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Get filing alertsCritical incident detected
Regulatory enforcement action
Time-sensitive event — see the red-flag panel below for the source-quoted detail.
Red Flags Detected
- Asset Impairment (new) — The company recorded a $233 million impairment on the Araxá disposal group in 2026, a new charge not present in the prior year.
- Asset Impairment (new) — The Carlsbad divestiture resulted in a total impairment of $191.2 million, with $6.2 million recognized in the current quarter.
- Enforcement Action (new) — The heading appears in both filings, but the current filing adds a new enforcement action in Peru and a presidential suspension of the CVD order, which are material developments.
revenue $2.82B, net income -$272.8M. Mosaic swings to loss as sulfur costs surge 150% and Ma'aden stake swings to loss
Filed August 5, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 6, 2025 · ~1 min read
Key Changes
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high
Net loss of $272.8M ($0.86/share) vs. $410.7M profit a year ago, driven by higher sulfur/ammonia costs, lower volumes, and a $161.6M unrealized loss on Ma'aden shares.
MD&A: Consolidated results verify on EDGAR → -
high
Phosphate segment operating loss widened to $104M from $8M; Mosaic Fertilizantes swung to a $41M loss from $109M profit.
MD&A: Segment results verify on EDGAR → -
high
Long-term debt rose $1.4B to $4.8B while operating cash flow fell 58% to $271.6M for the six months.
MD&A: Liquidity and debt verify on EDGAR →
1 more material change behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.
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Figures/quotes linked to EDGAR · Narrative written by AI · Sep 1, 2026 · How we verify