# Earnings call transcript: Mosaic posts Q3 2026 loss but shares jump on outlook

> Mosaic reported a third-quarter 2026 loss of $0.19 a share on revenue of $3.1 billion, missing profit expectations but slightly beating revenue estimates. Shares rose about 9.8% after hours on management's cost cuts, secured sulfur supply and firmer demand signals.

- Date: 2026-11-04 · published 2026-11-04T18:11:51.428Z
- Category: market · region US · magnitude low
- Page: https://feedsoft.ai/events/80138-earnings-call-transcript-mosaic-posts-q3-2026-loss-but-shares-jump-on-outlook
- Commodities: [DAP](https://feedsoft.ai/c/DAP.md), [TSP](https://feedsoft.ai/c/TSP.md), [Potash (KCl)](https://feedsoft.ai/c/POTASH.md)

## Why it matters

Phosphate producers are squeezed by sulfur shortages tied to the Hormuz disruption, and management expects Q4 to be the trough, with secured sulfur at $615 per ton. Tighter phosphate output supports DAP and phosphate prices, which raises feed-ingredient and crop input costs.

## Read by commodity

- DAP: bullish ▲
- TSP: bullish ▲
- POTASH: bullish ▲

## Sources

- investing.com: https://www.investing.com/news/transcripts/earnings-call-transcript-mosaic-posts-q3-2026-loss-but-shares-jump-on-outlook-93CH-5000739

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