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COMPASS MINERALS INTERNATIONAL INC（CMP）与FORUM ENERGY TECHNOLOGIES, INC.（FET）财务数据对比。点击上方公司名可切换其他公司
COMPASS MINERALS INTERNATIONAL INC的季度营收约是FORUM ENERGY TECHNOLOGIES, INC.的1.9倍（$396.1M vs $208.7M），COMPASS MINERALS INTERNATIONAL INC净利率更高（4.7% vs 2.2%，领先2.5%），COMPASS MINERALS INTERNATIONAL INC同比增速更快（28.9% vs 3.2%），FORUM ENERGY TECHNOLOGIES, INC.自由现金流更多（$1.4M vs $-59.8M），过去两年COMPASS MINERALS INTERNATIONAL INC的营收复合增速更高（4.3% vs 0.8%）
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。
Forum Energy Technologies是一家美国能源领域产品企业，面向全球油气及可再生能源行业，提供相关产品与配套服务，在能源产业链中为上下游客户供应专业配套解决方案。
CMP vs FET — 直观对比
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $396.1M | $208.7M |
| 净利润 | $18.6M | $4.5M |
| 毛利率 | 16.0% | 29.2% |
| 营业利润率 | 9.2% | 5.3% |
| 净利率 | 4.7% | 2.2% |
| 营收同比 | 28.9% | 3.2% |
| 净利润同比 | 178.8% | 300.4% |
| 每股收益（稀释后） | $0.43 | $0.39 |
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
| Q1 26 | — | $208.7M | ||
| Q4 25 | $396.1M | $202.2M | ||
| Q3 25 | $227.5M | $196.2M | ||
| Q2 25 | $214.6M | $199.8M | ||
| Q1 25 | $494.6M | $193.3M | ||
| Q4 24 | $307.2M | $201.0M | ||
| Q3 24 | $208.8M | $207.8M | ||
| Q2 24 | $202.9M | $205.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $18.6M | $2.1M | ||
| Q3 25 | $-7.2M | $-20.6M | ||
| Q2 25 | $-17.0M | $7.7M | ||
| Q1 25 | $-32.0M | $1.1M | ||
| Q4 24 | $-23.6M | $-103.5M | ||
| Q3 24 | $-48.3M | $-14.8M | ||
| Q2 24 | $-43.6M | $-6.7M |
| Q1 26 | — | 29.2% | ||
| Q4 25 | 16.0% | 30.2% | ||
| Q3 25 | 16.9% | 20.5% | ||
| Q2 25 | 19.2% | 29.7% | ||
| Q1 25 | 15.5% | 30.2% | ||
| Q4 24 | 11.2% | 31.1% | ||
| Q3 24 | 9.3% | 31.6% | ||
| Q2 24 | 16.1% | 30.7% |
| Q1 26 | — | 5.3% | ||
| Q4 25 | 9.2% | 6.3% | ||
| Q3 25 | 5.3% | -3.1% | ||
| Q2 25 | 7.4% | 7.4% | ||
| Q1 25 | -0.6% | 4.6% | ||
| Q4 24 | 0.2% | -53.1% | ||
| Q3 24 | -14.3% | 4.3% | ||
| Q2 24 | 2.9% | 3.9% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 4.7% | 1.0% | ||
| Q3 25 | -3.2% | -10.5% | ||
| Q2 25 | -7.9% | 3.9% | ||
| Q1 25 | -6.5% | 0.6% | ||
| Q4 24 | -7.7% | -51.5% | ||
| Q3 24 | -23.1% | -7.1% | ||
| Q2 24 | -21.5% | -3.3% |
| Q1 26 | — | $0.39 | ||
| Q4 25 | $0.43 | $0.25 | ||
| Q3 25 | — | $-1.76 | ||
| Q2 25 | $-0.41 | $0.61 | ||
| Q1 25 | $-0.77 | $0.09 | ||
| Q4 24 | $-0.57 | $-8.41 | ||
| Q3 24 | $-1.17 | $-1.20 | ||
| Q2 24 | $-1.05 | $-0.54 |
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 | $37.5M |
| 总债务越低越好 | $890.0M | $153.7M |
| 股东权益账面价值 | $260.5M | $280.7M |
| 总资产 | $1.5B | $763.1M |
| 负债/权益比越低杠杆越低 | 3.42× | 0.55× |
8季度趋势，按日历期对齐
| Q1 26 | — | $37.5M | ||
| Q4 25 | $46.7M | $34.7M | ||
| Q3 25 | $59.7M | $31.7M | ||
| Q2 25 | $79.4M | $39.0M | ||
| Q1 25 | $49.5M | $31.1M | ||
| Q4 24 | $45.8M | $44.7M | ||
| Q3 24 | $20.2M | $33.3M | ||
| Q2 24 | $12.8M | $31.8M |
| Q1 26 | — | $153.7M | ||
| Q4 25 | $890.0M | $135.9M | ||
| Q3 25 | $839.8M | $140.0M | ||
| Q2 25 | $833.4M | $159.3M | ||
| Q1 25 | $807.6M | $171.4M | ||
| Q4 24 | $974.4M | $188.4M | ||
| Q3 24 | $921.2M | $231.5M | ||
| Q2 24 | $875.1M | $252.9M |
| Q1 26 | — | $280.7M | ||
| Q4 25 | $260.5M | $291.1M | ||
| Q3 25 | $234.1M | $297.3M | ||
| Q2 25 | $249.8M | $334.2M | ||
| Q1 25 | $236.5M | $320.0M | ||
| Q4 24 | $263.0M | $319.9M | ||
| Q3 24 | $316.6M | $443.5M | ||
| Q2 24 | $352.1M | $442.0M |
| Q1 26 | — | $763.1M | ||
| Q4 25 | $1.5B | $752.5M | ||
| Q3 25 | $1.5B | $770.1M | ||
| Q2 25 | $1.5B | $810.1M | ||
| Q1 25 | $1.5B | $790.1M | ||
| Q4 24 | $1.7B | $816.0M | ||
| Q3 24 | $1.6B | $973.7M | ||
| Q2 24 | $1.6B | $976.8M |
| Q1 26 | — | 0.55× | ||
| Q4 25 | 3.42× | 0.47× | ||
| Q3 25 | 3.59× | 0.47× | ||
| Q2 25 | 3.34× | 0.48× | ||
| Q1 25 | 3.41× | 0.54× | ||
| Q4 24 | 3.70× | 0.59× | ||
| Q3 24 | 2.91× | 0.52× | ||
| Q2 24 | 2.49× | 0.57× |
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 | $1.6M |
| 自由现金流经营现金流 - 资本支出 | $-59.8M | $1.4M |
| 自由现金流率自由现金流/营收 | -15.1% | 0.7% |
| 资本支出强度资本支出/营收 | 5.8% | 0.1% |
| 现金转化率经营现金流/净利润 | -1.99× | 0.36× |
| 过去12个月自由现金流最近4个季度 | $94.1M | $58.5M |
8季度趋势，按日历期对齐
| Q1 26 | — | $1.6M | ||
| Q4 25 | $-37.0M | $22.4M | ||
| Q3 25 | $-6.9M | $22.9M | ||
| Q2 25 | $21.8M | $15.8M | ||
| Q1 25 | $186.9M | $9.3M | ||
| Q4 24 | $-4.1M | $38.5M | ||
| Q3 24 | $-12.7M | $25.6M | ||
| Q2 24 | $-6.8M | $23.1M |
| Q1 26 | — | $1.4M | ||
| Q4 25 | $-59.8M | $20.9M | ||
| Q3 25 | $-22.8M | $21.5M | ||
| Q2 25 | $3.8M | $14.8M | ||
| Q1 25 | $172.9M | $7.2M | ||
| Q4 24 | $-25.9M | $36.1M | ||
| Q3 24 | $-33.6M | $24.3M | ||
| Q2 24 | $-21.5M | $21.6M |
| Q1 26 | — | 0.7% | ||
| Q4 25 | -15.1% | 10.3% | ||
| Q3 25 | -10.0% | 10.9% | ||
| Q2 25 | 1.8% | 7.4% | ||
| Q1 25 | 35.0% | 3.7% | ||
| Q4 24 | -8.4% | 18.0% | ||
| Q3 24 | -16.1% | 11.7% | ||
| Q2 24 | -10.6% | 10.5% |
| Q1 26 | — | 0.1% | ||
| Q4 25 | 5.8% | 0.8% | ||
| Q3 25 | 7.0% | 0.7% | ||
| Q2 25 | 8.4% | 0.5% | ||
| Q1 25 | 2.8% | 1.1% | ||
| Q4 24 | 7.1% | 1.2% | ||
| Q3 24 | 10.0% | 0.6% | ||
| Q2 24 | 7.2% | 0.7% |
| Q1 26 | — | 0.36× | ||
| Q4 25 | -1.99× | 10.83× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.05× | ||
| Q1 25 | — | 8.31× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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% |
FET
| Drilling and Completions | $126.7M | 61% |
| Downhole | $50.6M | 24% |
| Production Equipment | $18.8M | 9% |
| Valve Solutions | $12.8M | 6% |
