Mosaic Issues Market Update And Preliminary Fourth Quarter 2025 Sales Results
The Mosaic Company (NYSE:MOS) provided a market update and preliminary Q4 2025 results on January 16, 2026.
Rhea-AI Summary
The Mosaic Company (NYSE:MOS) provided a market update and preliminary Q4 2025 results on January 16, 2026. North America phosphate shipments were estimated down ~20% year‑over‑year in Q4. Mosaic reported Q4 phosphate sales ~1.3M tonnes and Q4 potash sales ~2.2M tonnes, with full‑year sales ~9.0M tonnes (flat YoY). Weaker fall applications, early winter weather and affordability pressures drove an inventory build and weaker cash flow. Brazil volumes missed expectations amid credit constraints and increased low‑analysis phosphate imports from China. Mosaic expects a more constructive 2026 as growers replenish nutrients, Chinese phosphate export restrictions persist through at least H1 2026, and prices have begun to respond.
Full Q4 2025 earnings will be released Feb 24, 2026; a conference call is scheduled Feb 25, 2026 at 11:00 a.m. ET.
Positive
- Phosphate sales of approximately 1.3 million tonnes in Q4 2025
- Potash sales of approximately 2.2 million tonnes in Q4 2025
- Full‑year sales approximately 9.0 million tonnes, flat year‑over‑year
- Company cites tighter phosphate global supply due to Chinese export restrictions through at least H1 2026
Negative
- North America phosphate shipments down approximately 20% in Q4 2025 versus year ago
- Q4 cash flow pressured by lower sales and resulting inventory build
- Brazil sales volumes fell meaningfully short of expectations due to credit constraints and import competition
Details
News Market Reaction – MOS
In the Jan 16 session, MOS declined 4.46%, reflecting a moderate negative market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
- Q4 2025 phosphate sales volume
- 1.3 million tonnes
- Preliminary Mosaic phosphate sales volume in Q4 2025
- Q4 2025 potash sales volume
- 2.2 million tonnes
- Preliminary Mosaic potash sales volume in Q4 2025
- Brazil 2025 fertilizer sales
- 9 million tonnes
- Full-year Mosaic Fertilizantes sales volumes, flat year over year
- Earnings release date
- February 24, 2026
- Planned Q4 2025 earnings release after NYSE close
- Earnings call date/time
- February 25, 2026, 11:00 a.m. ET
- Conference call to discuss Q4 2025 results
- Participant entry number
- 3126947
- Elite entry number for Q4 2025 earnings call dial-in
Historical Context
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Sale of Mosaic Potash Carlsbad with expected non-cash Q4 2025 impairment.
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Board declared quarterly dividend of $0.22 per share payable March 2026.
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Update on employee fatality at Esterhazy K3 and planned safe resumption of operations.
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Idling SSP production in Brazil and suspending sulfur purchases after sharp price rise.
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Announced $0.22 per share dividend payable December 18, 2025.
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Key Terms
phosphates technical
potash technical
AI-generated analysis. How Rhea-AI works. Not financial advice.
TAMPA, FL / ACCESS Newswire / January 16, 2026 / The Mosaic Company (NYSE:MOS) today provided an update on fertilizer markets and preliminary selected fourth quarter 2025 results.
North American fertilizer demand declined well beyond normal seasonal softness in the fourth quarter, as fall applications were weak due to sustained pressure on grower economics and were exacerbated by an early onset of winter weather that compressed the application window. The market conditions were particularly challenging for phosphates due to lower relative affordability as compared to potash. Overall North America phosphate market shipments are estimated to have been down approximately
The challenging market environment significantly impacted Mosaic fourth quarter performance with phosphate sales volumes at approximately 1.3 million tonnes and potash sales volumes at approximately 2.2 million tonnes.
In the fourth quarter, to respond to weaker demand, Mosaic adjusted its phosphate production plan and product mix, and redirected products to markets with stronger demand, resulting in production volumes that remained consistent with the prior quarter.
Challenging market conditions also weighed on cash flow with fourth quarter results pressured by lower sales and the resulting inventory build.
Brazil's fertilizer market deteriorated further in the fourth quarter, with intensifying credit constraints and heightened supplier competition, driven by an influx of lower-analysis phosphate products from China, which weighed heavily on demand and margins. As a result, Mosaic Fertilizantes' sales volumes fell meaningfully short of expectations. Full year sales volumes were approximately 9 million tonnes-flat year over year, but reflective of the broader market downturn.
Despite the extraordinarily weak fourth quarter, 2026 is positioned to be more constructive. Growers are expected to replenish nutrients removed by last year's strong crop, and additional government support payments are poised to stimulate demand for the North American spring application period. Phosphate markets are balanced to tight, a dynamic that is becoming more evident as spring demand accelerates, and as lower Chinese exports more acutely impact global markets, following that country's announcement of broader and longer-duration phosphate export restrictions that are expected to be in place through at least the first half of the year. Prices have already responded positively to global demand since the start of the year. Potash markets are balanced, and China's early contract settlement is expected to provide greater price stability and supports a positive outlook for Canpotex. Current industry expectations suggest that global phosphate and potash shipments could reach record levels in 2026. In Brazil, credit constraints persist but expanding planted acreage and strong crop yields are expected to support fertilizer demand in 2026 as growers rebuild soil nutrients, potentially setting another record for fertilizer demand in 2026. Importantly, the surge of low analysis phosphate imports from China does not appear likely to repeat itself given the export restrictions noted above.
Taken together, these factors suggest an improving outlook as the year progresses.
Fourth Quarter 2025 Earnings Release Webcast and Conference Call Information
The Mosaic Company (NYSE:MOS) plans to release full fourth quarter 2025 earnings results on Tuesday, February 24, 2026, 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, February 25, 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: 3126947
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: | Media: |
This release includes 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 regarding expected market conditions in 2026; anticipated demand for phosphate and potash; the impact of grower nutrient replenishment needs and government support programs; expected trends in Chinese fertilizer exports; anticipated pricing dynamics; expectations regarding Brazil's credit environment, planted acreage and grower economics; and management's expectations for 2026 fertilizer shipments and overall market recovery. Forward-looking statements are based on the views and assumptions of management as of the date of this release. They are subject to known and unknown risks, uncertainties, and other factors that may cause actual results to differ materially from those expressed or implied. These risks include, but are not limited to: changes in global supply and demand for crop nutrients; variations in farmer affordability, planted acreage or weather patterns; changes in international trade flows, including Chinese export policies; raw material cost volatility; geopolitical and macroeconomic developments; credit availability in key markets such as Brazil; and other risks and uncertainties described 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. The Mosaic Company assumes no obligation to update any forward-looking statements.
SOURCE: The Mosaic Company
View the original press release on ACCESS Newswire
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