The Mosaic Company · MOS · Next earnings

The Mosaic Company next earnings report

MOS's next report date is not on the calendar yet. Here is where the last quarter left off and what remains open. Last quarter: Mosaic Q3: Cost Discipline Meets Sulfur and Phosphate Constraints

Date not yet scheduled Basic Materials

What the street expects

Consensus for the coming report
Consensus EPS $0.18 Analyst average (8 estimates)
Consensus revenue $3.11B Analyst average (7 estimates)
Report date TBD Not yet on the calendar
Session — Session not yet known

Where MOS left off: FY2026 Q3

Full report

Mosaic Q3: Cost Discipline Meets Sulfur and Phosphate Constraints

EPS surprise -1656.0% Reported $-0.19 vs $-0.01
Revenue surprise +1.6% Reported $3.10B vs $3.05B
Stock move +17.4% Event window
Subsequent drift 0.0% Up to 20 sessions

Overall guidance sentiment was maintained. Management’s current outlook includes capex below $1 billion, 2027 SG&A below $500 million, and positive Biosciences ambitions; phosphate curtailments remain tied to affordable sulfur availability. The supplied analysis does not indicate a broad guidance reset.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Sulfur availability and price volatility could constrain phosphate output and margins.
  • Low stripping margins and possible fertilizer under-application may pressure demand.
  • Seismic activity at Esterhazy requires ongoing monitoring.
  • The achievability of 2027 conversion-cost targets and the timing of deferred capital projects remain open questions.

Questions analysts left open

  • Trajectory and achievability of 2027 conversion cost targets.
  • Impact of deferred capital projects on future spending.
  • Timing and criteria for restarting curtailed phosphate assets.
  • Effect of seismic events on Esterhazy operations and sustainability of raw-material cost guidance.

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Recent MOS quarters

All MOS earnings
+17.4%FY2026 Q3+3.1%FY2026 Q2-1.8%FY2026 Q1-5.3%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.