MOS · 10-Q · 2026Q2 · Full report
Distribution Channels
MOSAIC CO · 2026-08-05 · Importance 58 · Surprise 56 · From source text
Mosaic's China and India distribution businesses generated $179.9 million of revenue in the second quarter, up from $132.4 million, and $356.9 million for the six months, up from $279.9 million. The growth was driven by higher selling prices and sales volumes, partly offset by higher product costs. These businesses are included within Corporate, Eliminations and Other rather than the three operating segments. The disclosure indicates continued activity through indirect distribution channels in China and India.
Key facts
- China and India sales for the three months ended June 30, 2026: revenue $179.9 million and gross margin $20.1 million; compared to revenue $132.4 million and gross margin $19.7 million in the prior year period. source
- Disruptions of our operations at any of our key production, distribution, transportation or terminaling facilities, including those of Canpotex or any joint venture in which we participate, could affect our business. source
- Shortages or other unavailability of trucks, railcars, tugs, barges and ships for carrying our products and raw materials are cited as a risk. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +1.7% | China and India sales for the three months ended June 30, 2026: revenue $179.9 million and gross margin $20.1 million; compared to revenue… |