AI brief of an SEC Form 8-K · Mosaic Company (The) (MOS)

Mosaic posts $72 million Q3 net loss as adjusted EBITDA falls to $324 million

Negative Impact 4 of 5 earnings

Mosaic reported a third-quarter 2026 net loss of $72 million, or $0.23 per diluted share, compared with net income of $411 million, or $1.29 per share, a year earlier. Net sales fell to $3.1 billion from $3.5 billion, and adjusted EBITDA dropped to $324 million from $806 million, mainly on lower sales volumes and higher raw material costs in phosphate and Mosaic Fertilizantes. For shareholders, the results show a much weaker quarter, with the company citing expected improvement in fourth-quarter free cash flow.

Key points

  • Q3 2026 net loss of $72 million versus net income of $411 million in Q3 2025; diluted loss per share of $0.23 versus earnings of $1.29
  • Net sales of $3.1 billion versus $3.5 billion a year earlier; operating loss of $97 million
  • Phosphate operating loss of $194 million; Potash operating earnings of $189 million, down from $229 million
  • Full-year 2026 potash production now expected to be 8.6 million tonnes; fourth-quarter potash sales volumes expected at 2.3 to 2.6 million tonnes

The filing

CompanyMosaic Company (The) (MOS)
Form8-K, current report
Filed with the SECNov 3, 2026, 4:33 PM ET
Accession number0001285785-26-000139

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 7, 2026, 11:18 PM ET, from the text of the filing and its press-release exhibits only.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.