Compass Minerals Q3 revenue beats estimates, net loss narrows on improved Plant Nutrition margins
CMP•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
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 |
Result drivers
- Plant Nutrition pricing and costs - Improved pricing and lower per-unit costs drove higher operating income and adjusted EBITDA in the Plant Nutrition segment
- Salt segment cost pressures - Higher per-unit product and distribution costs offset pricing gains in the 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
