MOSMosaic
The Mosaic Company is the world’s leading producer and marketer of concentrated phosphate and potash crop nutrients. 10-K, Item 1
- Employees
- 13,249
- Headquarters
- Tampa, FL
- CEO
- Bruce M. Bodine
- Next results
- around Feb 23, 2027
What changed
10-K filed Feb 27, 2026 against Mar 3, 2025| Area | What changed | Source |
|---|---|---|
| Risk factors | 4 new paragraphs, nothing like them in the previous 10-K | 10-K Item 1A |
| Inventory growing faster than revenue | Inventory +32.0% vs revenue +8.4% (+23.6 pts) | 10-K · XBRL |
| Critical audit matters changed | New this year: F- 32 (“to the knowledge, skill, and ability of third-party specialists and their relationship to the Company, determination of necessary activities required to treat contaminated water, and the development of the significant assumptions utilized in the process. We compared water treatment unit cost estimat”). No longer listed: F- 31. Same as last year: Evaluation of asset retirement obligations for water treatment costs | 10-K · XBRL |
| Material impairment (8-K item 2.06) | 8-K item 2.06 (material impairments) filed 2026-04-08: “On April 8, 2026, The Mosaic Company (the "Company") announced that it will begin the process of idling and demobilizing its Araxá Mining and Chemical Complex and idling related mining activities at the Patrocínio Complex in Brazil. (the "Araxá Idling"). The Company currently anticipates recording a pre-tax book impact of $350 to $400 million in the first quarter of 2026 with $275 to $300 million…” | 10-K · XBRL |
| Accounting checks | 8 other checks clear, 3 worth a look | 10-K · XBRL |
| Insiders | No open-market buys in the last 90 days | Form 4 |
| Filings | 2 in the last 30 days | EDGAR |
Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.
What's new, in their words
10-K filed Feb 27, 2026Paragraphs in Risk Factors that were not in the 10-K filed 2025-03-03. Quoted as filed.
Our ability to fund operations, meet obligations, and pursue strategic initiatives depends on maintaining sufficient liquidity and access to capital markets. We rely on cash generated from operations, committed credit facilities, and debt financing. Adverse conditions in global credit markets, disruptions in banking systems, or a…
10-K, Item 1A
Accounting checks
latest 10-K8 of 11 clear 3 worth a look. Checks, not verdicts.
- !Inventory growing faster than revenueInventory +32.0% vs revenue +8.4% (+23.6 pts)
- !Critical audit matters changedNew this year: F- 32 (“to the knowledge, skill, and ability of third-party specialists and their relationship to the Company, determination of necessary activities required to treat contaminated water, and the development of the significant assumptions utilized in the process. We compared water treatment unit cost estimat”). No longer listed: F- 31. Same as last year: Evaluation of asset retirement obligations for water treatment costs
- !Material impairment (8-K item 2.06)8-K item 2.06 (material impairments) filed 2026-04-08: “On April 8, 2026, The Mosaic Company (the "Company") announced that it will begin the process of idling and demobilizing its Araxá Mining and Chemical Complex and idling related mining activities at the Patrocínio Complex in Brazil. (the "Araxá Idling"). The Company currently anticipates recording a pre-tax book impact of $350 to $400 million in the first quarter of 2026 with $275 to $300 million…”
- ✓Receivables -3.1% vs revenue +8.4% (-11.5 pts)
- ✓Cash from operations $824.8M vs net income $540.7M (FY ending 2025-12-31)
- ✓Same auditor in both 10-Ks: KPMG LLP
- ✓No statement of substantial doubt about going concern
- ✓No 8-K item 4.02 in the last 2 years
- ✓No NT 10-K or NT 10-Q in the last 2 years
- ✓No sentence in the 10-K concludes that controls were not effective because of a material weakness
- ✓No 8-K item 1.03 in the last 2 years
In the last 30 days
All filings →- Nov 4, 202610-Q Quarterly report (10-Q) period ended Sep 30, 2026
- Nov 3, 20268-K Quarterly results 8-K item 2.02
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