# Mosaic Q3 2026 10-Q Analysis: Surging Sulfur Costs Drive $72M Net Loss

> Mosaic reported a Q3 2026 net loss of $72.1 million, or $0.23 per diluted share, against net earnings of $411.4 million a year earlier. Net sales fell 10% to $3.10 billion while cost of goods sold rose 4%, pushing gross margin down to 2.7% of sales.

- Date: 2026-11-14 · published 2026-11-14T12:10:21.944Z
- Category: market · region US · magnitude low
- Page: https://feedsoft.ai/events/99350-mosaic-q3-2026-10-q-analysis-surging-sulfur-costs-drive-72m-net-loss
- 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

Higher sulfur and input costs squeezing phosphate producers can reduce output and support phosphate fertilizer prices, though weak producer margins also signal pressure on fertilizer pricing power.

## Read by commodity

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

## Sources

- earningsanatomy.com: https://earningsanatomy.com/blogs/mosaic-q3-2026-10q-analysis-surging-sulfur-costs-drive-net-loss

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