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Mosaic vs CF Industries Holdings: MOS and CF compared
Mosaic is the larger company: $3.1B of revenue in its latest quarter (Q3 2026) against $1.9B for CF Industries Holdings (Q3 2026). CF Industries Holdings is growing faster (+12% against -10% a year earlier). CF Industries Holdings is more profitable, with an operating margin of 37.7% against -3.1%.
Where the money goes: MOS and CF
Mosaic (MOS) · Q3 2026
Mosaic, Q3 2026: revenue $3.1B (-10% year over year), operating margin -3.1%, net loss $65.3M, operating cash flow $284M. The chart follows the revenue to costs, profit and cash.
CF Industries Holdings (CF) · Q3 2026
CF Industries Holdings, Q3 2026: revenue $1.9B (+12% year over year), operating margin 37.7%, net earnings $436M, operating cash flow $1.2B. The chart follows the revenue to costs, profit and cash.
| Mosaic (MOS) | CF Industries Holdings (CF) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $3.1B | $1.9B |
| Revenue growth, Y/Y | -10% | +12% |
| Gross margin | — | 38.7% |
| Operating margin | -3.1% | 37.7% |
| Net earnings | −$65.3M | $436M |
| Net margin | -2.1% | 23.4% |
| Operating cash flow | $284M | $1.2B |
| Free cash flow | $2.4M | $888M |
| Market value | $7.2B | $18.1B |
| P/E | — | 7.1× |
| Analysts’ mean target | $25.33 | $128.79 |
Where the revenue comes from
Mosaic
- Phosphate Crop Nutrients: $976M (31%)
- Potash Crop Nutrients: $728M (23%)
- Performance Products: $709M (23%)
- Crop Nutrient Blends: $352M (11%)
CF Industries Holdings
- UAN: $639M (34%)
- Ammonia: $534M (29%)
- Granular Urea: $456M (25%)
- Other: $164M (9%)
Questions
Which is bigger, Mosaic or CF Industries Holdings?
Mosaic is the larger company: $3.1B of revenue in its latest quarter (Q3 2026) against $1.9B for CF Industries Holdings (Q3 2026).
Is Mosaic or CF Industries Holdings growing faster?
CF Industries Holdings is growing faster (+12% against -10% a year earlier).
Which is more profitable, Mosaic or CF Industries Holdings?
CF Industries Holdings is more profitable, with an operating margin of 37.7% against -3.1%.
More: Mosaic earnings · how Mosaic makes money · CF Industries Holdings earnings · how CF Industries Holdings makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 4, 2026; 10-Q filed Nov 5, 2026). Fiscal quarters can end on different dates. Not investment advice.