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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Compass Minerals International
Compass Minerals International (CMP) investor relations material
Compass Minerals International Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary6 Aug, 2026
Executive summary
Net loss for Q3 2026 narrowed to $5.7 million from $17.0 million year-over-year, driven by improved Plant Nutrition performance and higher Salt pricing, though Salt margins were pressured by elevated production costs and lower volumes.
Adjusted EBITDA for Q3 was $39.9 million, down slightly from $41.0 million last year, with margin at 18.5%; full-year guidance midpoint was raised to $230 million due to Plant Nutrition strength.
S&P upgraded the corporate credit rating to B+ following significant debt reduction and improved profitability.
Leadership changes included the promotion of Brandon Risner to COO to accelerate operational improvements.
Sale of Wynyard SOP asset in March 2026 impacted Plant Nutrition volumes and resulted in a $14.5 million pre-tax loss.
Financial highlights
Q3 2026 revenue was $215.3 million, nearly flat year-over-year, with Salt segment revenue up 5% to $173.9 million and Plant Nutrition revenue down 16% to $37.6 million.
Q3 operating income was $10.9 million, down from $15.9 million last year, mainly due to lower Salt segment income.
Salt Adjusted EBITDA fell 15% to $38.9 million, and Plant Nutrition Adjusted EBITDA rose 32% to $15.0 million.
Net debt declined 11% year-over-year to $660.3 million, and net leverage improved to 2.8x from 4.3x.
Operating cash flow for the first nine months was $162.8 million, down from $204.6 million year-over-year.
Outlook and guidance
Full-year 2026 Adjusted EBITDA guidance raised to $218–$242 million, with Salt segment at $225–$236 million and Plant Nutrition at $49–$57 million.
Capital expenditures for 2026 projected at $90–$110 million, focused on maintenance and productivity projects.
Effective tax rate guidance for 2026 is 27–31%.
Fiscal 2027 demand expected to normalize after a strong winter season, with reduced mine profile and ongoing cost improvements targeted.
Double-digit price increases anticipated for salt in the upcoming bid season.
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Latest events from Compass Minerals International
- Q2 2026 delivered higher margins, reduced debt, and strong Plant Nutrition growth.CMP
Q2 2026 - All voting items passed and no stockholder questions were raised during the meeting.CMPAGM 2026
- Q1 2026 net income hit $18.6M, EBITDA doubled, and guidance was raised on strong salt results.CMPQ1 2026
- Shareholders will vote on directors, executive pay, and auditor, with a focus on governance and ESG.CMPProxy Filing
- Key votes include director elections, executive pay, and auditor ratification for 2026.CMPProxy Filing
- Net loss narrowed, debt fell, and 2026 guidance targets margin and EBITDA growth.CMPQ4 2025
- 2024 net loss from impairments; 2025 outlook sees Salt volume growth and stable capex.CMPQ4 2024
- Revenue up 36% to $494.6M, net loss narrowed, and Fortress exited amid cost actions.CMPQ2 2025
- Q1 FY2025 revenue down 10%, net loss narrowed, and Plant Nutrition volumes rose.CMPQ1 2025
Next Compass Minerals International earnings date
Q4 202624 Nov, 2026
Compass Minerals International
Next Compass Minerals International earnings date
Q4 202624 Nov, 2026
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Frequently asked questions
Compass Minerals International, Inc., produces and sells essential minerals primarily in the United States, Canada, Brazil, the United Kingdom, and internationally. It operates through Salt and Plant Nutrition segments. The company mines and processes salt products; develops and sells transportation minerals, including rock salt and magnesium chloride; and provides services combining road management services with de-icing products. Compass Minerals International, Inc. was founded in 1993 and is headquartered in Overland Park, Kansas.