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CF compared with MOS: revenue, margins and what each company keeps, and the suppliers and customers both name
CF
CF Industries Holdings, Inc.
Change
Mkt cap
Revenue
Revenue
MOS
Mosaic Co
Change
Mkt cap
Revenue
Revenue
vs
Compare
CF
CF Industries Holdings, Inc.
vs
MOS
Mosaic Co
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
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Supply-chain overlap
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Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only CF
10
—
CHS
unlisted
customer
XOM
ExxonMobil
supplier
LIN
Linde
supplier
OXY
Occidental Petroleum
supplier
6 more · CF chain
›
Shared
0
No disclosed counterparties: MOS.
Only MOS
0
None
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
CF
CF Industries Holdings, Inc.
Change
120.34
▼
−2.40%
· post 120.34
Mkt cap
$18.7B
Revenue
$2.2B
Q2 FY26
Revenue
$7.1B
FY25
MOS
Mosaic Co
Change
19.03
▲
+3.48%
· post 19.00
Closed
Nov 2 '26
Mkt cap
$5.8B
Revenue
$2.8B
Q2 FY26
Revenue
$12.1B
FY25
vs
Compare
Closed
Nov 2 '26
CF
CF Industries Holdings, Inc.
vs
MOS
Mosaic Co
120.34
▼
−2.40%
post 120.34
Price
19.03
▲
+3.48%
post 19.00
$18.7B
Mkt cap
$5.8B
Q2 FY26
$2.2B
Revenue
$2.8B
Q2 FY26
FY25
$7.1B
Revenue
$12.1B
FY25
Change
Change
CF
120.34
▼
−2.40%
vs
MOS
19.03
▲
+3.48%
Closed
Nov 2 '26