CMP earnings analysis
What we found in CMP's 10-Q: the parts that mattered, the offsets in the same document, and what the company said about what comes next.
Our reading of the filing · Free to read, no account needed
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.
The parts that mattered.
Pulled out of the filing itself, with the figures the company reported.
- Revenue Exceeded Expectations
- Actual revenue for Q2 2026 was $453.2 million, beating the estimate of $418.1 million by 8.39%.
- EPS Surged Beyond Expectations
- EPS reported at $0.63, exceeding analyst estimates of $0.60.
- 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.
- Reduction in Debt
- Successfully redeemed $150 million of 2027 Senior Notes, reducing debt leverage.
- Strong Liquidity Position
- Maintained liquidity of approximately $378.9 million, including $74.1 million in cash and $304.8 million available under credit facilities.
- Plant Nutrition Segment Growth
- Sales in Plant Nutrition increased 14.9% year-over-year, with operating profit reaching $7.6 million.
And the other side of it.
The offsets in the same document — the things a summary that only listed the good news would have left out.
- Salt Segment Sales Decline
- Salt segment sales decreased by 11.6% due to a 21.6% decline in deicing sales volumes.
- Loss on Sale of Wynyard SOP Business
- Recognized a pre-tax loss of $14.6 million from the sale of the Wynyard SOP business.
- Operational Challenges from Weather Variability
- Seasonality and climate change could impact future demand for salt products significantly.
What they reported.
What the company itself reported, taken out of the document.
- Earnings per share
- $0.63
- Gross margin
- 18.3%
- Operating margin
- 12.4%
- Segment
- Salt
- Segment
- Plant Nutrition
What they said about what is next.
Updated revenue guidance reflects stronger results in Plant Nutrition but adjustments down for the Salt segment.
The filing reads better than the one before it.
What came before.
- 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…
- 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. Read the original on SEC.gov · Educational only. Nothing here is investment advice.
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