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Mar 31, 2025
Mosaic Q1 2025 Earnings Report
Mosaic reported Q1 2025 results with lower net sales across all segments and a decline in profitability compared to the previous year.
Key Takeaways
Mosaic's Q1 2025 performance reflected continued market pressure with lower realized prices and volumes across segments, resulting in reduced revenues and profitability.
Net sales fell across Potash, Phosphates, and Mosaic Fertilizantes segments.
EPS declined to $0.30, with adjusted EPS at $0.33.
Net income for the quarter was $104 million, significantly down from the prior year.
Operating income dropped to $218 million amid lower gross margins.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Mosaic expects continued pressure in fertilizer markets due to elevated inventory levels and uncertain pricing but remains optimistic for improvement in the second half of the year.
Positive Outlook
- Expectations for price recovery in the second half of 2025.
- Improved cost discipline and operating efficiencies.
- Strong demand anticipated in Brazil during the planting season.
- Global grain markets remain supportive of fertilizer usage.
- Enhanced focus on cash preservation and capital returns.
Challenges Ahead
- Weak pricing environment in early Q2.
- High inventory levels across key markets.
- Currency volatility in South America.
- Lower-than-expected volumes in Potash and Phosphates.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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