MOS · Mosaic Co
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 5, 2026TL;DR. Mosaic swung to a Q2 net loss of $273 million on sulfur-driven phosphate curtailments, but secured Q3 sulfur at $705/long ton well below spot, cut 2026 capex to $1.2 billion, and maintained $407 million of adjusted EBITDA while potash held flat year-over-year at $278 million.
- + Locked in Q3 sulfur at $705/long ton, considerably below current spot market.
- + Reduced 2026 capital expenditures outlook to $1.2 billion from $1.25 billion.
- + Potash segment delivered $278 million of adjusted EBITDA, equal to the prior-year quarter.
- + Mosaic Biosciences expected to double 2026 revenues versus 2025's $68 million.
- + Fortified liquidity with a $1 billion term loan to refinance short-term commercial paper and left $2.5 billion revolver untapped.
- − Phosphate and Fertilizantes segments swung to operating losses as production was curtailed.
- − Mosaic Fertilizantes Q3 adjusted EBITDA expected to fall below the $60 million Q2 result amid full-quarter impact of curtailments.
- − Q2 free cash flow was negative $153 million as operating cash flow fell to $167 million from $610 million.
- − Q2 results included $351 million of pre-tax notable items, including a $162 million Ma'aden mark-to-market loss and $69 million project write-off.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Average finished product selling price (Mosaic Fertilizantes) | $585 | Three months ended June 30, 2026 filing | — |
| Average finished product selling price (Phosphate) | $754 | Three months ended June 30, 2026 filing | — |
| Average finished product selling price (Potash) | $280 | Three months ended June 30, 2026 filing | — |
| Brazil MAP price (delivered price to third party) | $835 | Three months ended June 30, 2026 filing | — |
| Brazilian phosphate rock production | 0.7M | the three months ended June 30, 2026 filing | — |
| Mosaic Fertilizantes average cost - Ammonia | $815 | Three months ended June 30, 2026 filing | — |
| Mosaic Fertilizantes average cost - Blended rock | $105 | Three months ended June 30, 2026 filing | — |
| Mosaic Fertilizantes average cost - Sulfur | $516 | Three months ended June 30, 2026 filing | — |
| Operating rate for potash production | 64% | Three months ended June 30, 2026 filing | — |
| Operating rate for processed phosphate production | 58% | Three months ended June 30, 2026 filing | — |
| Phosphate operating rate | 47% | the three months ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Agricultural Inputs — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
MOS
this stock
Mosaic Co
|
$7.31B | -11.6% | +8.4% | — | 9.7% |
|
CTVA
Corteva, Inc.
|
$52.26B | -81.5% | +2.9% | 51.2 | 3.1% |
|
NTR
Nutrien Ltd.
|
$34.47B | +13.8% | — | — | 1.6% |
|
CF
CF Industries Holdings, Inc.
|
$17.73B | +50.0% | +19.3% | 8.7 | 6.5% |
|
YARIY
Yara International ASA
|
$11.64B | +6.5% | — | — | 0.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| MOS | -4.3% | -17.6% | -11.1% | -1.7% | -11.6% |
| SPY | +1.2% | +0.6% | +11.6% | +1.6% | +13.6% |
| vs SPY | -5.5% | -18.2% | -22.6% | -3.3% | -25.2% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.