Chemicals
Price
$21.13
-0.80%Market Cap
$6.72B
Day High
$21.58
Day Low
$20.98
The Mosaic Company reported a sharp reversal to a net loss of -$257.6M in Q1 2026 (vs. net income of $238.1M in Q1 2025), driven by a 29.5% surge in cost of revenue that overwhelmed a 14.4% revenue gain, collapsing gross margin to just 7.9% and swinging operating income deeply negative.
Key risk: Input Cost Inflation Eroding Margins
Cost of revenue surged 29.5% YoY while revenue grew only 14.4%, compressing gross margin from 18.6% to just 7.9%. If input costs (energy, raw materials, logistics) remain elevated, Mosaic's profitability could remain under severe pressure in subsequent quarters.
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