Compass Minerals (CMP) reported fiscal 2026 third-quarter revenue of $215.3 million, compared with $214.6 million a year earlier. The company posted a net loss of $5.7 million, narrower than a $17.0 million net loss in the prior-year period, and diluted loss per share was $0.13.
The company raised the midpoint of its full-year 2026 Adjusted EBITDA guidance to $230 million, with a current range of $218 million to $242 million. Management cited stronger Plant Nutrition performance, partly offset by mix, inflationary pressures and the pace of operational improvements in Salt.
- Total company Adjusted EBITDA was $39.9 million, compared with $41.0 million in the prior-year period.
- Salt revenue rose 5% year over year to $173.9 million, with higher pricing across highway and consumer and industrial products.
- Plant Nutrition revenue was $37.6 million, down 16%, while segment operating income rose 50% to $7.8 million.
- Total debt was $716.6 million as of June 30, 2026, down 13% from a year earlier.
- Net debt fell to $660.3 million, and the net leverage ratio declined to 2.8 times from 4.3 times a year earlier.
- S&P Global Ratings upgraded the company’s corporate credit rating to B+ from B with a stable outlook.
$CMP Hedge Fund Activity
We have seen 91 institutional investors add shares of $CMP stock to their portfolio, and 79 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- IRENIC CAPITAL MANAGEMENT LP added 1,435,529 shares (+inf%) to their portfolio in Q1 2026, for an estimated $33,476,536
- BLACKROCK, INC. removed 1,130,262 shares (-28.4%) from their portfolio in Q1 2026, for an estimated $26,357,709
- BANK OF AMERICA CORP /DE/ added 1,094,987 shares (+692.8%) to their portfolio in Q1 2026, for an estimated $25,535,096
- ENGINE CAPITAL MANAGEMENT, LP added 1,055,740 shares (+275.4%) to their portfolio in Q1 2026, for an estimated $24,619,856
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 768,063 shares (-98.9%) from their portfolio in Q1 2026, for an estimated $17,911,229
- SAILINGSTONE CAPITAL PARTNERS LLC removed 588,456 shares (-10.9%) from their portfolio in Q1 2026, for an estimated $13,722,793
- HENNESSY ADVISORS INC added 345,500 shares (+inf%) to their portfolio in Q2 2026, for an estimated $10,755,415
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
