The Mosaic Company — Third Quarter 2026 Earnings Summary

The Mosaic Company reported a net loss of $72 million for the third quarter of 2026, driven by an operating loss of $97 million and notable items including environmental reserve adjustments and restructuring costs. Adjusted EBITDA for the quarter totaled $324 million, with the Potash segment generating $284 million in adjusted EBITDA while the Phosphate segment faced an operating loss of $194 million due to limited sulfur availability and production curtailments. The company refined its long-term debt maturities through 2028 and expects full-year 2026 capital expenditures to reach $1.2 billion. Additionally, Mosaic settled a fourth-quarter sulfur contract at $615 per long ton, which is anticipated to improve free cash flow in the coming quarter.