Company facts
- Industry
- Agricultural Chemicals
- Headquarters
- Tampa, Florida
- Most recent report
- 10-Q, filed Nov 4, 2026
- Incorporated
- N/A
- Filings on record
- 1,000+ filings
- On EDGAR
- CIK 1285785
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 51
News 8 of 196
Prospectuses and Registrations 8 of 17
- 424B5 Prospectus supplement for an offering Aug 12, 2026
- FWP Free writing prospectus Aug 10, 2026
- 424B5 Prospectus supplement for an offering Aug 10, 2026
- 424B5 Prospectus supplement for an offering Nov 12, 2025
- FWP Free writing prospectus Nov 10, 2025
- 424B5 Prospectus supplement for an offering Nov 10, 2025
- S-3ASR Automatic shelf registration Nov 7, 2025
- 424B5 Prospectus supplement for an offering Dec 6, 2023
Proxies 8 of 22
- DEF 14A Proxy statement for a shareholder vote Apr 16, 2026
- DEFA14A Extra proxy material Apr 16, 2025
- DEF 14A Proxy statement for a shareholder vote Apr 16, 2025
- DEFA14A Extra proxy material Apr 24, 2024
- DEF 14A Proxy statement for a shareholder vote Apr 24, 2024
- PX14A6G Shareholder's own proxy material May 8, 2023
- DEFA14A Extra proxy material Apr 12, 2023
- DEF 14A Proxy statement for a shareholder vote Apr 12, 2023
Ownership 8 of 662
- 3 Insider reported their initial holding Nov 5, 2026
- 3 Insider reported their initial holding Nov 5, 2026
- 4 Insider reported a trade Nov 4, 2026
- 3 Insider reported their initial holding Nov 4, 2026
- 4 Insider reported a trade Nov 3, 2026
- 4 Insider reported a trade Oct 2, 2026
- 4 Insider reported a trade Aug 21, 2026
- 144 Notice of a proposed sale of restricted stock Aug 19, 2026
Other 8 of 52
- SD Conflict minerals disclosure Sep 28, 2026
- 11-K Employee stock plan report Jun 29, 2026
- 11-K Employee stock plan report Jun 29, 2026
- ARS Annual report sent to shareholders Apr 16, 2026
- SD Conflict minerals disclosure Sep 25, 2025
- 11-K Employee stock plan report Jun 30, 2025
- 11-K Employee stock plan report Jun 30, 2025
- ARS Annual report sent to shareholders Apr 16, 2025
What to read: Sep 2026 10-Q
SECSift found 4 of 12 sections worth reading, with 0 positive, 12 notable, and 5 negative flags.
Financial Statements (Item 1)
Financial statements show a net loss of $72.1M in Q3 2026 vs profit of $411.4M a year ago, with large impairment charges and a major debt refinancing.Notable- Issued $2.0B in new senior notes (5.350%-5.900%) and drew $500M term loan; used proceeds to extinguish $1.4B of older debt.
- Unrecognized tax benefit of $1.4B remains unresolved; IRS review continues after missing October 15 filing deadline.
- Antitrust class actions filed in March 2026 consolidated in Kansas; company disputes allegations.
- Brazil legal contingencies have max potential loss of $539.6M; tax contingencies max $828.6M.
- Sales to Canpotex were $351.1M in Q3 2026, representing 55% of Potash segment external sales.
Management's Discussion (Item 2)
Deep operating loss, production curtailments, $2B debt raise, and asset impairments across all segments.Legal Proceedings (Item 1)
Multiple ongoing legal proceedings with quantified penalties, appeals, and a presidential suspension of a key trade order.Notable- CVD rates for Morocco and Russia range from 2.11% to 22.86% across administrative reviews, with appeals ongoing.
- President Trump suspended the CVD order on Morocco for eight months starting June 29, 2026, temporarily removing duties on those imports.
- Cruz class action litigation continues; class certification hearing set for January 8, 2027, seeking damages and remediation.
- EPA penalty of $217,085 paid for Faustina plant RMP violations; monitoring completed April 2026.
- Peru environmental authority imposed a penalty on Miski Mayo; appeal partially granted, under review.
- EPA alleges non-compliance with 2009 Consent Decree at Uncle Sam plant; DOJ considering stipulated penalties.
Risk Factors (Item 1A)
New quantified risk: Strait of Hormuz disruption threatens sulfur/ammonia inputs, plus Russia-Ukraine volatility.Negative- Russia-Ukraine conflict continues to cause volatile pricing and availability of key inputs like natural gas and ammonia.
- Mosaic may not be able to pass increased input costs to customers because most products are commodities.
- Strait of Hormuz disruption threatens sulfur and ammonia inputs, key raw materials for phosphate production.
What changed: Sep 2026 vs. Jun 2026
About 7% of MOS's Sep 2026 10-Q is new information. 29 paragraphs were added, 171 changed, and 46 removed. Below are the most important lines SECSift identified.
New
Changed
- Fair value of foreign currency contracts fell to $0.2 million from $1.5 million as of September 30, 2026 vs June 30, 2026.
- Mosaic Fertilizantes operating loss narrowed to $22M from $41M for the three months ended September 30, 2026 vs June 30, 2026.
- Net cash provided by operating activities for nine months fell to $556.0 million from $880.9 million a year ago.
- Phosphate operating loss rose to $194M from $104M for the three months ended September 30, 2026 vs June 30, 2026.
- Potash operating earnings fell to $188M from $196M for the three months ended September 30, 2026 vs June 30, 2026.
- CIT now also reviewing DOC's second remand redetermination for Russia's first admin review; previously only Morocco's second remand.
- ITC sunset review determination now expected in Q2 2027; previously not mentioned.
Everything here comes from Mosaic Co's own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Nov 4, 2026, from the 10-Q for Sep 2026.