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Compass Minerals International Inc (CMP)
NYSE:CMP
Earnings Data
Report Date
May 12, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.64Last Year’s EPS
0.63Same Quarter Last Year
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed clear operational and financial progress: return to quarterly profitability, adjusted EBITDA doubling, meaningful deleveraging, raised full-year guidance, and strong Plant Nutrition momentum (SOP price +13%, improved margins). Offsetting these positives are operational constraints at Goderich (development-related lower short-term production and unplanned downtime), higher distribution costs, a deliberate inventory strategy that may limit ability to meet surge demand, and some near-term SOP volume reductions due to the Wynyard sale. On balance, the improvements in profitability, cash/liquidity position, margin guidance, and cost control outweigh the near-term operational and logistics challenges.Company Guidance
Return to Profitability
Reported positive quarterly net income of $0.43 (versus a net loss of $0.57 a year ago) — first positive quarterly net income since 2023.
Adjusted EBITDA Doubling
Quarterly adjusted EBITDA doubled to $65 million year-over-year, and company raised full-year adjusted EBITDA guidance midpoint to $224 million (guidance range $208M–$240M).
Material Deleveraging
Total net debt to trailing 12-month adjusted EBITDA improved to 3.6x, down from 5.3x in the comparable prior period (nearly 2 turns reduction).
Strong Salt Volume Growth and Revenue
Total salt volumes up 37% year-over-year; highway deicing volumes +43% and C&I volumes +14%. Salt revenue for the quarter was $332 million versus $242 million a year ago.
Improved Salt Unit Economics
Salt operating earnings per ton rose to $14.33, up $2.54 or 22% year-over-year; adjusted EBITDA per ton increased 2% to $19.61; product cost per ton declined 7% to $50.20.
Plant Nutrition Turnaround
Plant Nutrition operating earnings increased by ~ $9 million and adjusted EBITDA improved by $8 million year-over-year. Average SOP sales price up 13% to $687/ton and product cost per ton down 2% to $520.
Guidance and Margin Improvements
Salt adjusted EBITDA guidance updated to $230M–$252M; Salt adjusted EBITDA margin expected to increase ~200 basis points year-over-year. Plant Nutrition guidance raised to $34M–$39M with >300 basis points improvement in adjusted EBITDA margin at midpoint (CEO cited $37M midpoint for Plant Nutrition).
Corporate Cost Control and Liquidity
Corporate overhead down 24% year-over-year to $19 million for the quarter; liquidity of $342 million (cash $47M plus ~$295M revolver capacity).
Strategic Asset Sale to Focus Operations
Entered agreement to sell Wynyard SOP operation for $30.8 million to concentrate on North American SOP production and accelerate Plant Nutrition improvements.
CMP Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CMP Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 04, 2026 | $25.52 | $21.75 | -14.77% |
Dec 08, 2025 | $20.63 | $17.78 | -13.81% |
Aug 11, 2025 | $21.50 | $19.21 | -10.65% |
May 07, 2025 | $14.23 | $17.96 | +26.21% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Compass Minerals International Inc (CMP) report earnings?
Compass Minerals International Inc (CMP) is schdueled to report earning on May 12, 2026, After Close (Confirmed).
What is Compass Minerals International Inc (CMP) earnings time?
Compass Minerals International Inc (CMP) earnings time is at May 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CMP EPS forecast?
CMP EPS forecast for the fiscal quarter 2026 (Q2) is 0.64.