CMP COMPASS MINERALS INTERNATIONAL INC

MIXED Impact: 5/10 8-K
Horizon days Filed May 6, 2026 Processed 1mo ago SEC 0001227654-26-000023
8-K Item 2.02: Earnings release
Latest settled — T+20d
CMP ▲ +15.58% at T+20d
NEUTRAL call ✓ call won +15.58% · α vs SPY +12.44% · entry $28.24 → $32.64
Next anchor: T+60d in 7w
Last close $29.81 (close Jun 8) · +5.56% from $28.24 entry
Entry anchored
May 6, 2026
via day open
T+1d
-1.10%
call -1.10% · α -1.93%
$27.93
settled 5w ago
T+5d
+6.98%
call +6.98% · α +5.47%
$30.21
settled 28d ago
T+20d
+15.58%
call +15.58% · α +12.44%
$32.64
settled 6d ago
T+60d
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call — · α —
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in 7w

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Executive Summary

Compass Minerals reported Q2 FY2026 revenue of $453.2M (-8.4% YoY) and adjusted EPS of $0.63 (flat YoY, missing consensus of $0.66). Adjusted EBITDA rose 3% to $86.4M, but the Salt segment saw a 12% revenue decline on lower highway deicing volumes. Full-year adjusted EBITDA guidance midpoint was maintained at $224M, with a narrowed range reflecting stronger Plant Nutrition offset by weaker Salt mix.

Key Financial Metrics

Guidance
null
maintained

Actionable Insight

The revenue miss and flat adjusted EPS signal operational headwinds in the Salt segment, while debt reduction and improved Plant Nutrition provide some offset. Watch for commentary on highway deicing demand and cost initiatives in the upcoming conference call.

Key Facts

  • Revenue $453.2M, down 8.4% YoY from $494.6M
  • GAAP net income $12.7M vs net loss -$32.0M prior year
  • GAAP EPS $0.30 vs -$0.77 prior year
  • Adjusted EPS $0.63 (consensus $0.66, miss of $0.03)
  • Adjusted EBITDA $86.4M, up 3% YoY
  • Salt segment revenue down 12%, highway deicing volume down 22%
  • Plant Nutrition revenue up 15%, operating income improved from -$1.8M to $7.6M
  • Full-year adjusted EBITDA guidance maintained at $212M-$236M midpoint $224M
  • Total debt reduced 12% to $713M, net leverage ratio 2.7x vs 4.6x prior year

Financial Impact

Revenue decline of $41.4M YoY and a 4.5% adjusted EPS miss

revenueepsadjustedEbitda

Risk Factors

  • Continued softness in highway deicing volumes due to mild winter weather
  • Input cost inflation and distribution cost pressure
  • Execution risk in Salt mine efficiency improvements

Market Snapshot

Exchange
NYSE
Sector
Mining & Quarrying of Nonmetallic Minerals (No Fuels)
Analyst Consensus
63% bullish (8 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001227654-26-000023
Document: cmp-20260506.htm0001227654-26-000023
Document: 0001227654-26-000023-index-headers.html0001227654-26-000023
Document: 0001227654-26-000023-index.html0001227654-26-000023
Document: 0001227654-26-000023.txt0001227654-26-000023
8-K Data (Synthetic)0001227654-26-000023

US Market Status

Market Closed — Opens in 7h 17m

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