Feed / CMP

Compass Minerals International, Inc.

CMP

Basic Materials · 25.04 -2.5% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:05 GMT-4

Market read

Compass Minerals International, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 11 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

Company-2.5% todayVolume comparison unavailable
Market group0 of 11 activeDrone and Robotics Tech · unavailable
Disclosed network0 of 1 confirmingNo filing-linked name is confirming now
What would change this read
  • CMP's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if CMP's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Basic Materials · Other Industrial Metals & Mining

No new filing conclusion is available. 0 of 11 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • CMP's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations319
Usable filing statements144
Verified relationships1
Evidence supporting the case
  • Latest annual revenue changed +11.3% year over year.
  • Operating margin changed +12.5 percentage points in the latest annual period.
  • Net margin changed +12.0 percentage points in the latest annual period.
Evidence challenging the case
  • Foreign exchange has repeated adverse evidence across 4 filings.
  • Restructuring and cost reductions has repeated adverse evidence across 3 filings.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 10, 2026

25.04
6m-0.6%12m+31.4%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-09-30$1.1B+14.0%$-5.48+0.3%
2022-09-30$1.2B+8.7%$-0.63+0.2%
2023-09-30$1.2B-3.3%$0.25+19.5%
2024-09-30$1.1B-7.2%$-4.99+1.3%
2025-09-30$1.2B+11.3%+1.3%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 4 filings
Cash Flows from Financing Activities Net cash used in financing activities, as reflected in the Condensed Consolidated Statements of Cash Flows, were $(127.3) million, for the six months ended March 31, 2026, compared to net cash provided by financing activit…
10-Q · May 7, 2026
Foreign exchangenegative · 4 filings
Net income increased $44.7 million for the three months ended March 31, 2026, compared to the three months ended March 31, 2025, primarily reflecting lower impairment losses of $53.0 million, higher gross profit and foreign exchange gains, and reduced selling…
10-Q · May 7, 2026
Restructuring and cost reductionsnegative · 3 filings
Commitments and Contingencies in the Notes to Condensed Consolidated Financial Statements under Item 1 of Part I of this Form 10-Q for additional details.
10-Q · May 7, 2026
Macroeconomic conditionsmixed · 2 filings
Salt per-unit shipping and handling cost increases were due to a combination of inflationary pressure on logistic rates and wider mix of shipping points.
10-Q · May 7, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

25.04-2.5% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:05 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for CMP. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for CMP. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind CMP

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

HIHO63.0% of CMPcustomerDec 12, 2025

Highway deicing, including salt sold to chemical customers, constituted 63% of our fiscal 2025 Salt segment sales.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

CMP is currently a Follower in the organic co-movement group Drone and Robotics Tech. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for CMP; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.