---
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"
generated_at: "2026-08-04T20:27:07.368185+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Mosaic reports Q2 net loss of $273M; revenue down to $2.8B; cuts capex outlook to $1.2B

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: negative
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001285785-26-000109
- JSON: https://secwatch.observer/filing/0001285785-26-000109.json
- Plain text: https://secwatch.observer/filing/0001285785-26-000109.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.