{"schema_version":"secwatch.filing_event.v1","accession":"0001285785-26-000109","form_type":"8-K","ticker":"MOS","cik":"0001285785","company_name":"MOSAIC CO","filed_at":"2026-08-04T20:26:33+00:00","discovered_at":"2026-08-04T20:27:00.513010+00:00","generated_at":"2026-08-04T20:27:07.368185+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Mosaic reports Q2 net loss of $273M; revenue down to $2.8B; cuts capex outlook to $1.2B","bullets":["Net loss of $273M ($0.86 diluted loss per share) vs net income of $411M in Q2 2025; adjusted EPS of $0.13.","Revenue of $2.8B, down from $3.0B YoY; operating loss of $36M vs operating income of $244M a year ago.","Phosphate segment operating loss of $104M; Potash operating earnings of $195M; Mosaic Fertilizantes operating loss of $41M.","Adjusted EBITDA of $407M, down from $566M in Q2 2025; 2026 capex guidance reduced to $1.2B.","Third-quarter sulfur contracts settled at $705/long ton, reflecting high input costs."],"urls":{"canonical":"https://secwatch.observer/filing/0001285785-26-000109","json":"https://secwatch.observer/filing/0001285785-26-000109.json","markdown":"https://secwatch.observer/filing/0001285785-26-000109.md","text":"https://secwatch.observer/filing/0001285785-26-000109.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1285785/000128578526000109/0001285785-26-000109-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1285785/000128578526000109/mos-20260804.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-04T20:27:07.368185+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}