Mosaic Q3 adjusted loss misses estimates as lower volumes, raw material costs cut EBITDA

What happened

Mosaic reported a third-quarter net loss of $72.1 million, compared with a $411.4 million profit a year earlier. Sales fell to $3.1 billion from $3.45 billion. The company cited lower sales volumes and higher raw material costs; its adjusted loss per share was $0.19.

Global impact / market context

Lower sales volumes and higher raw material costs hurt Mosaic’s results. The reported loss and lower sales show weaker results than a year earlier, while revenue still beat the stated estimate by $50 million.

What to watch

1. Check whether sales volumes recover, since lower volumes hurt results.
2. Check whether raw material costs ease, since higher costs hurt results.
3. Check the next reported earnings and sales against this quarter’s $72.1 million net loss and $3.1 billion in sales to see whether results improve.

Affected assets

• Phosphate
• Potash
• Sulfur
• The Mosaic Company

Evidence

• Infoway News — Mosaic posts wider-than-expected loss as fertilizer costs squeeze margins 2026-11-03T22:04:57+00:00
• Infoway News — Mosaic Swings To Q3 Loss 2026-11-03T21:54:49+00:00
• Infoway News — Mosaic Q3 adjusted loss misses estimates as lower volumes, raw material costs cut EBITDA 2026-11-03T21:43:34+00:00
• Infoway News — Mosaic Reports Q3 2026 Loss of $72 Million on $3.1 Billion in Revenue 2026-11-03T21:43:00+00:00
• Incident timeline — Mosaic posts wider-than-expected loss as fertilizer costs squeeze margins
• Incident timeline — Mosaic Swings To Q3 Loss
• Incident timeline — Mosaic Q3 adjusted loss misses estimates as lower volumes, raw material costs cut EBITDA
• Incident timeline — Mosaic Reports Q3 2026 Loss of $72 Million on $3.1 Billion in Revenue