Compass Minerals to Take Part in Upcoming Investor Event
Company Announcement: Compass Minerals announced that its president and CEO, Edward C. Dowling Jr., along with other leadership members, will engage in one-on-one meetings at the Jefferies Industrial Conference on September 3, 2025, in New York City.
Event Details: Updated presentation materials related to the conference will be accessible through the investor relations section of the Compass Minerals website during the event.
About Compass Minerals: The company is a leading global provider of essential minerals, focusing on delivering products that address nature's challenges for customers and communities.
Product Offerings: Compass Minerals produces salt products for winter road safety and various applications, as well as plant nutrition products aimed at enhancing crop quality and supporting sustainable agriculture.
Trade with 70% Backtested Accuracy
Analyst Views on CMP
About CMP
About the author

- Quarterly Net Income Recovery: Compass Minerals reported a net income of $0.43 in Q1 2026, a significant turnaround from a net loss of $0.57 a year ago, marking the first quarterly profit since 2023 and indicating a positive shift in the company's financial health.
- Adjusted EBITDA Doubles: The company achieved an adjusted EBITDA of $65 million, doubling from the previous year, reflecting strong performance in the Salt segment and positive momentum in Plant Nutrition, despite the planned sale of the Wynyard SOP operation impacting overall results.
- Significant Growth in Salt Business: Salt segment revenue reached $332 million, with sales volumes for highway deicing and C&I sectors increasing by 43% and 14%, respectively, while operating earnings per ton improved to $14.33, showcasing robust market demand and the company's competitiveness in this sector.
- Optimistic Future Outlook: The company raised the midpoint of its full-year adjusted EBITDA guidance to $224 million, with the Salt segment expected to contribute between $230 million and $252 million in EBITDA, reflecting continued strength in core operations and improvements, despite challenges from rising distribution costs.
- Strong Earnings Performance: Compass Minerals reported a Q1 non-GAAP EPS of $0.43, beating expectations by $0.17, indicating robust profitability and effective cost management within the company.
- Significant Revenue Growth: The company achieved revenues of $396.1 million, reflecting a 28.9% year-over-year increase and surpassing market expectations by $62.52 million, showcasing strong product demand and an increase in market share.
- EBITDA Guidance Increase: Full-year adjusted EBITDA guidance was raised by 2% at the midpoint to a range of $208 million to $240 million, demonstrating management's confidence in future performance and a positive outlook on market conditions.
- Strategic Reset Impact: Compass Minerals outlines a 2026 adjusted EBITDA guidance of $200 million to $240 million, reflecting the company's commitment to restructuring its strategy and cost structure to adapt to evolving market demands.
- Salt Segment Growth: Compass Minerals' salt segment revenue increased by 37% year-over-year to $331.5 million, primarily driven by a 43% rise in highway deicing and a 14% increase in consumer and industrial sales, which not only enhances the company's competitiveness in the winter market but also lays a solid foundation for future sales growth.
- Plant Nutrition Improvement: Although plant nutrition revenue declined by 1% to $60.8 million, the average sales price rose by 14% to approximately $687 per ton, resulting in operating income turning from a loss of $3.1 million last year to a profit of $5.4 million, demonstrating the company's adaptability and profit potential in a high-price market.
- Financial Position Optimization: As of December 31, 2025, Compass Minerals reduced its net debt by 10% year-over-year, exceeding $90 million, reflecting the company's ongoing efforts to lower liabilities and enhance financial flexibility, which will support future investments and growth.
- Strategic Asset Sale: The company has signed an agreement to sell its Wynyard sulfate of potash operations for $30.8 million, which not only aids in further debt reduction but also optimizes resource allocation, ensuring sustained growth of core operations in alignment with the company's long-term strategic goals.
- Earnings Announcement: Compass Minerals is set to release its Q1 earnings on February 4th after market close, with a consensus EPS estimate of $0.26, reflecting a substantial year-over-year increase of 147.3%, indicating significant improvement in profitability.
- Revenue Expectations: The anticipated Q1 revenue stands at $333.58 million, representing an 8.6% year-over-year growth, which highlights the company's positive performance in market demand and sales growth, likely to have a favorable impact on stock price.
- Historical Performance: Over the past two years, Compass Minerals has beaten EPS estimates 50% of the time and revenue estimates 75% of the time, demonstrating stability in financial performance and market confidence.
- Future Guidance: The company has outlined an adjusted EBITDA guidance of $200 million to $240 million for 2026, showcasing its commitment to resetting strategy and cost structure, which may lay the groundwork for future growth.
- Earnings Release Schedule: Compass Minerals will release its Q1 FY2026 results on February 4, 2026, after market close, expected to provide key financial data reflecting the company's operational status.
- Conference Call Timing: CEO Edward C. Dowling Jr. and CFO Peter Fjellman will hold a conference call on February 5, 2026, at 9:30 a.m. ET to discuss the earnings report, enhancing investor understanding of the company's performance.
- Participation Details: Investors can join the call via webcast or by dialing 1-800-715-9871, requiring conference ID 7896827, ensuring smooth and timely communication of information.
- Company Background: Compass Minerals is a leading global provider of essential minerals focused on salt and plant nutrition products, supporting sustainable agriculture and winter road safety, operating 12 production facilities with over 1,800 employees, showcasing strong market influence.

- Earnings Release Schedule: Compass Minerals will release its Q1 2026 results on February 4, 2026, after market close, reflecting the company's ongoing performance and growth in the minerals sector.
- Conference Call Timing: CEO Edward C. Dowling Jr. and CFO Peter Fjellman will hold a conference call on February 5, 2026, at 9:30 a.m. ET to discuss the earnings details, enhancing investor communication.
- Participation Details: Investors can join the call via webcast or by dialing 1-800-715-9871, requiring conference ID 7896827, ensuring smooth and transparent information dissemination.
- Company Overview: Compass Minerals focuses on providing essential minerals, operating 12 production and packaging facilities with over 1,800 employees, committed to supporting sustainable agriculture and winter road safety, highlighting its significant role in the industry.







