CMP, US20451N1019

Compass Minerals stock carries a USD 27 target after an EPS miss

Published on 10/05/2026 at 16:28 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Compass Minerals stock trades at USD 22.38 on October 5, 2026, while five analysts rate it Reduce. Third-quarter revenue reached USD 215.3 million and beat estimates.

CMP, US20451N1019, Illustration mit AI erstellt.

Compass Minerals (ISIN US20451N1019) was trading at USD 22.38 on the NYSE on October 5, 2026, up 0.81 percent during the session. The company most recently reported third-quarter revenue of USD 215.3 million and an adjusted loss of USD 0.14 per share for the period ended June 30, 2026, according to MarketScreener.

Revenue beat did not prevent loss

The quarterly revenue figure exceeded the FactSet estimate of USD 207.8 million, a USD 7.5 million difference, while the adjusted per-share loss was USD 0.14 against a consensus loss of USD 0.06. MarketBeat reported that revenue increased 0.3 percent from the same quarter a year earlier, putting the top-line result ahead of the earnings performance.

The contrast matters because Compass Minerals combines salt operations with specialty plant nutrition products. Its latest quarterly figures show that stronger sales did not translate into positive adjusted earnings per share, leaving profitability as the key counterweight to the revenue beat.

Analysts see limited upside

MarketBeat said five analysts assign Compass Minerals a consensus Reduce rating, with one Buy, two Holds and two Sells. The average 12-month target is USD 27.00, with targets ranging from USD 24.00 to USD 32.00.

At the October 5 trading price of USD 22.38, the average target lies 20.6 percent above the share price. Deutsche Bank cut its target from USD 35.00 to USD 32.00 while keeping a Buy rating on August 31, 2026, and JPMorgan reduced its target from USD 30.00 to USD 27.00 while assigning an Underweight rating on August 10, 2026, according to MarketScreener.

Tariff relief supports salt operations

Compass Minerals said on September 10, 2026, that Canadian salt and pure sodium chloride produced in Canada would be excluded from the 50 percent Section 338 tariffs effective September 15, 2026, in a release published through Compass Minerals. The company operates the Goderich, Ontario, underground salt mine, which supplies communities in the Northeast and Midwest.

Stock remains below yearly high

Compass Minerals was trading at USD 22.38 on the NYSE at 2:26 p.m. ET on October 5, 2026, with a session range of USD 21.89 to USD 22.46. Its 52-week range was USD 16.40 to USD 34.50, while market capitalization stood at USD 939.0 million and volume at 23,865 shares as of the same timestamp.