MOS MOSAIC (MOS) Q2 FY26 earnings call
Mosaic is actively managing through a challenging market characterized by high sulfur prices and reduced fertilizer application rates, particularly in phosphates. The company is focusing on cost control, balance sheet optimization, and strategic capital allocation while positioning for an eventual market recovery. Despite near-term headwinds, management expresses confidence in its ability to navigate the current environment and benefit from pent-up demand.
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MOS operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Production volume Phosphate | 1.7M tonsWe produced 1.7 million tonnes in the fourth quarter even with an extended turnaround at our Bartow facility as well as deliberate steps to adjust production amid soft US demand.Source: earnings call transcript | — | 1.4M tonsDuring the second quarter, we produced and sold 1.4 million tonnes of phosphate despite all the turmoil in the market.Source: earnings call transcript | — |
| Shipments Phosphate | — | 1.9M tonsIn phosphate, we sold 1.9 million tonnes in the first quarter as deferred demand from the end of 2025 returned.Source: earnings call transcript | 1.4M tonsDuring the second quarter, we produced and sold 1.4 million tonnes of phosphate despite all the turmoil in the market.Source: earnings call transcript | -26.3% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.