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Sep 30, 2025
Compass Minerals Q4 2025 Earnings Report
Compass Minerals reported a narrower Q4 net loss with improved adjusted EBITDA and stable segment performance.
Key Takeaways
The company showed clear signs of financial stabilization in Q4 2025, reducing its net loss and delivering stronger operational metrics across both Salt and Plant Nutrition segments.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Compass Minerals expects modest improvement in adjusted EBITDA for FY26, driven by operational efficiency and pricing strategies across segments.
Positive Outlook
- Salt segment adjusted EBITDA projected to increase year over year.
- Higher fixed cost absorption expected from restored salt production.
- Improved pricing in both Salt and Plant Nutrition segments.
- Corporate cost rationalization projected to continue lowering overhead.
- Plant Nutrition segment expected to maintain EBITDA despite lower volumes.
Challenges Ahead
- Salt sales volumes forecasted to decline due to winter demand variability.
- Higher salt inventory costs from prior year still impacting margins.
- Plant Nutrition sales volumes expected to decrease due to production plan.
- Corporate EBITDA expected to remain negative in the range of -$56M to -$51M.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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