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Mosaic Announces Preliminary Third Quarter Volumes

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The Mosaic Company (NYSE:MOS) announced preliminary third quarter 2025 segment volumes and scheduled its Q3 earnings release for November 4, 2025 with a conference call on November 5, 2025 at 11:00 a.m. ET.

Phosphates: Q3 production ~1.7 million tonnes (higher than earlier quarters but below management expectations) and Q3 sales ~1.6 million tonnes, with mid-September mechanical and utility interruptions cited as causes for the drop.

Mosaic Fertilizantes: Q3 sales ~2.8 million tonnes, up 25% QoQ. Potash: Q3 production and sales both ~2.3 million tonnes. Management expects completed asset health investments to improve sustainable production going forward.

The Mosaic Company (NYSE:MOS) ha annunciato i volumi preliminari del terzo trimestre 2025 per segmento e ha programmato la pubblicazione dei risultati del Q3 per 4 novembre 2025 con una conference call il 5 novembre 2025 alle 11:00 ET.

Fosfati: produzione del Q3 ~1,7 milioni di tonnellate (più alta rispetto ai trimestri precedenti ma al di sotto delle aspettative della direzione) e vendite Q3 ~1,6 milioni di tonnellate, con interruzioni meccaniche e di utilità a metà settembre indicate come cause del calo.

Mosaic Fertilizantes: vendite Q3 ~2,8 milioni di tonnellate, in aumento del 25% QoQ. Potassio: produzione e vendite sia ~2,3 milioni di tonnellate. La direzione si aspetta che gli investimenti per la salute degli asset completati migliorino la produzione sostenibile in futuro.

The Mosaic Company (NYSE:MOS) anunció volúmenes preliminares del tercer trimestre de 2025 por segmento y programó su lanzamiento de resultados del Q3 para 4 de noviembre de 2025 con una llamada de conferencia el 5 de noviembre de 2025 a las 11:00 a.m. ET.

Fosfatos: producción del Q3 ~1,7 millones de toneladas (más alta que trimestres anteriores pero por debajo de las expectativas de la dirección) y ventas del Q3 ~1,6 millones de toneladas, con interrupciones mecánicas y de servicios públicos a mediados de septiembre citadas como causas de la caída.

Mosaic Fertilizantes: ventas del Q3 ~2,8 millones de toneladas, suben un 25% QoQ. Potasa: la producción y las ventas del Q3 son ~2,3 millones de toneladas. La dirección espera que las inversiones en salud de los activos, ya completadas, mejoren la producción sostenible en el futuro.

The Mosaic Company (NYSE:MOS)는 2025년 3분기 부문별 예비 볼륨을 발표하고 2025년 11월 4일에 Q3 실적 발표를 예정하며 2025년 11월 5일 11:00 a.m. ET에 컨퍼런스 콜을 가질 예정이라고 공지했습니다.

인산염: 3분기 생산량 약 170만 톤으로, 이전 분기보다 높지만 경영진 기대치에는 미치지 못했고 3분기 판매량은 약 160만 톤이며, 9월 중순의 기계 및 유틸리티 정전이 하락의 원인으로 지목되었습니다.

모자익 비료: 3분기 매출 약 280만 톤, 분기 대비 25% 증가. 포타슝: 3분기 생산과 매출 모두 약 230만 톤. 경영진은 자산 건강 투자 완료가 앞으로 지속 가능한 생산을 개선할 것으로 기대합니다.

The Mosaic Company (NYSE:MOS) a annoncé les volumes préliminaires du troisième trimestre 2025 par segment et a prévu la publication des résultats du T3 pour 4 novembre 2025 avec une conférence téléphonique le 5 novembre 2025 à 11h00 ET.

Phosphates : production du T3 environ 1,7 million de tonnes (plus élevée que les trimestres précédents mais en dessous des attentes de la direction) et ventes du T3 environ 1,6 million de tonnes, avec des interruptions mécaniques et des services publics à la mi-septembre évoquées comme causes de la chute.

Mosaic Fertilizantes : ventes du T3 environ 2,8 millions de tonnes, en hausse de 25% QoQ. Potasse : production et ventes du T3 d'environ 2,3 millions de tonnes. La direction s'attend à ce que les investissements de santé des actifs complétés améliorent la production durable à l'avenir.

The Mosaic Company (NYSE:MOS) gab voraussichtliche Segmentvolumen für das dritte Quartal 2025 bekannt und legte die Veröffentlichung der Q3-Ergebnisse auf 4. November 2025 fest, mit einer Konferenzschaltung am 5. November 2025 um 11:00 Uhr ET.

Phosphate: Produktion im Q3 ca. 1,7 Millionen Tonnen (höher als frühere Quartale, aber unter den Erwartungen des Managements) und Q3-Verkauf ca. 1,6 Millionen Tonnen, wobei Mitte September durch mechanische und Versorgungsunterbrechungen als Gründe für den Rückgang genannt wurden.

Mosaic Fertilizantes: Q3-Verkäufe ca. 2,8 Millionen Tonnen, um 25% QoQ gestiegen. Potash: Produktion und Verkäufe im Q3 ca. 2,3 Millionen Tonnen. Das Management erwartet, dass abgeschlossene Investitionen in die Asset-Gesundheit die nachhaltige Produktion künftig verbessern.

The Mosaic Company (NYSE:MOS) أعلنت عن أحجام الأقسام الأولية للربع الثالث من 2025 وقررت إصدار نتائج الربع الثالث في 4 نوفمبر 2025 مع مكالمة مؤتمرة في 5 نوفمبر 2025 الساعة 11:00 صباحاً بالتوقيت الشرقي.

الفوسفات: إنتاج الربع الثالث حوالي 1.7 مليون طن (أعلى من الأرباع السابقة لكن أقل من توقعات الإدارة) والمبيعات في الربع الثالث حوالي 1.6 مليون طن، مع ذكر انقطاعات ميكانيكية وخدماتية في منتصف سبتمبر كأسباب للانخفاض.

Mosaic Fertilizantes: مبيعات الربع الثالث حوالي 2.8 مليون طن، بارتفاع 25% QoQ. بوتاش (Potash): الإنتاج والمبيعات في الربع الثالث كلاهما ~2.3 مليون طن. تتوقع الإدارة أن تحسن الاستثمارات الناتجة عن صحة الأصول المعتمدة الإنتاج المستدام في المستقبل.

The Mosaic Company (NYSE:MOS) 公布了第三季度按细分的初步产量,并将其Q3业绩发布时间定在2025年11月4日,于2025年11月5日美国东部时间11:00举行电话会议。

磷酸盐: 第三季度产量约为170万吨(较前几个季度高,但低于管理层预期),第三季度销售量约为160万吨,9月中旬的机械与公用事业中断被列为下降原因。

Mosaic Fertilizantes: 第三季度销售约为280万吨,环比增长25%钾肥(Potash): 第三季度产量与销售都约为230万吨。管理层预计完成的资产健康投资将有助于未来实现更可持续的生产。

Positive
  • Phosphate production reached approximately 1.7 million tonnes
  • Mosaic Fertilizantes sales increased 25% quarter-over-quarter to 2.8 million tonnes
  • Potash production and sales were approximately 2.3 million tonnes
Negative
  • Phosphate production fell below management expectations in Q3
  • Mechanical failure at Riverview sulfuric acid plant in mid-September reduced output
  • Q3 phosphate sales (~1.6 million tonnes) lagged behind production due to shipment delays

Insights

Mixed volume release: phosphate production below expectations due to resolved plant issues; potash steady and Fertilizantes up 25%.

Mosaic reported third‑quarter volumes that show operational recovery but also execution gaps. Phosphate production reached about 1.7 million tonnes, below management expectations after mid‑September mechanical and utility interruptions reduced output; sales lagged production at about 1.6 million tonnes. Potash production and sales were both roughly 2.3 million tonnes, while Mosaic Fertilizantes sales rose to about 2.8 million tonnes, a 25% increase versus Q2.

Risks and dependencies include the durability of the fixes at Riverview and Bartow and the conversion of the higher phosphate production into shipments given the stated lag. The company attributes the shortfall to resolved mechanical issues and believes recent asset health work will sustain improved run rates; that claim depends on no new interruptions and on logistics/confirmation of shipments.

Watch the upcoming third‑quarter earnings release on November 4, 2025 and the conference call on November 5, 2025 for concrete guidance, reconciled financials, and any quantified estimate of lost sales or remediation costs. Key monitorables over the next 1–3 quarters: reported phosphate run‑rate stability, shipment conversion versus produced volumes, and any revision to full‑year volume guidance.

TAMPA, FL, DC / ACCESS Newswire / October 10, 2025 / The Mosaic Company (NYSE:MOS) today announced preliminary third quarter 2025 segment volumes. Expectations and guidance for the fourth quarter and full year will be discussed in the upcoming third quarter earnings release and conference call.

Phosphates

On the second quarter earnings call, Mosaic discussed delays in asset health restoration activities within the Phosphate segment. The completion of elevated turnaround and asset health restoration work in early August together with process refinements enabled Mosaic to achieve its targeted production run rate for several consecutive weeks until unexpected mechanical issues at the Riverview sulfuric acid plant and utility interruptions at Bartow in mid-September caused a meaningful decline in overall production for the remainder of the month. As a result, third quarter phosphate production volumes of approximately 1.7 million tonnes, while meaningfully higher than previous quarters, fell below management's expectations. These issues have since been addressed, and Mosaic expects that the asset health investments completed to date will lead to a sustainable improvement in production rates going forward.

Third quarter sales volumes were approximately 1.6 million tonnes, below production volumes mostly due to the lag of shipments already confirmed and priced.

Mosaic Fertilizantes

Sales volumes for Mosaic Fertilizantes in the third quarter were approximately 2.8 million tonnes, a 25% increase from the second quarter. Consistent with previous practice, Mosaic continues to focus on optimizing profitability in a tight credit environment.

Potash

Production and sales volumes for potash in the third quarter were both approximately 2.3 million tonnes.

Third Quarter 2025 Earnings Release Webcast and Conference Call Information

The Mosaic Company (NYSE:MOS) plans to release third quarter 2025 earnings results on Tuesday, November 4th, 2025, after close of trading on the New York Stock Exchange. The company will issue a news wire alert when materials are publicly available on the company's website. On Wednesday, November 5th, beginning 11:00 a.m. Eastern Time, the company will host a conference call to discuss the results.

Conference Call Details:

Dial-in number (Toll Free): +1 877-883-0383
International Dial-in number: +1-412-902-6506
Participant Elite Entry Number: 1984194

Link to Webcast of the Conference Call:

https://investors.mosaicco.com/events-and-presentations/default.aspx

A webcast of the conference call may be accessed through Mosaic's website at www.mosaicco.com/investors. An audio replay of the call will be available up to one year from the time of the earnings call.

About The Mosaic Company
The Mosaic Company is one of the world's leading producers and marketers of concentrated phosphate and potash crop nutrients. Through its Mosaic Biosciences platform, the company is also advancing the next generation biological solutions to help farmers improve nutrient use efficiency and crop performance sustainably. Mosaic provides a single-source supply of phosphate, potash, and biological products for the global agriculture industry. More information on the company is available at www.mosaicco.com.

Contacts:

Investors:
Jason Tremblay, 813-775-4282 jason.tremblay@mosaicco.com

Joan Tong, CFA, 863-640-0826
joan.tong@mosaicco.com

Media:
Ben Pratt, 813-775-4206
benjamin.pratt@mosaicco.com

This release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such statements may include, but are not limited to, statements about future financial and operating performance. Such statements are based upon the current beliefs and expectations of The Mosaic Company's management and are subject to significant risks and uncertainties. These risks and uncertainties include, but are not limited to: political and economic instability and changes in government policies in countries in which we have operations; the predictability and volatility of, and customer expectations about, agriculture, fertilizer, raw material, energy and transportation markets that are subject to competitive and other pressures and economic and credit market conditions; the level of inventories in the distribution channels for crop nutrients; the effect of future product innovations or development of new technologies on demand for our products; changes in foreign currency and exchange rates; international trade risks, including the impact of U.S. tariffs and retaliatory tariffs on economic conditions; and other risks associated with Mosaic's international operations; a material adverse change in our Ma'aden investment with respect to the financial position, performance, operations or prospects of Ma'aden; customer defaults; the effects of Mosaic's decisions to exit business operations or locations; changes in government policy; changes in environmental and other governmental regulation, including expansion of the types and extent of water resources regulated under federal law, carbon taxes or other greenhouse gas regulation, implementation of numeric water quality standards for the discharge of nutrients into Florida waterways or efforts to reduce the flow of excess nutrients into the Mississippi River basin, the Gulf of America or elsewhere; further developments in judicial or administrative proceedings, or complaints that Mosaic's operations are adversely impacting nearby farms, business operations or properties; difficulties or delays in receiving, increased costs of or challenges to necessary governmental permits or approvals or increased financial assurance requirements; resolution of global tax audit activity; the effectiveness of Mosaic's processes for managing its strategic priorities; adverse weather conditions affecting operations in Central Florida, the Mississippi River basin, the Gulf Coast of the United States, Canada or Brazil, and including potential hurricanes, excess heat, cold, snow, rainfall or drought; actual costs of various items differing from management's current estimates, including, among others, asset retirement, environmental remediation, reclamation or other environmental regulation, Canadian resources taxes and royalties, reduction of Mosaic's available cash and liquidity, and increased leverage, due to its use of cash and/or available debt capacity to fund financial assurance requirements and strategic investments; brine inflows at Mosaic's potash mines; other accidents and disruptions involving Mosaic's operations, including potential mine fires, floods, explosions, seismic events, sinkholes or releases of hazardous or volatile chemicals; and risks associated with cyber security, including reputational loss; as well as other risks and uncertainties reported from time to time in The Mosaic Company's reports filed with the Securities and Exchange Commission. Actual results may differ from those set forth in the forward-looking statements.

Preliminary Third Quarter 2025 Results

This press release includes estimated operating results for the third quarter of 2025, which are preliminary and represent the most recent information available to management. The Company's actual results may differ from these estimated results, including due to the completion of its financial closing procedures and final adjustments.

SOURCE: The Mosaic Company



View the original press release on ACCESS Newswire

FAQ

What were Mosaic (NYSE:MOS) preliminary phosphate production volumes in Q3 2025?

Preliminary phosphate production was approximately 1.7 million tonnes in Q3 2025.

How much did Mosaic Fertilizantes sell in Q3 2025 and how did it change QoQ?

Mosaic Fertilizantes sales were approximately 2.8 million tonnes, a 25% increase from Q2 2025.

When will Mosaic (NYSE:MOS) release third quarter 2025 earnings and host the conference call?

Earnings will be released after market close on November 4, 2025, with a conference call on November 5, 2025 at 11:00 a.m. ET.

Did operational issues affect Mosaic's Q3 2025 phosphate output?

Yes. Mid-September mechanical issues at the Riverview sulfuric acid plant and utility interruptions at Bartow materially reduced production late in Q3.

How did Q3 2025 phosphate sales compare with production for Mosaic (NYSE:MOS)?

Q3 phosphate sales were approximately 1.6 million tonnes, slightly below production (~1.7 million tonnes) due to shipment timing.
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