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Mar 31
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.
Mosaic
Mosaic
Mosaic Revenue by Segment
Mosaic Revenue by Geographic Location
Revenue by Segment
Potash Revenue
CapyFin.comPhosphates Revenue
CapyFin.comMosaic Fertilizantes Revenue
CapyFin.comRevenue by Geographic Location
North America Revenue
CapyFin.comSouth America Revenue
CapyFin.comAsia Pacific Revenue
CapyFin.comOther Revenue
CapyFin.com 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.
- Increased freight and logistics costs impacting margins.
Revenue & Expenses
Visualization of income flow from segment revenue to net income