> ## Content Index
> Fetch the complete content index at: https://www.bullished.co/llms.txt
> Use this file to discover other available public pages before exploring further.

# Mosaic Stock Soars 10%, Adding $610 Million, Day After Wider Loss And Lower Sulfur Costs
- URL: https://www.bullished.co/mosaic-stock-soars-10-adding-610-million-day-after-wider-loss-and-lower-sulfur-costs-b2201f8a/
- Published: 2026-11-04T17:43:34.000Z
- Updated: 2026-11-04T17:43:34.000Z
- Description: The fertilizer maker's shares rebounded Wednesday after refiners agreed to a lower fourth-quarter sulfur price of $615 per long ton.
- Author: Matteo Parrino
- Tags: Markets, MOS, Industry: Materials

[Mosaic](https://www.bullished.co/tag/mos/), which mines and sells phosphate and potash crop nutrients, saw its shares [climb 10.42% to $20.34](https://finance.yahoo.com/markets/stocks/articles/mos-q3-earnings-miss-estimates-125700337.html?ref=bullished.co) in Wednesday trading as of 12:41 p.m. ET, adding about $610 million in market value. The rebound came the day after the company reported a quarterly loss driven by costly sulfur, and said it had locked in a cheaper sulfur price for the fourth quarter.

## A loss, then a cheaper sulfur price

Mosaic [lost $72 million](https://www.sec.gov/Archives/edgar/data/0001285785/000128578526000139/mos-20261103.htm?ref=bullished.co) in the third quarter, or $0.23 a share, against a $411 million profit a year earlier. Revenue was $3.1 billion.

Adjusted EBITDA, a measure of operating earnings, fell to $324 million from $806 million. The Phosphate segment posted a $194 million operating loss.

Refiners on the U.S. Gulf Coast agreed to a fourth-quarter sulfur price of $615 per long ton, down from the $715 third-quarter average. Even so, Mosaic projects that phosphate adjusted EBITDA will weaken again in the fourth quarter.

## Starting from a depressed level

Mosaic's phosphate and potash mines span Florida, Louisiana, Saskatchewan and New Mexico, and it also sells crop nutrients in Brazil and Paraguay.

The shares were down about 23% year to date at Tuesday's close, while the S&P 500 was up about 11%. The stock had fallen 13% over the prior month and closed 41% below its highest close of the past year, set on March 12\. The second-quarter [10-Q](https://www.sec.gov/Archives/edgar/data/1285785/000128578526000112/mos-20260630.htm?ref=bullished.co) had already shown a net loss of $272.8 million on revenue of $2.8 billion.

Wednesday's gain put the stock on pace for its biggest one-day rise in at least 275 trading sessions, since Oct. 1, 2025.

## Fourth-quarter targets

Mosaic expects fourth-quarter phosphate sales volumes of 1.3 million to 1.6 million tons, with DAP prices of $820 to $840 per ton. In its earnings release, the company put planned 2026 capital spending at $1.2 billion.

Mosaic's own fourth-quarter outlook still calls for weaker phosphate adjusted EBITDA, even with sulfur at $615 per long ton.

### Sources

- [MOS Q3 Earnings Miss Estimates on Higher Costs, Lower Volumes](https://finance.yahoo.com/markets/stocks/articles/mos-q3-earnings-miss-estimates-125700337.html?ref=bullished.co) — Yahoo Finance
- [Temasek buys Mosaic shares to become largest shareholder](https://theedgemalaysia.com/article/temasek-buys-mosaic-shares-become-largest-shareholder?ref=bullished.co) — The Edge Malaysia
- [Mosaic posts wider-than-expected loss as fertilizer costs squeeze margins (MOS:NYSE) | Seeking Alpha](https://seekingalpha.com/news/4664253-mosaic-posts-wider-than-expected-loss-as-fertilizer-costs-squeeze-margins?ref=bullished.co) — seekingalpha.com
- [Mosaic (MOS) Reports Q3 Loss, Tops Revenue Estimates](https://finance.yahoo.com/markets/stocks/articles/mosaic-mos-reports-q3-loss-215006585.html?.tsrc=rss&ref=bullished.co) — Yahoo Finance
- [Mosaic Non-GAAP EPS of -$0.19 misses by $0.17, revenue of $3.1B beats by $50M (MOS:NYSE)](https://seekingalpha.com/news/4664196-mosaic-non-gaap-eps-of-0%5F19-misses-by-0%5F17-revenue-of-3%5F1b-beats-by-50m?ref=bullished.co) — seekingalpha.com
- [The company's filing (Mosaic Co.)](https://www.sec.gov/Archives/edgar/data/0001285785/000128578526000139/mos-20261103.htm?ref=bullished.co) — SEC filing
- [MOS Q3 Earnings Miss Estimates on Higher Costs, Lower Volumes](https://www.zacks.com/stock/news/3022752/mos-q3-earnings-miss-estimates-on-higher-costs-lower-volumes?cid=CS-ZC-FT-analyst%5Fblog|earnings%5Farticle-3022752&ref=bullished.co) — Zacks Investment Research
- [Mosaic (MOS) Reports Q3 Loss, Tops Revenue Estimates](https://www.zacks.com/stock/news/3022238/mosaic-mos-reports-q3-loss-tops-revenue-estimates?cid=CS-ZC-FT-fundamental%5Fanalysis|yseop%5Ftemplate%5F4-3022238&ref=bullished.co) — Zacks Investment Research
- [Mosaic Co. — Form 10-Q for the quarter ended 2026-06-30 (quarterly results)](https://www.sec.gov/Archives/edgar/data/1285785/000128578526000112/mos-20260630.htm?ref=bullished.co) — SEC EDGAR

### More on Mosaic

- [Mosaic Posts $72 Million Quarterly Loss As Costly Sulfur Squeezes Phosphate](https://www.bullished.co/mosaic-posts-72-million-quarterly-loss-as-costly-sulfur-squeezes-phosphate-5c2fee17/)

[All Mosaic (MOS) coverage →](https://www.bullished.co/tag/mos/)