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Mosaic MOS Q2 2026 earnings

Reported August 4, 2026 · After market close

Revenue$2.8BMiss by $275.4M
EPS$0.13Beat by $0.01
Revenue estimate$3.1B
EPS estimate$0.12
“Business conditions remained challenging in the second quarter, driven primarily by sulfur availability and affordability challenges, At Mosaic, we are focused on the things we can control. We've reduced phosphate production, cut costs, reduced capital expenditures and strengthened our financial flexibility while maintaining the ability to resume full production rates when markets improve. We also continue to reallocate underperforming capital in pursuit of stronger shareholder returns.”
Management

Next report

Nov 3, 2026 (in 2 months)
Revenue estimate$3.1B
EPS estimate$0.09

Financials

Q2 2026

Income statement

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Revenue$2.8B-6.0%
Gross profit$214.7M-58.6%
Operating income-$35.5M-115%
Net income-$272.8M-166%
EPS (diluted)-$0.86-167%

Balance sheet

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Cash & equivalents$305.8M+1.1%
Total debt$5.3B+35.3%
Total equity$11.5B-7.8%
Total assets$24.6B+1.4%

Cash flow

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Operating cash flow$167.4M-72.5%
CapEx$320.3M+5.2%
Free cash flow-$152.9M-150%

Valuation & ratios

Valuation

as of 09/17/26
See full
Market cap$7.88B-27.3%
Enterprise value$12.92B-10.8%
P/E27×—
P/S0.6×-0.3×

Profitability

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Gross margin11%-4.4pp
FCF margin-7.7%—

Returns & leverage

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Debt / equity0.5×+0.1×
Current ratio1.3×+0.2×

Segments

By product

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Phosphate Crop Nutrients$929.9M+14.7%
Potash Crop Nutrients$615.3M-18.0%
Performance Products$591.1M-15.0%
Other Product Types$373.6M-0.4%
Crop Nutrient Blends$284.0M+5.9%

By segment

See full
Phosphate$1.2B+6.2%
Mosaic Fertilizantes$1.0B-12.0%
Potash$650.3M-8.6%
Corporate, Eliminations and Other$181.9M+35.2%

By geography

See full
Other Foreign$569.2M+73.2%
Canpotex$305.0M-4.2%

FAQ

When did Mosaic report Q2 2026 earnings?
Mosaic (MOS) reported Q2 2026 earnings on August 4, 2026 after market close.
What were Mosaic's Q2 2026 revenue and EPS?
Mosaic reported revenue of $2.8B and eps of $0.13 for Q2 2026.
Did Mosaic beat estimates in Q2 2026?
Revenue missed the consensus estimate of $3.1B by $275.4M. EPS beat the consensus estimate of $0.12 by $0.01.
How did Mosaic's Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 6.0% from $3.0B a year earlier and eps declined 74.5% from $0.51.
Where can I find Mosaic's Q2 2026 SEC filings?
You can read the 8-K earnings release (0001285785-26-000109) and the 10-Q periodic report (0001285785-26-000112) directly on SEC EDGAR. The filing index links above go to sec.gov.