Skip to main content
    T

    The Mosaic Company (MOS)

    Official site

    BASIC MATERIALS • AGRICULTURAL INPUTS • NYSE

    $18.95
    -0.06 (-0.32%)

    Market Cap: $6.04B

    Last updated: Oct 16, 2026 at 5:00 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    44%(17/39)
    Avg Surprise
    +3.18%
    Streak
    1 Q

    Upcoming Estimates

    Period ending Sep 30, 2026
    EPS Consensus$0.03
    Range$-0.14 - $0.28
    12 analysts
    EPS RevisionsNo revisions (7d)
    0
    9
    30d
    EPS Estimate DriftChange to current
    90d ago$0.31-89.2%
    60d ago$0.03+14.8%
    30d ago$0.06-43.1%
    7d ago$0.05-31.7%
    Current$0.03
    Revenue Consensus
    $3.1B
    Range$2.7B - $3.4B
    10 analysts
    Period ending Dec 31, 2026
    EPS Consensus$0.01
    Range$-0.30 - $0.51
    16 analysts
    Revenue Consensus
    $3.1B
    Range$2.3B - $4.6B
    18 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    -$0.01---
    Sep 26EST
    -$0.03---
    Jun 26
    Reported Aug 4
    $0.13$0.09+44.44%Beat-74.5%
    Mar 26
    Reported May 11
    $0.05N/A-85.05%Miss-89.8%
    Dec 25
    Reported Feb 24
    $0.22$0.44-50.00%Miss-51.1%
    Sep 25
    Reported Nov 4
    $1.04$0.95+9.47%Beat+205.9%
    Jun 25
    Reported Aug 5
    $0.51$0.72-29.17%Miss-5.6%
    Mar 25
    Reported May 6
    $0.49$0.45+8.89%Beat-24.6%
    Dec 24
    Reported Feb 27
    $0.45$0.61-26.14%Miss-36.6%
    Sep 24
    Reported Nov 12
    $0.34$0.52-34.62%Miss-50.0%
    Jun 24
    Reported Aug 6
    $0.54$0.66-18.18%Miss-48.1%
    Mar 24
    Reported May 1
    $0.65$0.66-1.52%Miss-43.0%
    Dec 23
    Reported Feb 21
    $0.71$0.86-17.44%Miss-59.2%
    Sep 23
    Reported Nov 7
    $0.68$0.75-9.33%Miss-78.9%
    Jun 23
    Reported Aug 1
    $1.04$1.10-5.45%Miss-71.4%
    Mar 23
    Reported May 3
    $1.14$1.25-8.80%Miss-52.7%
    Dec 22
    Reported Feb 22
    $1.74$2.26-23.01%Miss-10.8%
    Sep 22
    Reported Nov 7
    $3.22$3.40-5.29%Miss+138.5%
    Jun 22
    Reported Aug 1
    $3.64$4.00-9.00%Miss+211.1%
    Mar 22
    Reported May 2
    $2.41$2.42-0.41%Miss+322.8%
    Dec 21
    Reported Feb 22
    $1.95$1.98-1.52%Miss+242.1%
    Sep 21
    Reported Nov 1
    $1.35$1.54-12.34%Miss+487.0%
    Jun 21
    Reported Aug 2
    $1.17$1.01+15.84%Beat+963.6%
    Mar 21
    Reported May 3
    $0.57$0.53+7.55%Beat+1050.0%
    Dec 20
    Reported Feb 17
    $0.57$0.20+185.00%Beat+296.6%
    Sep 20
    Reported Nov 2
    $0.23$0.17+35.29%Beat+187.5%
    Jun 20
    Reported Aug 3
    $0.11$0.02+450.00%Beat-8.3%
    Mar 20
    Reported May 4
    $-0.06$-0.08+25.00%Beat-124.0%
    Dec 19
    Reported Feb 19
    $-0.29$-0.06-383.33%Miss-137.7%
    Sep 19
    Reported Nov 4
    $0.08N/A-65.22%Miss-89.3%
    Jun 19
    Reported Aug 6
    $0.12N/A-58.62%Miss-70.0%
    Mar 19
    Reported May 6
    $0.25$0.24+4.17%Beat+25.0%
    Dec 18
    Reported Feb 25
    $0.77$0.57+35.09%Beat+126.5%
    Sep 18
    Reported Nov 5
    $0.75$0.65+15.38%Beat+74.4%
    Jun 18
    Reported Aug 6
    $0.40$0.38+5.26%Beat+37.9%
    Mar 18
    Reported May 7
    $0.20$0.29-31.03%Miss+400.0%
    Dec 17
    Reported Feb 19
    $0.34$0.28+21.43%Beat+30.8%
    Sep 17
    Reported Oct 31
    $0.43$0.21+104.76%Beat-
    Jun 17
    Reported Aug 1
    $0.29$0.23+26.09%Beat-
    Mar 17
    Reported May 2
    $0.04N/A-80.00%Miss-
    Dec 16
    Reported Feb 7
    $0.26$0.14+85.71%Beat-

    Dividends

    Dividend Metrics

    Forward Yield4.64%
    Forward Annual Dividend$0.88
    Payout Ratio647.57%
    FrequencyQuarterly
    Pay MonthsMar, Jun, Sep, Dec

    Growth

    3Y CAGR+16.09%
    5Y CAGR+34.49%

    Key Metrics

    Valuation
    P/E Ratio13.16EV/EBITDA5.73x
    Price/FCF-6.36xFCF Yield-15.72%
    Profitability
    Profit Margin-5.21%Operating Margin-0.12%
    ROE-5.07%ROIC3.26%
    Financial Health
    Debt/Equity0.51xInterest Coverage3.82x
    Current Ratio1.34xQuick Ratio0.43x
    Trading Statistics
    Beta0.92Avg Volume9.05M
    52-Week High$31.6652-Week Low$18.41

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$19.77
    SMA 20$21.50
    SMA 50$22.93
    SMA 200$24.02
    EMA 10$19.84
    EMA 20$21.02
    EMA 50$22.23
    EMA 200$23.97

    MACD

    Line: -1.34Signal: -1.06Hist: -0.28

    ADX

    ADX: 39.5+DI: 12.1-DI: 39.9

    Aroon & PSAR

    Aroon UpN/A
    Aroon Down88.0
    PSAR$19.69

    Bollinger Bands

    Upper Band$25.64
    Lower Band$17.36
    %B Position3851%(Upper)
    Band Width0.19

    RSI (14-Day)

    Oversold
    27.1

    Momentum Oscillators

    Stoch %K12.1
    Stoch %D9.7
    Williams %R-87.9
    ROC (10d)-12.1%
    Momentum-2.60
    CCI (20d)-102.4
    MFI (14d)17.5

    Volatility Measures

    ATR (14d)$0.90(4.8%)
    StdDev (20d)2.07
    Hist Vol33.6%(Moderate)

    Volume Flow

    VWAP$18.89
    OBV-158.2M
    AD Line-2.0B
    CMF (20d)-0.231

    Volume Metrics

    Avg Vol (20d)9.3M
    Vol Ratio1.1x
    VWMA (20d)$21.32

    Pivot Points

    R3$19.84
    R2$19.62
    R1$19.32
    Pivot Point$19.09
    S1$18.79
    S2$18.57
    S3$18.27

    Advanced Oscillators

    TSI-39.59
    Ultimate Osc33.6
    KST-163.90

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$2.82B$3.00B$2.60B$3.45B$3.01B$2.62B$2.82B$2.81B$2.82B$2.68B$3.15B$3.55B
    Cost of Revenue$2.61B$2.76B$2.23B$2.90B$2.49B$2.13B$2.51B$2.39B$2.42B$2.28B$2.59B$3.14B
    Gross Profit$214.70M$235.60M$369.00M$552.30M$518.60M$488.40M$301.90M$416.80M$394.00M$399.20M$559.50M$409.60M
    Operating Expenses$250.20M$608.50M$133.40M$212.50M$274.20M$149.90M$202.00M$301.40M$160.70M$226.30M$281.00M$263.80M
    R&D$0$0$0$0$0$0$0$0$0$0$0$0
    SG&A$131.60M$135.90M$118.60M$125.50M$167.20M$122.60M$113.50M$148.20M$128.40M$106.80M$123.00M$119.90M
    Operating Income$-35,500,000$-372,900,000$235.60M$339.80M$244.40M$338.50M$99.90M$115.40M$233.30M$172.90M$278.50M$145.80M
    Interest Income$14.60M$10.00M$15.40M$13.70M$13.10M$11.50M$13.30M$8.90M$14.80M$10.20M$16.30M$114.30M
    Interest Expense$62.80M$65.30M$40.10M$59.30M$66.10M$52.20M$60.00M$50.60M$61.20M$58.20M$51.20M$40.30M
    Income Before Tax$-300,900,000$-285,900,000$223.20M$599.30M$565.70M$313.30M$199.50M$178.70M$-52,200,000$62.70M$323.90M$-2,800,000
    Income Tax Expense$-35,400,000$-31,000,000$61.10M$175.50M$146.00M$63.30M$33.80M$48.00M$98.70M$6.20M$-44,100,000$-5,900,000
    Net Income$-272,800,000$-257,600,000$162.20M$411.40M$410.70M$238.10M$169.00M$122.20M$-161,500,000$45.20M$365.30M$-4,200,000
    EBITDA$459.20M$96.00M$531.50M$935.60M$892.10M$640.20M$532.50M$489.50M$278.10M$351.70M$632.80M$260.40M
    EBIT$167.10M$-220,600,000$263.30M$658.60M$630.40M$365.00M$250.40M$224.80M$-13,200,000$83.40M$375.10M$21.70M
    * Some calculated fields are derived from available data when not provided by source

    Related GNG Research

    Everyone Has To Eat - That Doesn't Make Food A Great Investment

    Equal-weight 2016-2026 food basket (NTR, DE, ADM, MCD) returned 15.5% CAGR vs SPY 13.4%, total return 321.4% vs 251.7%, $10k grew to $42.1k, but gains concentrated Deere was the driver - DE 25.4% CAGR, -37.9% max drawdown, contributed $23,972 or 67% of basket dollar gains...

    Leo Nelissen
    •
    9/14/26
    •
    168
    Supply Chain, Stock Research, Agriculture
    Also mentions:
    MCDNTRDEADMSPY

    News

    MOS Valuation and Fair Value

    P/E
    13.2x
    Forward P/E
    9.4x
    EV/EBITDA
    5.7x
    P/FCF
    -6.4x
    PEG
    2.0x
    P/B
    0.5x
    See GNG's fair value

    MOS Profitability: Margins, ROIC and FCF

    Gross margin
    11.5%
    Operating margin
    -0.1%
    Net margin
    -5.2%
    ROIC
    3.3%
    ROE
    -5.1%
    FCF margin
    -8.0%
    FCF yield
    -15.7%

    MOS Analyst Ratings

    Consensus
    Hold
    Analysts
    20
    Strong Buy
    4
    Buy
    5
    Hold
    9
    Sell
    1
    Strong Sell
    1

    MOS Bull Case vs Bear Case

    Bear case

    • MOS has a -5.2% net profit margin.
    • MOS beat EPS estimates in 37.5% of its last 8 reported quarters.
    • MOS's quarterly revenue changed -6.0% year over year.

    MOS Earnings: Beat Rate and Next Report

    Beat rate
    3 of 8 quarters (37.5%)
    Average surprise
    -20.3%
    EPS estimate (fiscal period ending Sep 30, 2026)
    $0.03
    Estimate revisions (30 days, fiscal period ending Sep 30, 2026)
    0 up, 9 down

    MOS Dividend

    Forward yield
    4.6%
    Payout ratio
    647.6%
    3Y DPS growth
    16.1%
    5Y DPS growth
    34.5%
    Pay months
    Mar, Jun, Sep, Dec
    MOS dividend history

    Frequently Asked Questions About MOS

    What is MOS's current dividend yield?

    The Mosaic Company (MOS) has a forward dividend yield of 4.64%.

    Does MOS pay dividends?

    Yes, The Mosaic Company pays dividends with a forward dividend yield of 4.64%.

    What is MOS's P/E ratio?

    The Mosaic Company has a price-to-earnings (P/E) ratio of 13.16.

    What is MOS's market cap?

    The Mosaic Company (MOS) has a market capitalization of $6.04B with a current stock price of $18.95.

    Get full access to GNG Research

    Create a free account to access portfolio tracking, advanced tools, and more.