Mosaic Company (The)
MOS
Jodie read · what matters now
Revenue increased 14.4% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to MOS, and whether its market group begins moving.
Latest filing assessment · baseline
The latest filing shows material pressure
10-Q filed 2026-05-11 against the comparable filing from 2025-05-07.
What improved
- Revenue increased 14.4% versus the comparable filing period.
What weakened
- Operating income moved from a profit to a loss in the comparable period.
- Gross margin fell 10.8 percentage points.
- Net margin fell 17.7 percentage points.
Filing receipts
“The significant increase in other income for the current year was primarily driven by unrealized mark-to-market gains on our investment in Ma’aden shares of approximately $112 million, compared to an unrealized loss on investment in Ma’aden shares of approximately $120 million in the prior year period.”
“The increase was primarily due to higher average selling prices, which favorably impacted net sales by approximately $90 million, compared to the same period in the prior year.”
“The year-over-year increase was primarily driven by higher sales volumes, which contributed approximately $280 million to net sales compared to the prior year period.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind MOS
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 1 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
MOS is currently a Leader in the organic co-movement group Phosphate and Potash Nutrients. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for MOS; it is not active in the latest market snapshot.
Theme membership history
No durable theme membership has been observed for this name yet.