# Mosaic Q3 2026 slides: cost cuts drive recovery despite phosphate losses

> Mosaic reported third-quarter 2026 results showing a consolidated net loss of $72 million, or $0.19 per share, against expectations of a small profit, on revenue of $3.1 billion. Its potash segment posted strong results with 2026-low production costs, while the phosphate business struggled with elevated sulfur prices and production curtailments; shares rose about 9.8%.

- Date: 2026-11-04 · published 2026-11-04T18:11:47.349Z
- Category: report · region US · magnitude low
- Page: https://feedsoft.ai/events/80137-mosaic-q3-2026-slides-cost-cuts-drive-recovery-despite-phosphate-losses
- Commodities: [DAP](https://feedsoft.ai/c/DAP.md), [Potash (KCl)](https://feedsoft.ai/c/POTASH.md), [Phosphate Rock](https://feedsoft.ai/c/PHOSROCK.md)

## Why it matters

Phosphate curtailments and sulfur-driven cost pressure point to tighter phosphate supply, supporting DAP and phosphate prices, while record potash shipments and lower potash costs suggest a steadier potash market.

## Read by commodity

- DAP: bullish ▲
- POTASH: neutral
- PHOSROCK: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| DAP | 2023-02-03 | [Morocco’s Phosphate Exports Hit Over $11 Billion in 2022](https://feedsoft.ai/events/37650-morocco-s-phosphate-exports-hit-over-11-billion-in-2022.md) | -5.5% | -8.6% |
| DAP | 2021-04-22 | [Our Losing Phosphate Wager - Eos](https://feedsoft.ai/events/47919-our-losing-phosphate-wager-eos.md) | -0.1% | +7.9% |
| DAP | 2021-12-16 | [MOSAIC ANNOUNCES NOVEMBER 2021 SALES REVENUE AND VOLUMES](https://feedsoft.ai/events/43927-mosaic-announces-november-2021-sales-revenue-and-volumes.md) | +0.1% | -3.8% |
| DAP | 2023-11-08 | [Mosaic sees strong global fertilizer demand, restrained supply in 2024 \| Agri-Pulse Communications, Inc.](https://feedsoft.ai/events/33091-mosaic-sees-strong-global-fertilizer-demand-restrained-supply-in-2024-agri.md) | +0.9% | +3.9% |
| DAP | 2026-09-05 | [CoBank warns higher fertilizer prices are structural as phosphate capacity forecast drops 13%](https://feedsoft.ai/events/17780-cobank-warns-higher-fertilizer-prices-are-structural-as-phosphate-capacity.md) | +0.9% | +1.3% |

## Sources

- investing.com: https://www.investing.com/news/company-news/mosaic-q3-2026-slides-cost-cuts-drive-recovery-despite-phosphate-losses-93CH-5000780

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.