Mosaic reports Q3 phosphate production below expectations

Published 10/10/2025, 11:40
Mosaic reports Q3 phosphate production below expectations

TAMPA - The Mosaic Company (NYSE:MOS), a $10.61 billion market cap fertilizer producer with annual revenues of $11.25 billion, announced preliminary third quarter 2025 segment volumes, with phosphate production falling below management expectations despite improvements from previous quarters. According to InvestingPro analysis, the company currently appears undervalued based on its Fair Value assessment.

The fertilizer producer reported phosphate production of approximately 1.7 million tonnes for the quarter, which was hampered by unexpected mechanical issues at its Riverview sulfuric acid plant and utility interruptions at Bartow in mid-September. These problems caused a significant decline in overall production for the remainder of the month, according to the company’s statement. Despite these challenges, InvestingPro data shows the company maintains a "GOOD" overall financial health score, with particularly strong marks in profitability metrics.

Phosphate sales volumes reached approximately 1.6 million tonnes, slightly below production volumes due to shipping lags for confirmed and priced orders.

In its potash segment, both production and sales volumes were approximately 2.3 million tonnes for the third quarter.

Mosaic Fertilizantes, the company’s Brazilian operation, reported sales volumes of approximately 2.8 million tonnes, representing a 25% increase from the second quarter. The company noted it continues to focus on optimizing profitability in what it described as a tight credit environment.

The company stated that issues affecting phosphate production have been addressed, and it expects the asset health investments completed to date will lead to sustainable improvement in production rates going forward.

Mosaic plans to release its complete third quarter 2025 earnings results on November 4, 2025, after market close, with a conference call scheduled for November 5.

The Mosaic Company is a major producer and marketer of concentrated phosphate and potash crop nutrients. This article is based on information from a company press release.

In other recent news, Mosaic Company reported its second-quarter 2025 earnings, which fell short of expectations. The company announced an earnings per share (EPS) of $0.51, significantly below the anticipated $0.72, representing a negative surprise of 29.17%. Revenue also missed projections, coming in at $3.01 billion compared to the expected $3.16 billion, a shortfall of 4.75%. Additionally, Mosaic has completed the sale of its Patos de Minas phosphate mine in Brazil to Fosfatados Centro SPE Ltda. for $111 million. This transaction is expected to result in a book gain of $80-90 million in the fourth quarter of 2025. Mosaic also reached an agreement to sell its Taquari-Vassouras potash mine in Brazil to VL Mineração Ltda for up to $27 million. The sale includes the assumption of $22 million in asset retirement obligations and awaits approval from the Brazilian Administrative Council for Economic Defense (CADE), with an expected closing by the end of 2025. These developments highlight significant financial activities and strategic shifts for Mosaic in recent times.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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