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Net Sales by Segment
Shows revenue generated by each segment, offering insights into which parts of the business are driving growth and where there may be opportunities or challenges.Phosphate sales have moved from 2022 peaks through a mid‑cycle trough into clear momentum again—Q1 2026 marked the strongest quarterly sell‑through in five years and finished‑goods inventories fell, indicating real demand not just price effects. However, management’s sulfur/ammonia‑driven curtailments, sizable idling charges and higher conversion costs mean margins and near‑term volumes remain exposed to raw‑material normalization. Potash is the steadier cash engine supporting liquidity, while Mosaic Fertilizantes’ volatility (Brazilian demand and inventory swings) is the principal downside risk to the company’s working‑capital targets.
Date | Phosphates | Potash | Mosaic Fertilizantes | Corporate & Eliminations |
|---|---|---|---|---|
Jun 30, 2026 | $1.25B | $650.00M | $1.03B | -$130.00M |
Mar 31, 2026 | $1.43B | $667.40M | $937.10M | -$32.50M |
Dec 31, 2025 | $1.01B | $686.00M | $1.15B | $127.00M |
Sep 30, 2025 | $1.29B | $695.00M | $1.59B | -$125.00M |
Jun 30, 2025 | $1.17B | $710.00M | $1.18B | -$53.00M |
Mar 31, 2025 | $1.10B | $570.20M | $933.80M | $18.30M |
Dec 31, 2024 | $1.17B | $556.80M | $1.09B | $6.00M |
Sep 30, 2024 | $1.01B | $525.70M | $1.40B | -$119.30M |
Jun 30, 2024 | $1.18B | $663.10M | $1.05B | -$74.90M |
Mar 31, 2024 | $1.17B | $643.10M | $886.40M | -$18.80M |