Jun 2026 (Q2 FY26) — Aug 5, 2026
The Mosaic Company Q2 FY26 — Navigating Sulfur Headwinds with Strategic Cost Management and Balance Sheet Strength
Read the full callMOSAIC (MOS) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
MOSAIC earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 2,824 | −6.0% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -1.3 | −9.4 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -273 | −166.4% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$17.92 −4.78% · −$0.9
Performance −27.9% 1Y
1Y: $24.85 on 13 Oct 2025 → $17.92. High $26.53 (8 Sept 2026), low $17.92 (19 Oct 2026).
- Previous close
- $18.82
- 52-week range
- $17.92 – $26.53
- One year
- −27.89%
Overview
- Symbol
- MOS
- Sector
- Materials
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q1 FY26) — May 11, 2026
The Mosaic Company Q1 FY26 — Navigating Challenging Phosphate Markets with Strategic Capital Optimization
Read the full callDec 2025 (Q4 FY25) — Feb 25, 2026
The Mosaic Company Q4 FY25 — Phosphate Production Recovery & Cost Savings Drive 2026 Outlook
Read the full callEvery analysed call
MOSAIC earnings calls (MOS)
Financials
What the filings say
Net profit, year on year: −166% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 2,811 | 2,816 | 2,621 | 3,006 | 3,452 | 2,974 | 2,998 | 2,824 |
| Operating profit | 115 | 100 | 339 | 244 | 340 | -101 | -373 | -35 |
| Operating margin | 4.1% | 3.5% | 12.9% | 8.1% | 9.8% | −3.4% | −12.4% | −1.3% |
| Profit before tax | 174 | 190 | 313 | 564 | 599 | -263 | -286 | -301 |
| Tax rate | 27.6% | 17.8% | 20.2% | 25.9% | 29.3% | −96.8% | 10.8% | 11.2% |
| Net profit | 122 | 169 | 238 | 411 | 411 | -519 | -258 | -273 |
| EPS ($ per share) | 0.38 | — | 0.75 | 1.29 | 1.30 | — | -0.81 | -0.86 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 4 | 4 | 4 | 4 | 3 | 3 | 3 | 3 |
| Reserves | 11,065 | 9,922 | 10,511 | 12,014 | 14,203 | 14,242 | 13,926 | 14,184 |
| Total liabilities | 9,515 | 9,931 | 10,035 | 11,288 | 11,192 | 10,600 | 11,309 | 12,246 |
| Fixed assets | 11,747 | 11,690 | 11,854 | 12,475 | 12,679 | 13,585 | 13,353 | 13,983 |
| Total assets | 20,119 | 19,299 | 19,790 | 22,036 | 23,386 | 23,033 | 22,924 | 24,480 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 1,410 | 1,095 | 1,583 | 2,187 | 3,936 | 2,407 | 1,299 | 825 |
| Cash from investing | -1,945 | -1,361 | -1,189 | -1,322 | -1,260 | -1,317 | -1,261 | -1,309 |
| Cash from financing | -725 | -82 | -284 | -682 | -2,679 | -1,480 | -132 | 452 |
| Net cash flow | -1,323 | -339 | 62 | 192 | -32 | -393 | -56 | -6 |
| Capital expenditure | -954 | -1,272 | -1,171 | -1,289 | -1,247 | -1,402 | -1,252 | -1,359 |
| Free cash flow | 455 | -177 | 412 | 898 | 2,689 | 1,005 | 47 | -535 |
MOS revenue by segment
Phosphates shrank from 37% to 34% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Mosaic Fertilizantes | 50% | 39% | 36% | 39% | 46% | 39% | 31% | 37% | -12.0% |
| Phosphates | 36% | 22% | 37% | 33% | 30% | 30% | 40% | 34% | -1.6% |
| Potash | 19% | 19% | 22% | 24% | 20% | 23% | 22% | 23% | -10.1% |
| Corporate Eliminations and Other | 0% | 11% | 6% | 4% | 3% | 9% | 6% | 6% | +35.2% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
MOS operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | 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.
Revenue by region
Q2 FY2026 · share of revenue
- Total Foreign 71%
- BR 35% ↓ 13 pt
- US 29% ↑ 3 pt
- Other Foreign 20% ↑ 19 pt
- CA 15% ↑ 13 pt
- Canpotex 11% ↑ 3 pt
As MOS cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
34 filings between Nov 11, 2025 and Sep 23, 2026.
Open market
decisions to buy or sellPurchases
$17.5K
1 purchase by 1 insider
Sales
$508.8K
1 sale by 1 insider
Compensation
not trading decisions- 1
- Award — granted as compensation
- 24
- Option exercise — converted options into shares
- 7
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Precourt Walter F. III | — | $508.8K | Aug 19, 2026 |
| Kuzenko Jody Lynne | $17.5K | — | Nov 11, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 23, 2026 | Little Sonya C Director | Award | 65 | $1.6K |
| Aug 19, 2026 | Precourt Walter F. III SVP - Chief Admin Officer | Sale | 23,000 | $508.8K |
| May 28, 2026 | Seaton David Thomas Director | Option exercise | 3,167 | $0 |
| May 28, 2026 | BEEBE CHERYL K Director | Option exercise | 2,437 | $0 |
| May 28, 2026 | Teixeira Joao Roberto Goncalves Director | Option exercise | 4,873 | $0 |
| May 28, 2026 | Koenig Emery N. Director | Option exercise | 4,873 | $0 |
| May 28, 2026 | Watkins Gretchen H Director | Option exercise | 4,873 | $0 |
| May 28, 2026 | Gitzel Timothy S. Director | Option exercise | 4,873 | $0 |
| May 28, 2026 | Shanahan Kathleen M Director | Option exercise | 4,873 | $0 |
| May 28, 2026 | Kuzenko Jody Lynne Director | Option exercise | 4,873 | $0 |
| May 28, 2026 | Little Sonya C Director | Option exercise | 4,873 | $0 |
| May 28, 2026 | EBEL GREGORY L Director | Option exercise | 7,310 | $0 |
| May 28, 2026 | WESTBROOK KELVIN R Director | Option exercise | 2,437 | $0 |
| Mar 9, 2026 | Wang Yijun EVP-Commercial | Option exercise | 3,211 | $0 |
| Mar 9, 2026 | Flugel Russell A Principal Accounting Officer | Option exercise | 1,108 | $0 |
| Mar 9, 2026 | Flugel Russell A Principal Accounting Officer | Tax withheld | 2,384 | $64.2K |
| Mar 9, 2026 | Swager Karen A EVP - Operations | Option exercise | 12,181 | $0 |
| Mar 9, 2026 | Swager Karen A EVP - Operations | Option exercise | 5,138 | $0 |
| Mar 9, 2026 | Swager Karen A EVP - Operations | Tax withheld | 6,087 | $163.9K |
| Mar 9, 2026 | Wang Yijun EVP-Commercial | Option exercise | 7,613 | $0 |
| Mar 9, 2026 | Wang Yijun EVP-Commercial | Tax withheld | 4,406 | $118.6K |
| Mar 9, 2026 | Bauer Philip Eugene Sr. VP, Gen Counsel & Corp Sec | Option exercise | 7,613 | $0 |
| Mar 9, 2026 | Bauer Philip Eugene Sr. VP, Gen Counsel & Corp Sec | Option exercise | 3,211 | $0 |
| Mar 9, 2026 | Bauer Philip Eugene Sr. VP, Gen Counsel & Corp Sec | Tax withheld | 4,260 | $114.7K |
| Mar 9, 2026 | Precourt Walter F. III SVP - Chief Admin Officer | Option exercise | 12,181 | $0 |
| Mar 9, 2026 | Precourt Walter F. III SVP - Chief Admin Officer | Option exercise | 5,138 | $138.3K |
| Mar 9, 2026 | Precourt Walter F. III SVP - Chief Admin Officer | Tax withheld | 6,667 | $179.5K |
| Mar 9, 2026 | Bodine Bruce M. President and CEO | Option exercise | 13,704 | $0 |
| Mar 9, 2026 | Bodine Bruce M. President and CEO | Option exercise | 5,780 | $0 |
| Mar 9, 2026 | Bodine Bruce M. President and CEO | Tax withheld | 7,668 | $206.4K |
| Mar 9, 2026 | Flugel Russell A Principal Accounting Officer | Option exercise | 4,437 | $0 |
| Jan 5, 2026 | Bauer Philip Eugene Sr. VP, Gen Counsel & Corp Sec | Tax withheld | 1,739 | $43.5K |
| Jan 2, 2026 | Bauer Philip Eugene Sr. VP, Gen Counsel & Corp Sec | Option exercise | 5,865 | $0 |
| Nov 11, 2025 | Kuzenko Jody Lynne Director | Purchase | 685 | $17.5K |
| May 29, 2025 | Kuzenko Jody Lynne Director | Option exercise | 6,022 | $0 |
| May 29, 2025 | Watkins Gretchen H Director | Option exercise | 6,022 | $0 |
| May 29, 2025 | Shanahan Kathleen M Director | Option exercise | 2,413 | $0 |
| May 29, 2025 | Teixeira Joao Roberto Goncalves Director | Option exercise | 6,022 | $0 |
| May 29, 2025 | Teixeira Joao Roberto Goncalves Director | Tax withheld | 1,807 | $64.9K |
| May 29, 2025 | Koenig Emery N. Director | Option exercise | 6,022 | $0 |
| May 29, 2025 | Gitzel Timothy S. Director | Option exercise | 6,022 | $0 |
| May 29, 2025 | Little Sonya C Director | Option exercise | 2,413 | $0 |
| May 29, 2025 | Precourt Walter F. III SVP - Chief Admin Officer | Sale | 18,000 | $643.1K |
| May 29, 2025 | WESTBROOK KELVIN R Director | Option exercise | 3,011 | $0 |
| May 29, 2025 | BEEBE CHERYL K Director | Option exercise | 3,011 | $0 |
| May 29, 2025 | EBEL GREGORY L Director | Option exercise | 9,033 | $0 |
| May 29, 2025 | Seaton David Thomas Director | Option exercise | 3,914 | $0 |
| May 23, 2025 | Flugel Russell A Principal Accounting Officer | Tax withheld | 999 | $35.1K |
| May 23, 2025 | Flugel Russell A Principal Accounting Officer | Option exercise | 4,099 | $0 |
| May 8, 2025 | Bodine Bruce M. President and CEO | Sale | 180,708 | $5.70M |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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