Mosaic Co (MOS)

The Mosaic Company, through its subsidiaries, produces and markets concentrated phosphate and potash crop nutrients. It operates in three segments: Phosphates, Potash, and Mosaic Fertilizantes. The company owns and operates mines and production facilities, which produce concentrated phosphate crop nutrients and phosphate-based animal feed ingredients, as well as concentrated phosphate crop nutrients, such as diammonium phosphate, monoammonium phosphate, and MicroEssentials, a value-added ammoniated phosphate product. It also mines, processes, and sells potash to crop nutrient manufacturers, distributors, retailers, and to customers for industrial use; and owns and operates mines, chemical plants, crop nutrient blending and bagging facilities, port terminals and warehouses, which produce and sell concentrated phosphate and potash-based crop nutrients, and phosphate-based animal feed ingredients. In addition, the company produces a double sulfate of potash magnesia product under the K-Mag brand; and purchases phosphate, potash, and nitrogen products to produce blended crop nutrients. Further, it offers triple superphosphate, single superphosphate, and dicalcium phosphate; feed phosphate under the Biofos and Nexfos brands; potash for de-icing and as a water softener regenerant; and phosphogypsum. The company sells its products to wholesale distributors, retail chains, cooperatives, independent retailers, and national accounts through its sales force. It also exports its products. The company operates in the United States, Brazil, China, Canada, Paraguay, Argentina, Japan, Colombia, India, Australia, Peru, Mexico, Honduras, the Dominican Republic, Indonesia, and internationally. The Mosaic Company was incorporated in 1987 and is headquartered in Tampa, Florida.

• 年度报告（10-K）

  对公司业务、财务业绩和风险的年度概述。

  提交日期：2026-02-27

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• 季度报告（10-Q）

  最近三个月财务表现的最新情况。

  提交日期：2026-08-05

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• 临时报告（8-K）

  关于重大事件（如管理层变动或重要公告）的通知。

  提交日期：2026-09-25

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• 8/5/2026NEGATIVE
  Mosaic Phosphate Pains Highlight Hormuz Fertilizer Disruption

  Mosaic Co. is facing significant headwinds as its fertilizer production cutbacks are insufficient to offset the impact of escalating input costs. The ongoing conflict in Iran has severely disrupted supply chains, leading to a surge in prices for essential raw materials required for fertilizer manufacturing. This situation puts considerable pressure on Mosaic's margins and profitability, potentially impacting its financial performance and market valuation. Investors should monitor the company's ability to navigate these volatile input cost dynamics and the broader geopolitical risks affecting the fertilizer sector.

• 5/11/2026NEGATIVE
  Fertilizer Maker Mosaic Loses Out as Iran War Roils Inputs

  Despite soaring fertilizer prices due to the Iran war, The Mosaic Company is not experiencing a windfall. The conflict has disrupted global supply chains and increased input costs for fertilizer producers, negatively impacting margins for companies like Mosaic. Investors are concerned about the company's ability to pass on these higher costs to consumers and maintain profitability amidst geopolitical instability and rising operational expenses.

• 5/11/2026NEGATIVE
  Fertilizer Maker Mosaic Cuts Output After Iran War Raises Costs

  Mosaic Co., a major fertilizer producer, is temporarily halting nearly two million tons of US phosphate production. This significant reduction in output is attributed to the escalating costs and supply chain disruptions stemming from the ongoing conflict in Iran, which impacts key agricultural and mining inputs. The move highlights the growing pressure on commodity prices and production levels due to geopolitical instability. Investors should note that reduced supply, coupled with potentially higher input costs, could lead to increased fertilizer prices, impacting agricultural yields and profitability across the sector.

• 3/11/2026POSITIVE
  Mosaic Eyes 2030 Production With Uberaba Rare Earths Facility

  The Mosaic Company is set to become a significant rare earth element (REE) producer in the Americas with its Uberaba facility, projected to yield 1,900 tonnes of separated REE oxides annually by 2030. This strategic move positions Mosaic as a key player in a critical sector, potentially reducing reliance on foreign supply chains for these vital materials. The development is expected to bolster Mosaic's diversified portfolio beyond its traditional fertilizer business, offering investors exposure to the growing demand for rare earths in advanced technologies and green energy solutions.

• 2/25/2026NEUTRAL
  Mosaic (MOS) Q4 2025 Earnings Call Transcript

  Investors in Mosaic Inc. (MOS) are keenly awaiting the release of the Q4 2025 earnings call transcript. While the event was scheduled for February 25, 2026, specific details and management commentary have not yet been made public. This lack of immediate information prevents a thorough analysis of the company's financial performance during the period and its future outlook. The market remains on standby for concrete data regarding revenues, earnings, and guidance, which are crucial elements for assessing the trajectory of the fertilizer producer. Until the transcript becomes available, any speculation on the stock's price impact remains purely conjectural, keeping the shares in a holding pattern.

• 2/24/2026NEUTRAL
  Mosaic Earnings Report: Q4 Overview

  Markets Gazette reports the release of Mosaic Company's fourth-quarter earnings report. However, at the time of writing, specific details regarding the financial results, including revenues, earnings per share, and future guidance, have not yet been disclosed or are unavailable for analysis. This lack of concrete data leaves investors in a wait-and-see position, unable to fully assess the company's performance and its potential impact on the dynamic fertilizer and agricultural products sector. The market eagerly awaits further communications to form an informed judgment on the stock's trajectory and Mosaic's short-to-medium-term prospects.