AI brief of an SEC Form 8-K · Mosaic Company (The) (MOS)

Mosaic Q3 net income rises to $411 million; diluted EPS $1.29 vs $0.38 a year earlier

Positive Impact 3 of 5 earnings Written later

Mosaic reported third-quarter 2025 net income of $411 million and diluted earnings per share of $1.29, up from $122 million and $0.38 in the same quarter of 2024. Net sales rose to $3.5 billion from $2.8 billion, and adjusted EBITDA rose 80% to $806 million, driven mainly by Mosaic Fertilizantes and higher potash prices. Net income included $135 million of pre-tax notable items, mainly a $308 million mark-to-market gain on Ma'aden shares, and the company gave full-year 2025 and fourth-quarter outlook figures.

Key points

  • Q3 2025 net sales $3.5 billion vs. $2.8 billion in Q3 2024; adjusted EBITDA $806 million vs. $448 million
  • Diluted EPS $1.29 vs. $0.38 a year earlier; adjusted EPS $1.04
  • Notable items added $135 million pre-tax, including a $308 million Ma'aden gain offset by a $75 million loss on the Taquari mine held for sale
  • Q4 2025 Mosaic Fertilizantes segment adjusted EBITDA expected to be approximately $100 million

The filing

CompanyMosaic Company (The) (MOS)
Form8-K, current report
Filed with the SECNov 4, 2025, 5:01 PM ET
Accession number0001628280-25-048961

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 12:57 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 04, 2025.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.