Compass Minerals Beats Q3 Revenue, Raises Full-Year EBITDA Guidance on Plant Nutrition Strength
CMP sits 83% above its 52-week low of $16.395.
Summary
Compass Minerals posted a Q3 revenue beat ($215.3M vs $206.67M consensus) and narrowed its net loss, driven by improved Plant Nutrition margins from better pricing and lower per-unit costs. Management raised full-year adjusted EBITDA guidance to $218M-$242M, lifted Plant Nutrition revenue and EBITDA outlooks, and expects higher Salt segment revenue of $1.053B-$1.090B. The raised guidance signals stronger-than-expected operational performance, particularly in Plant Nutrition, which offsets ongoing Salt segment cost pressures. This follows a May 2026 agreement with EnergyX to explore a lithium project, adding a strategic growth angle. The earnings beat and guidance raise are material for a $1.26B market cap company and likely to drive positive repositioning.
At the time of this announcement, CMP was trading at $30.03 on NYSE in the Industrial Applications And Services sector, with a market capitalization of approximately $1.3B. The 52-week trading range was $16.40 to $34.50. This news item was assessed with positive market sentiment and an importance score of 8 out of 10. Source: Reuters.