MOS
Mosaic Company (The)Previous close
18.39
Change
+0.16 / +0.88%
P/E (TTM) ?
—
Market Cap
$5.8B
1M
−15.06%
S&P 500 −0.91% over same period
Volume / Avg Volume
8.9M / 11.4M
0.78× average
Latest earnings analysisFY2026 Q2Reported 2026-08-04
Mosaic Q2 2026: $273 million net loss as sulfur costs crush margins
Mosaic lost $272.8 million in the June 2026 quarter, or $0.86 per share, as sulfur and ammonia costs and self-imposed production cuts shrank gross margin to 7.6% from 17.3% a year earlier. On adjusted numbers the quarter looked far less ugly and slightly beat the $0.13 consensus: adjusted EPS was $0.13 and adjusted EBITDA was $407 million versus $566 million. Read the loss as a cost-and-curtailment story, not a demand collapse — potash held flat.
Read the full analysis →Revenue$2.82BYoY −6.00%
EPS (non-GAAP)$0.13Beatest. $0.13
Next-day move+3.08%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2026 Q2 Quarter ended 2026-06 | 2026-08-04 | $2.8B | Read analysis → |
| FY2026 Q1 Quarter ended 2026-03 | 2026-05-11 | $3.0B | Pending |
| FY2025 Q4 Quarter ended 2025-12 | 2026-02-24 | $12.1B | Pending |
| FY2025 Q3 Quarter ended 2025-09 | 2025-11-04 | $3.5B | Pending |
| FY2025 Q2 Quarter ended 2025-06 | 2025-08-05 | $3.0B | Pending |
| FY2025 Q1 Quarter ended 2025-03 | 2025-05-07 | $2.6B | Pending |
| FY2024 Q4 Quarter ended 2024-12 | 2025-03-03 | $11.1B | Read analysis → |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
A 5-year P/E range needs a longer earnings record; not yet comparable
Last 4 quarters: $0 in buybacks + $280M in dividends, 4.80% of market cap combined
P/E (TTM)
—
P/B
0.5
P/S
0.5
Dividend Yield
2.20%
Earnings Reaction
Over the last 7 reports, the stock moved ±4.1% on average on the first trading day after, rising 3 times
Most recent +3.08%
Volatility & Correlation
1-year beta 0.59 · Correlation with S&P 500 0.17Low beta
Annualized volatility 45% vs. 13% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
Buy 0 · $0.00MSell 1 · $0.51MNet selling $0.51M
- 08-19Precourt Walter F. IIISVP - Chief Admin OfficerSell$0.51M23,000 shares · Avg price 22.12
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2026 Q2 | 2.82 | −6.0% | 7.6% | -0.27 | -0.86 |
| FY2026 Q1 | 3.00 | +14.4% | 7.9% | -0.26 | -0.81 |
| FY2025 Q4 | 2.97 | +5.6% | 11.5% | -0.52 | -1.63 |
| FY2025 Q3 | 3.45 | +22.8% | 16.0% | 0.41 | 1.29 |
| FY2025 Q2 | 3.01 | +6.7% | 17.3% | 0.41 | 1.29 |
| FY2025 Q1 | 2.62 | −2.2% | 18.6% | 0.24 | 0.75 |
| FY2024 Q4 | 2.82 | −10.6% | 10.7% | 0.17 | 0.53 |
| FY2024 Q3 | 2.81 | −20.8% | 14.8% | 0.12 | 0.38 |
| FY2024 Q2 | 2.82 | −17.0% | 14.0% | -0.16 | -0.50 |
| FY2024 Q1 | 2.68 | −25.7% | 14.9% | 0.05 | 0.14 |
| FY2023 Q4 | 3.15 | −29.7% | 17.8% | 0.37 | 1.12 |
| FY2023 Q3 | 3.55 | −33.7% | 11.5% | -0.00 | -0.01 |
| Ticker | P/E | Revenue YoY | Gross Margin | 1M | View |
|---|---|---|---|---|---|
| MOS | — | −6.0% | 7.6% | −15.06% | Bearish |
| LIN | 32.0 | +9.2% | — | +8.34% | Bullish |
| NEM | 12.5 | +15.2% | — | −7.57% | Bullish |
| FCX | 30.5 | −8.1% | 30.0% | −10.76% | Bullish |
| ECL | 41.0 | +12.7% | 44.1% | +10.34% | Bullish |
| SHW | 29.9 | +7.9% | 47.8% | +2.89% | Bullish |
| APD | — | +4.6% | 32.8% | +13.73% | Neutral |
| NUE | 17.1 | +23.0% | 19.6% | +17.16% | Bullish |
| CRH | 15.6 | +3.0% | 38.8% | +9.67% | Bullish |