Mosaic 3Q 2026: Revenue $3.1B, Net income ($65.3M), EPS ($0.23) — 10-Q Summary

What happened

Mosaic reported third-quarter 2026 revenue of $3.1B, down from $3.45B a year earlier, and a net loss of $65.3M versus net income of $424.1M. Diluted earnings per share were a loss of $0.23, compared with earnings of $1.29 a year earlier.

Confirmed

Global impact / market context

Lower revenue and a swing to a loss indicate weaker results for the fertilizer producer. Shortages of sulfur and ammonia also curtailed phosphate production, while customer affordability and credit constraints affected sales volumes, potentially limiting revenue and making it harder to cover operating costs.

Analyst inference

The article describes pressure across several business lines: phosphate output was curtailed, Brazil fertilizer volumes fell, and potash sales volumes declined. Higher fertilizer prices partly offset lower sales volumes, but did not prevent the reported quarterly revenue decline and net loss.

Analyst inference

What to watch

1. Mosaic said it is extending or adding phosphate production curtailments as supply constraints and market conditions evolve, and will adjust operations accordingly. Confirmed
2. Watch whether sulfur and ammonia shortages ease; improved access to these inputs could allow Mosaic to restore phosphate production from the reported 52% North American operating rate. Analyst inference
3. Track whether Brazil’s constrained inputs and customer credit conditions improve, since they were linked to a 27% year-to-date decline in Fertilizantes volumes. Analyst inference

Evidence

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