MOS · News · 20260809N

Net Income and Profitability

MOSAIC CO · 2026-08-09 · Importance 38 · Surprise 24 · In source text

Mosaic reported a Q2 net loss of $272.8 million. The loss represented a significant deterioration from the prior-year period and exceeded the $85 million materiality threshold. High sulfur costs and phosphate production constraints were identified as the causes of the loss.

Key facts

• Mosaic reported a Q2 net loss of $272.8 million. source
• Empowered Funds LLC significantly reduced its stake in The Mosaic Company by 88.2% in the first quarter, selling 362,534 shares and retaining 48,444 shares. source
• Mosaic reported quarterly EPS of $0.13. source
• Mosaic's share price was down 7.83% year-to-date. source
• Mosaic's share price had a 7.21% rebound over the prior 30 days. source
• Institutional ownership in The Mosaic Company increased to 77.54%. source
• Analysts currently maintain a consensus "Hold" rating on Mosaic with an average price target of $27.17. source
• Simply Wall Street estimated Mosaic's fair value at $26.82, implying the stock is 14% undervalued. source

Impact estimates