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.
Price Chart
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
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
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
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001227654-26-000023 |
| Document: cmp-20260506.htm | 0001227654-26-000023 |
| Document: 0001227654-26-000023-index-headers.html | 0001227654-26-000023 |
| Document: 0001227654-26-000023-index.html | 0001227654-26-000023 |
| Document: 0001227654-26-000023.txt | 0001227654-26-000023 |
| 8-K Data (Synthetic) | 0001227654-26-000023 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 11d ago | 8-K | $22.26 | awaiting T+60 | — | $22.62 (+1.62%) |
Aug 21, 2026 9w ago | Institutional Cluster | $26.00 | awaiting T+60 | — | $22.62 (−13.00%) |
Aug 5, 2026 11w ago | 8-K | $25.66 | awaiting T+60 | — | $22.62 (−11.85%) |
Aug 5, 2026 11w ago | 8-K | $25.66 | awaiting T+60 | — | $22.62 (−11.85%) |
Jun 11, 2026 19w ago | Institutional Cluster | $31.46 $25.79 | ▲ +18.02% | ▲ +21.29% | $22.62 (+28.10%) |
May 6, 2026 24w ago | 8-K | $28.24 $28.76 | ▲ +1.84% | ▼ −1.99% | $22.62 (−19.90%) |
US Market Status
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