MOS · News · 20260804N

Revenue Performance and Mix

MOSAIC CO · 2026-08-04 · Importance 43 · Surprise 32

Second-quarter 2026 revenue declined 6% year over year to $2.82 billion from $3.01 billion. Revenue missed the $3.05 billion to $3.10 billion analyst consensus by approximately $230 million to $280 million. Lower sales volumes across Mosaic’s segments and phosphate production curtailments contributed to the decline. Phosphate performance was pressured by sulfur availability, while the potash business remained comparatively steady.

Key facts

• The Mosaic Company posted Q2 EPS of $0.13 against an estimated $0.16 and revenue of $2.8 billion compared to the consensus estimate of $3.05 billion. source
• Mosaic reported Q2 revenue of $2.82 billion, falling short of FactSet's estimate of $3.10 billion. source