MOSAIC CO MOS

Mosaic Co posted higher fertiliser volumes and better prices in its most recent quarter and still recorded a loss. For the three months ending 31 March 2026, the company reported revenue of $3.00 billion, net income attributable to the parent of negative $257.6 million, operating income of negative $372.9 million, and a diluted loss per share of $0.81 across 317.5 million weighted average shares, per its 10-Q filed with SEC EDGAR on 11 May 2026.

Mosaic mines and processes crop nutrients, chiefly phosphate and potash, the concentrated minerals that farmers spread to grow food at scale. The 10-Q records that Phosphate segment finished-product sales volumes rose to 1.9 million for the quarter from 1.5 million a year earlier, and Potash segment finished-product volumes reached 2.2 million tonnes against 2.1 million tonnes in the prior year period. Higher average finished goods sales prices added approximately $40 million, with freight and other product revenue contributing approximately $10 million versus the prior year period.

The balance sheet, as filed, carries $24.57 billion of assets, $11.80 billion of stockholders' equity attributable to the parent, $3.42 billion of inventory, and $281.8 million of cash and cash equivalents at the 31 March 2026 period end. Net cash provided by operating activities was $104.2 million, while payments to acquire property, plant and equipment were $356.8 million, so capital spending ran well ahead of operating cash for the period. The reported change in inventories was an increase of $7.4 million.

The supplied source rail for this file is SEC EDGAR: the 10-Q, an 8-K filed 15 June 2026, five Form 4 insider filings dated 1 June 2026, and the company's EDGAR index, submissions JSON and companyfacts JSON. No chart route or price series was supplied, so this report carries no levels, no support or resistance, and no candle reading. The market mechanism here is commodity-priced crop nutrients, where volumes can rise while reported margins stay negative, exactly the pattern the filed figures describe.

What changed is the shape of the quarter: more tonnes out the door and firmer prices, yet a loss at both the operating and net lines. What the evidence does not establish is the substance of the 15 June 2026 8-K or the detail of who transacted on the five Form 4 filings, since the rail supplies the filings as events rather than parsed contents. The figures that would deepen the file are the 8-K subject matter, the insider-transaction specifics, and the next quarterly cash and segment-margin detail from a future 10-Q.