Compass Minerals Intl (CMP)
NYSE:CMP
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
-0.05Last Year’s EPS
-0.39Same Quarter Last Year
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed meaningful progress: stronger profitability (EBITDA and margins), a successful Plant Nutrition turnaround led by Ogden, a notable deleveraging milestone and improved liquidity. These positives were balanced against persistent salt-market headwinds — notably an 8% decline in consolidated revenue, a 19% drop in salt tons sold, higher reported production cost per ton due to weather and mix, and slower-than-expected operational improvements at key mines (Goderich). Management moderated salt guidance but maintained full-year EBITDA midpoint and emphasized disciplined commercial execution. Overall, improvements in profitability, balance sheet strength and Plant Nutrition performance outweigh the operational and mix-related challenges in the salt business.Company Guidance
Deleveraging and Strong Liquidity
Redeemed remaining $150M of 2027 senior unsecured notes; total net debt down $119M year-over-year to $639M; trailing-12-month leverage ratio improved to 2.7x from 4.6x; quarter-end liquidity of $379M (cash $74M + revolver ~ $305M).
Adjusted EBITDA and Margin Expansion
Q2 adjusted EBITDA $86M, up 3.3% versus prior year Q2; adjusted EBITDA margin improved to 19.1% from 17.0% year-over-year; first-half adjusted EBITDA $152M, up 32% versus prior year H1, with H1 margin rising to 17.9% from 14.5%.
Plant Nutrition Turnaround — Ogden Driving Performance
Plant Nutrition revenue $67M, up ~15.5% year-over-year (from $58M); Plant Nutrition adjusted EBITDA $17M, up 202% year-over-year and margin improved to 25.2% from 9.6%; Ogden facility delivering strong cost performance and higher utilization.
Improved Per-Ton Economics in Salt
Salt operating earnings per ton increased to $15.85, up 21% versus $13.10 in prior year Q2, reflecting price realization despite higher distribution/product costs and lower volumes.
Portfolio Simplification Completed
Sale of Wynyard SOP operation completed during the quarter, strengthening cash position and allowing focus on core Ogden Plant Nutrition asset.
Cost and SG&A Discipline
Company reported lower SG&A year-over-year and emphasized focus on cost control and working capital management; interest expense guidance lowered to $62M–$67M reflecting debt paydown.
Maintained Full-Year Adjusted EBITDA Midpoint
Updated full-year adjusted EBITDA guidance range of $212M–$236M with midpoint $224M essentially unchanged; Plant Nutrition full-year outlook raised (now $43M–$47M midpoint $45M).
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 |
|---|---|---|---|
May 06, 2026 | $26.46 | $28.24 | +6.73% |
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% |
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 Intl (CMP) report earnings?
Compass Minerals Intl (CMP) is schdueled to report earning on Jul 30, 2026, After Close (Confirmed).
What is Compass Minerals Intl (CMP) earnings time?
Compass Minerals Intl (CMP) earnings time is at Jul 30, 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 (Q3) is -0.05.