MOS Mosaic Company (The)

company

SEC Filings & Insider Trading Activity 2026

Risk Factors

• • CVD orders on Moroccan/Russian phosphate imports under DOC review; reversal could restore unfair competition harming U.S. phosphate business
• • 25% U.S. tariff on Canadian potash imposed March 2025; temporary USMCA exemption exists but reintroduction risk remains material
• • Sulfur supply dependent on North American oil refinery operating rates; reduced refinery output directly cuts phosphate production inputs
• • ~64% of net sales from outside U.S.; Brazilian real and Canadian dollar volatility create structural currency mismatch on USD-denominated liabilities
• • State-owned competitors (Morocco, Russia, Belarus, China) subsidized via lower-cost gas, mining rights, and tax incentives, creating structural cost disadvantage

Business Overview

• • World's leading phosphate/potash producer; three segments (Phosphate, Potash, Mosaic Fertilizantes) serving ~40 countries
• • Active asset rationalization: sold Patos de Minas ($111M, $94M gain), Taquari potash mine ($27M, $66M impairment), Carlsbad potash mine ($30M, $185M impairment)
• • $900M bond offering completed November 2025: $500M at 4.350% due 2029 + $400M at 4.600% due 2030
• • Completed 1 million tonne distribution facility in Palmeirante, northern Brazil; Mosaic Fertilizantes holds ~17% of Brazilian fertilizer shipments (9.0M tonnes sold)
• • 13,249 total employees; pay equity audit revealed only 0.5% outliers requiring compensation adjustments in 2026 cycle

Management Discussion & Analysis

• • Revenue $12.05B, up $929.6M (+8%) YoY; prior year $11.1B fell 19% from $13.7B in 2023
• • Gross margin 15.8% vs 13.6% prior year; operating margin improved as operating earnings rose to $821.5M from $621.5M
• • Best segment: Potash — operating earnings $638M vs $605M, gross margin 32.7% vs 26.9%; worst: Phosphate — operating earnings $135M vs $225M, gross margin 9.6% vs 13.1%
• • Operating cash flow $824.8M vs $1.3B prior year; capex $1.36B; dividends $280.4M; no buybacks disclosed; $900M bond offering completed Nov 2025
• • 2026 capex guidance ~$1.5B; key risks: rising sulfur costs, Brazil credit conditions, asset integrity downtime, $99.9M goodwill impairment in Mosaic Fertilizantes

What are the latest MOS SEC filings in 2026?

Mosaic Company (The) (MOS) has filed a 10-K annual report on February 27, 2026, a 10-Q quarterly report on May 11, 2026, an 8-K current report on August 4, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did MOS file its most recent 10-K annual report?

Mosaic Company (The) (MOS) filed its most recent 10-K annual report on February 27, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view MOS 10-Q quarterly reports?

Mosaic Company (The) (MOS)'s most recent 10-Q quarterly report was filed on May 11, 2026. SignalX displays every MOS 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has MOS filed recently?

Mosaic Company (The) (MOS)'s most recent 8-K was filed on August 4, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find MOS insider trading activity (Form 4)?

SignalX aggregates every MOS Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does MOS file with the SEC?

Mosaic Company (The) (MOS) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new MOS filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Mosaic Company (The) (MOS).

What is MOS's SEC CIK number?

Mosaic Company (The) (MOS)'s SEC CIK (Central Index Key) number is 1285785. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1285785 to look up all MOS filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find MOS return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Mosaic Company (The) (MOS) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.