Mosaic Q4 adjusted EPS misses analyst expectations

Mosaic

24/02/2026 21:27

Overview

Fertilizer producer's Q4 adjusted EPS missed analyst expectations

Company reported Q4 net loss of $519 mln, impacted by notable items

Q4 adjusted EBITDA of $505 mln impacted by weak U.S. demand

Outlook

Mosaic expects 2026 capital expenditures to be approximately $1.5 bln

Company forecasts 2026 Biosciences net sales to double from 2025

Mosaic expects Q1 2026 phosphate sales volumes of 1.7 to 1.9 mln tonnes

Result Drivers

PHOSPHATE CHALLENGES - Lower U.S. phosphate demand and higher raw material costs led to lower sales volumes and increased expenses in Q4

POTASH GAINS - Higher prices and sales volumes boosted Potash segment's adjusted EBITDA in Q4

MOSAIC FERTILIZANTES IMPROVEMENT - Operating earnings and adjusted EBITDA increased due to cost reductions and higher sales prices

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Adjusted EPS
Miss
$0.22
$0.47 (13 Analysts)
Q4 EPS
-$1.64
Q4 Net Income
-$519 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 10 "strong buy" or "buy", 11 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the agricultural chemicals peer group is "buy"

Wall Street's median 12-month price target for Mosaic Co is $33.00, about 14.9% above its February 23 closing price of $28.73

The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 9 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)