earnings
confidence high
sentiment negative
materiality 0.80
Mosaic reports Q2 net loss of $273M; revenue down to $2.8B; cuts capex outlook to $1.2B
MOSAIC CO
- Net loss of $273M ($0.86 diluted loss per share) vs net income of $411M in Q2 2025; adjusted EPS of $0.13.
- Revenue of $2.8B, down from $3.0B YoY; operating loss of $36M vs operating income of $244M a year ago.
- Phosphate segment operating loss of $104M; Potash operating earnings of $195M; Mosaic Fertilizantes operating loss of $41M.
- Adjusted EBITDA of $407M, down from $566M in Q2 2025; 2026 capex guidance reduced to $1.2B.
- Third-quarter sulfur contracts settled at $705/long ton, reflecting high input costs.