
MOS Earnings
Mosaic Co
- Overview
- Forecast
- Valuation
- Earnings
Earning Analysis
Welcome to our in-depth analysis of Mosaic Co(MOS) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Mosaic Co earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
FY2025Q2 | 2025-08-05 | After Hours | 0.67 | 0.51 | -23.88 | 3.12B | 3.01B | -3.73 | -13.31 | -8.91 |
FY2025Q1 | 2025-05-06 | After Hours | 0.39 | 0.49 | +25.64 | 2.71B | 2.62B | -3.30 | +3.65 | +8.21 |
FY2024Q4 | 2025-02-27 | After Hours | 0.53 | 0.45 | -15.09 | 2.92B | 2.82B | -3.51 | -4.66 | -1.47 |
FY2024Q2 | 2024-08-06 | - | 0.68 | 0.54 | -20.59 | 2.98B | 2.82B | -5.34 | +1.77 | +3.17 |
FY2024Q1 | 2024-05-01 | - | 0.60 | 0.65 | +8.33 | 2.85B | 2.68B | -5.93 | -4.65 | -4.81 |
FY2023Q4 | 2024-02-21 | - | 0.82 | 0.71 | -13.41 | 3.11B | 3.15B | +1.34 | -0.43 | +2.83 |
FY2023Q3 | 2023-11-07 | - | 0.80 | 0.68 | -15.00 | 3.22B | 3.55B | +10.15 | -1.69 | +6.22 |
FY2023Q2 | 2023-08-01 | - | 1.07 | 1.04 | -2.80 | 3.14B | 3.39B | +8.05 | -1.30 | +2.31 |
- | 2023-05-03 | - | 1.28 | 1.14 | -10.94 | - | - | - | -1.06 | -14.22 |
- | 2023-02-22 | - | 2.08 | 1.74 | -16.35 | - | - | - | +2.74 | +8.86 |
MOS Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Mosaic Co reported performance for FY2025Q2, announced on 2025-08-05. The company achieved an EPS of 0.51, compared to analyst estimates of 0.67 by -23.88% . Revenue for the quarter reached 3.01B compared to expectations of 3.12B by -3.73% .
The stock price reacted with a -13.31% one-day change and a -8.91% five-day change following the earnings release. These movements reflect market reaction in Mosaic Co growth trajectory and strategic initiatives.
MOS Earnings Forecast
Looking ahead, Mosaic Co(MOS) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q3 project quarter revenue of 3.85B and an EPS of 1.12.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 6.09%, while EPS estimates have been Revise Upward by 11.35%. For the upcoming Q3 2025, revenue estimates have been adjusted Revise Upward by 7.22% . These revisions correlate with a -4.36% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Mosaic Co long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between MOS's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Upward

+6.09%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward

+11.35%
In Past 3 Month
Revenue Estimates for Q3 2025
Revise Upward

+7.22%
In Past 3 Month
Stock Price
Go Down

-4.36%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2025:13.56B
--
EPS Estimate-Annual FY 2025:3.14
—
Stock Price32.21
MOS Revenue and EPS Performance: A Historical Perspective
Mosaic Co revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q2 (2025-08-05,After Hours):
EPS: 0.51 (Actual) vs.0.67 (Estimate) (-23.88%)
Revenue: 3.01B (Actual) vs. 3.12B (Estimate) (-3.73%)
Price Reaction: -13.31%(1-Day), -8.91%(5-Day)
FY2025Q1 (2025-05-06,After Hours):
EPS: 0.49 (Actual) vs.0.39 (Estimate) (25.64%)
Revenue: 2.62B (Actual) vs. 2.71B (Estimate) (-3.30%)
Price Reaction: 3.65%(1-Day), 8.21%(5-Day)
FY2024Q4 (2025-02-27,After Hours):
EPS: 0.45 (Actual) vs.0.53 (Estimate) (-15.09%)
Revenue: 2.82B (Actual) vs. 2.92B (Estimate) (-3.51%)
Price Reaction: -4.66%(1-Day), -1.47%(5-Day)
Earnings Reaction
The chart below shows how MOS performed 10 days before and after its earnings report, based on data from the past quarters. Typically, MOS sees a +1.01% change in stock price 10 days leading up to the earnings, and a +1.39% change 10 days following the report. On the earnings day itself, the stock moves by -0.52%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in JUN/2025, the stock changed -13.31% on the day following the earnings release and then changed by -9.73% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Mosaic Co (MOS) Q2 2025 Earnings Call Summary
Neutral
2025-08-06
Despite some positive aspects like improved production in August and strong performance in Biosciences, there are concerns over extraordinary phosphate costs and unclear responses regarding cost ramp-down. Positive factors like increased potash production and potential Q3 EBITDA growth are balanced by these uncertainties, leading to a neutral sentiment. The lack of specific guidance on certain issues and the market's negative reaction to extraordinary expenses add to the mixed outlook.
Mosaic Co (MOS) Q1 2025 Earnings Call Summary
Neutral
2025-05-07
The earnings call presents a mixed picture: strong phosphate and potash prices and optimistic production outlooks are offset by supply chain challenges, higher production costs, and constrained free cash flow. The Q&A session reveals some optimism but also vagueness in responses about cost impacts and cash flow, which may concern investors. The lack of significant positive catalysts or new partnerships tempers expectations, suggesting a neutral stock price movement.
Mosaic Co (MOS) Q4 2024 Earnings Call Summary
Positive
2025-03-01
The earnings call presented a positive outlook with strong operational efficiency, record potash production, and a $500 million share repurchase program. Despite some risks like market uncertainties and regulatory issues, the company expects constructive agriculture fundamentals in 2025 and increased cash flows. The Q&A highlighted minimal impact from potential tariffs and a strategic focus on asset optimization. Although net income decreased, adjusted EBITDA increased, driven by strong phosphate prices. These factors suggest a positive stock price movement over the next two weeks.
Mosaic Co (MOS) Q4 2024 Earnings Call Summary
Negative
2025-02-28
The earnings call highlights several negative factors: foreign exchange losses, operational challenges, increased production costs, and unclear guidance on sales volume and cash flow recovery. Although there are optimistic elements like cost reduction targets and asset monetization, the overall sentiment is dampened by these challenges and unclear responses from management. Given these factors, a negative stock price reaction is likely over the next two weeks.
The Mosaic Company (MOS) Q3 2024 Earnings Call Summary
Neutral
2024-11-12
Basic Financial Performance: 3. Mixed results, with lower potash prices impacting revenue, but strong phosphate margins.
Product Development and Business Update: 3. Biosciences expansion is positive, but electrical issues and labor strikes are concerning.
Market Strategy: 3. Solid long-term outlook, but current challenges persist.
Expenses and Financial Health: 3. Cost reduction efforts are positive, but bad debt reserves and operational issues are negatives.
Shareholder Return Plan: 4. Strong share repurchases boost sentiment.
Overall, challenges and positives balance out, leading to a neutral outlook.
The Mosaic Company (MOS) Q2 2024 Earnings Call Summary
Negative
2024-08-07
The earnings call summary reveals disappointing financial results with a significant decrease in revenue, EBITDA, and EPS. Despite optimistic guidance and cost reduction efforts, the market may react negatively to the year-over-year declines. The Q&A section highlights uncertainties, such as safety issues and unclear management responses, which could further dampen sentiment. The company's strategic initiatives and shareholder returns are overshadowed by these concerns, leading to a likely negative stock price movement in the short term.
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FAQ

What were the key highlights of MOS’s latest earnings report for FY2025Q2?
MOS reported its FY2025Q2 earnings on 2025-08-05, showcasing a revenue of 3.01B against an estimate of 3.12B, resulting in a -3.73% surprise. The EPS was 0.51, surpassing the expected 0.67 by -23.88% . The stock experienced a -13.31% price change on the earnings day and a -8.91% change over the next five days, reflecting market reactions to the results.

How did MOS’s stock price react after the FY2025Q2 earnings release?

What are the revenue and EPS estimates for MOS for 2025/Q3?

How does MOS’s stock price correlate with earnings forecast revisions?

What should investors expect from MOS’s next earnings report?
