MOS · Mosaic Co

Second quarter results included revenues of $2.8 billion, an operating loss of $36 million and a net loss of $273 million; excluding notable items, adjusted EBITDA(1) totaled $407 million Second quarter sales volumes totaled 1.4 million tonnes for Phosphates, 2.0 million tonnes for Potash and 1.5 million tonnes for Mosaic Fertilizantes Third-quarter sulfur contracts were settled at $705/long ton 2026 outlook for capital expenditures reduced to $1.2 billion TAMPA, FL, August 4, 2026 - The Mosaic Company (NYSE: MOS), reported a net loss of $273 million and diluted loss per share of $0.86 for the second quarter of 2026. Adjusted EBITDA (1) was $407 million and adjusted EPS (1) was $0.13. “Business conditions remained challenging in the second quarter, driven primarily by sulfur availability and affordability challenges," said President and CEO Bruce Bodine. "At Mosaic, we are focused on the things we can control. We've reduced phosphate production, cut costs, reduced capital expenditures

First quarter results included an operating loss of $373 million and a net loss of $258 million; excluding notable items, adjusted EBITDA(1) totaled $416 million. Sales volumes in the first quarter totaled 1.9 million tonnes for Phosphate, 2.2 million tonnes for Potash, and 1.6 million tonnes for Mosaic Fertilizantes. Riverview, Bartow, and Faustina phosphoric acid production rates were at target in the first quarter. Major turnaround was completed at New Wales in March. Capital expenditures in 2026 are now expected to be $1.25 billion, reflecting a deferral of less-time sensitive spending. Phosphate production plan in the U.S. and Brazil is under review as a result of raw material constraints; partial curtailments to begin in May. TAMPA, FL, May 11, 2026 - The Mosaic Company (NYSE: MOS), reported a net loss of $258 million and diluted earnings per share (EPS) of $(0.81) for the first quarter of 2026. Adjusted EBITDA (1) was $416 million and adjusted EPS (1) was $0.05. “Business

Full year 2025 net income of $541 million. Fourth quarter net loss of $519 million was negatively impacted by several notable items. Full year 2025 adjusted EBITDA(1) was $2.4 billion. Fourth quarter adjusted EBITDA(1) of $505 million was impacted by weak U.S. demand. Fourth quarter phosphate production totaled 1.7 million tonnes, with improved performance continuing into early 2026. First quarter phosphate sales volumes are expected to recover sequentially to 1.7 to 1.9 million tonnes. 2025 potash production totaled 8.8 million tonnes, with MOP output reaching its highest level since 2019. Esterhazy delivered its strongest finished product production since 2022, and Belle Plaine set a new record. Mosaic Fertilizantes operating earnings of $277 million in 2025 up 16% and adjusted EBITDA(1) of $567 million up 65% versus the prior year. Mosaic Biosciences contributed positively to fourth quarter adjusted EBITDA. 2025 net sales more than doubled to $68 million, and net sales are targeted