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Mosaic MOS Performance Products — Net Sales

Other product segments

Phosphate Crop Nutrients
$929.9M+14.7%
Potash Crop Nutrients
$615.3M-18.0%
Other Product Types
$373.6M-0.4%
Crop Nutrient Blends
$284M+5.9%
Phosphate Rock
$30.2M-71.4%

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Other financials

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

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Market cap$7.44B-24.2%
Enterprise value$12.48B-7.3%
P/E25.5×-40.5×
P/S0.6×-0.3×

Profitability

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Gross margin11%-4.4pp
Operating margin8.6%+1.6pp
Net margin10.3%+7.1pp
FCF margin-7.7%

Returns & leverage

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Return on equity10%+6.9pp
Debt / equity0.5×+0.1×
Current ratio1.3×+0.2×

Where this comes from

Reported directly by Mosaic in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Mosaic’s 10-Q, filed August 5, 2026.

Filed
Aug 5, 2026, 2:20 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001285785-26-000112
(in millions)Three Months Ended June 30, 2026Three Months Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Sales by product type:
Phosphate Crop Nutrients$929.9$811.0$1,971.4$1,531.3
Potash Crop Nutrients615.3750.51,178.31,257.9
Crop Nutrient Blends284.0268.2653.7608.3
Performance Products(a)591.1695.21,163.61,193.0
Phosphate Rock30.2105.759.2225.6
Other(b)373.6375.1795.9810.5
$2,824.1$3,005.7$5,822.1$5,626.6

ITEM 1. FINANCIAL STATEMENTS

FAQ

What is Mosaic's performance products — net sales?
Mosaic (MOS) reported performance products — net sales of $591.1M in Q2 2026.
How has Mosaic's performance products — net sales changed year-over-year?
Mosaic's performance products — net sales decreased by 15.0% year-over-year, from $695.2M to $591.1M.
What is the long-term trend for Mosaic's performance products — net sales?
Over 4 years (2021 to 2025), Mosaic's performance products — net sales has grown at a 6.8% compound annual growth rate (CAGR), from $1.97B to $2.57B.
What does performance products — net sales mean?
This metric represents the total revenue generated from external customers by the segment dedicated to specialized, high-value fertilizer products and additives. It reflects the company's ability to monetize premium agricultural inputs that differentiate its portfolio from commodity-grade fertilizers. Tracking these sales provides insight into market demand for advanced crop nutrition solutions and the segment's contribution to overall top-line performance.

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