Salt producer Compass Minerals' Q4 net loss narrows on Plant Nutrition strength

) Overview Compass Minerals Q4 revenue beats analyst expectations, reaching $227.5 mln Net loss for Q4 reduced to $7.2 mln from $48.3 mln year-over-year Adjusted EBITDA for Q4 rises to $41.6 mln, reflecting strategic changes Outlook Compass Minerals projects 2026 adjusted EBITDA between $200 mln and $240 mln Salt segment 2026 adjusted EBITDA expected between $225 mln and $255 mln Plant Nutrition segment 2026 adjusted EBITDA forecasted at $31 mln to $36 mln Result Drivers BACK-TO-BASICS STRATEGY - Co attributes improved performance to execution of back-to-basics strategy focusing on core Salt and Plant Nutrition businesses INVENTORY OPTIMIZATION - Successful initiatives reduced North American highway deicing inventory value and volumes by 33% and 36%, respectively PLANT NUTRITION PROFITABILITY - Improved profitability in Plant Nutrition segment due to increased sales volumes and cost structure reduction Key Details Metric Beat/Mis Actual Consensu s s Estimate Q4 Beat $227.50 $223.50 Revenue mln mln (2 Analysts ) Q4 -$7.20 Adjusted mln Net Income Q4 Net -$7.20 Income mln Q4 $41.60 Adjusted mln EBITDA Analyst Coverage The current average analyst rating on the shares is “hold” and the breakdown of recommendations is 1 “strong buy” or “buy”, 1 “hold” and 1 “sell” or “strong sell” The average consensus recommendation for the diversified chemicals peer group is “buy.” Wall Street’s median 12-month price target for Compass Minerals International Inc is $20.00, about 1.4% below its December 5 closing price of $20.28 The stock recently traded at 24 times the next 12-month earnings vs. a P/E of 26 three months ago Press Release: For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)