Compass Minerals International, Inc. (CMP)
NYSEMaterialsIndustrial MaterialsSnapshot 2026-11-04
$23.26+1.62%
Close 2026-11-04 · 1-day change
NYSEMaterialsIndustrial MaterialsSnapshot 2026-11-04
QuarterlyIQ Insights · CMP
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
MANAGEMENT COMMENTARY “What we are experiencing in our Plant Nutrition business is the clearest example of what our improvement process can deliver.
Stated in 2 of 2 supplied quarters. Management reported: “We produced segment Adjusted EBITDA of $15.0 million in the quarter on improved pricing and lower per-unit costs, and we have again raised our full-year expectations for this business.” “Adjusted EBITDA improved 32% to $15.0 million compared to $11.4 million last year.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Materials names rated neutral grew net income 46% of the time over the next year (vs 56% for the rest of the cohort, n=2600).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“MANAGEMENT COMMENTARY “What we are experiencing in our Plant Nutrition business is the clearest example of what our improvement process can deliver.”
“Additionally, while we are seeing improvements in mine-level product costs, we have not yet achieved the level of production and efficiency gains in our mining operations that we had expected earlier…”
Our balance sheet continues to strengthen, with net leverage declining to 2.8 times from 4.3 times a year ago, and our recent credit upgrade from S&P reflects the progress we have made in reducing de…
Stated in 2 of 2 supplied quarters. Management reported: “Our balance sheet continues to strengthen, with net leverage declining to 2.8 times from 4.3 times a year ago, and our recent credit upgrade from S&P reflects the progress we have made in reducing debt and building a more resilient business.” “Total debt as of June 30, 2026, was $716.6 million compared to $825.3 million a year earlier.”
“Our balance sheet continues to strengthen, with net leverage declining to 2.8 times from 4.3 times a year ago, and our recent credit upgrade from S&P reflects the progress we have made in reducing de…”
“We remain focused on reducing debt, improving our operations in all areas of the company, and building long-term value for shareholders.””
We raised our full-year consolidated Adjusted EBITDA guidance midpoint to $230 million, driven by significantly stronger Plant Nutrition performance partially offset by mix, inflationary pressures an…
Stated in 2 of 2 supplied quarters. Management reported: “In Salt, we realized meaningful pricing gains in highway during the quarter, and we are seeing early signs of a constructive pricing environment within our consumer and industrial (C&I) product line as well.” “Combined average sales prices increased 9%, led by an 8% increase in highway prices and 6% increase in C&I prices.”
“We raised our full-year consolidated Adjusted EBITDA guidance midpoint to $230 million, driven by significantly stronger Plant Nutrition performance partially offset by mix, inflationary pressures an…”
“Total company adjusted EBITDA for the quarter was $86.4 million, bringing us to $151.7 million for the first half of the year and on track to achieve our full-year outlook.”
In Salt, we realized meaningful pricing gains in highway during the quarter, and we are seeing early signs of a constructive pricing environment within our consumer and industrial (C&I) product line…
Stated in 2 of 2 supplied quarters. Management reported: “Total capital spending for the nine months ended June 30, 2026, was $62.1 million compared to $53.8 million in 2025.” “In Salt, we realized meaningful pricing gains in highway during the quarter, and we are seeing early signs of a constructive pricing environment within our consumer and industrial (C&I) product line as well.”
“In Salt, we realized meaningful pricing gains in highway during the quarter, and we are seeing early signs of a constructive pricing environment within our consumer and industrial (C&I) product line…”
“Dowling Jr., president and CEO.”
Compass Minerals aims to maintain its capital expenditures within the $90 million to $110 million range for fiscal 2026.
Over the trailing year it converted 8.22x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
11 material management or governance events in the past 24 months, led by executive changes. Historically, Materials names rated neutral grew net income 50% of the time over the next year (vs 55% for the rest of the cohort, n=2453).
Not investment advice. As of 2026-11-04.