The Mosaic Company (MOS) Q3 2025 Earnings Call Transcript
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The Mosaic Company (MOS) Q3 2025 Earnings Call Transcript

Q3: 2025-11-04 Earnings Summary

EPS of $1.04 beats by $0.09

 | Revenue of $3.45B (22.81% Y/Y) misses by $77.91M

The Mosaic Company (MOS) Q3 2025 Earnings Call November 5, 2025 11:00 AM EST

Company Participants

Jason Tremblay – Vice President of Enterprise Strategy & Business Support
Bruce Bodine – CEO, President & Director
Jenny Wang – Executive Vice President of Commercial
Luciano Pires – Executive VP & CFO

Conference Call Participants

Christopher Parkinson – Wolfe Research, LLC
Joel Jackson – BMO Capital Markets Equity Research
Andrew Wong – RBC Capital Markets, Research Division
Lucas Beaumont – UBS Investment Bank, Research Division
Matthew DeYoe – BofA Securities, Research Division
Suk Lee – Goldman Sachs Group, Inc., Research Division
Benjamin Theurer – Barclays Bank PLC, Research Division
Edlain Rodriguez – Mizuho Securities USA LLC, Research Division
David Symonds – BNP Paribas, Research Division
Kristen Owen – Oppenheimer & Co. Inc., Research Division
Vincent Andrews – Morgan Stanley, Research Division

Presentation

Operator

Good morning, and welcome to The Mosaic Company’s Third Quarter 2025 Earnings Conference Call. [Operator Instructions]

And now I’ll turn the call over to Jason Tremblay. Please go ahead.

Jason Tremblay
Vice President of Enterprise Strategy & Business Support

Thank you, and welcome to our third quarter 2025 earnings call. Opening comments will be provided by Bruce Bodine, President and Chief Executive Officer; Jenny Wang, Executive Vice President, Commercial, will then cover the market update; and Luciano Siani Pires, Executive Vice President and Chief Financial Officer, will review financial results and capital allocation progress. We will then open the floor for questions.

We will be making forward-looking statements during this conference call. The statements include, but are not limited to statements about future financial and operating results. They are based on management’s beliefs and expectations as of today’s date and are subject to significant risks and uncertainties. Actual results may differ materially from projected results. Factors that could cause actual results to differ materially from those in the forward-looking statements are included in our press release

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