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COMPASS MINERALS INTERNATIONAL INC（CMP）与Crane NXT, Co.（CXT）财务数据对比。点击上方公司名可切换其他公司
Crane NXT, Co.的季度营收约是COMPASS MINERALS INTERNATIONAL INC的1.2倍（$476.9M vs $396.1M），Crane NXT, Co.净利率更高（10.0% vs 4.7%，领先5.3%），COMPASS MINERALS INTERNATIONAL INC同比增速更快（28.9% vs 19.5%），过去两年Crane NXT, Co.的营收复合增速更高（23.3% vs 4.3%）
指南针矿产国际是一家美国上市矿产企业，总部位于堪萨斯州欧弗兰帕克，是盐、氯化镁和硫酸钾等产品的领先生产商。公司面向北美和英国客户供应经处理与未经处理的散装道路除冰盐，同时向全球种植者提供植物营养产品，此外也生产民用除冰、水质调节产品及相关商用产品。
Crane NXT是一家总部位于美国康涅狄格州斯坦福德的工业产品企业，由理查德·特勒·克莱恩于1855年创立。曾是美国头部卫浴配件制造商，1990年出售卫浴业务后，自1960年起逐步转型为多元化控股集团，目前核心业务涵盖航空航天与电子、工程材料、流体处理、控制设备四大板块，服务化工等多个行业领域。
CMP vs CXT — 直观对比
营收规模更大
CXT
是对方的1.2倍
$396.1M
营收增速更快
CMP
高出9.4%
19.5%
净利率更高
CXT
高出5.3%
4.7%
两年增速更快
CXT
近两年复合增速
4.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $396.1M | $476.9M |
| 净利润 | $18.6M | $47.5M |
| 毛利率 | 16.0% | 42.4% |
| 营业利润率 | 9.2% | 16.7% |
| 净利率 | 4.7% | 10.0% |
| 营收同比 | 28.9% | 19.5% |
| 净利润同比 | 178.8% | — |
| 每股收益（稀释后） | $0.43 | $0.82 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收CMPCXT
| Q4 25 | $396.1M | $476.9M | ||
| Q3 25 | $227.5M | $445.1M | ||
| Q2 25 | $214.6M | $404.4M | ||
| Q1 25 | $494.6M | $330.3M | ||
| Q4 24 | $307.2M | $399.1M | ||
| Q3 24 | $208.8M | $403.5M | ||
| Q2 24 | $202.9M | $370.6M | ||
| Q1 24 | $364.0M | $313.6M |
净利润CMPCXT
| Q4 25 | $18.6M | $47.5M | ||
| Q3 25 | $-7.2M | $50.5M | ||
| Q2 25 | $-17.0M | $24.9M | ||
| Q1 25 | $-32.0M | $21.7M | ||
| Q4 24 | $-23.6M | — | ||
| Q3 24 | $-48.3M | $47.1M | ||
| Q2 24 | $-43.6M | $41.6M | ||
| Q1 24 | $-38.9M | $37.8M |
毛利率CMPCXT
| Q4 25 | 16.0% | 42.4% | ||
| Q3 25 | 16.9% | 43.3% | ||
| Q2 25 | 19.2% | 41.7% | ||
| Q1 25 | 15.5% | 42.4% | ||
| Q4 24 | 11.2% | 45.2% | ||
| Q3 24 | 9.3% | 42.5% | ||
| Q2 24 | 16.1% | 43.4% | ||
| Q1 24 | 19.7% | 48.6% |
营业利润率CMPCXT
| Q4 25 | 9.2% | 16.7% | ||
| Q3 25 | 5.3% | 18.4% | ||
| Q2 25 | 7.4% | 11.8% | ||
| Q1 25 | -0.6% | 11.3% | ||
| Q4 24 | 0.2% | 17.7% | ||
| Q3 24 | -14.3% | 18.6% | ||
| Q2 24 | 2.9% | 18.2% | ||
| Q1 24 | -10.8% | 17.7% |
净利率CMPCXT
| Q4 25 | 4.7% | 10.0% | ||
| Q3 25 | -3.2% | 11.3% | ||
| Q2 25 | -7.9% | 6.2% | ||
| Q1 25 | -6.5% | 6.6% | ||
| Q4 24 | -7.7% | — | ||
| Q3 24 | -23.1% | 11.7% | ||
| Q2 24 | -21.5% | 11.2% | ||
| Q1 24 | -10.7% | 12.1% |
每股收益（稀释后）CMPCXT
| Q4 25 | $0.43 | $0.82 | ||
| Q3 25 | — | $0.87 | ||
| Q2 25 | $-0.41 | $0.43 | ||
| Q1 25 | $-0.77 | $0.38 | ||
| Q4 24 | $-0.57 | $1.00 | ||
| Q3 24 | $-1.17 | $0.81 | ||
| Q2 24 | $-1.05 | $0.72 | ||
| Q1 24 | $-0.94 | $0.66 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $46.7M | $233.8M |
| 总债务越低越好 | $890.0M | $1.0B |
| 股东权益账面价值 | $260.5M | $1.3B |
| 总资产 | $1.5B | $3.1B |
| 负债/权益比越低杠杆越低 | 3.42× | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资CMPCXT
| Q4 25 | $46.7M | $233.8M | ||
| Q3 25 | $59.7M | $182.4M | ||
| Q2 25 | $79.4M | $152.5M | ||
| Q1 25 | $49.5M | $173.8M | ||
| Q4 24 | $45.8M | $165.8M | ||
| Q3 24 | $20.2M | $165.1M | ||
| Q2 24 | $12.8M | $175.5M | ||
| Q1 24 | $38.3M | $220.6M |
总债务CMPCXT
| Q4 25 | $890.0M | $1.0B | ||
| Q3 25 | $839.8M | $834.3M | ||
| Q2 25 | $833.4M | $861.8M | ||
| Q1 25 | $807.6M | $541.1M | ||
| Q4 24 | $974.4M | $540.6M | ||
| Q3 24 | $921.2M | $638.2M | ||
| Q2 24 | $875.1M | $638.9M | ||
| Q1 24 | $877.2M | $639.6M |
股东权益CMPCXT
| Q4 25 | $260.5M | $1.3B | ||
| Q3 25 | $234.1M | $1.2B | ||
| Q2 25 | $249.8M | $1.2B | ||
| Q1 25 | $236.5M | $1.1B | ||
| Q4 24 | $263.0M | $1.1B | ||
| Q3 24 | $316.6M | $1.1B | ||
| Q2 24 | $352.1M | $989.8M | ||
| Q1 24 | $400.4M | $964.1M |
总资产CMPCXT
| Q4 25 | $1.5B | $3.1B | ||
| Q3 25 | $1.5B | $2.9B | ||
| Q2 25 | $1.5B | $2.9B | ||
| Q1 25 | $1.5B | $2.4B | ||
| Q4 24 | $1.7B | $2.4B | ||
| Q3 24 | $1.6B | $2.4B | ||
| Q2 24 | $1.6B | $2.4B | ||
| Q1 24 | $1.7B | $2.1B |
负债/权益比CMPCXT
| Q4 25 | 3.42× | 0.80× | ||
| Q3 25 | 3.59× | 0.69× | ||
| Q2 25 | 3.34× | 0.73× | ||
| Q1 25 | 3.41× | 0.49× | ||
| Q4 24 | 3.70× | 0.51× | ||
| Q3 24 | 2.91× | 0.60× | ||
| Q2 24 | 2.49× | 0.65× | ||
| Q1 24 | 2.19× | 0.66× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $-37.0M | $105.8M |
| 自由现金流经营现金流 - 资本支出 | $-59.8M | — |
| 自由现金流率自由现金流/营收 | -15.1% | — |
| 资本支出强度资本支出/营收 | 5.8% | — |
| 现金转化率经营现金流/净利润 | -1.99× | 2.23× |
| 过去12个月自由现金流最近4个季度 | $94.1M | — |
8季度趋势，按日历期对齐
经营现金流CMPCXT
| Q4 25 | $-37.0M | $105.8M | ||
| Q3 25 | $-6.9M | $92.0M | ||
| Q2 25 | $21.8M | $62.8M | ||
| Q1 25 | $186.9M | $-19.1M | ||
| Q4 24 | $-4.1M | $81.1M | ||
| Q3 24 | $-12.7M | $66.7M | ||
| Q2 24 | $-6.8M | $56.8M | ||
| Q1 24 | $86.2M | $9.5M |
自由现金流CMPCXT
| Q4 25 | $-59.8M | — | ||
| Q3 25 | $-22.8M | $78.7M | ||
| Q2 25 | $3.8M | $55.8M | ||
| Q1 25 | $172.9M | $-32.2M | ||
| Q4 24 | $-25.9M | — | ||
| Q3 24 | $-33.6M | $53.5M | ||
| Q2 24 | $-21.5M | $47.9M | ||
| Q1 24 | $56.2M | $-3.0M |
自由现金流率CMPCXT
| Q4 25 | -15.1% | — | ||
| Q3 25 | -10.0% | 17.7% | ||
| Q2 25 | 1.8% | 13.8% | ||
| Q1 25 | 35.0% | -9.7% | ||
| Q4 24 | -8.4% | — | ||
| Q3 24 | -16.1% | 13.3% | ||
| Q2 24 | -10.6% | 12.9% | ||
| Q1 24 | 15.4% | -1.0% |
资本支出强度CMPCXT
| Q4 25 | 5.8% | — | ||
| Q3 25 | 7.0% | 3.0% | ||
| Q2 25 | 8.4% | 1.7% | ||
| Q1 25 | 2.8% | 4.0% | ||
| Q4 24 | 7.1% | — | ||
| Q3 24 | 10.0% | 3.3% | ||
| Q2 24 | 7.2% | 2.4% | ||
| Q1 24 | 8.2% | 4.0% |
现金转化率CMPCXT
| Q4 25 | -1.99× | 2.23× | ||
| Q3 25 | — | 1.82× | ||
| Q2 25 | — | 2.52× | ||
| Q1 25 | — | -0.88× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.42× | ||
| Q2 24 | — | 1.37× | ||
| Q1 24 | — | 0.25× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
CMP
| Highway Deicing Salt | $210.8M | 53% |
| Consumer Industrial Salt | $120.7M | 30% |
| Plant Nutrition | $60.8M | 15% |
| Transferred Over Time | $2.8M | 1% |
| Other | $1.0M | 0% |
CXT
| Other | $260.9M | 55% |
| Products | $181.1M | 38% |
| Services | $34.9M | 7% |
