Live financial news intelligence

Track market-moving stories before they get noisy

Real-time pulse of financial headlines curated from 5 premium feeds.

Latest market signal Czech Filtered by asset MOS
Coverage 171,584 Raw stories ingested 22,772 rewritten in CS_CZ • 0 to rewrite (last 2 days).
Agents 7 Live Pipeline agents
  • FMP Stock News Fetch every minute running now
  • FMP Forex News Fetch every 5 min 2m ago
  • CoinGecko News Fetch every 5 min 4m ago
  • FIO Stock News Fetch every 10 min 8m ago
  • Patria Stock News Fetch every 10 min 8m ago
  • Editorial rewrite Rewrite every minute 1m ago
  • Asset sync Assets every 1 hour 27m ago

Latest coverage

Market News Feed

Scan headlines quickly, then expand any story for source context.

View
Language
Relevance
Clear
Details Date Content Source Relevance
2026-09-03 17:21 9d ago
2026-09-03 12:36 9d ago
Mosaic roste navzdory ztrátě a horšímu výhledu
MOS The Mosaic Company
FMP Stock News 78
Original source text
It has been about a month since the last earnings report for Mosaic (MOS - Free Report) . Shares have added about 10.1% in that time frame, outperforming the S&P 500.

Will the recent positive trend continue leading up to its next earnings release, or is Mosaic due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts.

Mosaic’s Q2 Earnings Beat Estimates, Sales Miss on Lower VolumesMosaic posted second-quarter 2026 net loss of $273 million or 86 cents per share, down sharply from a profit of $411 million or $1.29 per share in the year-ago quarter. 

Barring one-time items, adjusted earnings were 13 cents per share, down 74.5% from adjusted earnings of 51 cents a year ago. The figure beat the Zacks Consensus Estimate of 9 cents.   

Net sales declined 6% year over year to $2,824.1 million from $3,005.7 million in the prior-year quarter. Revenues missed the Zacks Consensus Estimate of $3,046.4 million. Lower sales volumes and elevated raw material costs, particularly sulfur, more than offset the benefit of higher phosphate and potash prices. 

Segment Highlights Mosaic’s Phosphate segment generated net sales of $1.25 billion, up from $1.17 billion a year ago. Sales volumes declined to 1.4 million tons from 1.5 million tons due to production curtailments. Net sales missed our estimate of $1.27 billion. Gross margin deteriorated to negative $4 per ton from $67 per ton a year ago as higher sulfur and ammonia costs offset stronger DAP pricing. The average DAP selling price increased to $773 per ton from $668 per ton.   

The Potash segment delivered net sales of $650 million, down from $711 million a year ago. Sales volumes fell to 2 million tons from 2.3 million tons because of turnaround activities and the Carlsbad divestiture. However, net sales beat our estimate of $603.8 million. Gross margin improved to $103 per ton from $89 per ton, supported by higher realized prices. The average MOP selling price rose to $275 per ton from $261 per ton.   

Mosaic Fertilizantes reported net sales of $1.03 billion, down from $1.18 billion in the year-ago quarter. Sales volumes declined to 1.5 million tons from 2.2 million tons, reflecting curtailed domestic production and softer demand. Revenue missed our estimate of $1.21 billion. Gross margin fell to $4 per ton from $73 per ton, while the average finished product selling price increased to $585 per ton from $474 per ton. Higher sulfur costs and lower production volumes weighed on profitability.   

FinancialsMosaic ended the quarter with cash and cash equivalents of $294 million compared with $276.6 million at the end of 2025. Long-term debt (net of current maturities) increased to $4,767.7 million from $4,250.9 million at year-end 2025.   

Cash flow from operating activities totaled $167.4 million in the second quarter, down from $609.5 million a year ago. Capital expenditures were $320.3 million, resulting in negative free cash flow of $152.9 million. Mosaic paid a regular dividend of 22 cents per share during the quarter.   

OutlookMosaic reduced its 2026 capital expenditure guidance to $1.2 billion from the prior expectation of $1.25 billion while maintaining its potash production outlook of about 9 million tons. For the third quarter, phosphate sales volumes are expected to be 1.1-1.4 million tons with DAP prices of $820-$840 per ton, while potash sales volumes are projected at 2-2.2 million tons with MOP prices of $270-$290 per ton. The company now expects SG&A expenses of $510-$530 million, net interest expense of $220-$240 million and cash taxes of $250-$300 million for 2026. 

How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a downward trend in estimates revision.

The consensus estimate has shifted -64.19% due to these changes.

VGM ScoresAt this time, Mosaic has a poor Growth Score of F, a score with the same score on the momentum front. However, the stock has a score of C on the value side, putting it in the middle 20% for value investors.

Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. It's no surprise Mosaic has a Zacks Rank #4 (Sell). We expect a below average return from the stock in the next few months.
2026-08-21 16:30 22d ago
2026-08-21 11:06 22d ago
MOS uvádí enzym pro rychlejší rozklad rostlinných zbytků
MOS The Mosaic Company
FMP Stock News 78
Original source text
Key Takeaways MOS launches Enzara to accelerate crop residue decomposition and enable plant ready field conditions sooner.Enzara's enzyme technology works at low temperatures, unlike microbial-based solutions.MOS' Enzara can cut residue and fuel use while mixing with fertilizers and herbicides to avoid another pass. The Mosaic Company’s (MOS - Free Report) Mosaic Biosciences unit recently launched Renuvis Enzara, a new residue management solution designed to accelerate crop residue decomposition and help growers with plant-ready field conditions sooner.

The product addresses challenges associated with increasing residue levels resulting from higher-yielding hybrids, no-till practices and continuous corn production. Heavy residue can add tillage passes, reduce planting capacity and contribute to uneven emergence and inconsistent seed depth.

Enzara uses endoglucanase enzyme technology to target the structural fibers holding crop residue together. Unlike microbial-based solutions that require time to colonize, the enzyme begins working even under cold conditions, including temperatures as low as 32 degrees Fahrenheit. By creating more entry points for naturally occurring soil microbes, the product is designed to manage more residue.

The solution can also complement current residue management practices by reducing residue, lowering fuel consumption and can be applied in fall or spring and is compatible with fertilizer and herbicide tank mixes, eliminating the need for an additional application pass. The launch expands Mosaic Biosciences' product portfolio and highlights the company's focus on technology-driven solutions that can improve farm productivity and operational efficiency.

MOS’ shares have lost 28.3% over the past year compared with the industry’s 45.1% decline.

Image Source: Zacks Investment Research

MOS’ Zacks Rank & Key PicksMOS currently carries a Zacks Rank #4 (Sell). 

Some better-ranked stocks in the Basic Materials space are Neo Performance Materials Inc. (NOPMF - Free Report) , Carpenter Technology Corporation (CRS - Free Report) and Avient Corporation (AVNT - Free Report) .

While NOPMF currently sports a Zacks Rank #1 (Strong Buy), CRS and AVNT carry a Zacks Rank #2 (Buy) each. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for NOPMF’s 2026 earnings is pinned at $1.4 per share, indicating a 185.71% year-over-year increase. NOPMF’sshares have gained 94.3% over the past year.

The Zacks Consensus Estimate for CRS’ fiscal 2027 earnings is pegged at $12.92 per share, indicating a rise of 20.07% year over year. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 8.39%.

The Zacks Consensus Estimate for AVNT’s current-year earnings is pinned at $3.2 per share, indicating a 13.48% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 3.4%. AVNT’sshares have gained 16.5% over the past year.
2026-08-14 22:30 28d ago
2026-08-14 16:15 29d ago
Mosaic nabízí odkup dluhopisů za 1,4 miliardy USD
MOS The Mosaic Company
FMP Stock News 78
Original source text
, /PRNewswire/ -- The Mosaic Company (NYSE: MOS) ("Mosaic") today announced the Reference Yield and Total Consideration (as set forth in the table below) to be paid in connection with its previously announced cash tender offers (collectively, the "Offers") to purchase the outstanding notes described below, in each case upon the terms and subject to the conditions set forth in the Offer to Purchase dated August 10, 2026 (the "Offer to Purchase").

The Notes offered to be purchased in the Offers, in the order of acceptance priority, are the 4.050% Senior Notes due 2027 (the "2027 Notes"); 7.30% Debentures due 2028 (the "2028 Debentures"); 5.375% Senior Notes due 2028 (the "2028 Notes") and 4.350% Senior Notes due 2029 (the "2029 Notes" and together with the 2027 Notes, 2028 Debentures and 2028 Notes, the "Notes" and each a "Series of Notes") for the consideration described below, up to an aggregate purchase price, excluding the Accrued Coupon Payment (as defined below), of $1,400,000,000 (the "Tender Cap") subject to proration and the application of the Acceptance Priority Levels set forth in the table below and as further set forth in the Offer to Purchase and the terms and conditions, including, among others, a $150,000,000 cap on the aggregate consideration to be paid to purchase the 2029 Notes pursuant to the Offers (the "Series Cap") and the Acceptance Priority Procedures set forth in the Offer to Purchase. The 2029 Notes may be subject to proration both due to the Acceptance Priority Procedures and the Series Cap such that Mosaic will only accept for purchase the 2029 Notes for aggregate consideration up to the Series Cap. Subject to applicable law, Mosaic may, but is under no obligation to, eliminate, increase or decrease the Tender Cap and/or the Series Cap at any time prior to the "Expiration Date" of 5:00 p.m., New York City time, on August 14, 2026 (unless extended or earlier terminated by Mosaic with respect to any Offer). In the event proration is required with respect to a Series of Notes, Mosaic will multiply the principal amount of each valid tender of such Series of Notes by the applicable proration rate and round the resulting amount down to the nearest integral multiple of the Minimum Denomination, in order to determine the principal amount of such tender that will be accepted pursuant to the applicable Offer. The excess principal amount of Notes not accepted from the tendering Holders will be promptly returned to such Holders, and if this excess principal amount of Notes is less than $1,000, Mosaic may either accept or reject all such tendering Holders' validly tendered Notes in its sole discretion. Additionally, Mosaic may increase the amount of Notes accepted for payment in the Offers by no more than 2% of the outstanding Notes of the applicable Series, as further described in the Acceptance Priority Procedures set forth below, without amending or extending the Offer. The Offer to Purchase and any related documents are referred to herein collectively as the "Tender Offer Documents".  Capitalized terms used but not defined in this press release have the meanings given to them in the Offer to Purchase.

Certain information regarding the Notes and the pricing for the Offers is set forth in the table below.

Series of Notes

Issuer

CUSIP/ISIN
Number(1)

Aggregate
Principal
Amount
Outstanding

Series Cap

Acceptance
Priority
Level

Reference
Security

Reference

Yield(2)

Bloomberg
Reference
Page

Fixed
Spread
(Basis
Points)

Total

Consideration(3)

4.050%
Senior Notes
due 2027

The Mosaic
Company

61945CAG8 /
US61945CAG87

$700,000,000

N/A

1

4.125% UST
due 11/15/2027

4.111 %

FIT 4

+20

$996.82

7.30%
Debentures
due 2028

Mosaic
Global
Holdings,
Inc.

449669AK6 /
US449669AK64

$147,100,000

N/A

2

4.250% UST
due 01/15/2028

4.132 %

FIT 4

+35

$1,037.99

5.375%
Senior Notes
due 2028

The Mosaic
Company

61945CAH6 /
US61945CAH60

$400,000,000

N/A

3

4.250% UST
due 07/31/2028

4.169 %

FIT 1

+35

$1,017.38

4.350%
Senior Notes
due 2029 

The Mosaic
Company

61945CAJ2 /
US61945CAJ27

$500,000,000

$150,000,000

4

4.125% UST
due 07/15/2029

4.245 %

FIT 1

+40

$993.31

(1)

No representation is made as to the correctness or accuracy of the CUSIP or ISIN numbers listed above. 

(2)

Each Reference Yield was determined at 2:00 p.m., New York time, on August 14, 2026. 

(3)

Represents the total consideration for each Series of Notes (the "Total Consideration") payable per each $1,000 principal amount of such Series of Notes validly tendered and accepted for purchase in the Offers.

The "Total Consideration" for each Series of Notes payable per each $1,000 principal amount of such Series of Notes validly tendered for purchase is based on the applicable Fixed Spread for such Series of Notes, plus the Reference Yield based on the bid-side price of the applicable Reference Security as quoted on the applicable Bloomberg Reference Page as of 2:00 p.m., New York City time, today August 14, 2026 (the "Price Determination Date"). In addition to the applicable Total Consideration, Holders whose Notes are accepted for purchase pursuant to an Offer will receive accrued and unpaid interest on those Notes from the last interest payment date with respect to those Notes to, but excluding, the Settlement Date (the "Accrued Interest," and the payment thereof, the "Accrued Coupon Payment"). 

Tenders of Notes of a Series may be validly withdrawn at any time at or prior to 5:00 p.m., New York City time, today, August 14, 2026 (the "Withdrawal Deadline"), but, except as provided in the Offer to Purchase or required by applicable law, may not be validly withdrawn thereafter. The "Settlement Date" will be the second business day after the Expiration Date and is expected to be August 18, 2026.

The complete terms and conditions of the Offers are set forth in the Tender Offer Documents. Holders are urged to read the Tender Offer Documents carefully. If any condition to the Offers is not satisfied or waived, Mosaic is not obligated to accept for payment, purchase or pay for, and may delay the acceptance for payment of, any tendered Notes, in each case subject to applicable law, and may terminate or alter any or all of the Offers.

Mosaic has retained Citigroup Global Markets Inc., BMO Capital Markets Corp. and U.S. Bancorp Investments, Inc. to act as dealer managers (the "Dealer Managers") for the Offers. Global Bondholder Services Corporation will act as the Tender and Information Agent for the Offers. For additional information, please contact: Citigroup Global Markets Inc. at +1 (800) 558-3745 (toll-free) or +1 (212) 723-6106 (collect), BMO Capital Markets Corp. at +1 (833) 418-0762 (toll-free) or +1 (212) 702-1840 (collect), or U.S. Bancorp Investments, Inc. at +1 (800) 479-3441 (toll-free), +1 (917) 558-2756 (collect) or by email at [email protected]. Requests for documents and questions regarding the tendering of Notes may be directed to Global Bondholder Services Corporation by telephone at (212) 430-3774 (for banks and brokers only) and (855) 654-2015 (for all others toll-free) or to the Dealer Managers at their respective telephone numbers. Copies of the Offer to Purchase are available at: https://www.gbsc-usa.com/mosaic/. You may also contact your broker, dealer, commercial bank, trust company or other nominee for assistance concerning the Offers.

Holders of Notes are advised to check with each bank, securities broker or other intermediary through which they hold Notes as to when such intermediary would need to receive instructions from a beneficial owner in order for that Holder to be able to participate in, or withdraw their instruction to participate in the Offers before the deadlines specified herein and in the Offer to Purchase. The deadlines set by any such intermediary and DTC for the submission and withdrawal of tender instructions may be earlier than the relevant deadlines specified herein and in the Offer to Purchase.

This press release is neither an offer to purchase nor a solicitation of an offer to sell the Notes or any other securities. The Offers are made only by and pursuant to the terms of the Offer to Purchase and only to such persons and in such jurisdictions as is permitted under applicable law. The information in this press release is qualified by reference to the Offer to Purchase. None of Mosaic, the Dealer Managers or the Tender and Information Agent makes any recommendation as to whether Holders should tender their Notes pursuant to the Offers. Holders must make their own decisions as to whether to tender Notes, and, if so, the principal amount of Notes to tender.

Forward-Looking Statements

This release includes forward-looking statements. Forward-looking statements are based on the views and assumptions of management as of the date of this release. They are subject to known and unknown risks and uncertainties. These risks include, but are not limited to: market conditions, regulatory and environmental requirements, operational risks, commodity price volatility, labor matters, completion and timing of potential transactions, accounting determinations, and other risks and uncertainties described in Mosaic's reports filed with the Securities and Exchange Commission. Actual results may differ from those set forth in the forward-looking statements. Mosaic assumes no obligation to update any forward-looking statements.

About The Mosaic Company

The Mosaic Company (NYSE: MOS) helps the world grow the food it needs. Headquartered in Tampa, Florida, Mosaic is a leading producer and marketer of potash and phosphate fertilizer which are essential inputs for the world's farmers. Through the Mosaic Biosciences platform, the company is advancing the next generation of biological solutions designed to improve nutrient use efficiency, strengthen crop performance, and support more sustainable agricultural systems. As a Fortune 500 company with 13,000 employees serving customers in more than 40 countries, Mosaic is helping build resilient and productive food systems for the future.

SOURCE The Mosaic Company
2026-08-10 12:35 1mo ago
2026-08-10 08:25 1mo ago
Mosaic nabízí nabídku na odkup dluhopisů za 1,4 miliardy USD
MOS The Mosaic Company
FMP Stock News 78
Original source text
, /PRNewswire/ -- The Mosaic Company (NYSE: MOS) ("Mosaic") today announced that it has commenced cash tender offers (collectively, the "Offers") to purchase the outstanding notes described below, in each case upon the terms and subject to the conditions set forth in the Offer to Purchase dated August 10, 2026 (the "Offer to Purchase").

The Notes offered to be purchased in the Offers, in the order of acceptance priority, are the 4.050% Senior Notes due 2027; 7.30% Debentures due 2028; 5.375% Senior Notes due 2028 and 4.350% Senior Notes due 2029 (collectively, the "Notes") for the consideration described below, up to an aggregate purchase price, excluding the Accrued Coupon Payment (as defined below), of $1,400,000,000 (the "Tender Cap") subject to proration and the application of the Acceptance Priority Levels set forth in the table below and as further set forth in the Offer to Purchase and the terms and conditions, including, among others, a $150,000,000 cap on the aggregate consideration to be paid to purchase the 4.350% Senior Notes due 2029 (the "2029 Notes") pursuant to the Offers (the "Series Cap") and the Acceptance Priority Procedures set forth in the Offer to Purchase. The 2029 Notes may be subject to proration both due to the Acceptance Priority Procedures and the Series Cap such that Mosaic will only accept for purchase the 2029 Notes for aggregate consideration up to the Series Cap. Subject to applicable law, Mosaic may, but is under no obligation to, eliminate, increase or decrease the Tender Cap and/or the Series Cap at any time prior to the Expiration Date. In the event proration is required with respect to a Series of Notes, Mosaic will multiply the principal amount of each valid tender of such Series of Notes by the applicable proration rate and round the resulting amount down to the nearest integral multiple of the Minimum Denomination, in order to determine the principal amount of such tender that will be accepted pursuant to the applicable Offer. The excess principal amount of Notes not accepted from the tendering Holders will be promptly returned to such Holders, and if this excess principal amount of Notes is less than $1,000, Mosaic may either accept or reject all such tendering Holders' validly tendered Notes in its sole discretion. Additionally, Mosaic may increase the amount of Notes accepted for payment in the Offers by no more than 2% of the outstanding Notes of the applicable Series, as further described in the Acceptance Priority Procedures set forth below, without amending or extending the Offer, and may also increase or decrease the percentage of the Notes accepted for payment in the Offer (including by more than 2% of the outstanding Notes of the applicable Series) by a press release or other public announcement that is widely disseminated by no later than 9:00 a.m. (New York City time), on the third business day before the scheduled Expiration Date. Capitalized terms used but not defined in this press release have the meanings given to them in the Offer to Purchase. 

Series of
Notes

Issuer

CUSIP/ISIN
Number(1)

Aggregate
Principal
Amount
Outstanding

Series Cap

Acceptance
Priority
Level(2)

Par Call
Date

Maturity
Date

Reference
Security

Bloomberg
Reference
Page

Fixed
Spread
(Basis
Points)

4.050%
Senior Notes
due 2027

The Mosaic
Company

61945CAG8 /
US61945CAG87

$700,000,000

N/A

1

August
15, 2027

November
15, 2027

4.125% UST
due
11/15/2027

FIT 4

+20

7.30%
Debentures
due 2028

Mosaic
Global
Holdings,
Inc.

449669AK6 /
US449669AK64

$147,100,000

N/A

2

N/A

January
15, 2028

4.250% UST
due
01/15/2028

FIT 4

+35

5.375%
Senior Notes
due 2028

The Mosaic
Company

61945CAH6 /
US61945CAH60

$400,000,000

N/A

3

October
15, 2028

November
15, 2028

4.250% UST
due
07/31/2028

FIT 1

+35

4.350%
Senior Notes
due 2029 

The Mosaic
Company

61945CAJ2 /
US61945CAJ27

$500,000,000

$150,000,000

4

December
15, 2028

January
15, 2029

4.125% UST
due
07/15/2029

FIT 1

+40

(1)

No representation is made as to the correctness or accuracy of the CUSIP or ISIN numbers listed above.

(2)

Subject to the satisfaction or waiver of Mosaic of the conditions of the Offers described in the Offer to Purchase and subject to the Tender Cap and the Series Cap, Mosaic will accept Notes for purchase in the order of their respective Acceptance Priority Level specified in this table (with 1 being the highest Acceptance Priority Level and 4 being the lowest Acceptance Priority Level.)

The "Total Consideration" for each Series of Notes payable per each $1,000 principal amount of such Series of Notes validly tendered for purchase will be based on the applicable Fixed Spread for such Series of Notes, plus the Reference Yield based on the applicable Reference Security as quoted on the applicable Bloomberg Reference Page as of 2:00 p.m., New York City time, on August 14, 2026, unless extended by Mosaic with respect to the applicable Offer (such date and time with respect to an Offer, as the same may be extended by Mosaic with respect to such Offer, the "Price Determination Date"). Unless extended with respect to any Offer, promptly after the Price Determination Date, Mosaic will announce in a press release, among other things, the Total Consideration applicable to each Series of Notes accepted for purchase. In addition to the applicable Total Consideration, Holders whose Notes are accepted for purchase pursuant to an Offer will receive accrued and unpaid interest on those Notes from the last interest payment date with respect to those Notes to, but excluding, the Settlement Date (the "Accrued Interest," and the payment thereof, the "Accrued Coupon Payment"). 

The Offers are scheduled to expire on the Expiration Date, which is 5:00 p.m., New York City time, on August 14, 2026, unless extended or earlier terminated by Mosaic with respect to any Offer. Tenders of Notes of a Series may be validly withdrawn at any time at or prior to 5:00 p.m., New York City time, on August 14, 2026, but, except as provided in the Offer to Purchase or required by applicable law, may not be validly withdrawn thereafter.

The "Settlement Date" will be the second business day after the Expiration Date and is expected to be August 18, 2026.

The Offers are subject to certain conditions as described in the Offer to Purchase, including the Financing Condition, pursuant to which Mosaic shall have completed a proposed registered public offering (the "New Notes Offering") of new series of senior notes on terms and conditions satisfactory to Mosaic that results in its receipt of net proceeds that are sufficient to pay the Total Consideration for all Notes validly tendered (and not validly withdrawn) and accepted for purchase by Mosaic in the Offers, plus the total Accrued Coupon Payments.

In no event will the information contained in this press release regarding the New Notes Offering constitute an offer to sell or a solicitation of an offer to buy any New Notes. If any condition is not satisfied, Mosaic is not obligated to accept for payment, purchase or pay for, and may delay the acceptance for payment of, any tendered Notes, in each case subject to applicable law, and may terminate or alter any or all of the Offers. The Offers are not contingent upon the tender of any aggregate minimum principal amount of Notes of any Series (subject to minimum denomination requirements as set forth in the Offer to Purchase), and none of the Offers is conditioned on the consummation of any of the other Offers by Mosaic.

Mosaic has retained Citigroup Global Markets Inc., BMO Capital Markets Corp. and U.S. Bancorp Investments, Inc. to act as dealer managers (the "Dealer Managers") for the Offers. Global Bondholder Services Corporation will act as the Tender and Information Agent for the Offers. For additional information, please contact: Citigroup Global Markets Inc. at +1 (800) 558-3745 (toll-free) or +1 (212) 723-6106 (collect), BMO Capital Markets Corp. at +1(833) 418-0762 (toll-free), +1 (212) 702-1840 (collect), or U.S. Bancorp Investments, Inc at +1 (800) 479-3441 (toll-free), +1 (917) 558-2756 (collect) or by email at [email protected]. Requests for documents and questions regarding the tendering of Notes may be directed to Global Bondholder Services Corporation by telephone at (212) 430-3774 (for banks and brokers only) and (855) 654-2015 (for all others toll-free) or to the Dealer Managers at their respective telephone numbers. Copies of the Offer to Purchase are available at: https://www.gbsc-usa.com/mosaic/. You may also contact your broker, dealer, commercial bank, trust company or other nominee for assistance concerning the Offers.

Holders of Notes are advised to check with each bank, securities broker or other intermediary through which they hold Notes as to when such intermediary would need to receive instructions from a beneficial owner in order for that Holder to be able to participate in, or withdraw their instruction to participate in the Offers before the deadlines specified herein and in the Offer to Purchase. The deadlines set by any such intermediary and DTC for the submission and withdrawal of tender instructions may be earlier than the relevant deadlines specified herein and in the Offer to Purchase.

This press release is neither an offer to purchase nor a solicitation of an offer to sell the Notes or any other securities. The Offers are made only by and pursuant to the terms of the Offer to Purchase and only to such persons and in such jurisdictions as is permitted under applicable law. The information in this press release is qualified by reference to the Offer to Purchase. None of Mosaic, the Dealer Managers or the Tender and Information Agent makes any recommendation as to whether Holders should tender their Notes pursuant to the Offers. Holders must make their own decisions as to whether to tender Notes, and, if so, the principal amount of Notes to tender.

Forward-Looking Statements

This release includes forward-looking statements, including with respect to the New Notes Offering. Forward-looking statements are based on the views and assumptions of management as of the date of this release. They are subject to known and unknown risks and uncertainties. These risks include, but are not limited to: market conditions, regulatory and environmental requirements, operational risks, commodity price volatility, labor matters, completion and timing of potential transactions, accounting determinations, and other risks and uncertainties described in Mosaic's reports filed with the Securities and Exchange Commission. Actual results may differ from those set forth in the forward-looking statements. Mosaic assumes no obligation to update any forward-looking statements.

About The Mosaic Company

The Mosaic Company (NYSE: MOS) helps the world grow the food it needs. Headquartered in Tampa, Florida, Mosaic is a leading producer and marketer of potash and phosphate fertilizer which are essential inputs for the world's farmers. Through the Mosaic Biosciences platform, the company is advancing the next generation of biological solutions designed to improve nutrient use efficiency, strengthen crop performance, and support more sustainable agricultural systems. As a Fortune 500 company with 13,000 employees serving customers in more than 40 countries, Mosaic is helping build resilient and productive food systems for the future.

SOURCE The Mosaic Company
2026-08-08 19:41 1mo ago
2026-08-08 15:04 1mo ago
Mosaic omezuje produkci fosfátů kvůli drahé síře
MOS The Mosaic Company
FMP Stock News 78
Original source text
3 Agriculture Stocks to Buy as Food Inflation Stays Elevated in 2026Mosaic NYSE: MOS said it is managing production, costs and liquidity through what Chief Executive Officer Bruce Bodine described as a difficult phosphate market shaped by unusually high sulfur prices and constrained supply.

The company has curtailed phosphate production in the United States and Brazil, limiting purchases of high-cost raw materials while maintaining the condition of its assets for an eventual return to higher operating rates. Bodine said Mosaic secured a significant portion of its third-quarter U.S. sulfur needs at prices below the spot market, though still at historically elevated levels.

Get Mosaic alerts:

Not Just Oil: 3 Fertilizer Stocks Boosted by Hormuz Closure“Mosaic is working through a difficult market by successfully managing what is under our control and positioning ourselves for an eventual recovery,” Bodine said during the company’s second-quarter 2026 earnings call.

Sulfur constraints drive phosphate curtailments Mosaic cited the continued closure of the Strait of Hormuz and a Kazakhstan blockade as factors disrupting global sulfur flows. The company said current spot sulfur prices are not economically sustainable for the phosphate industry and have prompted production reductions across the sector.

3 Underfollowed Stocks Wall Street Still Likes—And for Good ReasonBodine estimated that global phosphate production could fall short of last year’s output by as much as 30 million tons if supply constraints persist. He said the lower availability of fertilizer, combined with reduced application rates in prior periods, could affect crop yields and create food-security challenges.

In North America, Executive Vice President of Commercial Jenny Wang said Mosaic estimates phosphate application fell nearly 15% below normal last year and could decline another 20% this year. Compared with typical application levels, that would represent a reduction of more than 30% in 2027, she said.

In Brazil, Mosaic expects phosphate application to decline by roughly 30% at the nutrient level this year, after application was relatively normal and showed some growth last year. Wang said Mosaic has observed yield pressure in some major Brazilian states despite increased harvest acreage.

The company said it expects phosphate prices to remain near current levels because sulfur-related supply challenges and lower Chinese exports are limiting global availability. Bodine also said the temporary suspension of U.S. countervailing duties on phosphate imports from Morocco has not affected New Orleans prices, as producers can obtain higher netbacks in markets outside the U.S.

Third-quarter cost outlook and production levels Chief Financial Officer Luciano Siani Pires said second-quarter U.S. phosphate raw-material costs averaged $522 per long ton for sulfur and $621 per ton for ammonia. These costs resulted in an average realized stripping margin of $422 per ton.

For the third quarter, Mosaic expects realized sulfur costs of approximately $700 to $710 per ton and ammonia costs of approximately $610 to $620 per ton. The company guided for DAP FOB prices of $820 to $840 per ton, which Pires said implies a realized stripping margin above historical averages despite higher input costs.

Management cautioned that curtailments will reduce fixed-cost absorption and increase idle expenses in the phosphate and Fertilizantes segments during the third quarter. Bodine said stripping margins are expected to decline sequentially but remain above historical levels. The company also expects phosphate sales volumes of 1.1 million to 1.4 million tons in the third quarter, compared with 1.4 million tons produced and sold during the second quarter.

Mosaic’s Louisiana fertilizer production is fully idled, while Bartow is operating at approximately 40%, according to management’s discussion with analysts. Other Central Florida facilities are running at rates in the mid-70% range, constrained by sulfur availability. Bodine said the company could restore production within weeks, rather than months, if sulfur supply conditions normalized.

Potash, Brazil and Biosciences Mosaic characterized potash conditions as comparatively balanced, with supply meeting demand in major consuming regions. The company said its summer fill program was fully subscribed, and it expects the potash market to remain constructive through the year.

The company completed Esterhazy’s annual turnaround in the second quarter and expects lower potash unit costs in the second half as volumes from the Hydrofloat Project increase. Second-quarter MOP costs of $84 per ton reflected a production mix weighted toward higher-cost Colonsay volumes, Pires said.

In Brazil, Mosaic curtailed commodity phosphate production because of sulfur conditions but reported $60 million of EBITDA from its Fertilizantes business in the second quarter. Management expects third-quarter profitability to be below that level, although the seasonally stronger distribution business, co-product sales and an expected contribution from Mosaic Biosciences should support positive results.

Pires said Mosaic expects approximately $30 million in Biosciences sales in Brazil during the third quarter, with a contribution margin near 40%. Bodine said Mosaic Biosciences remains on track to double its revenue again this year.

Cash flow, capital spending and balance sheet actions Mosaic reduced SG&A expenses by 20% year over year in the second quarter, citing spending discipline, lower support-labor costs, lower bad-debt expense and benefits from divestitures. The company expects further SG&A reductions in the second half.

The company lowered its full-year capital expenditure outlook to $1.2 billion from $1.25 billion previously and from an earlier $1.5 billion level. Management expects free cash flow to improve sequentially in the third and fourth quarters, supported by lower spending, cost reductions and a projected $300 million to $500 million working-capital release.

Pires said roughly $100 million to $200 million of the working-capital release may occur in the third quarter, with the larger portion expected in the fourth quarter as Brazil customer collections increase.

During the second quarter, Mosaic put in place a $1 billion term loan to replace and extend short-term commercial-paper maturities. The company refinanced $500 million of commercial paper in June and the remainder in July. Mosaic said it has not drawn on its $2.5 billion revolving credit facility.

Separately, the company said it completed the sale of Carlsbad, continues to advance a potential divestiture of its Araxá complex, and is evaluating opportunities involving land holdings. Mosaic also recorded a noncash write-down related to a previously considered purified phosphoric acid and battery cathode materials project, which Bodine said the company no longer expects to pursue.

About Mosaic (NYSE:MOS)Mosaic Co is one of the world's leading producers and marketers of concentrated phosphate and potash crop nutrients. The company's primary business activities center on the extraction, processing and distribution of phosphate rock, phosphate-based fertilizers and potash products. These core nutrients are essential components in modern agriculture, supporting crop yields and soil health across a range of farming applications.

In its phosphate segment, Mosaic operates mining and production facilities that convert phosphate rock into concentrated phosphates, finished phosphate fertilizers and feed phosphates for animal nutrition.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Should You Invest $1,000 in Mosaic Right Now?Before you consider Mosaic, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Mosaic wasn't on the list.

While Mosaic currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

The AI boom is creating opportunities across semiconductors, cloud computing, enterprise software, infrastructure, cybersecurity, and automation.

Inside this report, you’ll find 10 companies positioned to benefit as artificial intelligence moves from hype to real-world deployment and becomes a core growth driver for corporate America.

Get This Free Report
2026-08-04 21:50 1mo ago
2026-08-04 16:15 1mo ago
Společnost Mosaic oznámila výsledky za 2. čtvrtletí 2026
MOS The Mosaic Company
FMP Stock News 78
Original source text
Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- The Mosaic Company (NYSE: MOS) released its financial results for the second quarter of 2026. The company's earnings release and supplemental materials are available at https://investors.mosaicco.com/financials/quarterly-results. 

Mosaic will host a conference call to discuss the results on Wednesday, August 5th at 11:00 a.m. Eastern Time, accessible both through Mosaic's website at https://investors.mosaicco.com, and the dial in numbers below. The webcast will be available up to at least one year from today's date.

Conference Call Details:

About The Mosaic Company

The Mosaic Company (NYSE: MOS) helps the world grow the food it needs. Headquartered in Tampa, Florida, Mosaic is a leading producer and marketer of potash and phosphate fertilizer which are essential inputs for the world's farmers. Through the Mosaic Biosciences platform, the company is advancing the next generation of biological solutions designed to improve nutrient use efficiency, strengthen crop performance, and support more sustainable agricultural systems. As a Fortune 500 company with 13,000 employees serving customers in more than 40 countries, Mosaic is helping build resilient and productive food systems for the future. More information on the company is available at www.mosaicco.com.

SOURCE The Mosaic Company

Also from this source