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COMPASS MINERALS INTERNATIONAL INC（CMP）与Fidelity National Financial, Inc.（FNF）财务数据对比。点击上方公司名可切换其他公司
Fidelity National Financial, Inc.的季度营收约是COMPASS MINERALS INTERNATIONAL INC的1.4倍（$544.0M vs $396.1M），COMPASS MINERALS INTERNATIONAL INC净利率更高（4.7% vs -21.5%，领先26.2%），COMPASS MINERALS INTERNATIONAL INC同比增速更快（28.9% vs 10.3%），过去两年Fidelity National Financial, Inc.的营收复合增速更高（13.7% 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。
富达国民金融是美国财富500强企业，主要面向房地产与抵押贷款行业提供产权保险及交割服务，2019年其产权及房地产业务相关年度营收约为84.69亿美元，是全球领先的产权保险服务供应商。
CMP vs FNF — 直观对比
营收规模更大
FNF
是对方的1.4倍
$396.1M
营收增速更快
CMP
高出18.6%
10.3%
净利率更高
CMP
高出26.2%
-21.5%
两年增速更快
FNF
近两年复合增速
4.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $396.1M | $544.0M |
| 净利润 | $18.6M | $-117.0M |
| 毛利率 | 16.0% | — |
| 营业利润率 | 9.2% | 82.9% |
| 净利率 | 4.7% | -21.5% |
| 营收同比 | 28.9% | 10.3% |
| 净利润同比 | 178.8% | -126.0% |
| 每股收益（稀释后） | $0.43 | $-0.44 |
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CMPFNF
| Q4 25 | $396.1M | $544.0M | ||
| Q3 25 | $227.5M | $553.0M | ||
| Q2 25 | $214.6M | $547.0M | ||
| Q1 25 | $494.6M | $455.0M | ||
| Q4 24 | $307.2M | $493.0M | ||
| Q3 24 | $208.8M | $506.0M | ||
| Q2 24 | $202.9M | $504.0M | ||
| Q1 24 | $364.0M | $421.0M |
净利润CMPFNF
| Q4 25 | $18.6M | $-117.0M | ||
| Q3 25 | $-7.2M | $358.0M | ||
| Q2 25 | $-17.0M | $278.0M | ||
| Q1 25 | $-32.0M | $83.0M | ||
| Q4 24 | $-23.6M | $450.0M | ||
| Q3 24 | $-48.3M | $266.0M | ||
| Q2 24 | $-43.6M | $306.0M | ||
| Q1 24 | $-38.9M | $248.0M |
毛利率CMPFNF
| Q4 25 | 16.0% | — | ||
| Q3 25 | 16.9% | — | ||
| Q2 25 | 19.2% | — | ||
| Q1 25 | 15.5% | — | ||
| Q4 24 | 11.2% | — | ||
| Q3 24 | 9.3% | — | ||
| Q2 24 | 16.1% | — | ||
| Q1 24 | 19.7% | — |
营业利润率CMPFNF
| Q4 25 | 9.2% | 82.9% | ||
| Q3 25 | 5.3% | 81.9% | ||
| Q2 25 | 7.4% | 69.8% | ||
| Q1 25 | -0.6% | 24.4% | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | -14.3% | 61.9% | ||
| Q2 24 | 2.9% | 90.9% | ||
| Q1 24 | -10.8% | 78.6% |
净利率CMPFNF
| Q4 25 | 4.7% | -21.5% | ||
| Q3 25 | -3.2% | 64.7% | ||
| Q2 25 | -7.9% | 50.8% | ||
| Q1 25 | -6.5% | 18.2% | ||
| Q4 24 | -7.7% | 91.3% | ||
| Q3 24 | -23.1% | 52.6% | ||
| Q2 24 | -21.5% | 60.7% | ||
| Q1 24 | -10.7% | 58.9% |
每股收益（稀释后）CMPFNF
| Q4 25 | $0.43 | $-0.44 | ||
| Q3 25 | — | $1.33 | ||
| Q2 25 | $-0.41 | $1.02 | ||
| Q1 25 | $-0.77 | $0.30 | ||
| Q4 24 | $-0.57 | $1.65 | ||
| Q3 24 | $-1.17 | $0.97 | ||
| Q2 24 | $-1.05 | $1.12 | ||
| Q1 24 | $-0.94 | $0.91 |
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 | $2.6B |
| 总债务越低越好 | $890.0M | $4.4B |
| 股东权益账面价值 | $260.5M | $7.4B |
| 总资产 | $1.5B | $109.0B |
| 负债/权益比越低杠杆越低 | 3.42× | 0.59× |
8季度趋势，按日历期对齐
现金及短期投资CMPFNF
| Q4 25 | $46.7M | $2.6B | ||
| Q3 25 | $59.7M | $3.5B | ||
| Q2 25 | $79.4M | $3.3B | ||
| Q1 25 | $49.5M | $4.5B | ||
| Q4 24 | $45.8M | $3.5B | ||
| Q3 24 | $20.2M | $5.0B | ||
| Q2 24 | $12.8M | $4.9B | ||
| Q1 24 | $38.3M | $3.5B |
总债务CMPFNF
| Q4 25 | $890.0M | $4.4B | ||
| Q3 25 | $839.8M | $4.4B | ||
| Q2 25 | $833.4M | $4.4B | ||
| Q1 25 | $807.6M | $4.4B | ||
| Q4 24 | $974.4M | $4.3B | ||
| Q3 24 | $921.2M | $4.2B | ||
| Q2 24 | $875.1M | $4.2B | ||
| Q1 24 | $877.2M | $3.9B |
股东权益CMPFNF
| Q4 25 | $260.5M | $7.4B | ||
| Q3 25 | $234.1M | $8.4B | ||
| Q2 25 | $249.8M | $7.9B | ||
| Q1 25 | $236.5M | $7.9B | ||
| Q4 24 | $263.0M | $7.8B | ||
| Q3 24 | $316.6M | $8.1B | ||
| Q2 24 | $352.1M | $7.3B | ||
| Q1 24 | $400.4M | $7.1B |
总资产CMPFNF
| Q4 25 | $1.5B | $109.0B | ||
| Q3 25 | $1.5B | $106.6B | ||
| Q2 25 | $1.5B | $102.3B | ||
| Q1 25 | $1.5B | $98.2B | ||
| Q4 24 | $1.7B | $95.4B | ||
| Q3 24 | $1.6B | $94.7B | ||
| Q2 24 | $1.6B | $88.8B | ||
| Q1 24 | $1.7B | $84.5B |
负债/权益比CMPFNF
| Q4 25 | 3.42× | 0.59× | ||
| Q3 25 | 3.59× | 0.53× | ||
| Q2 25 | 3.34× | 0.56× | ||
| Q1 25 | 3.41× | 0.56× | ||
| Q4 24 | 3.70× | 0.56× | ||
| Q3 24 | 2.91× | 0.52× | ||
| Q2 24 | 2.49× | 0.58× | ||
| Q1 24 | 2.19× | 0.55× |
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 | $1.5B |
| 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× | — |
| 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CMPFNF
| Q4 25 | $-37.0M | $1.5B | ||
| Q3 25 | $-6.9M | $1.3B | ||
| Q2 25 | $21.8M | $1.9B | ||
| Q1 25 | $186.9M | $1.1B | ||
| Q4 24 | $-4.1M | $1.5B | ||
| Q3 24 | $-12.7M | $2.4B | ||
| Q2 24 | $-6.8M | $1.4B | ||
| Q1 24 | $86.2M | $1.6B |
自由现金流CMPFNF
| Q4 25 | $-59.8M | — | ||
| Q3 25 | $-22.8M | — | ||
| Q2 25 | $3.8M | — | ||
| Q1 25 | $172.9M | — | ||
| Q4 24 | $-25.9M | — | ||
| Q3 24 | $-33.6M | — | ||
| Q2 24 | $-21.5M | — | ||
| Q1 24 | $56.2M | — |
自由现金流率CMPFNF
| Q4 25 | -15.1% | — | ||
| Q3 25 | -10.0% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 35.0% | — | ||
| Q4 24 | -8.4% | — | ||
| Q3 24 | -16.1% | — | ||
| Q2 24 | -10.6% | — | ||
| Q1 24 | 15.4% | — |
资本支出强度CMPFNF
| Q4 25 | 5.8% | — | ||
| Q3 25 | 7.0% | — | ||
| Q2 25 | 8.4% | — | ||
| Q1 25 | 2.8% | — | ||
| Q4 24 | 7.1% | — | ||
| Q3 24 | 10.0% | — | ||
| Q2 24 | 7.2% | — | ||
| Q1 24 | 8.2% | — |
现金转化率CMPFNF
| Q4 25 | -1.99× | — | ||
| Q3 25 | — | 3.66× | ||
| Q2 25 | — | 6.82× | ||
| Q1 25 | — | 13.43× | ||
| Q4 24 | — | 3.32× | ||
| Q3 24 | — | 8.89× | ||
| Q2 24 | — | 4.45× | ||
| Q1 24 | — | 6.42× |
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% |
FNF
| Escrow Fees | $241.0M | 44% |
| Other Title Related Fees And Income | $182.0M | 33% |
| Service Link Excluding Title Premiums Escrow Fees And Subservicing Fees | $87.0M | 16% |
| Insurance Contracts Home Warranty | $31.0M | 6% |
