Overview

* Mosaic Q3 2025 revenue missed analyst expectations, adjusted EPS beat estimates

* Net income for Q3 2025 was $411 mln, reflecting strong performance in potash and phosphates

* Mosaic Fertilizantes Q3 operating income rose 71% yr/yr, adjusted EBITDA up 190%

Outlook

* Mosaic expects 2025 potash production volumes of 9.1 to 9.4 mln tonnes

* Fourth-quarter potash sales volumes expected at 2.3 to 2.6 mln tonnes

* Mosaic Fertilizantes sees 2025 sales volumes of 9.4 to 9.6 mln tonnes

Result Drivers

* POTASH PERFORMANCE - Strong global demand and higher prices drove potash segment results

* PHOSPHATE IMPROVEMENTS - Higher production volumes and improved asset health boosted phosphate results

* FERTILIZANTES GROWTH - Mosaic Fertilizantes operating income increased 71% yr/yr, driven by higher prices

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Miss $1.60 $3.77

Revenue bln bln (11

Analysts

)

Q3 Beat $1.04 $0.98

Adjusted (12

EPS Analysts

)

Q3 EPS $1.29

Q3 Net $411 mln

Income

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 8 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the agricultural chemicals peer group is "buy"

* Wall Street's median 12-month price target for Mosaic Co ( MOS ) is $37.50, about 29.2% above its November 4 closing price of $26.55

* The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 12 three months ago

For questions concerning the data in this report, contact [email protected]. For any other questions or feedback, contact .

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)