Jun 2026 (Q3 FY26) — Aug 6, 2026
Compass Minerals Q3 FY26 — Plant Nutrition Outperforms, Strong Salt Pricing, Goderich Costs Remain a Focus
Read the full callCompass Minerals earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 215 | +0.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 5.1 | −2.4 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -5.7 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $18.23 on 17 Oct 2025 → $21.83. High $33.51 (1 Jun 2026), low $16.54 (6 Nov 2025).
Overview
Call summaries
Compass Minerals Q3 FY26 — Plant Nutrition Outperforms, Strong Salt Pricing, Goderich Costs Remain a Focus
Read the full callEvery analysed call
Financials
Net profit, year on year: +66% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 209 | 307 | 495 | 215 | 228 | 396 | 453 | 215 |
| Operating profit | -30 | 1 | -3 | 16 | 12 | 37 | 56 | 11 |
| Operating margin | −14.3% | 0.2% | −0.6% | 7.4% | 5.3% | 9.2% | 12.4% | 5.1% |
| Interest | 19 | 17 | 18 | 16 | 17 | 18 | 18 | 15 |
| Profit before tax | -51 | -14 | -22 | -14 | -4 | 16 | 29 | 1 |
| Tax rate | 4.9% | −69.8% | −44.1% | −25.0% | −80.0% | −13.4% | 55.8% | 914.3% |
| Net profit | -48 | -24 | -32 | -17 | -7 | 19 | 13 | -6 |
| EPS ($ per share) | — | -0.57 | -0.77 | -0.41 | — | 0.43 | 0.30 | -0.13 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | 644 | 596 | 559 | 272 | 235 | 221 | 2 | -78 |
| Total liabilities | 1,838 | 1,921 | 1,878 | 1,333 | 1,387 | 1,296 | 1,324 | 1,285 |
| Fixed assets | 1,052 | 1,031 | 852 | 831 | 777 | 853 | 807 | 770 |
| Total assets | 2,368 | 2,438 | 2,262 | 1,631 | 1,652 | 1,817 | 1,640 | 1,519 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 182 | 160 | 175 | 141 | 120 | 106 | 14 | 198 |
| Cash from investing | -100 | -100 | -88 | 261 | -80 | -178 | -116 | -50 |
| Cash from financing | -86 | -50 | -96 | -417 | -14 | 64 | 83 | -108 |
| Net cash flow | -10 | 8 | -14 | -13 | 25 | -7 | -18 | 40 |
| Capital expenditure | -97 | -98 | -85 | -86 | -97 | -154 | -114 | -70 |
| Free cash flow | 86 | 62 | 90 | 56 | 24 | -48 | -100 | 128 |
41 filings between Dec 31, 2025 and Oct 9, 2026.
Nobody bought or sold CMP on the open market in this window. The filings below are 19 awards, 14 option exercises and 8 tax withholdings.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 9, 2026 | Safran David Director | Option exercise | 4,114 | $0 |
| Oct 9, 2026 | Safran David Director | Award | 108 | $0 |
| Sep 30, 2026 | Reece Joseph E Director | Award | 1,702 | $0 |
| Sep 30, 2026 | DEALY RICHARD P Director | Award | 1,333 | $0 |
| Sep 30, 2026 | Safran David Director | Award | 1,135 | $0 |
| Sep 11, 2026 | Tills Amy Chief Human Resources Officer | Option exercise | 7,298 | $0 |
| Sep 11, 2026 | Tills Amy Chief Human Resources Officer | Tax withheld | 2,142 | $53.1K |
| Jul 28, 2026 | Ward Ashley Chief Accounting Officer | Tax withheld | 2,443 | $72.5K |
| Jul 28, 2026 | Ward Ashley Chief Accounting Officer | Option exercise | 8,333 | $0 |
| Jun 30, 2026 | Reece Joseph E Director | Award | 1,205 | $0 |
| Jun 30, 2026 | DEALY RICHARD P Director | Award | 944 | $0 |
| Jun 30, 2026 | Safran David Director | Award | 804 | $0 |
| Jun 24, 2026 | Nichols Benjamin S. Chief Commercial Officer | Tax withheld | 747 | $21.4K |
| Jun 24, 2026 | Nichols Benjamin S. Chief Commercial Officer | Option exercise | 2,542 | $0 |
| May 18, 2026 | Nichols Benjamin S. Chief Commercial Officer | Option exercise | 685 | $0 |
| May 18, 2026 | Nichols Benjamin S. Chief Commercial Officer | Tax withheld | 195 | $5.6K |
| May 13, 2026 | Nichols Benjamin S. Chief Commercial Officer | Tax withheld | 247 | $7.5K |
| May 13, 2026 | Nichols Benjamin S. Chief Commercial Officer | Option exercise | 737 | $0 |
| Mar 31, 2026 | Reece Joseph E Director | Award | 1,816 | $0 |
| Mar 31, 2026 | DEALY RICHARD P Director | Award | 1,259 | $0 |
| Mar 31, 2026 | Safran David Director | Award | 1,071 | $0 |
| Mar 5, 2026 | DEALY RICHARD P Director | Option exercise | 11,905 | $0 |
| Mar 5, 2026 | WALKER LORI A Director | Option exercise | 11,905 | $0 |
| Mar 5, 2026 | Reece Joseph E Director | Option exercise | 22,322 | $0 |
| Mar 5, 2026 | Miller Melissa M Director | Option exercise | 11,905 | $0 |
| Mar 5, 2026 | Joyce Gareth T Director | Option exercise | 11,905 | $0 |
| Mar 3, 2026 | Merrin Patrick James Chief Operations Officer | Option exercise | 18,525 | $0 |
| Mar 3, 2026 | Merrin Patrick James Chief Operations Officer | Tax withheld | 5,003 | $123.5K |
| Jan 28, 2026 | Fjellman Peter Chief Financial Officer | Option exercise | 8,321 | $0 |
| Jan 28, 2026 | Fjellman Peter Chief Financial Officer | Tax withheld | 2,720 | $70.4K |
| Jan 18, 2026 | DOWLING EDWARD C President and CEO | Option exercise | 22,350 | $0 |
| Jan 18, 2026 | DOWLING EDWARD C President and CEO | Tax withheld | 6,878 | $160.2K |
| Dec 31, 2025 | Safran David Director | Award | 181 | $0 |
| Dec 31, 2025 | Roberts Mark Lawrence Director | Award | 196 | $0 |
| Dec 31, 2025 | Merle Denise M Director | Award | 220 | $0 |
| Dec 31, 2025 | Miller Melissa M Director | Award | 1,433 | $0 |
| Dec 31, 2025 | Joyce Gareth T Director | Award | 1,401 | $0 |
| Dec 31, 2025 | Reece Joseph E Director | Award | 2,260 | $0 |
| Dec 31, 2025 | Ball Russell David Director | Award | 186 | $0 |
| Dec 31, 2025 | WALKER LORI A Director | Award | 1,528 | $0 |
| Dec 31, 2025 | DEALY RICHARD P Director | Award | 1,496 | $0 |
| Oct 15, 2025 | DOWLING EDWARD C President and CEO | Tax withheld | 15,189 | $296.6K |
| Oct 15, 2025 | DOWLING EDWARD C President and CEO | Option exercise | 45,467 | $0 |
| Oct 15, 2025 | Nichols Benjamin S. Chief Commercial Officer | Tax withheld | 2,176 | $42.5K |
| Oct 15, 2025 | Nichols Benjamin S. Chief Commercial Officer | Option exercise | 7,408 | $0 |
| Oct 15, 2025 | Ward Ashley Chief Accounting Officer | Tax withheld | 763 | $14.9K |
| Oct 15, 2025 | Ward Ashley Chief Accounting Officer | Option exercise | 2,598 | $0 |
| Sep 30, 2025 | Miller Melissa M Director | Award | 1,465 | $0 |
| Sep 30, 2025 | Joyce Gareth T Director | Award | 1,433 | $0 |
| Sep 30, 2025 | Reece Joseph E Director | Award | 2,312 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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