Mosaic (MOS) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

For the quarter ended December 2025, Mosaic (MOS) reported revenue of $2.97 billion, up 5.6% over the same period last year. EPS came in at $0.22, compared to $0.45 in the year-ago quarter.

The reported revenue represents a surprise of -7.27% over the Zacks Consensus Estimate of $3.21 billion. With the consensus EPS estimate being $0.48, the EPS surprise was -53.98%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Mosaic performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Mosaic Fertilizantes - Sales volumes - Total Finished Product: 2,075.00 KTon compared to the 2,587.03 KTon average estimate based on four analysts.
• Potash - Average finished product selling price (destination): $275.00 versus $252.74 estimated by four analysts on average.
• Phosphates - Sales volumes - Total Finished Product: 1,330.00 KTon versus the four-analyst average estimate of 1,583.51 KTon.
• Potash - Sales volumes - Total Finished Product: 2,233.00 KTon versus the four-analyst average estimate of 2,348.16 KTon.
• Phosphates - Average finished product selling price (destination): $656.00 versus $711.44 estimated by three analysts on average.
• Mosaic Fertilizantes - Average finished product selling price (destination): $493.00 compared to the $429.02 average estimate based on three analysts.
• Phosphates - Sales volumes - DAP/MAP: 618.00 KTon versus 733.41 KTon estimated by three analysts on average.
• Phosphates - Sales volumes - Performance & other products: 640.00 KTon versus the three-analyst average estimate of 730.17 KTon.
• Phosphates - Realized costs - Blended rock: 84.00 $/Ton versus the two-analyst average estimate of 78.50 $/Ton.
• Net Sales- Phosphates: $1.02 billion compared to the $1.27 billion average estimate based on four analysts. The reported number represents a change of -12.9% year over year.
• Net Sales- Mosaic Fertilizantes: $1.15 billion versus the four-analyst average estimate of $1.21 billion. The reported number represents a year-over-year change of +5.3%.
• Net Sales- Potash: $686 million versus the four-analyst average estimate of $686.55 million. The reported number represents a year-over-year change of +23.2%.

View all Key Company Metrics for Mosaic here>>>

Shares of Mosaic have returned +1.4% over the past month versus the Zacks S&P 500 composite's -1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

 
The Mosaic Company (MOS): Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research