Price
$23.06+11.13%Social Signal Score
Analyst Ratings
49 analystsRevenue
$2.82B+44.66%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Bruce Bodine Jr.
- Sector
- Basic Materials
- Industry
- Agricultural Inputs
- Employees
- 13,249
- Beta
- 0.83
- Country
- US
- Piotroski score
- 7 / 9 (Strong)
- Altman Z-score
- 1.75
Financials
Revenue
$2.82B+44.7%Net Income
$-272.80M-795.9%EBITDA
$193.10M-11.7%Free Cash Flow
$-152.90MEPS (diluted)
$-0.86-881.8%Shares Outstanding (diluted)
317.90M-9.6%Operating Expenses
$131.60MCash & Debt
$294.00MReturn of Capital
$69.90MRevenue by Segment (annual)
$12.09BDividend per Share
$0.22Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $12.05B | $540.70M | $1.70 |
| 2024 | $11.12B | $174.90M | $0.55 |
| 2023 | $13.70B | $1.16B | $3.52 |
| 2022 | $19.13B | $3.58B | $10.17 |
| 2021 | $12.36B | $1.63B | $4.31 |
| 2020 | $8.68B | $666.10M | $1.76 |
| 2019 | $8.91B | $-1.07B | $-2.69 |
| 2018 | $9.59B | $470.00M | $1.22 |
| 2017 | $7.41B | $-107.20M | $-0.31 |
| 2016 | $7.16B | $297.80M | $0.85 |
| 2015 | $8.90B | $1.00B | $2.79 |
| 2014 | $9.06B | $1.03B | $2.69 |
| 2013 | $8.17B | $576.00M | $1.37 |
| 2012 | $9.97B | $1.89B | $4.44 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from MOS's reported EPS growth of -7.1% a year over 13 years.
- EPS in 5 years
- $1.18
- Implied price
- $16.51
- Return from $21.07
- -4.8% a year
To earn 15.0% a year on these assumptions you'd need to buy at $8.21 — -61.0% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 10 | 12 | 14 | 16 | 18 |
|---|---|---|---|---|---|
| -17.1% | -20.5% | -17.6% | -15.0% | -12.7% | -10.6% |
| -12.1% | -15.8% | -12.6% | -9.9% | -7.4% | -5.2% |
| -7.1% | -11.0% | -7.7% | -4.8% | -2.2% | 0.1% |
| -2.1% | -6.2% | -2.7% | 0.4% | 3.1% | 5.5% |
| 2.9% | -1.4% | 2.3% | 5.5% | 8.3% | 10.9% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
48+58.89%Social Signal Score
Mentions (20)
- News (RSS)zerohedge·20h ago·Neutral
…. shares (HUBS) are down 1.4% after Raymond James downgraded the software company to market perform from outperform, citing near-term uncertainty. Mosaic Co. shares (MOS) fall 1.1% after RBC Capital Markets cut its recommendation on the fertilizer firm to sector perform from outperform on delayed phosphate recovery. PTC (PTC) surges 36% after Schneider Electric agreed to acquire the company. Samsara Inc. shares (IOT) are up 0.9% after Jefferies started coverage on the stock with a buy rating and…
View source ↗ - Newsglobenewswire.com·6d ago·Positive
Green Circle Decarbonize Technology Limited Submits Tender Proposals for Chiller Replacement Engineering at MOS Centre and Air-Conditioning Retrofit & Operation and Maintenance at Nan Fung Centre in Hong Kong Hong Kong, Sept. 30, 2026 (GLOBE NEWSWIRE) -- Green Circle Decarbonize Technology Limited (the “Company”) (NYSE: GCDT), a premier provider of customized energy-saving solutions, today announced its wholly owned subsidiary, Boca International Limited, has submitted two competitive tender pro…
View source ↗ - Newsprnewswire.com·13d ago·Neutral
THE MOSAIC COMPANY ANNOUNCES EXECUTIVE LEADERSHIP CHANGES TAMPA, Fla., Sept. 23, 2026 /PRNewswire/ -- The Mosaic Company (NYSE: MOS) today announced that Karen Swager, Executive Vice President – Operations, plans to retire.
View source ↗ - News (RSS)yahoo·14d ago·Positive
Mosaic Co. (MOS) Was Just Added to the Portfolio: Why the Fertilizer Stock Looks Undervalued
View source ↗ - News (RSS)economictimes·24d ago·Neutral
… the MEA said, "Warmly welcome Crown Prince of Abu Dhabi H.H. Sheikh Khaled bin Mohamed bin Zayed Al Nahyan to the 18th BRICS Summit in New Delhi. He was received by MOS @KVSinghMPGonda at the airport.""The visit will be an opportunity to further strengthen India-UAE Comprehensive Strategic Partnership centred on robust trade and energy security for shared prosperity," the ministry said.Earlier on Saturday, Prime Minister Modi held bilateral meetings with Malaysian Prime Minister Anwar Ibrahim a…
View source ↗ - News (Marketaux)seekingalpha.com·26d ago·Negative
The Mosaic Company: Sulfur Prices Are Crushing Margins With No End In Sight (NYSE:MOS) The Mosaic Company[+140 characters]
View source ↗ - Newsbusinesswire.com·28d ago·Positive
Alpha and Omega Semiconductor's New αMOS E2™ 600V Super Junction MOSFETs Support Optimized Electrical/Thermal Paths, Boosted System Performance and Long-Term Reliability SUNNYVALE, Calif.--(BUSINESS WIRE)--αMOS E2™ 600V Super Junction High‑Voltage MOSFETs meet the growing demands for enhanced efficiency and increased power density management capabilities.
View source ↗ - 4chan /biz/biz·31d ago·Neutral
>>62660993 >he's not holding UAN for those sweet, sweet dividends I'm also holding MOS/CF/NTR tho
View source ↗ - Newszacks.com·32d ago·Neutral
Why Is Mosaic (MOS) Up 10.1% Since Last Earnings Report? Mosaic (MOS) reported earnings 30 days ago. What's next for the stock?
View source ↗ - 4chan /biz/biz·33d ago·Neutral
>>62652613 I'm very happy with my NTR bag and I might get some MOS soon
View source ↗ - Newsyoutube.com·33d ago·Positive
2 Deeply Undervalued Stocks to Rent Now, Not Own Forever These cheap no-moat stocks look too good to pass up.
View source ↗ - 4chan /biz/biz·35d ago·Positive
>>62647338 >MOS o-okay... n-now it's a buy...
View source ↗ - 4chan /biz/biz·35d ago·Neutral
>>62647332 WEAT MOS
View source ↗ - Newsprnewswire.com·39d ago·Negative
MOSAIC ANNOUNCES QUARTERLY DIVIDEND OF $0.22 PER SHARE TAMPA, Fla., Aug. 27, 2026 /PRNewswire/ -- The Mosaic Company (NYSE: MOS) announced today that its Board of Directors declared a quarterly dividend of $0.22 per share on the Company's common stock.
View source ↗ - News (RSS)zerohedge·41d ago·Neutral
…nergy Ministry said repairs at Karachaganak are scheduled for mid-September, with oil production losses expected to reach up to 450k tons, Interfax reported. Mosaic (MOS) predicts a phosphate shortage in Brazil starting in September, citing waning domestic stockpiles, CNN Brasil reported citing an executive. Trade/tariffs Canada is reportedly to announce retaliatory tariffs against the US on Tuesday, according to an AP source. US President Trump said in tele-rally that the country desperately ne…
View source ↗ - Newszacks.com·45d ago·Neutral
MOS Launches Enzyme-Based Residue Management Product Mosaic launches Enzara, an enzyme-based residue solution that works at 32 degree F to speed decomposition and support plant-ready field conditions sooner.
View source ↗ - Newsprnewswire.com·49d ago·Neutral
Mosaic Biosciences Launches New Product to Accelerate Crop Residue Breakdown and Improve Spring Field Readiness Renuvis Enzara™ from Mosaic Biosciences ® helps growers break down heavy residue faster to reach plant-ready conditions sooner TAMPA, Fla., Aug. 17, 2026 /PRNewswire/ -- Mosaic Biosciences® today announced the launch of Renuvis Enzara™, an innovative residue management solution designed to help growers accelerate the natural decomposition of crop residue and support more consistent, p
View source ↗ - Newsprnewswire.com·50d ago·Neutral
…nnounces Final Results of Offers to Purchase for Cash Certain of its Outstanding Debt Securities TAMPA, Fla., Aug. 17, 2026 /PRNewswire/ -- The Mosaic Company (NYSE: MOS) ("Mosaic") today announced the expiration and final results of its previously announced cash tender offers (collectively, the "Offers") to purchase the outstanding 4.050% Senior Notes due 2027 (the "2027 Notes"), 7.30% Debentures due 2028 (the "2028 Debentures"), 5.375% Senior Notes due 2028 (the "2028 Notes") and 4.350% Senio…
View source ↗ - Newsprnewswire.com·52d ago·Neutral
…nnounces Pricing Terms of Offers to Purchase for Cash Certain of its Outstanding Debt Securities TAMPA, Fla., Aug. 14, 2026 /PRNewswire/ -- The Mosaic Company (NYSE: MOS) ("Mosaic") today announced the Reference Yield and Total Consideration (as set forth in the table below) to be paid in connection with its previously announced cash tender offers (collectively, the "Offers") to purchase the outstanding notes described below, in each case upon the terms and subject to the conditions set forth in…
View source ↗ - Newsmarketbeat.com·58d ago·Negative
Mosaic Q2 Earnings Call Highlights Mosaic NYSE: MOS said it is managing production, costs and liquidity through what Chief Executive Officer Bruce Bodine described as a difficult phosphate market shaped by unusually high sulfur prices and constrained supply.
View source ↗
Earnings
Tue, Nov 3(in 4 weeks)
Consensus estimate $0.04 per share
Typical surprise -15.1% (median, so one quarter with a near-zero estimate can't distort it)
- Tue, Aug 4$0.13 vs $0.12beat
- Mon, May 11$0.05 vs $0.24miss
- Tue, Feb 24$0.22 vs $0.48miss
- Tue, Nov 4$1.04 vs $0.97beat
- Tue, Aug 5$0.51 vs $0.67miss
- Tue, May 6$0.49 vs $0.45beat
Estimates and results for MOS via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by MOS officers and directors.
- Bought
- $17k
- Sold
- $6.9m
1 trade
3 trades
- Precourt Walter F. Iiisold
- Kuzenko Jody Lynnebought
- Precourt Walter F. Iiisold
- Bodine Bruce M.sold
96 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Ro Khannahouse · CA17 · disclosed Aug 12, 2026 (36d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed May 11, 2026 (27d later)Sell$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Feb 13, 2026 (35d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Feb 10, 2026 (12d later)Sell$1,001 - $15,000
- Val Hoylehouse · OR04 · disclosed Oct 10, 2025 (17d later)Sell$1,001 - $15,000
- Thomas Richard Carpersenate · DE · disclosed Mar 29, 2024 (1d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Feb 5, 2024 (26d later)Sell$1,001 - $15,000
- Thomas Richard Carpersenate · DE · disclosed Jan 3, 2024 (23d later)Sell$1,001 - $15,000
- Daniel Goldmanhouse · NY10 · disclosed Aug 13, 2023 (45d later)Sell$1,001 - $15,000
- Daniel Goldmanhouse · NY10 · disclosed Aug 13, 2023 (32d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Jun 12, 2023 (24d later)Buy$1,001 - $15,000
- Daniel Goldmanhouse · NY10 · disclosed May 19, 2023 (39d later)Buy$1,001 - $15,000
- Daniel Goldmanhouse · NY10 · disclosed May 19, 2023 (39d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed May 8, 2023 (28d later)Sell$1,001 - $15,000
- Daniel Goldmanhouse · NY10 · disclosed Apr 17, 2023 (47d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Apr 7, 2023 (24d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Mar 8, 2023 (26d later)Sell$1,001 - $15,000
- Thomas Richard Carpersenate · DE · disclosed Mar 1, 2023 (8d later)Buy$1,001 - $15,000
- Virginia Ann Foxxhouse · NC05 · disclosed Dec 6, 2022 (15d later)Sell$15,001 - $50,000
- Ro Khannahouse · CA17 · disclosed Dec 6, 2022 (33d later)Sell$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.