Compass Minerals
Supplies deicing salt, industrial salt, and sulfate of potash products.
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Profile
Produces salt products for deicing, water treatment, nutrition, and industrial uses, alongside Protassium+ sulfate of potash for crop-input customers. Sales are concentrated in Salt, with Plant Nutrition now centered on Ogden after exits from South America, lithium, fire retardants, and Wynyard.
Operates through Salt and Plant Nutrition. Salt produces sodium chloride and magnesium chloride for highway deicing, consumer and professional deicing, water treatment, human and animal nutrition, chemical production, and industrial uses.
Plant Nutrition sells sulfate of potash in multiple grades under the Protassium+ name to crop-input distributors, retailers, growers, and industrial users. After the Wynyard sale, the current plant-nutrition focus points to the Ogden operation.
Operations are centered in North America, with salt also serving U.K. customers. Salt depends on winter weather, deicing orders, inventory levels, mine production, and pricing; Plant Nutrition depends on SOP output, agricultural demand, costs, and pricing.
Recent strategy has narrowed back to core Salt and Plant Nutrition after exits from South America, lithium, and fire retardants, with balance-sheet repair tied to asset sales and cash generation.
Company facts
Key statistics
Year to date +24.0% · Average volume (30d) 474.1K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 10, 2026 | Compass Point | Target | $30 | $27 | ||
| Aug 10, 2026 | JP Morgan | Downgrade | Neutral | Underweight | ||
| May 27, 2026 | Deutsche Bank | Target | $15 | $35 | ||
| May 14, 2026 | Compass Point | Target | $22 | $30 | ||
| May 14, 2026 | JP Morgan | Upgrade | Underweight | Neutral |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q3 FY26 | −$0.06 | −$0.14 | −125.2% | $207.8M | $215.3M | +3.6% | −14.55% |
| May 6, 2026Q2 FY26 | $0.66 | $0.63 | −4.5% | $419.0M | $453.2M | +8.2% | +6.73% |
| Feb 4, 2026Q1 FY26 | $0.11 | $0.43 | +290.9% | $359.8M | $396.1M | +10.1% | −14.77% |
| Dec 8, 2025Q4 FY25 | −$0.23 | −$0.17 | +25.1% | $223.6M | $227.5M | +1.7% | −13.81% |
Financial highlights
| 12 quarters | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $494.6M | $214.6M | $227.5M | $396.1M | $453.2M | $215.3M | |
| Gross profit | $76.8M | $41.2M | $38.4M | $63.2M | $83.0M | $37.9M | |
| Operating income | −$3.1M | $15.9M | $12.0M | $36.6M | $56.0M | $10.9M | |
| Net income | −$32.0M | −$17.0M | −$7.2M | $18.6M | $12.7M | −$5.7M | |
| Diluted EPS | −$0.77 | −$0.41 | −$0.17 | $0.43 | $0.30 | −$0.13 | |
| Gross margin | 15.5% | 19.2% | 16.9% | 16.0% | 18.3% | 17.6% | |
| Operating margin | -0.6% | 7.4% | 5.3% | 9.2% | 12.4% | 5.1% |
Fiscal years (4-quarter sums)FY21 $836.2M · FY22 $1.24B · FY23 $1.20B · FY24 $1.12B · FY25 $1.24B
Revenue by product · Q3 FY26
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $56.3M · Total debt $728.1M · Total assets $1.35B · Shareholders' equity $263.5M
Dividends
Last cut to $0.15 from $0.72 in Dec 2021.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Mar 8, 2024 | Mar 11 | Mar 20 | $0.15 | |
| Dec 8, 2023 | Dec 11 | Dec 20 | $0.15 | |
| Sep 8, 2023 | Sep 11 | Sep 20 | $0.15 | |
| Jun 8, 2023 | Jun 9 | Jun 20 | $0.15 | |
| Mar 9, 2023 | Mar 10 | Mar 20 | $0.15 | |
| Dec 8, 2022 | Dec 9 | Dec 20 | $0.15 | |
| Sep 8, 2022 | Sep 9 | Sep 20 | $0.15 | |
| Jun 9, 2022 | Jun 10 | Jun 20 | $0.15 |
Ownership
Shares outstanding 41.96M · Float 32.18M · 76.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Koch, Inc. | 7.03M | 16.77% | 13F | Aug 13, 2026 |
| Sailingstone Capital Partners LLC | 3.35M | 7.99% | 13F | Aug 14, 2026 |
| BlackRock, Inc. | 3.08M | 7.34% | 13F | Aug 7, 2026 |
| State Street Corp | 2.44M | 5.82% | 13F | Aug 7, 2026 |
| M Partners Fund LP | 2.29M | 5.49% | 13G | Nov 18, 2025 |
Insider tradesForm 4
No open-market trades in the last 12 months.
View detailsPeers
- ICL
Potash, salts, and specialty crop-nutrition overlap
- Nutrien
Scale potash producer and crop-input retailer
- Mosaic
Large potash and phosphate crop-nutrient producer
- SQM (ADR)
Specialty plant nutrition and potassium fertilizer rival
- Intrepid Potash
U.S. potash and Trio specialty-fertilizer peer
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Compass Minerals | $24.62 | −0.06% | $1.03B | 57.3 | 21.1 | 0.8 | +0.3% |
| ICL | $5.71 | +2.06% | $7.23B | 23.3 | 12.6 | 0.9 | +16.5% |
| Nutrien | $73.84 | +0.44% | $35.29B | 14.9 | 13.7 | 1.3 | +0.3% |
| Mosaic | $23.71 | +0.38% | $7.50B | 124.2 | 25.5 | 0.6 | −6.0% |
| SQM (ADR) | $78.54 | −0.17% | $22.46B | 16.2 | 9.8 | 3.3 | +136.7% |
| Intrepid Potash | $37.85 | +0.58% | $505.1M | 19.0 | 20.4 | 1.7 | −6.7% |
| Median | 19.0 | 13.7 | 1.3 | +0.3% |