Mosaic (MOS) Q4 2025 Earnings Call Transcript
The Motley Fool
by newsfeedback@fool.com (Motley Fool Transcribing)February 25, 2026
AI-Generated Deep Dive Summary
Mosaic (MOS) reported strong financial performance in its Q4 2025 earnings call, highlighting resilience across key segments and significant cost savings achievements. The company outperformed industry trends, with North America gaining market share despite overall declines in potash and phosphate shipments. Notably, Mosaic achieved record phosphate production of 1,700,000 tons in the quarter, driven by operational efficiency at its Florida facilities and mining records in Miski Mayo. Despite challenges like extended turnaround periods and deliberate curtailments, full-year output reached its highest level in three years.
The company also emphasized its ability to control costs, reporting $150 million in savings ahead of schedule in 2025. This was attributed to mine optimization, reduced fixed labor, and supplier consolidation. Mosaic expects an additional $100 million in cost reductions for 2026, further solidifying its financial position. Sequential improvements in cash costs—such as a $112 per ton cash conversion cost for phosphate in Q4 2025—demonstrated the effectiveness of structural cost actions and improved production volumes.
Mosaic’s potash segment saw a rebound after a safety incident at Esterhazy, with production returning to full rates. The company anticipates record output of approximately 9 million tons in 2026, matching 2025 levels despite the planned sale of its Carlsbad facility. However, rising sulfur prices are expected to压缩 margins in both phosphate and Mosaic Fertilizantes segments well into 2026, prompting curtailments at Brazilian assets like Araxá and Fospar.
The company’s capital expenditure plans for
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Originally published on The Motley Fool on 2/25/2026