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15:00
Aug 05 ◎

MOS FY2026 Q2 Watch

Mosaic Company (The) (MOS) FY2026 Q2 Earnings Call

MOS ▾

Bruce Bodine

Management strikes a cautiously resilient tone: acknowledging a difficult market with curtailed production, but emphasizing cost control, a strong balance sheet, and positioning for a future recovery. The outlook is mixed, with clear near-term headwinds from high sulfur costs and curtailments, offset by confidence in a demand recovery and a strong balance sheet.

"Our message for you today is simple. Mosaic is working through a difficult market by successfully managing what is under our control and positioning ourselves for an eventual recovery."

MOS WATCH

HIGH

15:00
May 11 ◎

MOS FY2026 Q1 Watch

Mosaic Company (The) (MOS) FY2026 Q1 Earnings Call

RBW.L MOS ▾

Bruce Brodine

Mosaic to develop a rare earth extraction project with Rainbow Rare Earths in Brazil, leveraging their existing phosphate byproduct.

"In March, we announced a project development agreement with Rainbow Rare Earths following a positive economic assessment of the Ubaraba gypstack in Brazil."

RBW.L WATCH

Bruce Brodine

Management's tone is bearish due to high sulfur and ammonia costs, forcing curtailments and capex cuts despite strong Q1 phosphate volumes.

"Given this environment, we're reviewing our 2026 global production plan for phosphates and taking initial steps to curtail production."

MOS WATCH

HIGH

16:00
Feb 25 ◎

MOS FY2025 Q4 Watch

Mosaic Company (The) (MOS) FY2025 Q4 Earnings Call

MOS ▾

Bruce Bodine

Management's tone is cautious and conservative, emphasizing a difficult Q4, margin compression from high sulfur costs, and a decision to idle low-margin Brazilian operations. While they see a demand recovery, the near-term outlook is challenged, with a $250 million EBITDA headwind expected in Q1 2026.

"As we look back on 2025, I want to start by recognizing the work our teams delivered across Mosaic"

MOS WATCH

HIGH

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