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Companies · MOS

MOS Reported this cycle

Mosaic Company

Tampa, FL Founded 2004 Agriculture & Food Production

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Latest analysis

Updated Aug 28, 2026

Mosaic redeems $537M in senior notes and debentures using cash on hand by September 2026.

Mosaic exercised redemption notices on August 28, 2026, for $304.9 million of 4.050% Senior Notes due 2027, $124.1 million of 5.375% Senior Notes due 2028, and $108.2 million of 7.30% Debentures due 2028 (total $537.2 million aggregate principal), with redemption on September 28, 2026. Redemption prices include make-whole calculations tied to Treasury rates plus spreads, payable in full from cash on hand. This signals confidence in liquidity and a priority to reduce near-term debt maturities and refinancing risk.

Tone: neutral

Revenue

$12.1B

MOS 10-K · FY 2025

Employees

13,249

Revenue FY2024

$11.1B

Founded

2004

Profile

MOS 10-K Item 1 · Feb 27, 2026

Mosaic is the world's leading producer and marketer of concentrated phosphate and potash crop nutrients, operating mines and processing facilities across North America, Brazil, and Peru. The company operates through three reportable segments — Phosphate, Potash, and Mosaic Fertilizantes — serving customers in approximately 40 countries. It is also the largest fertilizer production and distribution company in Brazil.

Read filing description ↓

The Mosaic Company is the world's leading producer and marketer of concentrated phosphate and potash crop nutrients. Through our broad product offering, we are a single source supplier of phosphate- and potash-based crop nutrients and animal feed ingredients. We serve customers in approximately 40 countries. We are the second largest integrated phosphate producer in the world and one of the largest producers and marketers of phosphate-based animal feed ingredients in North America and Brazil. We are the leading fertilizer production and distribution company in Brazil. We mine phosphate rock in Florida, Brazil and Peru. We process rock into finished phosphate products at facilities in Florida, Louisiana and Brazil. We are typically one of the top four global potash producers in the world. We mine potash in Saskatchewan and New Mexico. We have other production, blending or distribution operations in Brazil, China, India and Paraguay. Our operations serve the top four nutrient-consuming countries in the world: China, India, U.S. and Brazil. We are organized into three reportable business segments: Phosphate, Potash and Mosaic Fertilizantes. We account for approximately 10% of estimated global annual phosphate production and approximately 12% of estimated global annual potash production. We account for approximately 72% of estimated North American annual production of concentrated phosphate crop nutrients and approximately 34% of estimated North American annual potash production.

Primary products

  • Diammonium Phosphate (DAP)
  • Monoammonium Phosphate (MAP)
  • MicroEssentials
  • Muriate of Potash (MOP)
  • K-Mag
  • Biofos

Business segments

Phosphate Potash Mosaic Fertilizantes

End markets

Crop nutrient manufacturers Wholesale distributors Retail chains Cooperatives Independent retailers National accounts Farmers Industrial accounts Animal feed industry

Geographies

United States Canada Brazil Peru China India Paraguay Saudi Arabia
“We believe that we are a low-cost integrated producer of phosphate-based crop nutrients, due in part to our scale, vertical integration and strategic network of production and distribution facilities.” Competitive position, as stated in the filing

Revenue commentary · FY 2025

Consolidated net sales increased from $11.1 billion in 2024 to $12.1 billion in 2025, driven by higher volumes and revenues across all three segments, particularly Mosaic Fertilizantes and Potash.

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Analysis, signals, diligence answers, M&A activity and every quote, each citing the filing it came from.

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