MOS · 10-Q · 2026Q3 · Full report

Revenue Performance and Mix

MOSAIC CO · 2026-11-04 · Importance 54 · Surprise 40

Consolidated net sales for the three months ended September 30, 2026 fell 10% year over year to $3,100.6 million, while nine-month net sales declined 2% to $8,922.7 million. Phosphate nine-month sales increased 11% to $3,967.2 million, with higher prices contributing approximately $285 million and higher volumes approximately $90 million. Mosaic Fertilizantes nine-month sales declined 13% to $3,224.9 million as lower finished-goods volumes reduced sales by approximately $910 million, partly offset by a $490 million benefit from higher prices. Potash nine-month sales were down 1% to $1,961.1 million, as a $125 million volume headwind was largely offset by approximately $100 million from higher prices.

Key facts