CMP

MKT CAP:$1B

Compass Minerals International, Inc.

Market Cap

$1B

Basic Materials·Industrial Materials·🇺🇸 United States·NYSE

Materials·Industrial·🇺🇸·NYSE

Stock Price

$25.31+$5.45 (+27.44%)

Apr 24, 2026

Company Details

Compass Minerals International, Inc., produces and sells essential minerals primarily in the United States, Canada, Brazil, the United Kingdom, and internationally. It operates through three segments: Salt, Plant Nutrition North America, an...

CEO

Edward C. Dowling Jr.

IPO Date

Dec 12, 2003

Website

www.compassminerals.com

Key Metrics TTM

Revenue

$1.3B

+23.1% YoY

Net Income

-$38M

EPS (Diluted)

-$0.92

Free Cash Flow

$94M

Revenue / Share

$31.53

Gross Margin

16.5%

Operating Margin

4.6%

Net Margin

-2.8%

FCF Margin

7.1%

P/S

0.8x

P/E

—

Earnings Reports

Q2 2026

May 6, 2026

PENDING

Q1 2026

Feb 5, 2026

$396M+28.9%EPS $0.43

FY 2025

Dec 11, 2025

$1.2B+11.3%EPS -$1.91

Q4 2025

Dec 11, 2025

$228M+9.0%EPS -$0.17

Q3 2025

Aug 11, 2025

$215M+5.8%EPS -$0.41

Revenue & Profitability

Quarter	Revenue	Gross Profit	Operating Income
Q2 22	$449M	$65M	$20M
Q3 22	$215M	$34M	-$4M
Q4 22	$249M	$38M	$6M
Q1 23	$352M	$70M	$28M
Q2 23	$411M	$85M	$48M
Q3 23	$208M	$35M	-$600.0K
Q4 23	$234M	$44M	$4M
Q1 24	$342M	$71M	-$54M
Q2 24	$364M	$72M	-$39M
Q3 24	$203M	$33M	$6M
Q4 24	$209M	$20M	-$30M
Q1 25	$307M	$34M	$500.0K
Q2 25	$495M	$77M	-$3M
Q3 25	$215M	$41M	$16M
Q4 25	$228M	$38M	$12M
Q1 26	$396M	$63M	$37M

Valuation

Quarter	P/S	P/E
Q2 22	2.8x	—
Q3 22	1.6x	—
Q4 22	1.3x	—
Q1 23	1.5x	—
Q2 23	1.2x	—
Q3 23	1.2x	201.8x
Q4 23	0.9x	93.0x
Q1 24	0.8x	—
Q2 24	0.6x	—
Q3 24	0.4x	—
Q4 24	0.4x	—
Q1 25	0.4x	—
Q2 25	0.3x	—
Q3 25	0.7x	—
Q4 25	0.7x	—
Q1 26	0.6x	—

Operating Cash Flow

Quarter	Operating CF	Free CF
Q2 22	$160M	$131M
Q3 22	$3M	-$22M
Q4 22	-$28M	-$56M
Q1 23	$2M	-$18M
Q2 23	$147M	$118M
Q3 23	-$23M	-$58M
Q4 23	-$13M	-$91M
Q1 24	-$52M	-$101M
Q2 24	$86M	$56M
Q3 24	-$7M	-$22M
Q4 24	-$13M	-$34M
Q1 25	-$4M	-$26M
Q2 25	$187M	$173M
Q3 25	$22M	$4M
Q4 25	-$7M	-$23M
Q1 26	-$37M	-$60M

Capital Expenditures

Quarter	CapEx
Q2 22	$29M
Q3 22	$25M
Q4 22	$28M
Q1 23	$20M
Q2 23	$29M
Q3 23	$35M
Q4 23	$77M
Q1 24	$49M
Q2 24	$30M
Q3 24	$15M
Q4 24	$21M
Q1 25	$22M
Q2 25	$14M
Q3 25	$18M
Q4 25	$16M
Q1 26	$23M

CapEx

OpEx vs Revenue Growth (YoY)

Quarter	Revenue Growth	OpEx Growth
Q2 22	+5.4%	+22.6%
Q3 22	+7.7%	+9.9%
Q4 22	+218.9%	+255.7%
Q1 23	+6.3%	+4.3%
Q2 23	-8.3%	-15.2%
Q3 23	-3.3%	-4.6%
Q4 23	-6.3%	-5.6%
Q1 24	-3.0%	+21.8%
Q2 24	-11.5%	+11.0%
Q3 24	-2.3%	-5.4%
Q4 24	-10.6%	+3.9%
Q1 25	-10.1%	-22.4%
Q2 25	+35.9%	+23.4%
Q3 25	+5.8%	+0.9%
Q4 25	+9.0%	-9.7%
Q1 26	+28.9%	+17.2%

Stock-Based Compensation

Quarter	SBC ($)	% of Revenue
Q2 22	$5M	1.0%
Q3 22	$4M	1.8%
Q4 22	$4M	1.6%
Q1 23	$11M	3.0%
Q2 23	$3M	0.8%
Q3 23	$4M	1.7%
Q4 23	$3M	1.5%
Q1 24	$12M	3.5%
Q2 24	-$5M	-1.3%
Q3 24	-$700.0K	-0.3%
Q4 24	$2M	0.9%
Q1 25	$4M	1.3%
Q2 25	$3M	0.6%
Q3 25	$600.0K	0.3%
Q4 25	$3M	1.3%
Q1 26	$2M	0.6%

OpEx Breakdown

Quarter	SG&A
Q2 22	$45M
Q3 22	$37M
Q4 22	$32M
Q1 23	$42M
Q2 23	$34M
Q3 23	$33M
Q4 23	$40M
Q1 24	$46M
Q2 24	$33M
Q3 24	$28M
Q4 24	$31M
Q1 25	$33M
Q2 25	$30M
Q3 25	$24M
Q4 25	$26M
Q1 26	$27M

Revenue Segments

Quarter	Consumer & Industrial Salt	Highway Deicing Salt	Product and Service, Other	Sop
Q2 22	$91M	$300M	$2M	$55M
Q3 22	$78M	$79M	$1M	$58M
Q1 23	$118M	$190M	—	$45M
Q2 23	$87M	$274M	—	$49M
Q3 23	$77M	$79M	—	$50M
Q4 23	$88M	$99M	—	$38M
Q1 24	$115M	$159M	$3M	$53M
Q3 24	$77M	$84M	$4M	$42M
Q1 25	$104M	$138M	$4M	$65M
Q2 25	$108M	$325M	$4M	$61M
Q3 25	$77M	$89M	$4M	$48M
Q4 25	$91M	$91M	$4M	$46M
Q1 26	$121M	$211M	$4M	$62M

Revenue by Geography

Quarter	Canada	Other Geographic Areas	United States
Q2 22	$105M	$600.0K	$328M
Q3 22	$37M	$5M	$168M
Q1 23	$88M	$3M	$248M
Q3 23	$36M	$700.0K	$164M
Q1 24	$78M	$200.0K	$251M
Q3 24	$36M	$900.0K	$158M
Q1 25	$79M	$4M	$213M
Q3 25	$40M	$3M	$162M

War Chest

Quarter	Cash	Short-term Investments	Total
Q2 22	$45M	$0	$45M
Q3 22	$47M	$0	$47M
Q4 22	$46M	$0	$46M
Q1 23	$146M	$0	$146M
Q2 23	$250M	$0	$250M
Q3 23	$58M	$0	$58M
Q4 23	$39M	$0	$39M
Q1 24	$38M	$0	$38M
Q2 24	$40M	$0	$40M
Q3 24	$13M	$0	$13M
Q4 24	$20M	$0	$20M
Q1 25	$46M	$0	$46M
Q2 25	$50M	$0	$50M
Q3 25	$79M	$0	$79M
Q4 25	$60M	$0	$60M
Q1 26	$47M	$0	$47M

Shares Outstanding

Quarter	Shares (Diluted)	QoQ Change	YoY Change
Q2 22	34M	+0.1%	+0.3%
Q3 22	34M	+0.1%	+0.2%
Q4 22	34M	+0.0%	+0.3%
Q1 23	40M	+16.4%	+16.6%
Q2 23	41M	+3.4%	+20.5%
Q3 23	41M	+0.1%	+20.5%
Q4 23	41M	+0.0%	+20.5%
Q1 24	41M	+0.1%	+3.7%
Q2 24	41M	+0.2%	+0.5%
Q3 24	41M	+0.1%	+0.5%
Q4 24	41M	+0.1%	+0.5%
Q1 25	41M	+0.2%	+0.6%
Q2 25	42M	+0.2%	+0.5%
Q3 25	42M	+0.8%	+1.3%
Q4 25	42M	+0.4%	+1.6%
Q1 26	42M	+0.6%	+2.0%

Shares Outstanding

Revenue Per Employee

Period	Revenue/Employee	Employees
Q2 22	$138.9K	3K
Q3 22	$66.5K	3K
Q4 22	$127.6K	2K
Q1 23	$180.3K	2K
Q2 23	$210.4K	2K
Q3 23	$106.2K	2K
Q4 23	$117.9K	2K
Q1 24	$172.5K	2K
Q2 24	$183.7K	2K
Q3 24	$102.4K	2K
Q4 24	$109.9K	2K
Q1 25	$161.7K	2K
Q2 25	$260.3K	2K
Q3 25	$112.9K	2K
Q4 25	$123.0K	2K
Q1 26	$214.2K	2K

Revenue / Employee