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COMPASS MINERALS INTERNATIONAL INC（CMP）与HAEMONETICS CORP（HAE）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HAEMONETICS CORP的1.1倍（$396.1M vs $346.4M），HAEMONETICS CORP净利率更高（28.1% vs 4.7%，领先23.4%），COMPASS MINERALS INTERNATIONAL INC同比增速更快（28.9% vs 4.8%），HAEMONETICS CORP自由现金流更多（$209.9M vs $-59.8M），过去两年COMPASS MINERALS INTERNATIONAL INC的营收复合增速更高（4.3% vs 1.5%）
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。
豪洛捷（Haemonetics）是全球血液与血浆供应及服务提供商，于20世纪70年代由艾伦·（杰克）·莱瑟姆博士在马萨诸塞州内蒂克创立，业务围绕血液相关产品及配套服务展开，为全球医疗领域提供血液管理相关的专业解决方案。
CMP vs HAE — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $396.1M | $346.4M |
| 净利润 | $18.6M | $97.3M |
| 毛利率 | 16.0% | 57.2% |
| 营业利润率 | 9.2% | 36.1% |
| 净利率 | 4.7% | 28.1% |
| 营收同比 | 28.9% | 4.8% |
| 净利润同比 | 178.8% | — |
| 每股收益（稀释后） | $0.43 | — |
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 | — | $346.4M | ||
| Q4 25 | $396.1M | $339.0M | ||
| Q3 25 | $227.5M | $327.3M | ||
| Q2 25 | $214.6M | $321.4M | ||
| Q1 25 | $494.6M | $330.6M | ||
| Q4 24 | $307.2M | $348.5M | ||
| Q3 24 | $208.8M | $345.5M | ||
| Q2 24 | $202.9M | $336.2M |
| Q1 26 | — | $97.3M | ||
| Q4 25 | $18.6M | $44.7M | ||
| Q3 25 | $-7.2M | $38.7M | ||
| Q2 25 | $-17.0M | $34.0M | ||
| Q1 25 | $-32.0M | $58.0M | ||
| Q4 24 | $-23.6M | $37.5M | ||
| Q3 24 | $-48.3M | $33.8M | ||
| Q2 24 | $-43.6M | $38.4M |
| Q1 26 | — | 57.2% | ||
| Q4 25 | 16.0% | 59.7% | ||
| Q3 25 | 16.9% | 59.5% | ||
| Q2 25 | 19.2% | 59.8% | ||
| Q1 25 | 15.5% | 58.4% | ||
| Q4 24 | 11.2% | 55.5% | ||
| Q3 24 | 9.3% | 54.2% | ||
| Q2 24 | 16.1% | 52.0% |
| Q1 26 | — | 36.1% | ||
| Q4 25 | 9.2% | 19.9% | ||
| Q3 25 | 5.3% | 17.9% | ||
| Q2 25 | 7.4% | 16.8% | ||
| Q1 25 | -0.6% | 21.6% | ||
| Q4 24 | 0.2% | 16.9% | ||
| Q3 24 | -14.3% | 15.0% | ||
| Q2 24 | 2.9% | 11.8% |
| Q1 26 | — | 28.1% | ||
| Q4 25 | 4.7% | 13.2% | ||
| Q3 25 | -3.2% | 11.8% | ||
| Q2 25 | -7.9% | 10.6% | ||
| Q1 25 | -6.5% | 17.5% | ||
| Q4 24 | -7.7% | 10.8% | ||
| Q3 24 | -23.1% | 9.8% | ||
| Q2 24 | -21.5% | 11.4% |
| Q1 26 | — | — | ||
| Q4 25 | $0.43 | $0.95 | ||
| Q3 25 | — | $0.81 | ||
| Q2 25 | $-0.41 | $0.70 | ||
| Q1 25 | $-0.77 | $1.17 | ||
| Q4 24 | $-0.57 | $0.74 | ||
| Q3 24 | $-1.17 | $0.66 | ||
| Q2 24 | $-1.05 | $0.74 |
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 | $245.4M |
| 总债务越低越好 | $890.0M | $1.2B |
| 股东权益账面价值 | $260.5M | $796.3M |
| 总资产 | $1.5B | $2.4B |
| 负债/权益比越低杠杆越低 | 3.42× | 1.53× |
8季度趋势，按日历期对齐
| Q1 26 | — | $245.4M | ||
| Q4 25 | $46.7M | $363.4M | ||
| Q3 25 | $59.7M | $296.4M | ||
| Q2 25 | $79.4M | $292.9M | ||
| Q1 25 | $49.5M | $306.8M | ||
| Q4 24 | $45.8M | $320.8M | ||
| Q3 24 | $20.2M | $299.3M | ||
| Q2 24 | $12.8M | $344.4M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $890.0M | $1.2B | ||
| Q3 25 | $839.8M | $1.2B | ||
| Q2 25 | $833.4M | $1.2B | ||
| Q1 25 | $807.6M | $1.2B | ||
| Q4 24 | $974.4M | — | ||
| Q3 24 | $921.2M | — | ||
| Q2 24 | $875.1M | — |
| Q1 26 | — | $796.3M | ||
| Q4 25 | $260.5M | $911.5M | ||
| Q3 25 | $234.1M | $849.2M | ||
| Q2 25 | $249.8M | $882.3M | ||
| Q1 25 | $236.5M | $820.8M | ||
| Q4 24 | $263.0M | $906.9M | ||
| Q3 24 | $316.6M | $878.9M | ||
| Q2 24 | $352.1M | $905.4M |
| Q1 26 | — | $2.4B | ||
| Q4 25 | $1.5B | $2.5B | ||
| Q3 25 | $1.5B | $2.4B | ||
| Q2 25 | $1.5B | $2.5B | ||
| Q1 25 | $1.5B | $2.5B | ||
| Q4 24 | $1.7B | $2.5B | ||
| Q3 24 | $1.6B | $2.5B | ||
| Q2 24 | $1.6B | $2.5B |
| Q1 26 | — | 1.53× | ||
| Q4 25 | 3.42× | 1.34× | ||
| Q3 25 | 3.59× | 1.44× | ||
| Q2 25 | 3.34× | 1.39× | ||
| Q1 25 | 3.41× | 1.49× | ||
| Q4 24 | 3.70× | — | ||
| Q3 24 | 2.91× | — | ||
| Q2 24 | 2.49× | — |
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 | $293.2M |
| 自由现金流经营现金流 - 资本支出 | $-59.8M | $209.9M |
| 自由现金流率自由现金流/营收 | -15.1% | 60.6% |
| 资本支出强度资本支出/营收 | 5.8% | 9.5% |
| 现金转化率经营现金流/净利润 | -1.99× | 3.01× |
| 过去12个月自由现金流最近4个季度 | $94.1M | $417.1M |
8季度趋势，按日历期对齐
| Q1 26 | — | $293.2M | ||
| Q4 25 | $-37.0M | $93.6M | ||
| Q3 25 | $-6.9M | $111.3M | ||
| Q2 25 | $21.8M | $17.4M | ||
| Q1 25 | $186.9M | $116.6M | ||
| Q4 24 | $-4.1M | $43.8M | ||
| Q3 24 | $-12.7M | $48.8M | ||
| Q2 24 | $-6.8M | $-27.4M |
| Q1 26 | — | $209.9M | ||
| Q4 25 | $-59.8M | $87.2M | ||
| Q3 25 | $-22.8M | $106.3M | ||
| Q2 25 | $3.8M | $13.6M | ||
| Q1 25 | $172.9M | $100.9M | ||
| Q4 24 | $-25.9M | $35.2M | ||
| Q3 24 | $-33.6M | $39.4M | ||
| Q2 24 | $-21.5M | $-33.1M |
| Q1 26 | — | 60.6% | ||
| Q4 25 | -15.1% | 25.7% | ||
| Q3 25 | -10.0% | 32.5% | ||
| Q2 25 | 1.8% | 4.2% | ||
| Q1 25 | 35.0% | 30.5% | ||
| Q4 24 | -8.4% | 10.1% | ||
| Q3 24 | -16.1% | 11.4% | ||
| Q2 24 | -10.6% | -9.8% |
| Q1 26 | — | 9.5% | ||
| Q4 25 | 5.8% | 1.9% | ||
| Q3 25 | 7.0% | 1.5% | ||
| Q2 25 | 8.4% | 1.2% | ||
| Q1 25 | 2.8% | 4.7% | ||
| Q4 24 | 7.1% | 2.5% | ||
| Q3 24 | 10.0% | 2.7% | ||
| Q2 24 | 7.2% | 1.7% |
| Q1 26 | — | 3.01× | ||
| Q4 25 | -1.99× | 2.09× | ||
| Q3 25 | — | 2.88× | ||
| Q2 25 | — | 0.51× | ||
| Q1 25 | — | 2.01× | ||
| Q4 24 | — | 1.17× | ||
| Q3 24 | — | 1.44× | ||
| Q2 24 | — | -0.71× |
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% |
HAE
| Hospital | $159.6M | 46% |
| Plasma | $130.3M | 38% |
| Blood Center | $56.4M | 16% |
