Mosaic shares drop 14% on Q4 loss amid rising sulfur costs, but full-year profit remains strong.

Mosaic's shares fell about 14% recently after reporting a Q4 2025 net loss of $519.5 million, driven by soaring sulfur costs and a $189 million impairment charge. Despite this, the company posted a full-year net income of $540.7 million, highlighting a more positive overall performance. Investor interest is growing on social platforms due to geopolitical supply concerns and strong growth in Mosaic's Brazil segment. Analysts remain cautious, citing ongoing cost pressures and delayed margin expansion, while management expects working capital improvements and cost reductions in 2026.