Compass Minerals (CMP) Is Up 8.2% After Swinging Back To Profitability In Q1 2025 – Has The Bull Case Changed?
Compass Minerals (CMP) saw an 8.2% stock price increase after reporting a return to profitability in Q1 2025, with sales of US$396.1 million and a net income of US$18.6 million, a significant improvement from the previous year's net loss. While this signals an earnings recovery, the company's investment narrative still relies on consistent execution and effective cost control, given its historic dependency on unpredictable weather and commodity swings. Despite the positive quarterly results, the full-year 2025 still showed a net loss, highlighting that the company is actively working through a recovery period.
Is Compass Minerals (CMP) Pricing Fair After Recent Share Price Swings And Valuation Checks
Compass Minerals International (CMP) is currently trading at US$21.75 and exhibits mixed stock performance over the last year. Valuation checks by Simply Wall St show it as undervalued on two of six methods, though a Discounted Cash Flow analysis suggests it's 20.4% overvalued, and a Price to Sales ratio analysis indicates it's slightly overvalued compared to its fair ratio. The article encourages investors to use "Narratives" on their platform to connect company stories with financial forecasts and fair value estimates.
Compass Minerals Signals Turnaround With Strong Earnings
Compass Minerals (CMP) reported a significant turnaround in its Q1 earnings, achieving quarterly profitability for the first time since 2023, with sharply higher EBITDA and improved balance sheet leveraging. The company raised its full-year adjusted EBITDA outlook, driven by strong growth in its Salt business and a recovering Plant Nutrition segment, despite acknowledging ongoing operational and logistical challenges. Management emphasized a strategic shift towards profitability and capital efficiency, reinforced by an asset sale aimed at streamlining its Plant Nutrition operations.
Compass Minerals raises 2026 adjusted EBITDA guidance to $224M while signaling strong salt demand and operational improvements
Compass Minerals has increased its adjusted EBITDA guidance for 2026 to $224 million, reflecting strong demand in its salt segment and anticipated operational improvements. The revised outlook indicates the company's confidence in market conditions and its strategic initiatives for enhanced financial performance.
Compass Minerals International, Inc. (NYSE:CMP) Q1 2026 Earnings Call Transcript
Compass Minerals (NYSE:CMP) reported a strong Q1 2026 with positive net income for the first time since 2023, adjusted EBITDA doubling to $65 million, and leverage significantly reduced. The company's Salt business saw increased volumes and prices due to steady winter weather, though production ramp-up at the Goderich mine was slower than anticipated due to development work and hiring. The Plant Nutrition segment showed positive momentum, with improved operations at Ogden and the planned sale of the Wynyard SOP operation, leading to an increased adjusted EBITDA guidance for the segment.
Why Compass Minerals (CMP) Is Down 15.8% After Back-to-Basics Reshapes Earnings And Portfolio
Compass Minerals International reported strong Q1 2026 results, reversing previous losses and showing improved financial health under its "Back-to-Basics" plan. Despite these positive developments, including increased adjusted EBITDA and reduced debt, the company's stock price has fallen by 15.8%. Investors are now looking to the company's execution in its core businesses and the management's ability to maintain these early gains, while also considering operational constraints and differing fair value estimates.
Earnings call transcript: Compass Minerals beats Q1 2026 forecasts, stock fluctuates
Compass Minerals (CMP) significantly surpassed Q1 2026 EPS and revenue forecasts, reporting $0.43 EPS against $0.19 forecasted, and $396.1 million in revenue against $329.5 million. Despite the strong financial performance, the stock experienced volatility, dropping 13.56% in after-hours trading. The company raised its full-year adjusted EBITDA guidance, signaling confidence in ongoing operational improvements and favorable market conditions, particularly within its salt and plant nutrition segments.
Surging salt demand lifts Compass Minerals (CMP) back to quarterly profit
Compass Minerals (CMP) reported a strong financial turnaround for the quarter ended December 31, 2025, moving from a net loss to a net income of $18.6 million, driven by a significant increase in salt sales volumes and improved profitability in both its Salt and Plant Nutrition segments. The company's sales rose to $396.1 million, with Adjusted EBITDA more than doubling to $65.3 million. Additionally, Compass Minerals reached a settlement with a Canadian provincial tax authority, resulting in a $6.2 million tax benefit, and agreed to sell its Wynyard SOP facility for approximately $30.8 million to support debt reduction efforts.
COMPASS MINERALS INTERNATIONAL INC SEC 10-Q Report
Compass Minerals International Inc. has reported significant improvements in its third-quarter financial and operational performance, driven by increased sales in its Salt segment, particularly highway deicing, and strategic efficiencies. The company saw a 28.9% increase in sales and a net income of $18.6 million, a substantial turnaround from a net loss in the prior year. Compass Minerals is focusing on optimizing cash accessibility, minimizing tax expenses, and strengthening its balance sheet through debt-reduction efforts and strategic divestitures.
Compass Minerals Q1 2026 slides: EBITDA doubles as company returns to profit
Compass Minerals (NYSE:CMP) reported a strong Q1 2026, returning to profitability with a net income of $18.6 million and adjusted EBITDA more than doubling to $65.3 million. This performance, significantly exceeding analyst expectations, was primarily driven by robust sales in its Salt segment due to favorable winter weather. The company also improved its financial position by reducing net debt and raised its full-year adjusted EBITDA guidance.
Compass Minerals International Inc (CMP) Q1 2026 Earnings Call Highlights: Strong Financial ... By GuruFocus
Compass Minerals International Inc (CMP) reported a significant financial turnaround in Q1 2026, achieving a net income of $0.43 per share compared to a loss in the prior year, with adjusted EBITDA doubling to $65 million. The company's salt segment revenue saw substantial growth, and overall leverage was reduced. Despite positive financial performance, challenges include higher costs and lower production at the Goderich Mine and increased distribution costs in the salt segment.
Compass Minerals (NYSE:CMP) Seen in NYSE Composite Tracking Index
This article provides an overview of Compass Minerals International (NYSE:CMP) on the NYSE Composite. It highlights the company's core operations in salt products for deicing and agriculture, its position as a diversified materials producer, and the role of institutional ownership in its structure. The full content requires login or registration for Kalkine Media.
Compass Minerals Q1 2026 slides: EBITDA doubles as company returns to profit
Compass Minerals (NYSE:CMP) announced its fiscal Q1 2026 results, showing a significant return to profitability with net income of $18.6 million and adjusted EBITDA more than doubling. The strong performance was driven by a 29% increase in total revenue, primarily from its Salt segment due to favorable winter weather and increased highway deicing demand. The company also improved its financial position by reducing net debt and raising its full-year adjusted EBITDA guidance.
Compass Minerals International, Inc. (NYSE:CMP) Given Consensus Recommendation of "Reduce" by Analysts
Five analysts have issued a consensus "Reduce" recommendation for Compass Minerals International (NYSE:CMP), with an average 1-year price target of $22.00. While the company exceeded Q4 earnings and revenue estimates, it remains unprofitable, and analysts project a negative EPS for the current fiscal year. Institutional investors hold a significant majority of the stock, which currently has a market capitalization of $1.07 billion and high leverage.
Assessing Compass Minerals (CMP) Valuation After Improved Results And Planned Asset Sale
Compass Minerals (CMP) recently reported improved first-quarter fiscal 2026 results, including higher sales, a return to profitability, a planned asset sale, and an increased full-year earnings outlook. Despite a strong recent share price performance, current analyses suggest the stock is overvalued, with Simply Wall St's narrative valuation at $22.50 and a DCF model estimating $11.89, both below its current price of $25.52. The article encourages investors to consider these valuations and potential risks when assessing CMP's future prospects.
Compass: Fiscal Q1 Earnings Snapshot
Compass Minerals International Inc. (CMP) reported a fiscal first-quarter profit of $18.6 million, translating to 43 cents per share. The company, based in Overland Park, Kansas, also announced revenue of $396.1 million for the period. This financial snapshot was generated using data from Zacks Investment Research.
Compass Minerals beats Q1 estimates on strong winter weather demand
Compass Minerals (NYSE:CMP) significantly surpassed Q1 fiscal 2026 earnings estimates, reporting $0.43 EPS against an expected $0.19, with revenue reaching $396.1 million, exceeding the $329.5 million consensus. This strong performance was primarily driven by robust winter weather conditions boosting salt sales and improved pricing in its plant nutrition segment. The company raised its full-year adjusted EBITDA guidance to a range of $208 million to $240 million.
Compass: Fiscal First Quarter Earnings Overview
Compass Minerals International Inc. reported a net income of $18.6 million for its fiscal first quarter, with earnings per share of $0.43. The company generated $396.1 million in total revenue during this period.
Compass Minerals Reports Fiscal 2026 First-Quarter Results
Compass Minerals (CMP) has announced its fiscal 2026 first-quarter results, showing significant financial improvements with a net income of $18.6 million and a 103% increase in adjusted EBITDA. The Salt segment performed strongly, while the Plant Nutrition segment improved operating earnings. The company also updated its full-year adjusted EBITDA guidance upwards, following strategic divestiture and robust performance in its key segments.
Compass Minerals Reports Fiscal 2026 First-Quarter Results
Compass Minerals (NYSE: CMP) announced strong fiscal 2026 first-quarter results, with robust winter weather boosting its Salt segment and higher pricing improving its Plant Nutrition segment. The company reported a net income of $18.6 million and a 103% increase in total company adjusted EBITDA year over year. Compass Minerals also raised its full-year adjusted EBITDA guidance by 2% and reduced its total net debt by 10%.
Compass Minerals stock hits 52-week high at 26.59 USD By Investing.com
Compass Minerals International Inc. (CMP) shares have reached a new 52-week high of $26.59, marking an impressive 118.8% appreciation over the past year and 304% from its 52-week low. The surge is attributed to positive market sentiment, strategic initiatives, and an optimistic financial outlook, with analysts forecasting EPS of $3.32 for fiscal year 2026. Recent developments include a lawsuit settlement, board expansion, and upward revisions of price targets by BMO Capital and Freedom Capital Markets, signaling continued investor interest.
Earnings Flash (CMP) Compass Minerals International, Inc. Reports Q1 Revenue $396.1M, vs. FactSet Est of $359.8M
Compass Minerals International reported Q1 revenue of $396.1 million, surpassing FactSet's estimate of $359.8 million. Additionally, the company announced Q1 adjusted EPS of $0.43 per share, which also exceeded FactSet's estimate of $0.26. This indicates a stronger financial performance than anticipated by analysts for the first quarter.
Compass: Fiscal First Quarter Earnings Overview
Compass Minerals International Inc. reported a net income of $18.6 million for its fiscal first quarter, translating to $0.43 per share. The company, headquartered in Overland Park, Kansas, achieved total revenue of $396.1 million during this period.
Compass Minerals stock hits 52-week high at 26.59 USD
Compass Minerals (CMP) stock recently climbed to a new 52-week high of $26.59, marking an impressive 118.8% appreciation over the past year. This surge, up 304% from its 52-week low of $8.60, reflects positive market sentiment ahead of tomorrow's earnings release, with analysts forecasting an EPS of $3.32 for fiscal year 2026. The company has also been involved in strategic developments, including settling stockholder lawsuits, expanding its board, and receiving upgraded price targets from analysts like BMO Capital and Freedom Capital Markets.
Compass Minerals International (NYSE:CMP) Reaches New 12-Month High - Still a Buy?
Compass Minerals International (NYSE:CMP) recently hit a new 52-week high of $26.65, despite Wall Street analysts maintaining a cautious "Reduce" consensus rating with an average price target of $22.00. The company reported a Q4 revenue increase of 9% year-over-year to $227.5 million, but missed EPS estimates, showing a negative net margin, and an elevated debt-to-equity ratio of 3.55. Institutional investors have significantly increased their holdings in CMP, which is a global producer of mineral-based products like salt and plant nutrition.
Compass Minerals stock hits 52-week high at 26.59 USD By Investing.com
Shares of Compass Minerals International Inc. (CMP) recently reached a new 52-week high of $26.59, reflecting a significant 118.8% appreciation over the past year and a 304% climb from its 52-week low. This surge is attributed to positive market sentiment, strategic initiatives, and a favorable financial outlook, with analysts forecasting strong EPS for fiscal year 2026. The company has also settled stockholder lawsuits and expanded its board, while analysts like BMO Capital and Freedom Capital Markets have raised price targets.
Compass Minerals International : Reinforces Commitment to Safe, Reliable Winter Road Salt Supply Across North America
Compass Minerals International reaffirms its commitment to providing essential deicing salt across North America, Canada, and the UK, especially during the current winter season which has seen increased demand due to earlier and more severe conditions. The company is prioritizing municipal customers, maximizing output from its mines, and efficiently managing its supply chain, including the Goderich mine, the world's largest underground salt mine. Despite logistical challenges like narrower shipping windows due to lake ice, Compass Minerals aims to meet contractual commitments and ensure public safety.
Federated Hermes Inc. Acquires 331,127 Shares of Compass Minerals International, Inc. $CMP
Federated Hermes Inc. significantly increased its stake in Compass Minerals International, Inc., acquiring an additional 331,127 shares, bringing its total to 335,061 shares, valued at $6.433 million. Despite this substantial investment, analyst ratings for Compass Minerals are mixed, with a consensus "Reduce" rating and a $22.00 target price. The company recently missed its quarterly EPS estimate and reported a negative net margin and return on equity, though its quarterly revenue saw a 9.0% year-over-year increase.
Industrial Salts Market Growth Accelerates to 271.33 Million Tons by 2031 | Cargill, Inc, Compass Minerals, Rio Tinto
The industrial salts market is projected to grow from 243.73 million tons in 2026 to 271.33 million tons by 2031, exhibiting a CAGR of 2.17%, driven by structural demand in the Asia-Pacific region. This growth is fueled by expanding chlor-alkali capacity, rising adoption in municipal water treatment, increasing de-icing demand due to harsher winters, and growing use in oil and gas drilling operations. China is expected to maintain its dominance as the largest consumer and producer in the industrial salts market, with major players like Cargill, Compass Minerals, and Rio Tinto focusing on energy-efficient processes and high-purity grades.
Hussman Strategic Advisors Inc. Makes New $806,000 Investment in Compass Minerals International, Inc. $CMP
Hussman Strategic Advisors Inc. has acquired a new stake of 42,000 shares, valued at approximately $806,000, in Compass Minerals International (NYSE: CMP) during the third quarter. This investment represents about 0.10% ownership in the company. Other institutional investors also adjusted their holdings in Compass Minerals, a basic materials company with a market cap of $1.08 billion and a "Reduce" consensus analyst rating.
Compass Minerals International (CMP) Projected to Post Quarterly Earnings on Wednesday
Compass Minerals International (NYSE:CMP) is anticipated to release its Q1 2026 earnings after market close on Wednesday, February 4th, with analysts projecting $0.11 EPS and $329.23 million in revenue. The company previously missed Q4 2025 EPS estimates but saw a 9% year-over-year revenue increase. CMP currently holds a "Reduce" average analyst rating with a $22 price target, and institutional investors own nearly 100% of its shares.
Compass Minerals International (NYSE:CMP) Hits New 1-Year High - Time to Buy?
Compass Minerals International (NYSE:CMP) reached a new 52-week high of $25.64. Despite this, the company faces mixed analyst ratings, with an average "Reduce" rating and a target price of $22.00, along with concerns about weak profitability, negative EPS, and high debt-to-equity ratio, even though revenue showed a 9% year-over-year increase.
Compass Minerals stock hits 52-week high at $24.88
Compass Minerals International Inc. (CMP) stock has reached a new 52-week high of $24.88, demonstrating an 85.29% increase over the past year. This surge is attributed to strong market performance, positive analyst adjustments, and strategic corporate initiatives, with the company expected to return to profitability this year.
Compass Minerals (CMP) to Release Q1 FY2026 Results on February 4, 2026
Compass Minerals (CMP) is scheduled to release its Q1 FY2026 financial results after market close on February 4, 2026. Following the release, CEO Edward C. Dowling Jr. and CFO Peter Fjellman will host a conference call on February 5, 2026, at 9:30 a.m. ET to discuss the earnings and provide insights to investors. The article also provides an overview of Compass Minerals as a global provider of essential minerals, along with current analyst ratings and price targets for the CMP stock.
Compass Minerals Announces Conference Call to Discuss First-Quarter Fiscal 2026 Results
Compass Minerals (NYSE: CMP) will release its first-quarter fiscal 2026 results on Wednesday, Feb. 4, 2026, after market close. The company's leadership, including President and CEO Edward C. Dowling Jr. and CFO Peter Fjellman, will discuss the results during a conference call on Thursday, Feb. 5, 2026, at 9:30 a.m. ET. Investors can access the call via webcast or by dialing in with a provided conference ID.
Compass Minerals Announces Conference Call to Discuss First-Quarter Fiscal 2026 Results
Compass Minerals will release its first-quarter fiscal 2026 results on Wednesday, Feb. 4, 2026, after market close. The company will hold a conference call the following day, Thursday, Feb. 5, 2026, at 9:30 a.m. ET to discuss the results. Interested parties can access the call via webcast or by dialing in using the provided conference ID.
Ice Melter Market Outlook 2026-2033: Technological Advancements, Investment Opportunities & Global Market Dynamics | Compass Minerals, Cargill, Morton Salt, K+S Group
Coherent Market Insights has released a new research report on the global Ice Melter Market, covering the outlook from 2026 to 2033. The report offers detailed analysis on market trends, segmentation, competitive positioning, and growth strategies, with a special promotional discount currently available. It is designed for various stakeholders to inform business decisions and understand market dynamics, including key players like Compass Minerals and Cargill.
Compass Minerals International, Inc. (NYSE:CMP) Receives Consensus Rating of "Reduce" from Analysts
Compass Minerals International (NYSE:CMP) has received a consensus "Reduce" rating from analysts, with an average 12-month target price of $22.00. The company reported mixed quarterly results, missing EPS estimates but exceeding revenue expectations, and analysts project a negative EPS for the current fiscal year. Despite institutional investors increasing their stakes, the stock's financial metrics show negative return on equity and net margin, and it trades at a negative P/E ratio.
Compass Minerals (CMP): Settlement, earnings beat, and strategic board expansion
Compass Minerals (CMP) recently exceeded Q3 earnings expectations. The company also reached a significant settlement with the IRS concerning tax periods from 2011 to 2018, which is expected to positively impact its financial outlook by reducing tax-related uncertainty. Furthermore, Compass Minerals expanded its board with the appointment of Shane Sebert, signaling a focus on strengthening internal governance and strategic direction.
Compass Minerals (CMP): Settlement, Earnings Beat, and Strategic Board Expansion
Compass Minerals (CMP) recently settled shareholder derivative suits, agreeing to governance reforms and a payment from insurers, while denying wrongdoing. The company also reported better-than-expected fourth-quarter 2025 results, with a smaller loss and increased revenue. Strategically, Compass Minerals expanded its board from eight to twelve members and established a new Capital Allocation and Technical Committee.
Compass Minerals (CMP): Settlement, Earnings Beat, and Strategic Board Expansion
Compass Minerals International, Inc. (NYSE: CMP) recently settled two shareholder derivative lawsuits, agreeing to governance reforms and an $850,000 insurer payment while denying wrongdoing. The company also reported a narrower-than-expected loss and higher revenues for Q4 2025 and expanded its board strategically. Despite a recent price target cut due to revised deicing volume expectations, Compass Minerals remains a key producer of essential minerals.
Potassium Sulphate Market 2026-2033: Growth Overview, Facts &
The report "Potassium Sulphate Market 2026 Forecast to 2033" provides comprehensive global, regional, and country-level insights into the market, including competitive analysis and supply chain dynamics. It highlights key drivers, restraints, market trends, and financial structures impacting the industry, and offers both quantitative and qualitative evaluations segmented by company, region & country, type, and application. Key players such as Tessenderlo Group, K+S KALI GmbH, and Compass Minerals International Inc. are featured, with the report emphasizing future growth prospects, technological developments, and investment opportunities in the Potassium Sulphate sector.
How Compass Minerals Intl Inc (CMP) Affects Rotational Strategy Timing
This article analyzes Compass Minerals Intl Inc (NYSE: CMP) using AI models, highlighting a strong overweight bias across all time horizons. It identifies an exceptional risk-reward setup, targeting a 17.5% gain versus a 0.3% risk. The analysis also provides three distinct trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored for different risk profiles.
BMO Capital eleva preço-alvo das ações da Compass Minerals devido a fortes nevascas
BMO Capital aumentou o preço-alvo da Compass Minerals International (NYSE:CMP) para US$ 25,00, de US$ 20,00, devido às fortes nevascas que superam as médias históricas. Este aumento baseia-se na expectativa de que as condições climáticas favoráveis impulsionarão o desempenho da empresa, especialmente no negócio de sal para degelo de rodovias. A Compass Minerals também reportou um prejuízo menor que o esperado no último trimestre e resolveu processos de acionistas.
Compass Minerals surges 62% after InvestingPro’s Fair Value analysis By Investing.com
Compass Minerals International, Inc. (CMP) saw a significant surge of 62.4% after InvestingPro's Fair Value analysis had identified it as undervalued in October 2024, estimating a 47.7% upside potential. The company's recent Q4 2025 results and improved fundamentals, including increased revenue and better EPS, supported the stock's performance. InvestingPro's comprehensive valuation methodologies and focus on intrinsic value helped investors make informed decisions, demonstrating the power of data-driven investment strategies.
Compass Minerals dispara 62% após análise de Valor Justo do InvestingPro Por Investing.com
A Compass Minerals International (NYSE: CMP) disparou 62% após uma análise do InvestingPro em outubro de 2024, que a identificou como subvalorizada. A análise previa um potencial de alta de 47,7%, e a empresa superou essa expectativa, demonstrando a eficácia da análise de Valor Justo do InvestingPro em identificar oportunidades de investimento. O artigo destaca como a plataforma ajuda investidores a encontrar ações subvalorizadas combinando múltiplas metodologias de avaliação e fornece exemplos de como desenvolvimentos recentes impulsionaram o desempenho da ação.
Compass Minerals stock price target raised to $24 by Freedom Capital
Freedom Capital Markets has increased its price target for Compass Minerals International (NYSE:CMP) to $24.00 from $22.00, maintaining a Buy rating. This adjustment reflects CMP's perceived undervaluation despite an 80.52% return over the past year, with the firm citing improved operating cash flow prospects and deleveraging efforts. The company's recent Q4 2025 earnings also showed a narrower-than-expected loss and higher revenue, alongside a settlement in stockholder lawsuits and the appointment of four new directors.
Preço-alvo da Compass Minerals elevado para US$ 24 pela Freedom Capital
Freedom Capital Markets elevated its price target for Compass Minerals International (NYSE:CMP) to $24, up from $22, while maintaining a "Buy" recommendation. The company highlighted CMP's valuation sensitivity to operating cash flow generation and deleveraging prospects. InvestingPro data suggests CMP is undervalued despite an 80.52% return over the last year, with analysts expecting profitability this year.
Summary Notice of Pendency and Proposed Settlement of Stockholder Derivative Actions
Compass Minerals (NYSE: CMP) has issued a notice regarding the proposed settlement of stockholder derivative actions, _Morelli v. Crutchfield, et al._ and _Assad v. Crutchfield, et al._, pending in the U.S. District Court for the District of Kansas. The settlement, outlined in a Stipulation dated October 24, 2025, requires Compass to implement corporate governance reforms. A settlement hearing is scheduled for February 20, 2026, to consider the fairness and adequacy of the settlement, as well as an application for attorneys' fees and service awards to the plaintiffs, to be paid by Compass's insurers.
Compass Minerals Announces Proposed Settlement in Stockholder Derivative Litigation
Compass Minerals (NYSE: CMP) announced a proposed settlement in stockholder derivative litigation concerning corporate governance reforms, pending court approval. The settlement, which aims to resolve claims of alleged breaches of fiduciary duties, includes provisions for corporate governance reforms and the payment of attorneys' fees by Compass's insurers. A hearing is scheduled for February 20, 2026, where the U.S. District Court will assess the fairness and adequacy of the settlement.
