Mosaic (MOS) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
Mosaic's $111M sale of its idled Brazil phosphate mine frees capital for higher-return assets while shedding operational and regulatory risks.
Mosaic is riding strong fertilizer demand, higher phosphate and potash prices and cost-cutting moves to boost profitability and growth.
Mosaic delivered Q2 2025 revenues of $3.01B, adjusted EBITDA of $566M, and net income of $411M, showing stronger margins despite lower volumes versus prior cycle highs. Reliability improvements in Florida phosphate operations sustained DAP margins above $500/t, while Hydrofloat technology in Esterhazy reduced potash production costs by $60/t, structurally changing Mosaic's cost base. In Brazil, Mosaic Fertilizantes reported 2.2 Mt volumes and $159M EBITDA, with Palmeirante's 1 Mt facility enabling long-term distribution growth toward 13–14 Mt by decade's end.
MOS to divest its Brazilian potash mine to VL Mineracao for up to $27M, citing better capital use elsewhere in the business.
TEN, SUZ and MOS made it to the Zacks Rank #1 (Strong Buy) value stocks list on August 15, 2025.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
MOS posts Q2 earnings miss as lower phosphate volumes weigh on results despite higher margins.
While the top- and bottom-line numbers for Mosaic (MOS) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Mosaic (MOS) came out with quarterly earnings of $0.51 per share, missing the Zacks Consensus Estimate of $0.67 per share. This compares to earnings of $0.54 per share a year ago.
Mosaic (MOS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
MOS opens $84M Brazil plant to boost fertilizer capacity and tap growth in the key MATOPIBA farming region.