The Mosaic Company is projected to report Q3 2026 revenue of $3.06 billion and a consensus EPS of -$0.03, as its current stock price of $18.39 remains well below the $26.28 average analyst target. Investors are primarily focused on the recovery of phosphate sales volumes, with expectations set around 1.55 million tonnes following earlier production curtailments.
Significant margin compression persists due to elevated costs for raw materials like sulfur and ammonia, contributing to the sharp year-over-year decline in expected profitability. Management’s commentary regarding production stability in Florida and the performance of the Fertilizantes segment in Brazil will be critical for determining the stock's near-term trajectory.