Compass Minerals Q2 revenue beats estimates on plant nutrition strength

Compass Minerals International

06/05/2026 22:08

Overview

Essential minerals provider's fiscal Q2 revenue rose, beating analyst expectations

Adjusted EBITDA for fiscal Q2 grew 3% yr/yr, driven by Plant Nutrition segment gains

Company completed new labor agreement at Goderich mine and retired $150 mln in debt

Outlook

Compass Minerals sees 2026 adjusted EBITDA at $212 mln to $236 mln

Company raises Plant Nutrition 2026 revenue guidance to $190 mln-$210 mln

Company lowers Salt segment 2026 adjusted EBITDA guidance to $225 mln-$240 mln

Result Drivers

SALT VOLUME DECLINE - Lower highway deicing sales volumes weighed on Salt segment revenue and earnings, despite higher average pricing

PLANT NUTRITION GAINS - Higher sales volumes, improved pricing, and lower per-unit costs drove stronger Plant Nutrition segment margins and earnings

COST STRUCTURE IMPROVEMENTS - Company cited continued improvements in cost structure, particularly in Plant Nutrition, though mine-level efficiency gains in Salt have lagged expectations

Company press release: ID:nBwbN72zPa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$453.20 mln
$437.33 mln (3 Analysts)
Q2 Adjusted Net Income
$27.30 mln
Q2 Net Income
$12.70 mln
Q2 Adjusted EBITDA
$86.40 mln
Q2 EBIT
$56 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 $28.00, about 5.8% above its May 6 closing price of $26.46

The stock recently traded at 29 times the next 12-month earnings vs. a P/E of 30 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)