Says It Has Many Assets Under Review And Several Strategic Talks Ongoing
📉 NegativeMosaic Expects 2025 Cash Flow To Be Well Below Underlying Cash‑Generating Potential
📉 NegativeMosaic Expects A Sequential Drop In Q4 EBITDA
📉 NegativeMosaic Expects Q4 Earnings To Be Higher YoY
📈 PositiveMOS stock has given up its prior gain. Mosaic shares were trading higher after the company reported better-than-expected Q3 adjusted EPS results.
➖ NeutralFrequently Asked Questions about MOS
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