Mosaic Co (MOS)
NYSE:MOS
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Earnings Data
Report Date
Aug 03, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.16Last Year’s EPS
0.51Same Quarter Last Year
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a mixed but pragmatic picture: the company reported notable operational and commercial achievements (1.9M tons sold, improved acid operating rates, potash strength, biosciences growth, and concrete cost/capital actions) while simultaneously describing severe near-term headwinds from raw-material (especially sulfur and ammonia) supply disruptions and price volatility that have forced temporary curtailments, sizable charges, and reduced visibility. Management emphasized resilience, portfolio optimization, and readiness to scale production back up when input markets normalize.Company Guidance
Strong Phosphate Sales Volumes
Sold 1.9 million tons of phosphate in Q1 — the highest quarterly phosphate sales volume in five years; finished-product quarterly capability target previously 1.8–2.0 million tons.
Improved U.S. Phosphoric Acid Operating Rates
Bartow, Riverview and Faustina ran at or above ~80% phosphoric acid operating rates in Q1 (in line with targets); New Wales completed a large planned turnaround improving future production capability.
Potash Market Strength
Potash fundamentals remain balanced with robust demand across major markets; Canpotex committed through June and on pace for a record 2026; Belle Plaine and Esterhazy production/mix improved and Hydroflow ramp expected to lower costs.
Favorable Q1 Sulfur Cost and Stripping Margins (Q1)
Average realized sulfur cost in Q1 was $379/ton enabling stripping margins near ~$400/ton for the quarter on the company’s sales book.
Portfolio Optimization and Capital Discipline
Reduced 2026 CapEx by $250 million to $1.25 billion; sold Carlsbad potash mine and three mines, idled underperforming assets; instituted workforce reductions expected to generate $50 million annualized expense savings ( ~$15 million realized in 2026).
Working Capital / Inventory Actions
Moved inventory built at end of 2025 into sales position; phosphate finished goods inventory declined by roughly $120 million in Q1; company reiterates working capital release target of $300–$500 million.
Mosaic Biosciences Growth
Biosciences business growing rapidly: two product launches in Q1, company expects 8–10 new product launches in 2026 and expects Mosaic Biosciences revenues to double again in 2026.
Raw-material and Supply Advantages
Approximately 80% of U.S. ammonia needs met by internal plant and below-market domestic agreements; roughly 80% of sulfur needs sourced from U.S. Gulf refineries in molten form — structural supply/contract advantages versus many peers.
MOS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
MOS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 11, 2026 | $21.97 | $21.57 | -1.80% |
Feb 24, 2026 | $27.97 | $26.48 | -5.30% |
Nov 04, 2025 | $25.83 | $25.50 | -1.24% |
Aug 05, 2025 | $34.47 | $29.88 | -13.31% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Mosaic Co (MOS) report earnings?
Mosaic Co (MOS) is schdueled to report earning on Aug 03, 2026, After Close (Confirmed).
What is Mosaic Co (MOS) earnings time?
Mosaic Co (MOS) earnings time is at Aug 03, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is MOS EPS forecast?
MOS EPS forecast for the fiscal quarter 2026 (Q2) is 0.16.
