Mosaic is experiencing a severe cyclical downturn driven by elevated sulfur and ammonia costs that have compressed gross margins to 7.6% in 2026Q2, down from 17.3% a year earlier, and pushed net income to -$272.8M. The company's operating leverage has turned n...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth decelerated to -6.0% in 2026Q2, while gross margin collapsed to 7.6% from 17.3% a year earlier, resulting in a net loss of -$272.8M (EPS -$0.86).
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 9/23/2026, 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) |
|---|---|---|
Q3 2026Latest 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 |
Q4 2025 Nov 4, 2025 | $1.04+7.4% vs $0.97 | $3.5B-2.2% vs $3.5B |
Shares of major fertilizer producers fell Monday after President Trump said the United States was nearing a deal to purchase potash from Belarus. Nutrien (NYSE:NTR) shares slid over 4% to $73.97, Mosaic Co (NYSE:MOS) fell over 2% to $23.77, Intrepid Potash (NYSE:IPI) dropped over 2% to $36.70, and CF Industries (CF Industries Holdings Inc (NYSE:CF)) slid roughly 3%.
Nykredit A S acquired a new position in shares of The Mosaic Company (NYSE: MOS) in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 3,692,973 shares of the basic materials company's stock, valued at approximately $78,254,000. Nykredit A S owned about 1.16%
SUNNYVALE, Calif.--(BUSINESS WIRE)--αMOS E2™ 600V Super Junction High‑Voltage MOSFETs meet the growing demands for enhanced efficiency and increased power density management capabilities.
Mosaic (MOS) reported earnings 30 days ago. What's next for the stock?
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 |
|---|---|---|---|---|---|---|---|
| $24.73 | $7.86B | 14.54 | 8.36% | 4.49% | 4.53% | 3.56% | |
| $75.43 | $36.21B | 15.91 | 3.52% | 8.44% | 9.36% | — | |
| $120.61 | $18.53B | 13.45 | 19.34% | 27.12% | 25.72% | — | |
| $5.40 | $6.97B | 30.00 | 4.56% | 3.95% | 4.8% | — | |
| $52.68 | $3.07B | 21.33 | -3.93% | 2.19% | — | — | |
| $16.82 | $1.92B | -45.46 | 3.68% | -2.07% | -7.6% | — |
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)
Aug 10, 2026·SEC
Aug 4, 2026·SEC
Jun 15, 2026·SEC
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The Mosaic Company (MOS) stock FAQ — growth, dividends, profitability & financials explained
The Mosaic Company (MOS) reported $11.88B in revenue for fiscal year 2025. This represents a 298% increase from $2.98B in 1996.
The Mosaic Company (MOS) grew revenue by 8.4% over the past year. This is steady growth.
Yes, The Mosaic Company (MOS) is profitable, generating $43.2M in net income for fiscal year 2025 (4.5% net margin).
Yes, The Mosaic Company (MOS) pays a dividend with a yield of 3.56%. This makes it attractive for income-focused investors.
The Mosaic Company (MOS) has a return on equity (ROE) of 4.5%. This is below average, suggesting room for improvement.
The Mosaic Company (MOS) had negative free cash flow of $947.1M in fiscal year 2025, likely due to heavy capital investments.
