Every 8-K 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 8-K covers material events a company has to report between its quarterly 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.
MOSAIC CO said Karen A. Swager plans to retire and will resign as executive vice president of operations effective December 1, 2026; she will serve as a senior advisor until her retirement in the second quarter of 2027. Walter F. Precourt, III was appointed executive vice president of operations effective December 1, 2026. After her transition, Swager will continue receiving her current cash compensation and remain eligible for benefit plans generally available to management-level employees through her remaining employment.
Effective upon Precourt’s first day in the role, the Compensation and Human Resources Committee approved a $710,000 base salary, a 2027 Management Incentive Plan target bonus equal to 85% of salary earned in 2027, and a $1,725,000 long-term incentive award: 40% in restricted stock units and 60% in total shareholder return performance units. It also approved a one-time promotional restricted stock unit award with a $300,000 grant-date fair value.
MOSAIC CO (MOS) announced that it will redeem multiple outstanding debt securities. The company issued redemption notices for all $304,897,000 of its 4.050% Senior Notes due 2027, all $124,122,000 of its 5.375% Senior Notes due 2028, and all $108,211,000 of 7.30% Debentures due 2028 issued by its subsidiary Mosaic Global Holdings, Inc.
All instruments will be redeemed using cash on hand on September 28, 2026. Each will be redeemed at the greater of 100% of principal or a make-whole amount based on the Treasury Rate plus a spread (30 basis points for the 2027 Notes; 20 basis points for the 2028 Notes and Debentures), plus accrued and unpaid interest. Upon redemption, the indenture for the Debentures will be discharged.
The Mosaic Company reported the closing of an offering of $2,000,000,000 in senior notes, consisting of $1,000,000,000 of 5.350% senior notes due 2031, $500,000,000 of 5.650% senior notes due 2034, and $500,000,000 of 5.900% senior notes due 2036. The notes were issued under an existing Indenture with U.S. Bank Trust Company, National Association, and sold pursuant to an Underwriting Agreement with a syndicate led by Citigroup, BofA Securities, J.P. Morgan, and Wells Fargo Securities.
Mosaic expects to receive approximately $1,983.3 million in net proceeds after underwriting discounts and expenses. The company intends to use these funds primarily to finance previously announced tender offers for up to $1,400,000,000 aggregate purchase price of existing notes, including various series maturing between 2027 and 2029, and for general corporate purposes, which may include repayment, repurchase or refinancing of other indebtedness and short-term investments pending deployment.
The Mosaic Company reported final results of its cash tender offers for four series of outstanding debt securities. The offers for its 4.050% Senior Notes due 2027, 7.30% Debentures due 2028, 5.375% Senior Notes due 2028 and 4.350% Senior Notes due 2029 expired at 5:00 p.m., New York City time, on August 14, 2026. All conditions were satisfied or waived.
Mosaic accepted for purchase $395,103,000 of the 2027 Notes, $38,931,000 of the 2028 Debentures, and $275,878,000 of the 2028 Notes, each in full as tendered. For the 2029 Notes, which had a series cap of $160,000,000, Mosaic increased the accepted amount by 2% of the outstanding aggregate principal amount and will purchase $161,074,000 of 2029 Notes at a proration factor of approximately 37.78%.
Holders whose notes are accepted will also receive an Accrued Coupon Payment on the settlement date of August 18, 2026. Notes tendered but not accepted will be returned to holders. Dealer managers and a tender and information agent assisted in administering the offers.
The Mosaic Company has set pricing terms for previously announced cash tender offers to repurchase certain outstanding debt securities. The offers cover four Series of Notes with an aggregate purchase price cap, excluding accrued interest, of $1,400,000,000 (the Tender Cap), subject to acceptance priority and potential proration.
The notes targeted are the 4.050% Senior Notes due 2027, 7.30% Debentures due 2028, 5.375% Senior Notes due 2028, and 4.350% Senior Notes due 2029, with a separate $150,000,000 Series Cap for the 2029 Notes. Total consideration per $1,000 principal amount is $996.82, $1,037.99, $1,017.38, and $993.31, respectively, plus accrued interest to, but excluding, the expected Settlement Date of August 18, 2026. The offers expire and the withdrawal deadline is 5:00 p.m., New York City time, on August 14, 2026, and Mosaic may adjust the Tender Cap or Series Cap, subject to stated conditions.
The Mosaic Company commenced cash tender offers to purchase several outstanding debt securities, subject to an aggregate purchase price cap (the Tender Cap) of $1,400,000,000, excluding accrued interest. The offers cover four series: 4.050% Senior Notes due 2027, 7.30% Debentures due 2028, 5.375% Senior Notes due 2028 and 4.350% Senior Notes due 2029. The 2029 Notes are further limited by a $150,000,000 series cap. Pricing for each series will be based on a fixed spread over the yield of a specified U.S. Treasury reference security, determined on August 14, 2026. The offers are scheduled to expire at 5:00 p.m., New York City time, on August 14, 2026, with settlement expected on August 18, 2026. Completion is subject to a financing condition requiring Mosaic to complete a new registered senior notes offering that generates sufficient net proceeds to fund the tender consideration and related accrued interest.
The Mosaic Company reported second-quarter 2026 net sales of $2.8 billion and a net loss attributable to Mosaic of $272.8 million, or $(0.86) per diluted share, compared with net earnings of $410.7 million in the prior-year quarter. Results included $351 million of pre-tax notable items, mainly a $162 million Ma’aden mark-to-market loss, non-cash project write-offs and foreign-currency losses, reducing earnings per share by $(0.99). Adjusted EBITDA was $407 million versus $566 million a year earlier.
Potash delivered stable adjusted EBITDA of $278 million on 2.0 million tonnes of sales and higher MOP prices, while Phosphate and Mosaic Fertilizantes posted operating losses due to higher sulfur and ammonia costs and production curtailments. Cash flow from operations fell to $167.4 million, and free cash flow was $(152.9) million. For 2026, Mosaic guides to potash production of 9.0 million tonnes, capital expenditures of $1.2 billion, SG&A of $510–$530 million, and expects Q3 phosphate and potash prices of $820–$840 and $270–$290 per tonne, respectively. The company completed the sale of its Carlsbad potash mine, arranged a $1 billion term loan, reduced its capex outlook, and paid a quarterly dividend of $0.22 per share.
The Mosaic Company entered into a new credit agreement that provides a committed delayed draw term loan facility with an aggregate principal amount of up to $1,000,000,000. The facility consists of a 364-day tranche of $500,000,000 and a three-year tranche of $500,000,000. The company plans to use proceeds from any draws under this facility to repay existing indebtedness, effectively refinancing part of its current debt structure.
The Mosaic Company reported results from its 2026 Annual Meeting of Stockholders. Stockholders elected twelve directors, each to serve a one-year term ending at the 2027 annual meeting or until a successor is elected and qualified.
Stockholders also ratified the appointment of KPMG LLP as Mosaic’s independent registered public accounting firm for the year ending December 31, 2026. In addition, they approved, on an advisory basis, the Say-on-Pay proposal covering compensation for Mosaic’s named executive officers, as described in the proxy statement for the meeting.
The Mosaic Company reported a net loss of $258 million, or EPS of $(0.81), for Q1 2026, versus net income of $238 million a year earlier. Net sales were $3.0 billion, up from $2.6 billion, but results were hit by $323 million of pre-tax notable items.
These items were driven largely by $442 million of charges tied to idling the Araxa and Patrocinio operations in Brazil; $328 million of this was non-cash. Adjusted EBITDA was $416 million and adjusted EPS was $0.05.
Potash performed relatively well with net sales of $667 million, operating earnings of $177 million and adjusted EBITDA of $275 million, helped by higher prices. Phosphate and Mosaic Fertilizantes posted operating losses of $48 million and $422 million, pressured by sharply higher sulfur and ammonia costs and Brazil-related charges.
Cash flow from operations was $104 million, while free cash flow was $(253) million after $357 million of capital spending. For 2026, Mosaic now guides to about 9 million tonnes of potash production, capital expenditures of $1.25 billion and a high‑20s to low‑30s percent adjusted effective tax rate. Phosphate production guidance has been withdrawn amid record sulfur prices and the company is implementing partial curtailments in the U.S. and Brazil.
The Mosaic Company is idling and demobilizing its Araxá Mining and Chemical Complex and related mining activities at the Patrocínio Complex in Brazil as part of efforts to reduce costs and redeploy capital. These steps will lead to workforce reductions and a planned sale process for Araxá assets, while Mosaic continues developing a niobium opportunity at Patrocínio.
The company expects the idling to cut annual phosphate production at Mosaic Fertilizantes by about 1 million tonnes and to record a pre-tax book impact of $350 to $400 million in the first quarter of 2026, including $275 to $300 million of impairments on assets held for sale and other write-offs. Following a potential transaction, Mosaic expects annual capital expenditures to decline by approximately $20 to $30 million and operating expenses by about $70 to $80 million, and it describes the impact on adjusted EBITDA as limited, excluding one-time closure costs.
The Mosaic Company reported full year 2025 net income of $541 million, up from $175 million in 2024, and diluted EPS of $1.70. Adjusted EBITDA rose about 10% to $2.4 billion, driven mainly by stronger Potash pricing and volumes and higher margins in Mosaic Fertilizantes.
Results were marred by a fourth quarter 2025 net loss of $519 million (EPS of $(1.64)), largely from $422 million in pre-tax notable items including a $189 million Carlsbad asset impairment, $110 million of Mosaic Fertilizantes impairments, and various asset retirement and tax charges. Adjusted Q4 EPS was $0.22 and adjusted EBITDA was $505 million.
Cash flow from operations fell to $825 million in 2025 from $1.3 billion, as inventories and rock inputs increased, and free cash flow turned to $(535) million amid high capital expenditures of $1.36 billion. Mosaic plans about $1.5 billion of 2026 capex and targets additional $100 million of value capture versus 2025, while guiding to roughly 9 million tonnes of potash and at or above 7 million tonnes of phosphate production.
The Mosaic Company filed a Form 8-K to furnish a press release that shares certain preliminary financial and operating results for the quarter and full year ended December 31, 2025. The press release, dated January 16, 2026 and attached as Exhibit 99.1, contains the detailed figures and commentary. The company notes that this information is being furnished, not filed, so it is not automatically subject to certain Exchange Act liabilities or incorporated into other securities filings unless specifically referenced.
The Mosaic Company closed a two‑tranche debt offering, issuing $500,000,000 of 4.350% senior notes due 2029 and $400,000,000 of 4.600% senior notes due 2030. The notes were sold under an underwriting agreement with major banks and issued pursuant to an existing indenture.
Mosaic expects approximately $893.5 million in net proceeds after underwriting discounts and estimated expenses. The company plans to use the funds for general corporate purposes, which may include repayment of indebtedness, with any interim balances invested in short‑term instruments. The securities were registered on a Form S‑3 filed on November 7, 2025.
The Mosaic Company (MOS) furnished an 8-K announcing that it provided a press release covering earnings and results of operations for the quarter ended September 30, 2025, issued on November 4, 2025. The materials are furnished under General Instruction B.2. and are not deemed filed.
Exhibit 99.1 contains the earnings press release, and Exhibit 99.2 provides performance data for the period ended September 30, 2025. These exhibits are incorporated by reference as specified and do not carry Section 18 liability when furnished.
The Mosaic Company filed a current report to furnish, rather than formally file, information about its latest business performance. The company attached a press release as Exhibit 99.1 that provides certain preliminary operating results for the quarter ended September 30, 2025.
The press release was issued on October 10, 2025, and is incorporated by reference in this report under the furnishing standard, which limits how it is treated under securities law. No detailed financial figures are included in the text of this report itself.