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MOS

The Mosaic Company

Basic Materials · Agricultural Inputs

22.60$ -2.2% vs. previous close Closing price · As of: Aug 12, 2026

Statements

Segments

US companies must disclose in their mandatory reports how revenue breaks down across business segments, regions and product lines. We read that breakdown for you straight from the annual and quarterly reports (10-K and 10-Q) of The Mosaic Company (MOS). It shows which part of the business is growing — and which one is holding it back.

Revenue by business segment

Revenue by business segment — MOS
Segment Q1 2025 Q2 2025 Q1 2026 Q2 2026
Mosaic Fertilizantes $933.8M 35.6% $1.17B 39.1% $937.1M 31.3% $1.03B 36.6%
Phosphate $964.8M 36.8% $984.6M 32.8% $1.21B 40.4% $968.7M 34.3%
Potash $570.2M 21.8% $711.7M 23.7% $671.4M 22.4% $639.7M 22.7%
Corporate, Eliminations and Other $152.1M 5.8% $134.5M 4.5% $177.7M 5.9% $181.9M 6.4%

Large figure: segment revenue. Below it the share of revenue in that period and the change against the prior year.

Operating income — MOS
Segment Q1 2025 Q2 2025 Q1 2026 Q2 2026
Mosaic Fertilizantes $98.5M 10.5% $109.0M 9.3% -$422.1M -45.0% -$40.8M -3.9%
Phosphate $139.4M 14.4% -$7.9M -0.8% -$47.9M -4.0% -$103.8M -10.7%
Potash $156.8M 27.5% $194.1M 27.3% $176.9M 26.3% $195.5M 30.6%
Corporate, Eliminations and Other -$56.2M -36.9% -$50.8M -37.8% -$79.8M -44.9% -$86.4M -47.5%

Large figure: segment operating income. Below it the margin, that is operating income measured against the revenue of the same segment.

Revenue by product line

Revenue by product line — MOS
Segment Q1 2025 Q2 2025 Q1 2026 Q2 2026
Phosphate Crop Nutrients $720.3M 27.5% $811.0M 27.0% $1.04B 34.7% $929.9M 32.9%
Potash Crop Nutrients $507.4M 19.4% $750.5M 25.0% $563.0M 18.8% $615.3M 21.8%
Performance Products $497.8M 19.0% $695.2M 23.1% $572.5M 19.1% $591.1M 20.9%
Other Product Types $435.4M 16.6% $375.1M 12.5% $422.3M 14.1% $373.6M 13.2%
Crop Nutrient Blends $340.1M 13.0% $268.2M 8.9% $369.7M 12.3% $284.0M 10.1%
Phosphate Rock $119.9M 4.6% $105.7M 3.5% $29.0M 1.0% $30.2M 1.1%

Large figure: segment revenue. Below it the share of revenue in that period and the change against the prior year.

Segment and region names are the ones the company itself uses and are shown as reported. Change and share refer to revenue.

Data as of: August 12, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q) · Segment figures: SEC EDGAR (10-K/10-Q reports)

Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.

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