Every material Form 8-K Mosaic Company (The) filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Mosaic reported third-quarter 2025 net income of $411 million and diluted earnings per share of $1.29, up from $122 million and $0.38 in the same quarter of 2024. Net sales rose to $3.5 billion from $2.8 billion, and adjusted EBITDA rose 80% to $806 million, driven mainly by Mosaic Fertilizantes and higher potash prices. Net income included $135 million of pre-tax notable items, mainly a $308 million mark-to-market gain on Ma'aden shares, and the company gave full-year 2025 and fourth-quarter outlook figures.
Q3 2025 net sales $3.5 billion vs. $2.8 billion in Q3 2024; adjusted EBITDA $806 million vs. $448 million
Diluted EPS $1.29 vs. $0.38 a year earlier; adjusted EPS $1.04
Notable items added $135 million pre-tax, including a $308 million Ma'aden gain offset by a $75 million loss on the Taquari mine held for sale
Q4 2025 Mosaic Fertilizantes segment adjusted EBITDA expected to be approximately $100 million
Mosaic reported results for the quarter ended June 30, 2025, in a press release dated August 5, 2025, with supporting performance data furnished as Exhibit 99.2. Net earnings attributable to Mosaic were $411 million, against a loss of $162 million a year earlier, and net sales rose to $3,005 million from $2,817 million. Adjusted diluted EPS of $0.51 was below $0.54 in Q2 2024, and adjusted EBITDA of $566 million was below $584 million, so shareholders see a mixed picture driven partly by notable items.
Diluted EPS of $1.29 in Q2 2025, versus a loss of $0.50 per share in Q2 2024
Notable items added $0.78 per share in Q2 2025, including a $216 million Ma'aden mark-to-market gain
Adjusted diluted EPS of $0.51, down from $0.54 in Q2 2024 but up from $0.49 in Q1 2025
Gross margin rate of 17% in Q2 2025, up from 14% a year earlier
Mosaic entered into an Amended and Restated Credit Agreement effective May 16, 2025, with Bank of America as administrative agent, replacing its existing credit agreement. The unsecured revolving credit facility provides up to $2.5 billion and extends maturity from August 19, 2026 to May 16, 2030, while reducing unused commitment fees and adding covenant flexibility.
Unsecured revolving credit facility of up to $2.5 billion
Maturity extended from August 19, 2026 to May 16, 2030
Unused commitment fee rates reduced compared with the existing agreement
Full agreement filed as Exhibit 10.1; Bank of America, N.A. is administrative agent
Mosaic reported fourth quarter and full year 2024 results. Full-year net sales fell 19% to $11.1 billion and net income fell 85% to $175 million, with a $642 million foreign exchange loss weighing on results. Management expects phosphate and potash volumes to recover in 2025 and gave production, sales volume, price and capital expenditure assumptions for the year.
Q4 2024 net income was $169 million, down from $365 million in Q4 2023; Q4 adjusted EBITDA was $594 million versus $646 million
Full-year 2024 adjusted EBITDA was $2.2 billion, down 20% from 2023; full-year diluted EPS was $0.55
Notable items reduced 2024 EPS by $1.43, mainly a $642 million foreign currency transaction loss, partly offset by a $522 million Ma'aden gain
2025 guidance includes potash production of 8.7-9.1 million tonnes and phosphate production of 7.2-7.6 million tonnes, with capital expenditures of $1.2-1.3 billion
On January 13, 2025, Mosaic's Board elected Sonya C. Little and Kathleen M. Shanahan as directors, each for a term expiring at the 2025 annual shareholder meeting. Little joined the Audit Committee and Shanahan joined the Compensation and Human Resources Committee, both effective the same day.
Board elected Sonya C. Little and Kathleen M. Shanahan as directors on January 13, 2025.
Little joined the Audit Committee; Shanahan joined the Compensation and Human Resources Committee.
Each director received a prorated 2024 annual restricted stock unit grant valued at $64,726.
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