Filings monitor · MOS

What MOSAIC CO's SEC filings said

10-Q for 2026Q3, filed 4 Nov 2026. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

1. Geopolitical Fertilizer Supply Constraints89 · importance in its document · 10-Q · 2026Q3
   Geopolitical disruptions and attacks on Russian and Ukrainian commodity assets restricted fertilizer and raw-material exports, tightening global supplies of sulfur and ammonia. North American consumed sulfur prices rose 163% year over…
2. Manufacturing And Capacity83 · importance in its document · 10-Q · 2026Q3
   Mosaic temporarily curtailed phosphate production at additional North American facilities and extended curtailments in North America and Brazil in response to market conditions and limited sulfur supply. North American processed-phosphate…
3. Financing Activities83 · importance in its document · 10-Q · 2026Q3
   Net cash provided by financing activities was $419.3 million for the nine months ended September 30, 2026, compared with net cash used of $9.4 million in the prior-year period. Mosaic received $1,011.1 million of net proceeds from…
4. Mosaic Biosciences Product Development81 · importance in its document · 8-K exhibit · 3 Nov 2026
   Mosaic Biosciences year-to-date net sales doubled compared with the first nine months of 2025, supported in part by the launch of six new products. The company expected to launch up to four additional products in the fourth quarter. It…
5. Operating Expense Trends77 · importance in its document · 10-Q · 2026Q3
   Other operating expense increased to $408.7 million for the nine months ended September 30, 2026, from $148.2 million a year earlier. The current-year total included approximately $69 million of engineering and equipment costs after…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 4 Nov 2026

Full report · Filing on EDGAR

• Geopolitical Fertilizer Supply ConstraintsImportance 89
  Geopolitical disruptions and attacks on Russian and Ukrainian commodity assets restricted fertilizer and raw-material exports, tightening global supplies of sulfur and ammonia. North American consumed sulfur prices…
• Manufacturing And CapacityImportance 83
  Mosaic temporarily curtailed phosphate production at additional North American facilities and extended curtailments in North America and Brazil in response to market conditions and limited sulfur supply. North American…
• Financing ActivitiesImportance 83 · +2 more on this subject
  Net cash provided by financing activities was $419.3 million for the nine months ended September 30, 2026, compared with net cash used of $9.4 million in the prior-year period. Mosaic received $1,011.1 million of net…
• Operating Expense TrendsImportance 77
  Other operating expense increased to $408.7 million for the nine months ended September 30, 2026, from $148.2 million a year earlier. The current-year total included approximately $69 million of engineering and…
• Gross Margin DriversImportance 69
  Consolidated gross margin fell 66% to $534.4 million for the nine months ended September 30, 2026, as higher input costs and lower sales volumes outweighed higher selling prices. Phosphate recorded a nine-month gross…
• Net Income and ProfitabilityImportance 69
  Mosaic reported a net loss attributable to Mosaic of $602.5 million, or $1.90 per diluted share, for the nine months ended September 30, 2026, compared with net income of $1,060.2 million, or $3.33 per share, a year…
• Operating Cash Flow TrendsImportance 64
  Net cash provided by operating activities fell 37% to $556.0 million for the nine months ended September 30, 2026, from $880.9 million in the prior-year period. Results of operations after non-cash adjustments…
• Brazil Asset Divestiture and IdlingImportance 64
  In the first quarter of 2026, Mosaic committed to divest its Araxá mining and chemical complex and idle related mining activity at the Patrocínio complex in Brazil, resulting in approximately $496 million of additional…
• Brazil Customer Credit ConstraintsImportance 58
  Limited customer credit availability in Brazil contributed to lower Mosaic Fertilizantes sales volumes in the current-year period. The segment’s third-quarter finished-product sales volume declined 32% year over year,…
• FX / Currency HeadwindsImportance 56
  Fluctuations in the Canadian dollar and Brazilian real against the U.S. dollar produced transaction gains of $38.3 million in the third quarter and $36.5 million in the first nine months of 2026. The nine-month gain…
• Revenue Performance and MixImportance 54
  Consolidated net sales for the three months ended September 30, 2026 fell 10% year over year to $3,100.6 million, while nine-month net sales declined 2% to $8,922.7 million. Phosphate nine-month sales increased 11% to…
• Geographic Market CommentaryImportance 52
  Phosphate net sales in North America decreased 25% year over year in the third quarter, while international net sales increased 52%, reflecting different regional sales patterns. Mosaic Fertilizantes’ Brazilian sales…

8-K filings last 12 months

• Results, no stated guidance change3 Nov 2026 · 8-K Item 2.02 · Routine · rule score 10
  Read from the attached exhibit: Mosaic Biosciences Product Development · Capital Expenditures · Operating Income and Margins
• Management change (filing not read)25 Sept 2026 · 8-K Item 5.02 · Routine · rule score 20
• Debt acceleration or default trigger28 Aug 2026 · 8-K Item 2.04 · Flagged · rule score 90
• Press release attached to an 8-K17 Aug 2026 · 8-K
  Read from the attached exhibit: Liquidity and Debt Position
• New debt17 Aug 2026 · 8-K Item 2.03 · Routine · rule score 25
• Results (release not read)4 Aug 2026 · 8-K Item 2.02 · Routine · rule score 20
  Read from the attached exhibit: Liquidity and Debt Position · Capital Expenditure Outlook · Notable Items and Net Loss
• Results (release not read)11 May 2026 · 8-K Item 2.02 · Routine · rule score 20
• Impairment, first in three years8 Apr 2026 · 8-K Item 2.06 · Flagged · rule score 60
• Results (release not read)24 Feb 2026 · 8-K Item 2.02 · Routine · rule score 20

Earlier reports

• 10-Q · 2026Q2filed 5 Aug 2026
  Financing Activities · Gross Margin Drivers · Geopolitical Fertilizer Supply Constraints

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.