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MOS compared with CF: revenue, margins and what each company keeps, and the suppliers and customers both name
MOS
Mosaic Co
Change
Mkt cap
Revenue
Revenue
CF
CF Industries Holdings, Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
MOS
Mosaic Co
vs
CF
CF Industries Holdings, Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Revenue flow
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MOS
Mosaic Co
Change
19.03
▲
+3.48%
· post 19.00
Mkt cap
$5.8B
Revenue
$2.8B
Q2 FY26
Revenue
$12.1B
FY25
CF
CF Industries Holdings, Inc.
Change
120.34
▼
−2.40%
· post 120.34
Closed
Nov 2 '26
Mkt cap
$18.7B
Revenue
$2.2B
Q2 FY26
Revenue
$7.1B
FY25
vs
Compare
Closed
Nov 2 '26
MOS
Mosaic Co
vs
CF
CF Industries Holdings, Inc.
19.03
▲
+3.48%
post 19.00
Price
120.34
▼
−2.40%
post 120.34
$5.8B
Mkt cap
$18.7B
Q2 FY26
$2.8B
Revenue
$2.2B
Q2 FY26
FY25
$12.1B
Revenue
$7.1B
FY25
Change
Change
MOS
19.03
▲
+3.48%
vs
CF
120.34
▼
−2.40%
Closed
Nov 2 '26
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
MOS, solid
CF, dashed
Supply-chain overlap
Revenue flow
MOS: latest quarter is a loss; flow not drawable.
Method
›
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only MOS
0
None
Shared
0
No disclosed counterparties: MOS.
Only CF
10
—
CHS
unlisted
customer
XOM
ExxonMobil
supplier
LIN
Linde
supplier
OXY
Occidental Petroleum
supplier
6 more · CF chain
›
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR