The Mosaic Company's results for Q3 2026 (ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-11-03. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $3,101 million (−10.2% vs a year earlier) |
| Diluted EPS (GAAP) | $-0.23 |
| Adjusted per-share figure (company's non-GAAP measure; FFO/AFFO for REITs) | $-0.19 |
| Full-year guidance | Stated (no change given) |
Guidance
Mosaic now expects 2026 potash production of 8.6 million tonnes and capex of $1.2 billion; Q4 phosphate volumes 1.3–1.6 Mt, potash 2.3–2.6 Mt.
Why this label: Full-year items are potash production, capex and cost lines 'now expected' with no prior figures or direction; no revenue/EPS guidance.
| Metric | Period | New | Prior (as stated in the release) |
|---|---|---|---|
| potash production volume | FY2026 | 8.6 million tonnes | not stated |
| total capital expenditures | FY2026 | $1.2 billion | not stated |
| depreciation, depletion & amortization | FY2026 | $1.1–$1.2 billion | not stated |
| SG&A expense | FY2026 | $510–$530 million | not stated |
| net interest expense | FY2026 | $240–$260 million | not stated |
| cash tax | FY2026 | $175–$225 million | not stated |
Next-quarter outlook:
| Metric | Period | Range |
|---|---|---|
| phosphate sales volumes | Q4 2026 | 1.3–1.6 million tonnes |
| DAP FOB plant price | Q4 2026 | $820–$840 per tonne |
| potash sales volumes | Q4 2026 | 2.3–2.6 million tonnes |
| MOP FOB mine price | Q4 2026 | $255–$275 per tonne |
From the release
Revenue: "Net sales · $ · 3,100.6 · $ · 3,452.1 · $ · 8,922.7 · $ · 9,078.7"
Earnings per share: "reported a net loss of $72 million and diluted loss per share of $0.23 for the third quarter of 2026. Adjusted EBITDA (1) was $324 million and adjusted loss per share (1) was $0.19."
potash production volume: "As a result, full-year potash production is now expected to be 8.6 million tonnes in 2026."
total capital expenditures: "Capital expen ditures in 2026 are now expected to be $1.2 billion."
depreciation, depletion & amortization: "Depreciation, Depletion & Amortization - billions $ · $1.1 - $1.2"
Quotes are copied from the filing; in table rows, cell borders are shown as “·”.
Key fact: Q3 net loss of $72 million versus $411 million net income a year earlier.
Source
The Mosaic Company earnings release (SEC filing), accession 0001285785-26-000139, filed 2026-11-03.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.