# EDGAR Filing Document

**Accession Number:** 0001285785
**File Stem:** 0001285785-25-000071
**Filing Date:** 2025-10
**Character Count:** 16347
**Document Hash:** a3c2d25fd7e49c5f5dffcb5f7a5d5b6f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001285785-25-000071.hdr.sgml**: 20251010

**ACCESSION NUMBER**: 0001285785-25-000071

**CONFORMED SUBMISSION TYPE**: 8-K

**PUBLIC DOCUMENT COUNT**: 14

**CONFORMED PERIOD OF REPORT**: 20251010

**ITEM INFORMATION**: Financial Statements and Exhibits

**FILED AS OF DATE**: 20251010

**DATE AS OF CHANGE**: 20251010

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MOSAIC CO
- **CENTRAL INDEX KEY:** 0001285785
- **STANDARD INDUSTRIAL CLASSIFICATION:** AGRICULTURE CHEMICALS [2870]
- **ORGANIZATION NAME:** 08 Industrial Applications and Services
- **EIN:** 201026454
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 8-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-32327
- **FILM NUMBER:** 251386242

**BUSINESS ADDRESS:**
- **STREET 1:** 101 EAST KENNEDY BLVD.
- **STREET 2:** SUITE 2500
- **CITY:** TAMPA
- **STATE:** FL
- **ZIP:** 33602
- **BUSINESS PHONE:** 813-775-4200

**MAIL ADDRESS:**
- **STREET 1:** 101 EAST KENNEDY BLVD.
- **STREET 2:** SUITE 2500
- **CITY:** TAMPA
- **STATE:** FL
- **ZIP:** 33602

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** GLOBAL NUTRITION SOLUTIONS INC
- **DATE OF NAME CHANGE:** 20040401

?xml version='1.0' encoding='ASCII'? mos-20251010

**UNITED STATES** 

**SECURITIES AND EXCHANGE COMMISSION** 

**Washington, D.C. 20549** 

**FORM 8-K** 

**CURRENT REPORT** 

**Pursuant to Section 13 or 15(d) of the** 

**Securities Exchange Act of 1934** 

**Date of Report (Date of earliest event reported): October 10, 2025** 

**THE MOSAIC COMPANY** 

**(Exact name of registrant as specified in its charter)** 

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| | | |
|:---|:---|:---|
| **DE** | **001-32327** | **20-1026454** |
| **(State or other jurisdiction<br>of incorporation)** | **(Commission<br>File Number)** | **(IRS Employer<br>Identification No.)** |

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| | | |
|:---|:---|:---|
| **101 East Kennedy Blvd.** | **101 East Kennedy Blvd.** | **33602** |
| **Suite 2500** | **Suite 2500** | **33602** |
| **Tampa,** | **FL** | **33602** |
| **(Address of principal executive offices)** | **(Address of principal executive offices)** | **(Zip Code)** |

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**Registrant's telephone number, including area code: (800) 918-8270** 

**Not applicable** 

**(Former Name or Former Address, if Changed Since Last Report)** 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

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| | | | |
|:---|:---|:---|:---|
| ☐ | Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) | Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) | Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) |
| ☐ | Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) | Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) | Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) |
| ☐ | Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) | Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) | Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) |
| ☐ | Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) | Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) | Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) |
| Securities registered pursuant to Section 12(b) of the Act | Securities registered pursuant to Section 12(b) of the Act | Securities registered pursuant to Section 12(b) of the Act | Securities registered pursuant to Section 12(b) of the Act |
| Title of each class | Title of each class | Trading Symbol(s) | Name of each exchange on which registered |
| Common Stock, par value $0.01 per share | Common Stock, par value $0.01 per share | MOS | NYSE |
| Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 or Rule 12b-2 of the Securities Exchange Act of 1934. | Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 or Rule 12b-2 of the Securities Exchange Act of 1934. | Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 or Rule 12b-2 of the Securities Exchange Act of 1934. | Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 or Rule 12b-2 of the Securities Exchange Act of 1934. |
| ☐ | Emerging growth company | | |
| If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ◻ | If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ◻ | If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ◻ | If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ◻ |

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| | |
|:---|:---|
| **Item 2.02.** | **Results of Operations and Financial Condition.** |

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The following information is being "furnished" in accordance with General Instruction B.2. of Form 8-K and shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that section, nor shall it be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended (the "Securities Act"), or the Exchange Act, except as expressly set forth by specific reference in such filing:

Furnished herewith as Exhibit 99.1 and incorporated by reference herein is the text of The Mosaic Company's ("Mosaic," and Mosaic and its subsidiaries, individually or in any combination, "we," "us" or "our") announcement regarding certain preliminary operating results for the quarter ended September 30, 2025, as presented in a press release issued on October 10, 2025.

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| | |
|:---|:---|
| **Item 9.01.** | **Financial Statements and Exhibits.** |

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(d) Exhibits

Reference is made to the Exhibit Index hereto with respect to the exhibits furnished herewith. The following exhibits are being "furnished" in accordance with General Instruction B.2. of Form 8-K and shall not be deemed "filed" for purposes of Section 18 of the Exchange Act, or otherwise subject to the liabilities of that section, nor shall they be deemed to be incorporated by reference in any filing under the Securities Act or the Exchange Act, except as expressly set forth by specific reference in such filing.

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| | |
|:---|:---|
| **Exhibit No.** | **Description** |
| 99.1 | <u>[Press release, dated October 10, 2025, of The Mosaic Company regarding certain preliminary operating results for the quarter ended September 30, 2025](q325preliminaryvolumesfina.htm)</u> |
| 104 | Cover Page Interactive Data File, formatted in Inline XBRL |

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**SIGNATURES**

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

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| | | |
|:---|:---|:---|
| | **THE MOSAIC COMPANY** | **THE MOSAIC COMPANY** |
| Date: October 10, 2025 | By: | /s/ Philip E. Bauer |
|  | Name: | Philip E. Bauer |
|  | Title: | Senior Vice President, General Counsel |
|  |  | and Corporate Secretary |

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## Exhibit 99.1

**Exhibit 99.1**

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| | |
|:---|:---|
| ![image_0a.jpg](image_0a.jpg) | **The Mosaic Company**<br>101 E. Kennedy Blvd., Suite 2500<br>Tampa, FL 33602<br>www.mosaicco.com |

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**MOSAIC ANNOUNCES PRELIMINARY THIRD QUARTER VOLUMES**

Tampa, FL, October 10, 2025 – The Mosaic Company (NYSE: MOS) today announced preliminary third quarter 2025 segment volumes. Expectations and guidance for the fourth quarter and full year will be discussed in the upcoming third quarter earnings release and conference call.

**Phosphates** 

On the second quarter earnings call, Mosaic discussed delays in asset health restoration activities within the Phosphate segment. The completion of elevated turnaround and asset health restoration work in early August together with process refinements enabled Mosaic to achieve its targeted production run rate for several consecutive weeks until unexpected mechanical issues at the Riverview sulfuric acid plant and utility interruptions at Bartow in mid-September caused a meaningful decline in overall production for the remainder of the month. As a result, third quarter phosphate production volumes of approximately 1.7 million tonnes, while meaningfully higher than previous quarters, fell below management's expectations. These issues have since been addressed, and Mosaic expects that the asset health investments completed to date will lead to a sustainable improvement in production rates going forward.

Third quarter sales volumes were approximately 1.6 million tonnes, below production volumes mostly due to the lag of shipments already confirmed and priced.

**Mosaic Fertilizantes**

Sales volumes for Mosaic Fertilizantes in the third quarter were approximately 2.8 million tonnes, a 25% increase from the second quarter. Consistent with previous practice, Mosaic continues to focus on optimizing profitability in a tight credit environment.

**Potash**

Production and sales volumes for potash in the third quarter were both approximately 2.3 million tonnes.

**Third Quarter 2025 Earnings Release Webcast and Conference Call Information**

The Mosaic Company (NYSE:MOS) plans to release third quarter 2025 earnings results on Tuesday, November 4<sup>th</sup>, 2025, after close of trading on the New York Stock Exchange. The company will issue a news wire alert when materials are publicly available on the company's website. On Wednesday,

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November 5<sup>th</sup>, beginning 11:00 a.m. Eastern Time, the company will host a conference call to discuss the results.

<u>Conference Call Details:</u>

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| | |
|:---|:---|
| Dial-in number (Toll Free) | +1 877-883-0383 |
| International Dial-in number | +1-412-902-6506 |
| Participant Elite Entry Number | 1984194 |

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<u>Link to Webcast of the Conference Call:</u> <br><u>https://investors.mosaicco.com/events-and-presentations/default.aspx</u>

A webcast of the conference call may be accessed through Mosaic's website at www.mosaicco.com/investors. An audio replay of the call will be available up to one year from the time of the earnings call.

**About The Mosaic Company**<br>The Mosaic Company is one of the world's leading producers and marketers of concentrated phosphate and potash crop nutrients. Through its Mosaic Biosciences platform, the company is also advancing the next generation biological solutions to help farmers improve nutrient use efficiency and crop performance sustainably. Mosaic provides a single-source supply of phosphate, potash, and biological products for the global agriculture industry. More information on the company is available at <u>www.mosaicco.com</u>.

<u>Contacts:</u>

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| | |
|:---|:---|
| **Investors:**<br>Jason Tremblay, 813-775-4282 <u>jason.tremblay@mosaicco.com</u> <br>Joan Tong, CFA, 863-640-0826<br><u>joan.tong@mosaicco.com</u> | **Media:**<br>Ben Pratt, 813-775-4206<br><u>benjamin.pratt@mosaicco.com</u> |

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*This release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such statements may include, but are not limited to, statements about future financial and operating performance. Such statements are based upon the current beliefs and expectations of The Mosaic Company's management and are subject to significant risks and uncertainties. These risks and uncertainties include, but are not limited to: political and economic instability and changes in government policies in countries in which we have operations; the predictability and volatility of, and customer expectations about, agriculture, fertilizer, raw material, energy and transportation markets that are subject to competitive and other pressures and economic and credit market conditions; the level of inventories in the distribution channels for crop nutrients; the effect of future product innovations or development of new technologies on demand for our products; changes in foreign currency and exchange rates; international trade risks, including the impact of U.S. tariffs and retaliatory tariffs on economic* 

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*conditions; and other risks associated with Mosaic's international operations; a material adverse change in our Ma'aden investment with respect to the financial position, performance, operations or prospects of Ma'aden; customer defaults; the effects of Mosaic's decisions to exit business operations or locations; changes in government policy; changes in environmental and other governmental regulation, including expansion of the types and extent of water resources regulated under federal law, carbon taxes or other greenhouse gas regulation, implementation of numeric water quality standards for the discharge of nutrients into Florida waterways or efforts to reduce the flow of excess nutrients into the Mississippi River basin, the Gulf of America or elsewhere; further developments in judicial or administrative proceedings, or complaints that Mosaic's operations are adversely impacting nearby farms, business operations or properties; difficulties or delays in receiving, increased costs of or challenges to necessary governmental permits or approvals or increased financial assurance requirements; resolution of global tax audit activity; the effectiveness of Mosaic's processes for managing its strategic priorities; adverse weather conditions affecting operations in Central Florida, the Mississippi River basin, the Gulf Coast of the United States, Canada or Brazil, and including potential hurricanes, excess heat, cold, snow, rainfall or drought; actual costs of various items differing from management's current estimates, including, among others, asset retirement, environmental remediation, reclamation or other environmental regulation, Canadian resources taxes and royalties, reduction of Mosaic's available cash and liquidity, and increased leverage, due to its use of cash and/or available debt capacity to fund financial assurance requirements and strategic investments; brine inflows at Mosaic's potash mines; other accidents and disruptions involving Mosaic's operations, including potential mine fires, floods, explosions, seismic events, sinkholes or releases of hazardous or volatile chemicals; and risks associated with cyber security, including reputational loss; as well as other risks and uncertainties reported from time to time in The Mosaic Company's reports filed with the Securities and Exchange Commission. Actual results may differ from those set forth in the forward-looking statements.* 

**Preliminary Third Quarter 2025 Results**

This press release includes estimated operating results for the third quarter of 2025, which are preliminary and represent the most recent information available to management. The Company's actual results may differ from these estimated results, including due to the completion of its financial closing procedures and final adjustments.

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