NYSE$CMP

Compass Minerals International Inc. · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Compass Minerals reported fiscal Q4 revenue of $227.5M with a net loss of $7.2M.

Fourth-quarter revenue was $227.5 million with a net loss of $7.2 million, improved from a $48.3 million loss a year ago. Adjusted EBITDA was $41.6 million versus $15.6 million in the prior-year quarter. Management guided fiscal 2026 total adjusted EBITDA of $200M–$240M.

  • Q4 revenue $227.5M; net loss $7.2M.
  • Adjusted EBITDA $41.6M (+167% YoY).
  • FY26 adjusted EBITDA guide $200M–$240M.
  • Net debt reduced $125M YoY to $772.5M.

Headline financials

Total Revenue

$228M

Previous: $209M+9.0%
EPS (adj)

-$0.17

Previous: -$0.77+77.9%
Adj. Operating Income

$12M

Previous: -$12.8M+193.8%
Adjusted EBITDA

$41.6M

Previous: $15.6M+166.7%
Salt Operating Income

$21.5M

Previous: $21M+2.4%
Salt Adj. EBITDA

$40M

Previous: $38.1M+5.0%
Plant Nutrition Op. Income

$6.2M

Previous: -$29.7M+120.9%
Plant Nutrition Adj. EBITDA

$13.5M

Previous: -$3.7M+464.9%
Salt Sales Volumes

1.7M

Previous: 1.5M+13.0%
Plant Nutrition Sales Vol.

62.0K

Previous: 68.0K-8.8%
Net Income

-$7.2M

Previous: -$48.3M+85.1%
Operating Income

$12M

Previous: -$29.8M+140.3%
Gross Profit

$38.4M

Previous: $19.5M+96.9%

Revenue & EPS history

Compass Minerals · Revenue · Quarterly

$228M

Q4 2025+9%vs Q4 2024
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Revenue by segment

Compass Minerals · $156M total across 1 segment · Q3 2022

  • Salt Segment
    $156M

Forward guidance

FY26 total adjusted EBITDA guide $200M–$240M; Salt segment $225M–$255M; Plant Nutrition $31M–$36M.

Tailwinds

  • Salt pricing and margin recovery expected.
  • Debt reduced $125M YoY.
  • Inventory optimization released cash.

Headwinds

  • FY25 net loss of $79.8M.
  • Lower Salt adjusted EBITDA per ton.
  • Volume and weather sensitivity.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

-1.1%

Avg return

Earnings day

-0.5%

Avg return

5 days after

+0.5%

Avg return

30 days after

40%

27 / 67 earnings

Positive

+26.5%

Q2 2025

Best reaction

-20.5%

Q2 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+6.8%+10.8%+11.7%
Q1 2026-14.8%-13.0%-7.8%
Q4 2025-14.4%-15.9%+8.9%
Q2 2025+26.5%+38.7%+39.8%
Q1 2025-5.8%-7.3%-17.5%
Q4 2024-2.1%-18.4%+2.9%
Q3 2024+17.9%+23.1%+48.1%
Q2 2024+2.0%-6.1%+3.0%
Q1 2024-5.3%+1.6%-6.9%
Q4 2023-8.4%-1.7%+1.2%
Q3 2023-5.2%-12.0%-25.1%
Q2 2023+0.3%+8.2%+14.5%
Q1 2023-14.3%-15.1%-20.0%
Q4 2022+9.6%+13.4%+1.6%
Q3 2022+1.5%+7.7%+5.2%
Q2 2022-20.5%-28.6%-26.6%
Q1 2022-4.3%-4.7%+9.6%
Q4 2021-4.3%-4.7%+9.6%
Q2 2021-1.6%-5.3%-3.4%
Q1 2021-0.3%+0.5%-2.3%
Q4 2020-3.1%+2.3%+4.3%
Q3 2020-7.0%-0.1%+5.8%
Q2 2020+9.1%+11.6%+9.8%
Q1 2020+1.1%+2.7%+12.1%
Q4 2019+10.2%+7.3%-26.7%
Q3 2019-7.4%-4.2%-6.8%
Q2 2019-5.2%-1.0%-3.0%
Q1 2019-4.1%-2.5%-9.9%
Q4 2018+1.8%+4.5%-0.8%
Q3 2018+8.6%+8.6%+5.8%
Q2 2018-4.6%-7.5%-9.9%
Q1 2018+3.1%+3.2%-2.8%
Q4 2017-2.6%-9.7%-10.5%
Q3 2017-1.0%-0.8%+4.2%
Q2 2017-2.3%-5.8%+0.0%
Q1 2017+1.4%+6.2%+1.2%
Q4 2016-1.8%-1.4%-9.9%
Q3 2016-1.5%-0.3%+10.1%
Q2 2016-0.1%-3.3%+2.1%
Q1 2016+2.4%
Q4 2015-1.1%
Q3 2015-3.2%
Q2 2015+1.2%
Q1 2015+3.6%
Q4 2014+1.0%
Q3 2014+0.6%
Q2 2014-5.7%
Q1 2014+5.2%
Q4 2013-2.6%
Q3 2013-2.2%
Q2 2013-18.1%
Q1 2013+6.4%
Q4 2012+1.6%
Q3 2012+2.4%
Q2 2012-2.4%
Q1 2012+1.7%
Q4 2011+1.2%
Q3 2011-5.5%
Q2 2011-7.2%
Q4 2010-7.2%
Q1 2010+4.0%
Q1 2011+2.3%
Q2 2010-4.2%
Q4 2008-4.2%
Q3 2010-0.7%
Q4 2009-0.7%
Q3 2009-0.7%

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