MOS · Mosaic Co
$21.61
-0.17 (-0.78%)
At close · Aug 14
Market Cap
$6.87B
Shares
317.90M
Mosaic Co Earnings Call Transcripts
Every quarterly earnings call for Mosaic Co (MOS) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲56.5%
$5.35B
$841.70M
'22 Q3
22-11-08
▲16.7%
$4.48B
$523.20M
'22 Q4
23-02-23
▼8.1%
$3.60B
$434.80M
'23 Q1
23-05-04
▼36.8%
$3.39B
$369.00M
'23 Q2
23-08-02
▼33.7%
$3.55B
−$4.20M
'23 Q3
23-11-08
▼29.7%
$3.15B
$365.30M
'23 Q4
24-02-22
▼25.7%
$2.68B
$45.20M
'24 Q1
24-05-02
▼17%
$2.82B
−$161.50M
'24 Q2
24-08-07
▼20.8%
$2.81B
$122.20M
'24 Q3
24-11-12
▼10.6%
$2.82B
$169.00M
'24 Q4
25-02-28
▼2.2%
$2.62B
$238.10M
'25 Q1
25-05-07
▲6.7%
$3.01B
$410.70M
'25 Q2
25-08-06
▲22.8%
$3.45B
$411.40M
'25 Q3
25-11-05
▲5.6%
$2.97B
−$519.50M
'25 Q4
26-02-25
▲14.4%
$3.00B
−$257.60M
'26 Q1
26-05-11
LATEST
▼6%
$2.82B
−$272.80M
'26 Q2
26-08-05
Earnings call
FY26 · Q2
2026-08-05
The Mosaic Company's Second Quarter 2026 Earnings Q&A
Balanced tone
Sulfur supply and Strait of Hormuz disruption
Brazil operations and fertilizer demand
Phosphate production curtailments
Revenue
$2.82B
▼ 6% YoY Diluted EPS
$-0.86
▼ 166.7% YoY Gross margin
7.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-11
Mosaic Co Q1 FY2026 Earnings Call
Cautious tone
Raw material cost pressure (sulfur/ammonia)
Geopolitical disruption to global phosphate supply
Brazil and Latin America market weakness
Revenue
$3.00B
▲ 14.4% YoY Diluted EPS
$-0.81
▼ 208% YoY Gross margin
7.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-25
Mosaic Co Q4 FY2025 Earnings Call
Positive tone
Phosphate production and recovery
Sulfur price headwind
Brazil and international markets
Revenue
$2.97B*
▲ 5.6% YoY Gross margin
11.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-05
Mosaic Co Q3 FY2025 Earnings Call
Confident tone
Brazil Business Performance
Potash Demand and Operating Rates
Fertilizer Affordability and Farm Economics
Revenue
$3.45B
▲ 22.8% YoY Diluted EPS
$1.29
▲ 239.5% YoY Gross margin
16.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-06
Mosaic Co Q2 FY2025 Earnings Call
Confident tone
Brazil / Mosaic Fertilizantes performance
Potash demand and production guidance increase
Q3 sequential earnings improvement outlook
Revenue
$3.01B
▲ 6.7% YoY Diluted EPS
$1.29
Gross margin
17.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-07
Mosaic Co Q1 FY2025 Earnings Call
Confident tone
Mosaic Fertilizantes / Brazil growth
Phosphate market strength
Mosaic Biosciences expansion
Revenue
$2.62B
▼ 2.2% YoY Diluted EPS
$0.75
▲ 435.7% YoY Gross margin
18.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-28
Mosaic Co Q4 FY2024 Earnings Call
Confident tone
Potash market outlook and supply discipline
Phosphate market strength and margins
Brazil Fertilizantes business
Revenue
$2.82B*
▼ 10.6% YoY Gross margin
10.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-12
Mosaic Co Q3 FY2024 Earnings Call
Positive tone
Phosphate market and stripping margin
Brazil and Latin America demand
India phosphate demand shortfall
Revenue
$2.81B
▼ 20.8% YoY Diluted EPS
$0.38
Gross margin
14.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-07
Mosaic Co Q2 FY2024 Earnings Call
Positive tone
Potash market and Colonsay flexibility
Phosphate market outlook and pricing
Mosaic Fertilizantes Brazil segment
Revenue
$2.82B
▼ 17% YoY Diluted EPS
$-0.50
▼ 145% YoY Gross margin
14.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-02
Mosaic Co Q1 FY2024 Earnings Call
Positive tone
Potash market and demand outlook
Phosphate market fundamentals
Ma'aden transaction and capital flexibility
Revenue
$2.68B
▼ 25.7% YoY Diluted EPS
$0.14
▼ 89.1% YoY Gross margin
14.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-22
Mosaic Co Q4 FY2023 Earnings Call
Confident tone
Potash demand and economics
Phosphate market strength
South America / Brazil outlook
Revenue
$3.15B*
▼ 29.7% YoY Gross margin
17.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-08
Mosaic Co Q3 FY2023 Earnings Call
Revenue
$3.55B
▼ 33.7% YoY Diluted EPS
$-0.01
▼ 100.4% YoY Gross margin
11.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-02
Mosaic Co Q2 FY2023 Earnings Call
Revenue
$3.39B
▼ 36.8% YoY Diluted EPS
$1.11
▼ 61.1% YoY Gross margin
16.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-04
Mosaic Co Q1 FY2023 Earnings Call
Revenue
$3.60B
▼ 8.1% YoY Diluted EPS
$1.28
▼ 59.9% YoY Gross margin
18.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-23
Mosaic Co Q4 FY2022 Earnings Call
Revenue
$4.48B*
▲ 16.7% YoY Gross margin
21.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-08
Mosaic Co Q3 FY2022 Earnings Call
Revenue
$5.35B
▲ 56.5% YoY Diluted EPS
$2.42
▲ 149.5% YoY Gross margin
28.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-02
Mosaic Co Q2 FY2022 Earnings Call
Revenue
$5.37B
▲ 91.8% YoY Diluted EPS
$2.85
▲ 150% YoY Gross margin
34.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-03
Mosaic Co Q1 FY2022 Earnings Call
Revenue
$3.92B
▲ 70.8% YoY Diluted EPS
$3.19
▲ 678% YoY Gross margin
36.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-23
Mosaic Co Q4 FY2021 Earnings Call
Revenue
$3.84B*
▲ 56.3% YoY Gross margin
29.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-02
Mosaic Co Q3 FY2021 Earnings Call
Revenue
$3.42B
▲ 43.5% YoY Diluted EPS
$0.97
Gross margin
25.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-03
Mosaic Co Q2 FY2021 Earnings Call
Revenue
$2.80B
▲ 37% YoY Diluted EPS
$1.14
▲ 850% YoY Gross margin
26.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-04
Mosaic Co Q1 FY2021 Earnings Call
Revenue
$2.30B
▲ 27.8% YoY Diluted EPS
$0.41
Gross margin
18.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-18
Mosaic Co Q4 FY2020 Earnings Call
Revenue
$2.46B*
▲ 18.4% YoY Gross margin
16.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-02
Mosaic Co Q3 FY2020 Earnings Call
Revenue
$2.38B
▼ 13.5% YoY Diluted EPS
$-0.02
Gross margin
14.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-03
Mosaic Co Q2 FY2020 Earnings Call
Revenue
$2.04B
▼ 6.1% YoY Diluted EPS
$0.12
Gross margin
12.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-05
Mosaic Co Q1 FY2020 Earnings Call
Revenue
$1.80B
▼ 5.3% YoY Diluted EPS
$-0.54
▼ 258.8% YoY Gross margin
2.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-19
Mosaic Co Q4 FY2019 Earnings Call
Revenue
$2.08B*
▼ 17.6% YoY Gross margin
3.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls
Key facts
CIK
1285785
CUSIP
61945C103
13F (30d)
621 filings
587 filers
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