Mosaic's gross margin compressed from roughly 18.6% in 2025Q1 to 2.7% in 2026Q3 as input costs such as sulfur and ammonia overwhelmed revenue stability, pushing operating income to -$96.6M in the latest quarter.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue held near $2.6B to $3.5B across the period, yet gross margin fell from 18.6% in 2025Q1 to 2.7% in 2026Q3 and operating margin swung to -3.1%, indicating that cost inflation is absorbing top-line gains.
Mosaic is a leading global producer of potash and phosphate, two essential crop nutrients, with a mission to support global food production.
The industry has high barriers to entry, which supports Mosaic's competitive advantage and market stability.
The company's management has extensive industry and company-specific experience, providing strong leadership.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 3, 2026 | -$0.19-1656.0% vs -$0.01 | $3.1B+1.6% vs $3.1B |
Q3 2026 Aug 4, 2026 | $0.13+7.7% vs $0.12 | $2.8B-8.9% vs $3.1B |
Q2 2026 May 11, 2026 | $0.05-79.6% vs $0.24 | $3.0B+2.4% vs $2.9B |
Q1 2026 Feb 24, 2026 | $0.22-54.2% vs $0.48 | $3.0B+1.4% vs $2.9B |
Mosaic (MOS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
TAMPA, Fla., Oct. 22, 2026 /PRNewswire/ -- The Mosaic Company (NYSE: MOS) announced today that its Board of Directors declared a quarterly dividend of $0.22 per share on the Company's common stock.
Assenagon Asset Management S.A. lessened its holdings in shares of The Mosaic Company (NYSE: MOS) by 49.7% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 83,594 shares of the basic materials company's stock after selling 82,475 shares during the quarter. Assenagon
CWA Asset Management Group LLC grew its stake in shares of The Mosaic Company (NYSE: MOS) by 84.0% during the undefined quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 651,933 shares of the basic materials company's stock after purchasing an additional 297,639 shares during the period.
Benchmark MOS against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for The Mosaic Company (MOS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $22.36 | $7.11B | -16.14 | 8.36% | -3.82% | -3.72% | 3.93% | |
| $71.48 | $34.31B | 15.50 | 3.52% | 7.78% | 8.6% | 3.1% | |
| $119.39 | $18.34B | 8.29 | 19.34% | 27.48% | 25.78% | 1.68% | |
| $4.68 | $6.04B | 19.81 | 4.56% | 3.95% | 4.8% | 3.71% | |
| $64.71 | $3.76B | 36.12 | -3.64% | 3.16% | — | 4.05% | |
| $17.31 | $1.97B | -11.88 | 3.68% | -2.49% | -9.53% | 4.62% |
The Mosaic Company (MOS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
The Mosaic Company (MOS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Nov 3, 2026·SEC
Aug 10, 2026·SEC
Aug 4, 2026·SEC
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The Mosaic Company (MOS) stock FAQ — growth, dividends, profitability & financials explained
The Mosaic Company (MOS) reported $11.53B in revenue over the trailing twelve months. Revenue was $12.05B in fiscal year 2025. That is 304% more than the $2.98B of fiscal year 1996.
The Mosaic Company (MOS) revenue fell by 3.1% over the trailing twelve months, compared with the twelve months before.
No. The Mosaic Company (MOS) reported a net loss of $440.3M over the trailing twelve months.
Yes. The Mosaic Company (MOS) pays a dividend that yields 3.93% at the current price, a moderate yield.
The Mosaic Company (MOS) had a return on equity (ROE) of -3.7% over the trailing twelve months. A negative ROE means the company lost money over the period.
The Mosaic Company (MOS) had negative free cash flow of $808.3M over the trailing twelve months.
