AI brief of an SEC Form 8-K · Mosaic Company (The) (MOS)

Mosaic posts $273 million Q2 net loss as sales fall to $2.8 billion

Negative Impact 4 of 5 earnings Written later

Mosaic reported a second-quarter 2026 net loss of $273 million, or $0.86 per diluted share, compared with net income of $411 million a year earlier, on net sales of $2.8 billion versus $3.0 billion. Adjusted EBITDA fell to $407 million from $566 million, and the company cut its 2026 capital expenditure outlook to $1.2 billion, which may matter to shareholders watching cash use.

Key points

  • Net loss of $273 million, or $0.86 per diluted share, versus net income of $411 million in Q2 2025
  • Adjusted EBITDA of $407 million, down from $566 million; adjusted EPS was $0.13
  • 2026 capital expenditure outlook reduced to $1.2 billion from $1.25 billion
  • Phosphate operating loss of $104 million and Mosaic Fertilizantes operating loss of $41 million

The filing

CompanyMosaic Company (The) (MOS)
Form8-K, current report
Filed with the SECAug 4, 2026, 4:26 PM ET
Accession number0001285785-26-000109

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 12:57 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 04, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.