Mosaic Co
mosaicco.comWhat Do They Do?
Sells phosphate and potash crop nutrients and animal feed ingredients to crop nutrient makers, distributors and farmers worldwide.
10-K for FY2025, filed Feb 27, 2026The Mosaic Company is the world’s leading producer and marketer of concentrated phosphate and potash crop nutrients. Through our broad…View ↗
Phosphate Segment–We sell phosphate-based crop nutrients and animal feed ingredients throughout North America and internationally. We…View ↗
Potash Segment–We sell potash throughout North America and internationally, principally as fertilizer, but also for use in industrial…View ↗
Mosaic Fertilizantes Segment–We produce and sell phosphate- and potash-based crop nutrients, and animal feed ingredients, in Brazil. In…View ↗
Our phosphate crop nutrient products are marketed worldwide to crop nutrient manufacturers, distributors, retailers and farmers. Our…View ↗
How Do They Make Money?
Mosaic Fertilizantes, its largest segment, sells phosphate- and potash-based crop nutrients and animal feed ingredients in Brazil. Customers pay under contract-specific terms; some Brazilian customers prepay, while Canpotex may pay before delivery to end buyers, and sales are generally completed when products ship.
10-K for FY2025, filed Feb 27, 2026Mosaic Fertilizantes Segment–We produce and sell phosphate- and potash-based crop nutrients, and animal feed ingredients, in Brazil. In…View ↗
We generate revenues primarily by producing and marketing phosphate and potash crop nutrients. Revenue is recognized when control of the…View ↗
We sell Canadian-sourced potash outside Canada and the U.S. exclusively through Canpotex distribution. Canpotex sells potash to buyers in…View ↗
The timing of recognition of revenue related to our performance obligations may be different than the timing of collection of cash related…View ↗
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10-K for FY2025, filed Feb 27, 2026
FY2025 revenue by reportable segment ↗
$12.1B
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10-K for FY2025, filed Feb 27, 2026
$12.1B ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Phosphates Segment
Sold outright
10-K for FY2025, filed Feb 27, 2026 |
38%
FY2022: 32%
|
Phosphates Segment, FY2025
$4.6B Sources
|
Sold outright |
|
Potash Segment
Sold outright
10-K for FY2025, filed Feb 27, 2026 |
22%
FY2022: 27%
|
Potash Segment, FY2025
$2.7B Sources
|
Sold outright |
|
Mosaic Fertilizantes
Sold outright
10-K for FY2025, filed Feb 27, 2026 |
40%
FY2022: 43%
|
Mosaic Fertilizantes, FY2025
$4.8B Sources
|
Sold outright |
|
Corporate Eliminations And Other Segment
|
−0.3%
FY2022: −2.9%
|
Corporate Eliminations And Other Segment, FY2025
−$33.1M Sources
|
Who Are Their Customers?
Crop nutrient manufacturers, distributors and retailers, and farmers buy its products; Mosaic also sells through its own distribution network, while Canpotex handles Canadian potash sales to export-market buyers.
10-K for FY2025, filed Feb 27, 2026Our phosphate crop nutrient products are marketed worldwide to crop nutrient manufacturers, distributors, retailers and farmers. Our…View ↗
Unlike many of our competitors, we have our own distribution system to sell phosphate- and potash-based crop nutrients and animal feed…View ↗
We sell Canadian-sourced potash outside Canada and the U.S. exclusively through Canpotex distribution. Canpotex sells potash to buyers in…View ↗
Do Revenues Turn Into Profits?
Yes. It kept 4 cents of every revenue dollar as net income in FY2025, but spent more cash than it brought in: free cash flow was −$534.6M.
10-K for FY2025, filed Feb 27, 2026
$821.5MView ↗
10-K for FY2025, filed Feb 27, 2026
$540.7MView ↗
10-K for FY2025, filed Feb 27, 2026
−$534.6MView ↗
How Are They Changing?
- Net income
-
Sources
10-Q for Q2 FY2026, filed Aug 5, 2026
−$272.8MView ↗
- ▼ Now a loss
- vs $410.7M in Q2 FY2025
10-Q for Q2 FY2026, filed Aug 5, 2026
Open tableView ↗
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Aug 4, 2026
Mosaic completes sale of Carlsbad potash mine
The company said the mine sale was completed in the second quarter.
Sources
8-K, filed Aug 4, 2026
Capital expenditures in 2026 are now expected to be $1.20 billion, down from the previous expectation of $1.25 billion. Mosaic completed…View ↗
Flat. Revenue was $12.1B in FY2025, about the same as the $12.4B of FY2021.
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