Mosaic Q2 Earnings Call Highlights

2 weeks ago 22

MarketBeat

Sat, August 8, 2026 astatine 2:03 PM CDT 7 min read

Key Points

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Sulfur shortages are forcing Mosaic to curtail phosphate production successful the U.S. and Brazil, with Louisiana afloat idled and immoderate Florida facilities operating astatine reduced rates. Management warned that persistent proviso constraints could sharply trim planetary phosphate output and fertilizer application, perchance pressuring harvest yields.
Mosaic expects third-quarter phosphate volumes to diminution to 1.1–1.4 cardinal tons, portion sulfur costs emergence to astir $700–$710 per ton. Despite little sequential stripping margins and higher idle costs, DAP pricing of $820–$840 per ton should support margins supra humanities averages.
The institution is strengthening liquidity and currency travel by cutting SG&A, reducing 2026 superior spending guidance to $1.2 billion, and targeting a $300–$500 cardinal working-capital release. Mosaic besides secured a $1 cardinal word indebtedness to refinance commercial-paper maturities without drafting its $2.5 cardinal revolving recognition facility.

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Mosaic (NYSE:MOS) said it is managing production, costs and liquidity done what Chief Executive Officer Bruce Bodine described arsenic a hard phosphate marketplace shaped by unusually precocious sulfur prices and constrained supply.

The institution has curtailed phosphate accumulation successful the United States and Brazil, limiting purchases of high-cost earthy materials portion maintaining the information of its assets for an eventual instrumentality to higher operating rates. Bodine said Mosaic secured a important information of its third-quarter U.S. sulfur needs astatine prices beneath the spot market, though inactive astatine historically elevated levels.

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"Mosaic is moving done a hard marketplace by successfully managing what is nether our power and positioning ourselves for an eventual recovery," Bodine said during the company's second-quarter 2026 net call.

Sulfur constraints thrust phosphate curtailments

Mosaic cited the continued closure of the Strait of Hormuz and a Kazakhstan blockade arsenic factors disrupting planetary sulfur flows. The institution said existent spot sulfur prices are not economically sustainable for the phosphate manufacture and person prompted accumulation reductions crossed the sector.

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