Compass Minerals International 過去の業績
過去 基準チェック /16
Compass Minerals Internationalの収益は年間平均-42.9%の割合で減少していますが、 Metals and Mining業界の収益は年間 減少しています。収益は年間7.3% 1.4%割合で 減少しています。 Compass Minerals Internationalの自己資本利益率は2.6%であり、純利益率は0.5%です。
主要情報
-42.93%
収益成長率
-42.08%
EPS成長率
| Metals and Mining 業界の成長 | 26.40% |
| 収益成長率 | -1.39% |
| 株主資本利益率 | 2.59% |
| ネット・マージン | 0.55% |
| 前回の決算情報 | 31 Mar 2026 |
最近の業績更新
Recent updates
Seeking Alpha • Apr 22
Compass Minerals: Pittsburgh's Ice Reveals The Value Chain
Summary Compass Minerals holds structural advantages in salt production, with irreplaceable assets and geographic reach supporting a premium market position. Loss of the SHACOG contract impacts only about 1% of CMP’s total volumes, with the company prioritizing value over volume in its strategic outlook. Industry dynamics have shifted favorably for CMP after Cargill’s exit, depleted inventories, and early bid season price increases, supporting higher EBITDA potential. Recent results show strong recovery: Q1 sales are up 29% YoY, adjusted EBITDA is up 103%, and net income is positive, justifying CMP’s forward EV/EBITDA premium despite debt. Read the full article on Seeking Alpha
ナラティブ更新 • Apr 21
CMP: Fair Outlook Will Rely On Steady Margins And Discount Rate
Analysts have kept their price target for Compass Minerals International steady at $25.75, citing largely unchanged assumptions around revenue trends, profit margins, and future P/E expectations. Valuation Changes Fair Value: $25.75 remains unchanged, indicating no adjustment to the central value estimate.ナラティブ更新 • Apr 06
CMP: Stable Assumptions Will Support Upside As Discount Rate Shifts
Analysts have left their $25.75 price target on Compass Minerals International unchanged, citing largely steady fair value estimates, discount rate assumptions, revenue outlook, profit margin expectations, and future P/E inputs. Valuation Changes Fair Value: $25.75 fair value estimate remains unchanged, indicating no shift in the central valuation point used in the model.ナラティブ更新 • Mar 22
CMP: Stable Assumptions Will Support Upside As Discount Rate Shifts
Analysts have maintained their price target for Compass Minerals International at $25.75, citing unchanged fair value estimates supported by very small adjustments to the discount rate, revenue growth, profit margin, and forward P/E assumptions. Valuation Changes Fair Value: Remains unchanged at $25.75 per share, indicating no revision to the central valuation estimate.ナラティブ更新 • Mar 06
CMP: 2026 Segment Guidance Will Support Measured Outlook With Balanced Risk Reward
Analysts have raised their price target for Compass Minerals International to $25.75 from $23. This change reflects updated assumptions around discount rates, a slightly less steep revenue contraction, modestly lower profit margins, and a higher future P/E multiple.ナラティブ更新 • Feb 20
CMP: 2026 Guidance Will Support Balanced Outlook With Modest Upside Potential
The analyst price target for Compass Minerals International has increased slightly from $22.50 to $23.00, as analysts factor in updated assumptions around a modest change in revenue expectations, a small improvement in profit margin, and a higher future P/E multiple. What's in the News Company issued earnings guidance for Fiscal Full-Year 2026, giving investors a clearer view of expected performance across its main operating segments (Key Developments).ナラティブ更新 • Feb 05
CMP: 2026 Segment Guidance Will Support Limited Upside And Bearish Outlook
Analysts are maintaining their fair value estimate for Compass Minerals International at US$22.50 per share, with only minor technical adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions guiding this unchanged price target. What's in the News The company issued earnings guidance for Fiscal Full-Year 2026 that includes Salt segment total revenue in a range of US$955 million to US$1.035 billion.ナラティブ更新 • Jan 21
CMP: 2026 Segment Guidance And Assumptions Will Support Measured Profit Outlook
Analysts now set their price target for Compass Minerals International at US$22.50, up from US$20.75, reflecting updated assumptions for fair value, discount rate, long term revenue growth, profit margins and future P/E multiples. What's in the News Issued earnings guidance for Fiscal Full-Year 2026 with Salt segment total revenue expected between US$955 million and US$1.035 billion.ナラティブ更新 • Jan 06
CMP: 2026 Segment Guidance And Assumptions Will Support Measured Profit Outlook
Analysts have adjusted their price target for Compass Minerals International slightly higher from US$20.25 to US$20.75, reflecting updated assumptions around discount rate, profit margin and future P/E estimates. What's in the News The company issued earnings guidance for Fiscal Full-Year 2026, outlining expectations for both the Salt and Plant Nutrition segments (Key Developments).ナラティブ更新 • Dec 17
CMP: Guidance For 2026 Will Support Modest Profitability Improvement
Analysts have nudged their price target on Compass Minerals International slightly higher, from approximately $20.00 to $20.25 per share, citing expectations for improved profitability despite modestly slower projected revenue growth and a somewhat lower anticipated valuation multiple. What's in the News Issued new fiscal full year 2026 guidance, projecting Salt segment revenue between $955 million and $1,035 million (company guidance).新しいナラティブ • May 28
Rising Demand And Improved Efficiency Will Drive Long-Term Value
Operational efficiencies and strategic focus on core businesses are expected to reduce costs and strengthen profitability across key segments.Seeking Alpha • Apr 16
Compass Minerals: A Money Sink Despite Stable Prices For Its Main Salt Product
Summary Compass Minerals is the main investment vehicle for gaining exposure to the salt market, thanks to its ownership of the largest underground salt mine in the world. However, that is the only positive investment case for this company, as it is unprofitable, has a weak balance sheet, and its share price is down 88% in the past decade. While its competitors have also underperformed, their profitability metrics are much stronger and are therefore a much better investment for exposure to agricultural salts. Read the full article on Seeking AlphaSeeking Alpha • Feb 12
Compass Minerals: Risky, But Still Worth Considering
Summary Compass Minerals International's Q1 2025 results disappointed, with earnings per share and adjusted earnings per share falling short of expectations despite higher-than-anticipated revenue. The company's Salt segment saw significant revenue decline due to lower tonnage sold, while the Plant Nutrition segment showed strong growth in sales volumes. Elevated leverage and operational underperformance make CMP stock a risky investment, but shares remain attractively priced for those willing to take on higher risk. Management aims to improve operations and refinance debt, but high interest rates and sticky expenses pose ongoing challenges. Read the full article on Seeking AlphaSeeking Alpha • Sep 18
Compass Minerals: A Risky But Interesting Prospect As Shares Surge
Summary Compass Minerals International's stock surged 21.1% after preliminary Q3 results showed higher-than-expected revenue despite lower adjusted earnings per share. The company’s Salt segment showed strength, but the Plant Nutrition segment saw declines in both sales volume and average price per ton. Management's updated guidance for 2024 indicates potential profitability, though past financial misstatements and project failures present significant risks. Despite being a cheap prospect with potential upside, Compass Minerals International remains a risky investment due to management missteps and ongoing uncertainties. Read the full article on Seeking AlphaSeeking Alpha • Apr 17
Compass Minerals: How Did We End Up Here?
Summary Compass Minerals has been a horrible investment in the last few years and the company once again had to report a quarterly loss. The company still has a moat in its salt business, but failing projects and a horrible stock and business performance overshadow the economic moat. The stock could be undervalued at this point and maybe supported from a technical point of view, but I still won't invest in the business. Read the full article on Seeking Alpha分析記事 • Feb 19
Compass Minerals International (NYSE:CMP) Has Affirmed Its Dividend Of $0.15
The board of Compass Minerals International, Inc. ( NYSE:CMP ) has announced that it will pay a dividend of $0.15 per...分析記事 • Feb 11
Compass Minerals International, Inc. Reported A Surprise Loss, And Analysts Have Updated Their Forecasts
It's been a sad week for Compass Minerals International, Inc. ( NYSE:CMP ), who've watched their investment drop 10% to...分析記事 • Jan 23
Compass Minerals International (NYSE:CMP) May Have Issues Allocating Its Capital
What underlying fundamental trends can indicate that a company might be in decline? A business that's potentially in...Seeking Alpha • Jan 08
Compass Minerals: Core Salt Business Can't Carry The Valuation
Summary Compass Minerals has great cash flows from their core salt business, but that segment alone cannot support the valuation and ROIC for the business as a whole has been falling. Free cash flows are low with expected yields around 3.0% with spending still trailing off from the now halted lithium project with a scheduled $20-30M still expected next year. More sustainable CAPEX could bring FCF yields back up to 6.0% but given the debt load the valuation is hard to justify even at a 7% discount rate. Waiting to see if a growth initiative in fire retardant business shows promising results, while much uncertainty surrounds the stalled lithium project. Read the full article on Seeking Alpha分析記事 • Nov 09
Is Compass Minerals International (NYSE:CMP) A Risky Investment?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Oct 12
Returns At Compass Minerals International (NYSE:CMP) Appear To Be Weighed Down
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...Seeking Alpha • Sep 20
Compass Minerals: Dividend Doesn't Offset Lack Of Economic Value, Rate Hold
Summary Compass Minerals International, Inc.'s equity stock is at a 2-year low, indicating no relief for shareholders. The company's low-margin, low capital turnover business model is not appealing during times of inflationary pressure. Full-year guidance has been narrowed in given tighter volumes of mineral in both salt and plant nutrition lines. Net-net, rate Compass Minerals International, Inc. hold. Read the full article on Seeking Alpha分析記事 • Jul 11
Is Compass Minerals International (NYSE:CMP) Using Too Much Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • May 27
Compass Minerals International (NYSE:CMP) Will Pay A Dividend Of $0.15
The board of Compass Minerals International, Inc. ( NYSE:CMP ) has announced that it will pay a dividend of $0.15 per...Seeking Alpha • May 26
Compass Minerals: I Don't See Investors Getting Any Value Here
Summary Compass Minerals International Inc might have increased its operating margins by 140% YoY, but still has a negative bottom line. I think the demand will be steady for CMP over the coming years, but warmer winters seem to present a challenge for the company's salt segment. Shares have been diluted over the years and I find the valuation to present way too much risk here to make an investment, CMP is a hold for me. Read the full article on Seeking Alpha分析記事 • Mar 30
Here's Why Compass Minerals International (NYSE:CMP) Has A Meaningful Debt Burden
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Mar 01
Compass Minerals International (NYSE:CMP) Is Due To Pay A Dividend Of $0.15
Compass Minerals International, Inc.'s ( NYSE:CMP ) investors are due to receive a payment of $0.15 per share on 20th...Seeking Alpha • Feb 07
Compass Minerals GAAP EPS of -$0.01 misses by $0.59, revenue of $352.4M misses by $26.35M
Compass Minerals press release (NYSE:CMP): FQ1 GAAP EPS of -$0.01 misses by $0.59. Revenue of $352.4M (+6.3% Y/Y) misses by $26.35M.収支内訳
収支内訳
Compass Minerals International の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Mar 26 | 1,291 | 7 | 104 | 0 |
| 31 Dec 25 | 1,333 | -38 | 107 | 0 |
| 30 Sep 25 | 1,244 | -80 | 113 | 0 |
| 30 Jun 25 | 1,225 | -121 | 118 | 0 |
| 31 Mar 25 | 1,214 | -147 | 122 | 0 |
| 31 Dec 24 | 1,083 | -154 | 125 | 0 |
| 30 Sep 24 | 1,117 | -206 | 138 | 0 |
| 30 Jun 24 | 1,142 | -162 | 148 | 0 |
| 31 Mar 24 | 1,147 | -82 | 153 | 0 |
| 31 Dec 23 | 1,194 | -65 | 154 | 0 |
| 30 Sep 23 | 1,205 | 10 | 150 | 0 |
| 30 Jun 23 | 1,222 | 13 | 142 | 0 |
| 31 Mar 23 | 1,229 | -34 | 147 | 0 |
| 31 Dec 22 | 1,265 | -46 | 152 | 0 |
| 30 Sep 22 | 1,245 | -33 | 150 | 0 |
| 30 Jun 22 | 1,206 | -37 | 148 | 0 |
| 31 Mar 22 | 1,191 | -42 | 140 | 0 |
| 31 Dec 21 | 1,168 | 28 | 132 | 0 |
| 30 Sep 21 | 1,146 | 34 | 123 | 0 |
| 30 Jun 21 | 1,477 | 51 | 174 | 0 |
| 31 Mar 21 | 1,453 | 60 | 174 | 0 |
| 31 Dec 20 | 1,005 | 42 | 117 | 0 |
| 30 Sep 20 | 1,304 | 86 | 142 | 0 |
| 30 Jun 20 | 1,363 | 98 | 147 | 0 |
| 31 Mar 20 | 1,433 | 94 | 159 | 0 |
| 31 Dec 19 | 1,085 | 39 | 113 | 0 |
| 30 Sep 19 | 1,477 | 57 | 169 | 0 |
| 30 Jun 19 | 1,458 | 59 | 161 | 0 |
| 31 Mar 19 | 1,459 | 63 | 159 | 0 |
| 31 Dec 18 | 1,494 | 68 | 164 | 0 |
| 30 Sep 18 | 1,465 | 13 | 161 | 0 |
| 30 Jun 18 | 1,433 | 32 | 165 | 0 |
| 31 Mar 18 | 1,415 | 33 | 164 | 0 |
| 31 Dec 17 | 1,364 | 42 | 167 | 0 |
| 30 Sep 17 | 1,350 | 144 | 162 | 0 |
| 30 Jun 17 | 1,239 | 121 | 145 | 0 |
| 31 Mar 17 | 1,180 | 134 | 132 | 0 |
| 31 Dec 16 | 1,138 | 162 | 120 | 0 |
| 30 Sep 16 | 984 | 123 | 106 | 0 |
| 30 Jun 16 | 1,037 | 141 | 108 | 0 |
| 31 Mar 16 | 1,051 | 147 | 109 | 0 |
| 31 Dec 15 | 1,099 | 158 | 109 | 0 |
| 30 Sep 15 | 1,243 | 180 | 39 | 0 |
| 30 Jun 15 | 1,251 | 241 | 39 | 0 |
質の高い収益: CMPには$16.8M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。
利益率の向上: CMP過去に利益を上げました。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: CMPの収益は過去 5 年間で年間42.9%減少しました。
成長の加速: CMPは昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。
収益対業界: CMP昨年収益を上げたため、昨年の収益成長をMetals and Mining業界 ( 84.5% ) と比較することは困難です。
株主資本利益率
高いROE: CMPの 自己資本利益率 ( 2.6% ) は 低い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/07 14:51 |
| 終値 | 2026/05/07 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/09/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Compass Minerals International, Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10
| アナリスト | 機関 |
|---|---|
| Joel Jackson | BMO Capital Markets Equity Research |
| David Begleiter | Deutsche Bank |
| David Silver | Freedom Capital Markets |