secwatch.observer — SEC 8-K summary
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Issuer:     MOSAIC CO (MOS)
CIK:        0001285785
Form:       8-K
Filed at:   2026-08-04T20:26:33+00:00
Accession:  0001285785-26-000109
Event type: earnings
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1285785/000128578526000109/0001285785-26-000109-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1285785/000128578526000109/mos-20260804.htm
  HTML page:      https://secwatch.observer/filing/0001285785-26-000109

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