MOS · News · 20260805N
Net Income and Profitability
MOSAIC CO · 2026-08-05 · Importance 77 · Surprise 82 · No source text
Mosaic reported a second-quarter 2026 net loss of $273 million, or $0.86 diluted loss per share, compared with $419.7 million of net income and $0.51 earnings per share in the prior-year quarter. The loss reflected sulfur availability challenges, mark-to-market adjustments, project write-offs, higher raw-material costs and lower production volumes. Adjusted earnings were reported at $0.13 per share, compared with $0.51 per share a year earlier and consensus estimates ranging from $0.09 to $0.16. Phosphate profitability was particularly affected by curtailed production in the United States and Brazil.
Key facts
- Mosaic reported Q2 revenue of $2.82 billion, net loss of $265.5 million, and diluted EPS of ($0.86) versus prior-year revenue of $3.01 billion and prior-year net income of $419.7 million. source
- Mosaic reported a net loss of US$273 million and diluted loss per share of US$0.86 for Q2 2026 attributed primarily to sulfur availability challenges, mark-to-market adjustments, and project write-offs. source
- Mosaic said adjusted earnings were $0.13 per share which surpassed the Zacks Consensus Estimate of $0.09. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| net_income | negative | realized | -24.3% | Mosaic reported Q2 revenue of $2.82 billion, net loss of $265.5 million, and diluted EPS of ($0.86) versus prior-year revenue of $3.01… |
| revenue | negative | realized | -6.7% | Mosaic reported Q2 revenue of $2.82 billion, net loss of $265.5 million, and diluted EPS of ($0.86) versus prior-year revenue of $3.01… |