Compass Minerals Q3 revenue beats estimates, net loss narrows on improved Plant Nutrition margins

Compass Minerals International

05/08/2026 22:24

Overview
U.S. minerals producer's fiscal Q3 revenue rose and beat analyst expectations
Company posted a narrower net loss compared to prior year, driven by improved Plant Nutrition margins
Full-year adjusted EBITDA guidance midpoint raised on stronger Plant Nutrition performance

Outlook
Compass Minerals raises 2026 Adjusted EBITDA guidance to $218 mln-$242 mln
Company lifts Plant Nutrition 2026 revenue outlook to $200 mln-$209 mln and Adjusted EBITDA to $49 mln-$57 mln
Company expects higher Salt segment revenue of $1.053 bln-$1.090 bln for 2026

Result Drivers
PLANT NUTRITION PRICING AND COSTS - Improved pricing and lower per-unit costs drove higher operating income and adjusted EBITDA in Plant Nutrition segment
SALT SEGMENT COST PRESSURES - Higher per-unit product and distribution costs offset pricing gains in Salt segment, leading to lower margins
WYNYARD SOP SALE IMPACT - Lower Plant Nutrition sales volumes were largely attributable to the disposition of the Wynyard SOP business in March 2026

Company press release: ID:nBw1js5kxa

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$215.30 mln
$206.67 mln (3 Analysts)
Q3 Adjusted Loss Per Share
 
$0.14
 
Q3 Adjusted Net Loss
 
$5.80 mln
 
Q3 Net Loss
 
$5.70 mln
 
Q3 Adjusted EBITDA
 
$39.90 mln
 
Q3 EBIT
 
$10.90 mln
 

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)