The Mosaic Company reported a third-quarter 2026 net loss of $72.1 million, or 23 cents per share, versus earnings a year earlier. Adjusted loss was 19 cents per share, wider than the Zacks consensus estimate of a 3-cent loss.
Net sales fell 10.2% year over year to $3.1 billion, slightly beating consensus, as lower volumes and higher raw material costs weighed on results.
Phosphate production curtailments from limited affordable sulfur reduce DAP supply, even as higher DAP prices ($838/ton) support the market. Feed buyers face tighter phosphate availability and potentially higher mineral costs.
After 66 past bullish report events, DAP moved a median 0.0% over 5 sessions (41% higher; middle half -0.6% to +0.7%), and +0.3% over 20.
Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.