Earnings summaries and quarterly performance for COMPASS MINERALS INTERNATIONAL.
Executive leadership at COMPASS MINERALS INTERNATIONAL.
Board of directors at COMPASS MINERALS INTERNATIONAL.
Research analysts who have asked questions during COMPASS MINERALS INTERNATIONAL earnings calls.
David Silver
CL King & Associates
5 questions for CMP
Also covers: ABM, ASIX, ECVT +11 more
DB
David Begleiter
Deutsche Bank
3 questions for CMP
Also covers: ALB, APD, ASH +24 more
JZ
Jeffrey Zekauskas
JPMorgan Chase & Co.
3 questions for CMP
Also covers: ALB, AMCR, APD +31 more
Joel Jackson
BMO Capital Markets
3 questions for CMP
Also covers: AGCO, ALB, ALTM +11 more
EM
Evan McCall
BMO Capital Markets
2 questions for CMP
PG
Patrick Goff
JPMorgan Chase & Co.
1 question for CMP
Recent press releases and 8-K filings for CMP.
Compass Minerals Reports Strong Q1 2026 Results and Raises Full-Year Adjusted EBITDA Guidance
CMP
Earnings
Guidance Update
M&A
- Compass Minerals reported a positive net income of $0.43 for Q1 2026, marking the first positive quarterly net income since 2023, and Adjusted EBITDA more than doubled to $65 million.
- The company's financial leverage improved significantly, with the ratio of total net debt to trailing twelve-month Adjusted EBITDA decreasing to 3.6 times from 5.3 times in the prior year period.
- Full-year 2026 Adjusted EBITDA guidance was raised to a range of $208 million-$240 million, reflecting a 2% increase at the midpoint.
- The Salt segment experienced a strong quarter with total volumes up 37% year-over-year, contributing to $332 million in revenue, while the Plant Nutrition segment's Adjusted EBITDA guidance was increased by 8% at the midpoint to $37 million due to operational improvements, despite the planned sale of the Wynyard SOP operation for $30.8 million.
2 days ago
Compass Minerals Reports Strong Q1 2026 Results and Raises Full-Year Guidance
CMP
Earnings
Guidance Update
M&A
- Compass Minerals reported a net income of $0.43 for Q1 2026, a significant improvement from a net loss of $0.57 a year ago, with Adjusted EBITDA doubling to $65 million.
- The company raised the midpoint of its full-year 2026 Adjusted EBITDA guidance to $224 million and reduced its leverage ratio by nearly two turns year-on-year to 3.6 times.
- This performance was supported by a strong salt business, with Q1 revenue increasing to $332 million and total volumes up 37%, and positive momentum in the plant nutrition segment, which saw its 2026 Adjusted EBITDA guidance midpoint increase by 8% to $37 million despite the sale of the Wynyard SOP operation for $30.8 million.
2 days ago
CMP Reports Strong Q1 2026 Results with Significant Profit Turnaround and Increased Guidance
CMP
Earnings
Guidance Update
Revenue Acceleration/Inflection
- CMP reported a net income of $18.6 million for the first quarter of 2026, a significant improvement from a net loss of $23.6 million in the prior year.
- Total company adjusted EBITDA for Q1 2026 was $65.3 million, marking a 103% increase year over year.
- Net debt decreased by $92 million, or 10%, to $836.9 million as of December 31, 2025, compared to December 31, 2024.
- The company increased its full-year guidance for total company adjusted EBITDA by 2% at the mid-point, now expecting $208 million to $240 million.
2 days ago
Compass Minerals Reports Strong Q1 2026 Results and Raises Full-Year Guidance
CMP
Earnings
Guidance Update
M&A
- Compass Minerals reported positive net income of $0.43 per share for Q1 2026, a significant improvement from a net loss of $0.57 a year ago, and adjusted EBITDA doubled to $65 million.
- The company's leverage ratio improved to 3.6x (total net debt to trailing 12-month adjusted EBITDA) from 5.3x in the prior year.
- Full-year 2026 adjusted EBITDA guidance was raised to a midpoint of $224 million, with the total company adjusted EBITDA guidance now ranging from $208 million to $240 million.
- The Salt segment saw strong Q1 2026 performance with revenue of $332 million and increased sales volumes, while the Plant Nutrition segment's adjusted EBITDA guidance increased by 8% to a midpoint of $37 million, despite the planned sale of the Wynyard SOP operation for $30.8 million.
2 days ago
Compass Minerals Reports Strong Fiscal Q1 2026 Results and Raises Full-Year Adjusted EBITDA Guidance
CMP
Earnings
Guidance Update
M&A
- Compass Minerals reported net income of $18.6 million and total company adjusted EBITDA of $65.3 million, a 103% increase year over year, for the first quarter of fiscal 2026.
- Revenue for Q1 2026 was $396.1 million, with Salt segment revenue increasing 37% to $331.5 million due to strong sales volume growth.
- The company increased its full-year total company adjusted EBITDA guidance by 2% at the midpoint, setting a new range of $208 million to $240 million.
- Net debt decreased to $836.9 million as of December 31, 2025, representing a 10% year-over-year reduction from December 31, 2024.
- Subsequent to quarter-end, Compass Minerals entered an agreement to sell its Wynyard SOP operation for $30.8 million in cash, aligning with debt reduction goals.
3 days ago
Compass Minerals Reports Strong Fiscal Q1 2026 Results and Raises Full-Year Guidance
CMP
Earnings
Guidance Update
M&A
- Compass Minerals reported fiscal 2026 first-quarter net income of $18.6 million, a significant improvement from a net loss in the prior year, and total company adjusted EBITDA of $65.3 million, up 103% year over year.
- Total revenue for Q1 2026 reached $396.1 million, with the Salt segment's revenue increasing 37% year over year to $331.5 million.
- The company reduced total net debt by 10% year over year, or over $90 million, bringing it to $836.9 million as of December 31, 2025.
- Compass Minerals increased its full-year fiscal 2026 total company adjusted EBITDA guidance by 2% at the midpoint, now expecting $208 million to $240 million.
- Subsequent to the quarter, the company agreed to sell its Wynyard SOP operation for $30.8 million in cash, supporting debt reduction efforts.
3 days ago
Compass Minerals Reports Q4 and Full-Year 2025 Results and Provides 2026 Guidance
CMP
Earnings
Guidance Update
Debt Issuance
- Compass Minerals (CMP) reported a net loss of $7.2 million for Q4 2025, an improvement from the prior year, and a full-year 2025 net loss of $79.8 million. Total company adjusted EBITDA for Q4 2025 was $41.6 million, up significantly from the prior year, while full-year adjusted EBITDA was $198.8 million, a 4% decrease year-over-year.
- Consolidated revenue increased 9% in Q4 2025 and 11% for the full fiscal year 2025. The Salt segment's revenue grew 13.0% to $1,022.5 million and Plant Nutrition revenue increased 14.0% to $206.3 million in FY 2025, with Plant Nutrition sales volumes up 19% to 326 thousand tons.
- The company significantly reduced its net total debt by 14%, or $125 million, to $772.5 million at year-end, and enhanced its liquidity to $364.6 million as of September 30, 2025, following a successful refinancing that extended debt maturity to 2030.
- For fiscal year 2026, Compass Minerals projects consolidated adjusted EBITDA between $200 and $240 million. Segment guidance includes Salt revenue of $955 to $1,035 million and adjusted EBITDA of $225 to $255 million, and Plant Nutrition revenue of $190 to $205 million and EBITDA of $31 to $36 million.
Dec 9, 2025, 2:00 PM
Compass Minerals Reports Improved Q4 and Full-Year 2025 Results, Issues 2026 Guidance
CMP
Earnings
Guidance Update
Debt Issuance
- Compass Minerals reported significantly improved financial results for Q4 2025, with consolidated operating earnings of $12 million and Adjusted EBITDA of $42 million, compared to an operating loss of $30 million and $16 million Adjusted EBITDA in the prior year period.
- For the full fiscal year 2025, the company achieved $1.25 billion in consolidated revenue, an 11% increase year-over-year, and a modified adjusted EBITDA of $191 million, up 4% from the previous year.
- In fiscal 2025, the company reduced net debt by 14% or $125 million and cut SG&A by $25 million (18%), supported by a successful mid-year refinancing that enhanced liquidity and extended debt maturity.
- Compass Minerals provided fiscal year 2026 Adjusted EBITDA guidance of $200 million to $240 million for the total company, with the salt segment expected to contribute $225 million to $255 million and improve margins by 200-300 basis points.
- Total capital expenditures for 2026 are projected to be between $90 million and $110 million, reflecting a return to normal investment levels.
Dec 9, 2025, 2:00 PM
Compass Minerals Reports Strong Q4 and Full Year 2025 Results, Provides 2026 Guidance
CMP
Earnings
Guidance Update
Legal Proceedings
- Compass Minerals reported strong Q4 2025 results with consolidated operating earnings of $12 million and Adjusted EBITDA of $42 million, significantly improving from the prior year. For the full fiscal year 2025, consolidated revenue grew 11% to approximately $1.25 billion, and modified adjusted EBITDA increased 4% to $191 million.
- In fiscal 2025, the company significantly improved its financial position by reducing net debt by 14% ($125 million), cutting SG&A by $25 million, and successfully refinancing debt to extend maturities and enhance liquidity. Additionally, long-running legal and tax matters were resolved, including a class action lawsuit fully covered by insurance and an Ontario mining tax dispute.
- For fiscal year 2026, Compass Minerals forecasts total company Adjusted EBITDA between $200 million and $240 million, with salt segment Adjusted EBITDA projected at $225 million-$255 million due to expected margin improvements. Total capital expenditures are anticipated to be $90 million-$110 million.
Dec 9, 2025, 2:00 PM
Compass Minerals Reports Q4 and Full Year 2025 Results, Provides 2026 Guidance
CMP
Earnings
Guidance Update
Legal Proceedings
- Compass Minerals reported a consolidated net loss of $80 million for the full fiscal year 2025, an improvement from a $206 million net loss a year ago, with full-year consolidated revenue up 11% to approximately $1.25 billion.
- The company significantly improved its financial position in 2025 by reducing net debt by 14% or $125 million and successfully refinancing mid-year to enhance liquidity and extend debt maturity.
- Operational improvements included a $25 million reduction in reported SG&A (an 18% reduction year-over-year) and a return to more normal production levels at salt mines after inventory adjustments.
- For fiscal year 2026, Compass Minerals projects total company Adjusted EBITDA to be between $200 million and $240 million, with salt segment Adjusted EBITDA expected between $225 million and $255 million.
- The company settled a long-running class action lawsuit and an Ontario mining tax dispute in 2025, removing uncertainties and resulting in approximately $10 million net cash outflow for the tax settlement.
Dec 9, 2025, 2:00 PM
Quarterly earnings call transcripts for COMPASS MINERALS INTERNATIONAL.
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