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COMPASS MINERALS INTERNATIONAL INC（CMP）与Frontdoor, Inc.（FTDR）财务数据对比。点击上方公司名可切换其他公司
Frontdoor, Inc.的季度营收约是COMPASS MINERALS INTERNATIONAL INC的1.1倍（$451.0M vs $396.1M），Frontdoor, Inc.净利率更高（9.1% vs 4.7%，领先4.4%），COMPASS MINERALS INTERNATIONAL INC同比增速更快（28.9% vs 5.9%），Frontdoor, Inc.自由现金流更多（$114.0M vs $-59.8M），过去两年COMPASS MINERALS INTERNATIONAL INC的营收复合增速更高（4.3% vs -8.8%）
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。
Frontdoor, Inc.是领先的家庭服务与保障平台，主要面向美国市场运营。其提供可定制的家庭保修计划，覆盖家电、暖通空调、管道、电气系统的维修更换，同时支持用户按需对接经预先审核的本地服务商，满足住宅维护及维修需求。
CMP vs FTDR — 直观对比
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $396.1M | $451.0M |
| 净利润 | $18.6M | $41.0M |
| 毛利率 | 16.0% | 55.0% |
| 营业利润率 | 9.2% | — |
| 净利率 | 4.7% | 9.1% |
| 营收同比 | 28.9% | 5.9% |
| 净利润同比 | 178.8% | 10.8% |
| 每股收益（稀释后） | $0.43 | $0.57 |
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 | — | $451.0M | ||
| Q4 25 | $396.1M | $432.0M | ||
| Q3 25 | $227.5M | $618.0M | ||
| Q2 25 | $214.6M | $617.0M | ||
| Q1 25 | $494.6M | $426.0M | ||
| Q4 24 | $307.2M | $383.0M | ||
| Q3 24 | $208.8M | $540.0M | ||
| Q2 24 | $202.9M | $542.0M |
| Q1 26 | — | $41.0M | ||
| Q4 25 | $18.6M | $1.0M | ||
| Q3 25 | $-7.2M | $106.0M | ||
| Q2 25 | $-17.0M | $111.0M | ||
| Q1 25 | $-32.0M | $37.0M | ||
| Q4 24 | $-23.6M | $9.0M | ||
| Q3 24 | $-48.3M | $100.0M | ||
| Q2 24 | $-43.6M | $92.0M |
| Q1 26 | — | 55.0% | ||
| Q4 25 | 16.0% | 49.3% | ||
| Q3 25 | 16.9% | 57.1% | ||
| Q2 25 | 19.2% | 57.7% | ||
| Q1 25 | 15.5% | 55.2% | ||
| Q4 24 | 11.2% | 48.0% | ||
| Q3 24 | 9.3% | 56.7% | ||
| Q2 24 | 16.1% | 56.5% |
| Q1 26 | — | — | ||
| Q4 25 | 9.2% | 0.5% | ||
| Q3 25 | 5.3% | 23.0% | ||
| Q2 25 | 7.4% | 23.7% | ||
| Q1 25 | -0.6% | 11.3% | ||
| Q4 24 | 0.2% | 1.6% | ||
| Q3 24 | -14.3% | 24.8% | ||
| Q2 24 | 2.9% | 22.9% |
| Q1 26 | — | 9.1% | ||
| Q4 25 | 4.7% | 0.2% | ||
| Q3 25 | -3.2% | 17.2% | ||
| Q2 25 | -7.9% | 18.0% | ||
| Q1 25 | -6.5% | 8.7% | ||
| Q4 24 | -7.7% | 2.3% | ||
| Q3 24 | -23.1% | 18.5% | ||
| Q2 24 | -21.5% | 17.0% |
| Q1 26 | — | $0.57 | ||
| Q4 25 | $0.43 | $0.03 | ||
| Q3 25 | — | $1.42 | ||
| Q2 25 | $-0.41 | $1.48 | ||
| Q1 25 | $-0.77 | $0.49 | ||
| Q4 24 | $-0.57 | $0.10 | ||
| Q3 24 | $-1.17 | $1.30 | ||
| Q2 24 | $-1.05 | $1.18 |
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 | $603.0M |
| 总债务越低越好 | $890.0M | $1.2B |
| 股东权益账面价值 | $260.5M | $230.0M |
| 总资产 | $1.5B | $2.2B |
| 负债/权益比越低杠杆越低 | 3.42× | 5.07× |
8季度趋势，按日历期对齐
| Q1 26 | — | $603.0M | ||
| Q4 25 | $46.7M | $566.0M | ||
| Q3 25 | $59.7M | $563.0M | ||
| Q2 25 | $79.4M | $562.0M | ||
| Q1 25 | $49.5M | $506.0M | ||
| Q4 24 | $45.8M | $436.0M | ||
| Q3 24 | $20.2M | $375.0M | ||
| Q2 24 | $12.8M | $419.0M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $890.0M | $1.1B | ||
| Q3 25 | $839.8M | $1.2B | ||
| Q2 25 | $833.4M | $1.2B | ||
| Q1 25 | $807.6M | $1.2B | ||
| Q4 24 | $974.4M | $1.2B | ||
| Q3 24 | $921.2M | $565.0M | ||
| Q2 24 | $875.1M | $569.0M |
| Q1 26 | — | $230.0M | ||
| Q4 25 | $260.5M | $242.0M | ||
| Q3 25 | $234.1M | $316.0M | ||
| Q2 25 | $249.8M | $254.0M | ||
| Q1 25 | $236.5M | $198.0M | ||
| Q4 24 | $263.0M | $239.0M | ||
| Q3 24 | $316.6M | $261.0M | ||
| Q2 24 | $352.1M | $214.0M |
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.5B | $2.1B | ||
| Q3 25 | $1.5B | $2.2B | ||
| Q2 25 | $1.5B | $2.2B | ||
| Q1 25 | $1.5B | $2.1B | ||
| Q4 24 | $1.7B | $2.1B | ||
| Q3 24 | $1.6B | $1.2B | ||
| Q2 24 | $1.6B | $1.2B |
| Q1 26 | — | 5.07× | ||
| Q4 25 | 3.42× | 4.73× | ||
| Q3 25 | 3.59× | 3.64× | ||
| Q2 25 | 3.34× | 4.56× | ||
| Q1 25 | 3.41× | 5.88× | ||
| Q4 24 | 3.70× | 4.90× | ||
| Q3 24 | 2.91× | 2.16× | ||
| Q2 24 | 2.49× | 2.66× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $-59.8M | $114.0M |
| 自由现金流率自由现金流/营收 | -15.1% | 25.3% |
| 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 | $387.0M |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $-37.0M | $101.0M | ||
| Q3 25 | $-6.9M | $64.0M | ||
| Q2 25 | $21.8M | $127.0M | ||
| Q1 25 | $186.9M | $124.0M | ||
| Q4 24 | $-4.1M | $58.0M | ||
| Q3 24 | $-12.7M | $25.0M | ||
| Q2 24 | $-6.8M | $103.0M |
| Q1 26 | — | $114.0M | ||
| Q4 25 | $-59.8M | $95.0M | ||
| Q3 25 | $-22.8M | $58.0M | ||
| Q2 25 | $3.8M | $120.0M | ||
| Q1 25 | $172.9M | $117.0M | ||
| Q4 24 | $-25.9M | $50.0M | ||
| Q3 24 | $-33.6M | $16.0M | ||
| Q2 24 | $-21.5M | $91.0M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | -15.1% | 22.0% | ||
| Q3 25 | -10.0% | 9.4% | ||
| Q2 25 | 1.8% | 19.4% | ||
| Q1 25 | 35.0% | 27.5% | ||
| Q4 24 | -8.4% | 13.1% | ||
| Q3 24 | -16.1% | 3.0% | ||
| Q2 24 | -10.6% | 16.8% |
| Q1 26 | — | — | ||
| Q4 25 | 5.8% | 1.4% | ||
| Q3 25 | 7.0% | 1.0% | ||
| Q2 25 | 8.4% | 1.1% | ||
| Q1 25 | 2.8% | 1.6% | ||
| Q4 24 | 7.1% | 2.1% | ||
| Q3 24 | 10.0% | 1.7% | ||
| Q2 24 | 7.2% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | -1.99× | 101.00× | ||
| Q3 25 | — | 0.60× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | 3.35× | ||
| Q4 24 | — | 6.44× | ||
| Q3 24 | — | 0.25× | ||
| Q2 24 | — | 1.12× |
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% |
FTDR
暂无分部数据
