Every 10-Q that The Mosaic Company (MOS) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow MOS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MOS filings page.
The Mosaic Company reported a Q2 2026 net loss attributable to Mosaic of $272.8 million, or $(0.86) per diluted share, compared with net earnings of $410.7 million, or $1.29 per share, in Q2 2025. Net sales were $2,824.1 million, down from $3,005.7 million, and gross margin compressed to 8% from 17% on higher raw material and input costs, reduced volumes, and sulfur supply constraints.
For the first half of 2026, Mosaic reported a net loss of $530.4 million versus net earnings of $648.8 million a year earlier, despite net sales increasing 3% to $5,822.1 million. Results were heavily affected by asset-related charges, including a total impairment of approximately $191.2 million on the Carlsbad potash mine sale, an impairment of about $233 million on the Araxá complex held for sale, and exit and related charges around the idling of the Patrocínio mining activities. The company also recorded about $69 million of project write-offs, a foreign currency transaction loss of $39.4 million, and an unrealized mark-to-market loss of approximately $161.6 million on its Ma’aden equity investment. Operating cash flow remained positive at $271.6 million for the first six months, while capital expenditures were $677.1 million, and total long-term debt including current portion increased to $4,834.4 million. Mosaic continues to carry substantial asset retirement obligations of $2,515.1 million and a $1.4 billion unrecognized tax benefit under review in an IRS Pre-Filing Agreement program, along with environmental, Brazilian legal and tax, and newly consolidated U.S. antitrust class action contingencies.
The Mosaic Company reported stronger quarterly results. For the three months ended September 30, 2025, net sales were $3,452.1 million and diluted EPS reached $1.29, up from $0.38 a year ago. Gross margin improved to $552.3 million, and operating earnings rose to $339.8 million. Other income and foreign currency effects supported results, lifting earnings from consolidated companies before taxes to $599.3 million.
Year to date, net sales were $9,078.7 million with net earnings attributable to Mosaic of $1,060.2 million. Operating cash flow for the nine months was $880.9 million versus capital expenditures of $1,009.8 million. On the balance sheet, inventories increased to $3,279.1 million, equity securities were $1,894.5 million, and short‑term debt was $1,153.7 million. Mosaic amended its $2.5 billion unsecured revolving credit facility, extending maturity to May 16, 2030. Commercial paper outstanding was $773.8 million.
Asset retirement obligations totaled $2,538.9 million, including reserves of $65.4 million for New Wales Phase II West repairs and $6.3 million for Phase II East. Shares outstanding were 317,407,176 as of September 30, 2025.