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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
The Mosaic Company
The Mosaic Company (MOS) investor relations material
The Mosaic Company Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary5 Aug, 2026
Executive summary
Q2 2026 net loss was $273 million, with diluted EPS of $(0.86) and adjusted EBITDA of $407 million, driven by higher input costs, lower sales volumes, and significant asset impairments.
Phosphate and Fertilizantes segments posted operating losses, while Potash remained profitable; Mosaic Biosciences expects to double sales in 2026.
Strategic actions included the sale of the Carlsbad potash mine, advancement of the Araxá divestiture, and cost management initiatives.
Market conditions prompted production curtailments, especially in phosphate, due to sulfur supply disruptions and high input costs.
Maintained strong liquidity by refinancing short-term debt with a $1 billion term loan and retaining access to a $2.5 billion revolver.
Financial highlights
Q2 2026 net sales were $2.82 billion, down 6% year-over-year; adjusted EBITDA was $407 million, with a consolidated operating loss of $36 million.
Phosphate: $1.25 billion net sales, $104 million operating loss, $128 million adjusted EBITDA; Potash: $650 million net sales, $195 million operating earnings, $278 million adjusted EBITDA.
Mosaic Fertilizantes: $1.03 billion net sales, $41 million operating loss, $60 million adjusted EBITDA; Mosaic Biosciences Q2 net sales $25 million.
Gross margin rate was 8%, down from 17% in Q2 2025; SG&A expenses dropped to $132 million from $167 million.
Free cash flow was negative $153 million, with cash and cash equivalents at $294 million at quarter-end.
Outlook and guidance
2026 capital expenditures guidance reduced to $1.2 billion; SG&A for the year expected at $510–$530 million.
Potash production for 2026 expected at 9 million tonnes; Q3 phosphate sales volumes 1.1–1.4 million tonnes, DAP prices $820–$840/tonne.
Q3 potash sales volumes expected at 2.0–2.2 million tonnes, MOP prices $270–$290/tonne.
Free cash flow and working capital release expected to improve in the second half as capex drops and operational cash flow recovers.
Management expects liquidity and credit facilities to be sufficient for operational and capital needs over the next 12 months.
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Latest events from The Mosaic Company
- Q1 2026 loss driven by asset charges, raw material volatility, and production curtailments.MOS
Q1 2026 - Shareholders will vote on directors, auditor ratification, and executive pay, with strong ESG focus.MOSProxy filing
- 2025 net income was $541M; asset sales and cost savings set up stronger 2026 cash flow.MOSQ4 2025
- Board independence, pay-for-performance, and ESG integration drive governance and strategy.MOSProxy Filing
- Q3 2025 net income and EBITDA surged on strong Brazil, phosphate, and potash results.MOSQ3 2025
- Q3 net income reached $122M on strong phosphate margins and robust capital returns.MOSQ3 2024
- Q2 2024 net loss driven by FX and price headwinds, but cost savings and capital returns advanced.MOSQ2 2024
- 55% EBITDA growth by 2030 is targeted through efficiency, digital, and biosciences initiatives.MOSInvestor Day 2025
- Q4 net income $169M, strong cost actions, and asset sales set up a positive 2025 outlook.MOSQ4 2024
Next The Mosaic Company earnings date
Q3 20264 Nov, 2026
The Mosaic Company
Next The Mosaic Company earnings date
Q3 20264 Nov, 2026
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Frequently asked questions
The Mosaic Company produces and markets concentrated phosphate and potash crop nutrients in North America and internationally. The company produces and sells the Company's own branded products, as well as products for other companies. Furthermore, the company markets its products for use on a variety of crops, principally corn, cotton, soybeans, wheat and turf grasses, primarily through retailers and distributors. The company also sells its products directly to end-users such as farmers, golf course superintendents, nurseries and homeowners.