Compass Minerals Q1 revenue up 29%, driven by Salt segment sales

Compass Minerals International

04/02/2026 21:53

Overview

Minerals provider's fiscal Q1 revenue grew 29% yr/yr, driven by Salt segment sales

Adjusted EBITDA for fiscal Q1 more than doubled yr/yr

Company reduced net debt by 10% yr/yr

Outlook

Compass Minerals raises full-year adjusted EBITDA guidance by 2% to $208 mln - $240 mln

Company expects Salt segment revenue between $980 mln and $1,050 mln for fiscal 2026

Plant Nutrition segment revenue projected at $170 mln to $185 mln for fiscal 2026

Result Drivers

SALT SEGMENT GROWTH - Revenue increased 37% due to higher sales volumes in highway deicing and consumer and industrial businesses

PLANT NUTRITION MARGIN EXPANSION - Higher pricing and cost structure improvements drove margin expansion, despite lower sales volumes

DEBT REDUCTION - Net debt decreased by 10% year over year, reflecting focus on financial execution

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
$396.10 mln
$334 mln (2 Analysts)
Q1 Adjusted EPS
$0.43
Q1 Adjusted Net Income
$18.60 mln
Q1 Net Income
$18.60 mln
Q1 Adjusted EBITDA
$65.30 mln
Q1 EBIT
$36.60 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 1 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the diversified chemicals peer group is "buy."

Wall Street's median 12-month price target for Compass Minerals International Inc is $23.00, about 12.5% below its February 3 closing price of $26.29

The stock recently traded at 31 times the next 12-month earnings vs. a P/E of 20 three months ago

Press Release: ID:nBw8gYmv7a

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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.)