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The Mosaic Company (MOS) earnings date & Q2 2026 results
The quarter in brief
Revenue fell 6.0% y/y to $2.82B, operating margin −1.3% vs 8.1%, net loss $273M (vs net income $411M a year earlier).
Net sales
$2,824M
down 6.0% y/y
Next report
not announced yet
All figures in $M.
| Line item | Amount and change |
|---|---|
| Net sales | $2,824 · −6.0% |
| Income Tax Benefit | $33.8 · vs −$146 |
| Equity in net earnings of nonconsolidated companies | $1.6 · +14.3% |
| Net earnings (loss) attributable to Mosaic | $273 · vs $411 |
| Cost of goods sold | $2,609 · +4.9% |
| Selling, general and administrative expenses | $132 · −21.3% |
| Loss on assets sold and to be sold | $6.2 · vs $0 |
| Other operating expense | $112 · +5.0% |
| Interest expense, net | $62.8 · +18.5% |
| Foreign currency transaction gain (loss) | $39.4 · −76.7% |
| Other income (expense) | $163 · −19.8% |
| Less: Net earnings attributable to noncontrolling interests | $7.3 · −18.9% |
Verdict: revenue fell 6.0% y/y to $2.82B, operating margin −1.3% vs 8.1%, net loss $273M (vs net income $411M a year earlier).
Diluted loss per share $0.86 vs earnings of $1.29 a year earlier; adjusted EPS $0.13 and adjusted EBITDA $407 million (non-GAAP); 2026 capital expenditure outlook reduced to $1.2 billion.
Source and notation
Source: Mosaic press release, 8-K EX-99.1 of 08/04/2026 (SEC EDGAR). Every figure was matched against the income statement in the release and checked against SEC XBRL.
Open the chart as a PNG image ↗ · for sharing and presentations · free to reuse, CC BY 4.0
- Results were hit by $351 million of pre-tax notable items, mainly $162 million of mark-to-market adjustments on Mosaic's holding of Ma'aden shares, $69 million of non-cash project write-offs and $49 million related to foreign currency transactions.
- Gross margin fell to $214.7M from $518.6M as sulfur availability and affordability challenges weighed on phosphates; the Phosphate segment posted an operating loss of $104 million while Potash earned $195 million.
- Gross margin was 7.6% vs 17.3% a year earlier.
- Operating loss was $35.5M, a −1.3% margin vs 8.1% a year earlier.
- The effective tax rate was 11.2% vs 25.9% a year earlier.
- Diluted EPS was −$0.86 vs $1.29 a year earlier.
What distorts the picture in this report and what to watch beyond the headlines.
The Mosaic Company is an American chemical company based in Tampa, Florida, which mines phosphate and potash and collects urea used for fertilizer, through various international distribution networks and Mosaic Fertilizantes. · Text: Wikipedia, CC BY-SA 4.0, abridged
It is the largest U.S. producer of potash and phosphate fertilizers.
Heads-up
- a net loss in Q2 2026 ($273 · vs $411)
- revenue fell 6% y/y in Q2 2026
Most likely because gross margin fell to $214.7M from $518.6M as sulfur availability and affordability challenges weighed on phosphates; results were hit by $351 million of pre-tax notable items; the effective tax rate was 11.2% vs 25.9% a year earlier. Based on the Q2 2026 report.
The company's report ↗Most likely because results were hit by $351 million of pre-tax notable items, mainly $162 million of mark-to-market adjustments on Mosaic's holding of Ma'aden shares; gross margin fell to $214.7M from $518.6M as sulfur availability and affordability challenges weighed on phosphates. Based on the Q2 2026 report.
The company's report ↗Company guidance
Same quarter a year ago (ended September 30, 2025): revenue $3.45B, EPS (GAAP) $1.29
How we calculate
Year-ago figures are GAAP, from the company's SEC filings (XBRL); EPS is diluted.
MOS earnings history: past report dates
| Aug 4, 2026 Tue | 4:26 pmafter market close | Jun 30, 2026 | $2.8B−6% y/y | −$0.86 |
| May 11, 2026 Mon | 10:44 amduring market hours | Mar 31, 2026 | $3.0B+14% y/y | −$0.81 |
| Feb 24, 2026 Tue | 4:16 pmafter market close | Dec 31, 2025 | ≈$3.0B+6% y/y | ≈−$1.63 |
| Nov 4, 2025 Tue | 5:01 pmafter market close | Sep 30, 2025 | $3.5B+23% y/y | $1.29+239% y/y |
| Aug 5, 2025 Tue | 5:02 pmafter market close | Jun 30, 2025 | $3.0B+7% y/y | $1.29 |
| Feb 27, 2025 Thu | 4:01 pmafter market close | Dec 31, 2024 | ≈$2.8B−11% y/y | ≈$0.53−53% y/y |
| Nov 12, 2024 Tue | 6:51 ambefore market open | Sep 30, 2024 | $2.8B−21% y/y | $0.38 |
| Aug 6, 2024 Tue | 4:05 pmafter market close | Jun 30, 2024 | $2.8B−17% y/y | −$0.50 |
| May 1, 2024 Wed | 4:08 pmafter market close | Mar 31, 2024 | $2.7B−26% y/y | $0.14−89% y/y |
| Feb 21, 2024 Wed | 4:29 pmafter market close | Dec 31, 2023 | ≈$3.1B−30% y/y | ≈$1.12−28% y/y |
| Nov 7, 2023 Tue | 4:11 pmafter market close | Sep 30, 2023 | $3.5B−34% y/y | −$0.01 |
| Aug 1, 2023 Tue | 4:06 pmafter market close | Jun 30, 2023 | $3.4B−37% y/y | $1.11−61% y/y |
| May 3, 2023 Wed | 4:06 pmafter market close | Mar 31, 2023 | $3.6B−8% y/y | $1.28−60% y/y |
| Feb 22, 2023 Wed | 4:09 pmafter market close | Dec 31, 2022 | ≈$4.5B+17% y/y | ≈$1.56−11% y/y |
| Nov 7, 2022 Mon | 4:07 pmafter market close | Sep 30, 2022 | $5.3B+56% y/y | $2.42+149% y/y |
| Aug 1, 2022 Mon | 4:47 pmafter market close | Jun 30, 2022 | $5.4B+92% y/y | $2.85+150% y/y |
| May 2, 2022 Mon | 4:07 pmafter market close | Mar 31, 2022 | $3.9B+71% y/y | $3.19+678% y/y |
| Feb 22, 2022 Tue | 4:03 pmafter market close | Dec 31, 2021 | ≈$3.8B+56% y/y | ≈$1.75−20% y/y |
| Nov 1, 2021 Mon | 4:05 pmafter market close | Sep 30, 2021 | $3.4B+44% y/y | $0.97 |
| Aug 2, 2021 Mon | 4:07 pmafter market close | Jun 30, 2021 | $2.8B+37% y/y | $1.14+850% y/y |
| May 3, 2021 Mon | 4:05 pmafter market close | Mar 31, 2021 | $2.3B+28% y/y | $0.41 |
| Feb 17, 2021 Wed | 4:04 pmafter market close | Dec 31, 2020 | ≈$2.5B+18% y/y | ≈$2.18 |
| Nov 2, 2020 Mon | 4:05 pmafter market close | Sep 30, 2020 | $2.4B−14% y/y | −$0.02+82% y/y |
| Aug 3, 2020 Mon | 4:11 pmafter market close | Jun 30, 2020 | $2.0B−6% y/y | $0.12 |
| May 4, 2020 Mon | 6:01 pmafter market close | Mar 31, 2020 | $1.8B−5% y/y | −$0.54 |
| Feb 19, 2020 Wed | 4:33 pmafter market close | Dec 31, 2019 | ≈$2.1B | ≈−$2.40 |
| Nov 4, 2019 Mon | 5:25 pmafter market close | Sep 30, 2019 | $2.8B−6% y/y | −$0.11 |
| Aug 6, 2019 Tue | 6:33 ambefore market open | Jun 30, 2019 | $2.2B−1% y/y | −$0.60 |
| May 6, 2019 Mon | 5:24 pmafter market close | Mar 31, 2019 | $1.9B−2% y/y | $0.34+209% y/y |
| Feb 25, 2019 Mon | 5:30 pmafter market close | Dec 31, 2018 | — | ≈$0.29 |
| Nov 5, 2018 Mon | 4:40 pmafter market close | Sep 30, 2018 | $2.9B+48% y/y | $0.64−2% y/y |
| Aug 6, 2018 Mon | 4:40 pmafter market close | Jun 30, 2018 | $2.2B+26% y/y | $0.18−36% y/y |
| May 7, 2018 Mon | 5:06 pmafter market close | Mar 31, 2018 | $1.9B+23% y/y | $0.11 |
| Feb 20, 2018 Tue | 6:32 ambefore market open | Dec 31, 2017 | ≈$2.1B+12% y/y | ≈−$1.23 |
| Oct 31, 2017 Tue | 6:58 ambefore market open | Sep 30, 2017 | $2.0B+2% y/y | $0.65+491% y/y |
| Aug 1, 2017 Tue | 6:59 ambefore market open | Jun 30, 2017 | $1.8B+5% y/y | $0.28 |
| May 2, 2017 Tue | 7:08 ambefore market open | Mar 31, 2017 | $1.6B−6% y/y | $0.00 |
| Feb 7, 2017 Tue | 6:52 ambefore market open | Dec 31, 2016 | ≈$1.9B−14% y/y | ≈$0.04−91% y/y |
| Nov 1, 2016 Tue | 6:52 ambefore market open | Sep 30, 2016 | $2.0B−7% y/y | $0.11−76% y/y |
| Aug 2, 2016 Tue | 6:57 ambefore market open | Jun 30, 2016 | $1.7B−33% y/y | −$0.03 |
| May 4, 2016 Wed | 6:44 ambefore market open | Mar 31, 2016 | $1.7B−22% y/y | $0.73−9% y/y |
| Feb 11, 2016 Thu | 7:23 ambefore market open | Dec 31, 2015 | ≈$2.2B−9% y/y | ≈$0.45−53% y/y |
| Nov 3, 2015 Tue | 7:50 ambefore market open | Sep 30, 2015 | $2.1B−6% y/y | $0.45−17% y/y |
| Aug 4, 2015 Tue | 8:13 ambefore market open | Jun 30, 2015 | $2.5B+2% y/y | $1.08+69% y/y |
| Apr 30, 2015 Thu | 6:04 ambefore market open | Mar 31, 2015 | $2.1B+8% y/y | $0.80+48% y/y |
| Jan 22, 2015 Thu | 6:37 pmafter market close | Dec 31, 2014 | ≈$2.4B | ≈$0.96 |
| Oct 30, 2014 Thu | 7:45 ambefore market open | Sep 30, 2014 | $2.3B+18% y/y | $0.54+86% y/y |
Show all 47 reports since 2014Show fewer
How we count
Report date and time — when the company filed its results press release with the SEC (Form 8-K, Item 2.02); the regular session runs 9:30 am – 4:00 pm ET. Companies that file the 8-K late in the evening publish the release the next morning: the date is that morning, before market open, and the evening filing time is not shown. Revenue and diluted EPS — the company’s XBRL filings, EPS adjusted for stock splits; ≈ — fourth quarter derived as full year minus three quarters. Source: SEC EDGAR.
The Mosaic Company: 15-year financials
| 2025 | 12,052 | 822 | 541 | −535 | 280 |
| 2024 | 11,123 | 622 | 175 | 47.4 | 271 |
| 2023 | 13,696 | 1,338 | 1,165 | 1,005 | 352 |
| 2022 | 19,125 | 4,785 | 3,583 | 2,689 | 198 |
| 2021 | 12,357 | 2,469 | 1,631 | 898 | 104 |
| 2020 | 8,682 | 413 | 666 | 412 | 75.8 |
| 2019 | 8,906 | −1,095 | −1,067 | −177 | 67.2 |
| 2018 | 9,587 | 928 | 470 | 455 | 38.5 |
| 2017 | 7,409 | 466 | −107 | 115 | 211 |
| 2016 | 7,163 | 319 | 298 | 417 | 385 |
| 2015 | 8,895 | 1,279 | 1,000 | 1,038 | 385 |
| 2014 | 9,056 | 1,312 | 1,029 | 1,193 | 383 |
| 2013 | 9,974 | 2,210 | 1,889 | 299 | 427 |
| 2012 | 11,108 | 2,611 | 1,930 | 1,067 | 120 |
| 2011 | 9,938 | 2,664 | 2,515 | 1,164 | 89.3 |
$ millions, annual 10-K reports on SEC EDGAR (US GAAP)*.
How we calculate
Figures are annual report lines; if a year was later restated (discontinued operations, mergers), we use the latest filing that shows it. Free cash flow is operating cash flow minus capital expenditures; dividends are cash paid to common shareholders during the year. “—” means the line isn’t in the filing. The table starts in 2011; where the listed issuer changed (holding reorganization, redomicile), earlier years come from the predecessor’s filings.
Shareholders’ equity at Jun 30, 2026: $11.5B (47% of total assets). Compare with other S&P 500 companies →
Included in screener lists: S&P 500 companies that paid dividends 10 years without a gap · Piotroski F-score: S&P 500 companies scoring 8 or 9
The Mosaic Company (MOS) earnings: FAQ
When is MOS's next earnings date?
We have not yet seen an announcement of the date from The Mosaic Company (MOS). Based on last year's report on Nov 4, 2025, the next report is expected around Nov 3, 2026.
What time does MOS report earnings?
The Mosaic Company usually reports after market close: its latest results release was filed with the SEC at 4:26 pm ET on Aug 4, 2026.
When did MOS last report earnings?
The Mosaic Company reported Q2 2026 results on Aug 4, 2026.
Where can I find The Mosaic Company's financial statements?
On SEC EDGAR: quarterly reports (10-Q), the annual report (10-K) and earnings releases (8-K). The “Verified” badge next to the chart links to MOS's filings; this page breaks the latest report down in a Sankey chart.
Does The Mosaic Company pay dividends?
Yes. In 2025, The Mosaic Company paid $280M in dividends on its common stock, per its 10-K. Earlier years are in the 15-year table above.
How has The Mosaic Company's revenue changed since 2011?
Per its 10-K filings, revenue grew 1.2x: $9,938M in 2011 and $12,052M in 2025. The peak was $19,125M in 2022. Year-by-year figures are in the table above.
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