Mosaic Company reported fourth quarter 2025 earnings on February 24, 2026. The company reported adjusted diluted earnings per share of $0.22 for the quarter, missing the consensus estimate of $0.48 by $0.26. For full year 2025, the company reported net income of $541 million and adjusted EBITDA of $2.4 billion. The fourth quarter net loss of $519 million was negatively impacted by weak U.S. demand and higher raw material costs. Fourth quarter phosphate production totaled 1.7 million tonnes. The company declared a $0.22 quarterly dividend. Eighteen brokerages provide coverage with an average "Hold" rating and a mean 12-month target price of $31.50. Shares traded at $28.50 following the earnings announcement.
Read full analysisMosaic Company reported fourth quarter 2025 earnings on February 24, 2026. The company reported adjusted diluted earnings per share of $0.22 for the quarter, missing the consensus estimate of $0.48 by $0.26. For full year 2025, the company reported net income of $541 million and adjusted EBITDA of $2.4 billion. The fourth quarter net loss of $519 million was negatively impacted by weak U.S. demand and higher raw material costs. Fourth quarter phosphate production totaled 1.7 million tonnes. The company declared a $0.22 quarterly dividend. Eighteen brokerages provide coverage with an average "Hold" rating and a mean 12-month target price of $31.50. Shares traded at $28.50 following the earnings announcement.
Mosaic is one of the world's largest producers of concentrated phosphate and potash fertilizers, with operations spanning North America and Brazil through its Mosaic Fertilizantes division. The company has been restructuring its portfolio, including divesting its Carlsbad potash operation to focus on higher-return Saskatchewan assets. Today's selloff reflects a significant Q4 earnings miss driven by weak phosphate demand and rising input costs.