10-Q · February 6, 2026
Compass Minerals reported a strong operational quarter: revenue of $396.1 million (up $88.9 million vs. prior year) and a swing to GAAP net income of $18.6 million ($0.43 diluted EPS) from a $(23.6) million loss a year…
Earnings analysis · 10-Q
CMP earnings analysis
Filed May 7, 2026 · Our reading of the company's report
The latest report
Compass Minerals reported strong Q2 2026 earnings with revenue of $453.2 million, exceeding expectations and marking an 8.39% quarter-over-quarter increase. EPS came in at $0.63, surpassing estimates by 5%, signaling…
Read full summary
Compass Minerals reported strong Q2 2026 earnings with revenue of $453.2 million, exceeding expectations and marking an 8.39% quarter-over-quarter increase. EPS came in at $0.63, surpassing estimates by 5%, signaling recovery amid strategic shifts in their business segments, particularly in Plant Nutrition.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
From revenue to operating profit
Where each $100 of revenue went in this report.
Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $0.63
- Segment
- Salt
- Segment
- Plant Nutrition
What stood out
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Revenue Exceeded Expectations
Actual revenue for Q2 2026 was $453.2 million, beating the estimate of $418.1 million by 8.39%.
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EPS Surged Beyond Expectations
EPS reported at $0.63, exceeding analyst estimates of $0.60.
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Improved Operating Income
Operating income rose to $56.0 million, up by $59.1 million from a loss of $3.1 million a year ago.
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Reduction in Debt
Successfully redeemed $150 million of 2027 Senior Notes, reducing debt leverage.
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Strong Liquidity Position
Maintained liquidity of approximately $378.9 million, including $74.1 million in cash and $304.8 million available under credit facilities.
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Plant Nutrition Segment Growth
Sales in Plant Nutrition increased 14.9% year-over-year, with operating profit reaching $7.6 million.
What to watch
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Salt Segment Sales Decline
Salt segment sales decreased by 11.6% due to a 21.6% decline in deicing sales volumes.
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Loss on Sale of Wynyard SOP Business
Recognized a pre-tax loss of $14.6 million from the sale of the Wynyard SOP business.
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Operational Challenges from Weather Variability
Seasonality and climate change could impact future demand for salt products significantly.
Management's outlook
Updated revenue guidance reflects stronger results in Plant Nutrition but adjustments down for the Salt segment.
Earlier filings 4
10-K · December 12, 2025
Compass Minerals' 2025 Form 10-K reiterates a 'back-to-basics' strategy focused on cash flow generation and debt reduction, highlighted by a working capital release of nearly $117.0 million and SG&A savings of $24.5…
10-Q · August 11, 2025
Compass Minerals reported quarterly revenue of $214.6 million, up $11.7 million (≈5.8%) versus the prior-year quarter, with gross profit rising to $41.2 million and operating income improving to $15.9 million. The…
10-Q · May 8, 2025
Compass Minerals reported quarterly sales of $494.6 million (three months ended March 31, 2025) with a small operating loss of $3.1 million and a GAAP diluted net loss per share of $0.77. Operating cash flow was strong…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.