vs
COMPASS MINERALS INTERNATIONAL INC（CMP）与Inspire Medical Systems, Inc.（INSP）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Inspire Medical Systems, Inc.的1.9倍（$396.1M vs $204.6M），COMPASS MINERALS INTERNATIONAL INC同比增速更快（28.9% vs 1.6%），过去两年COMPASS MINERALS INTERNATIONAL INC的营收复合增速更高（4.3% vs 2.2%）
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。
Inspire Medical Systems是一家专注于阻塞性睡眠呼吸暂停治疗的医疗科技企业，研发、生产并销售植入式神经刺激设备，面向无法耐受持续气道正压通气治疗的患者，核心市场覆盖北美、欧洲及部分亚太地区，服务睡眠医学、耳鼻喉科等临床领域。
CMP vs INSP — 直观对比
营收规模更大
CMP
是对方的1.9倍
$204.6M
营收增速更快
CMP
高出27.3%
1.6%
两年增速更快
CMP
近两年复合增速
2.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $396.1M | $204.6M |
| 净利润 | $18.6M | — |
| 毛利率 | 16.0% | 86.5% |
| 营业利润率 | 9.2% | 13.0% |
| 净利率 | 4.7% | — |
| 营收同比 | 28.9% | 1.6% |
| 净利润同比 | 178.8% | — |
| 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
营收CMPINSP
| Q1 26 | — | $204.6M | ||
| Q4 25 | $396.1M | $269.1M | ||
| Q3 25 | $227.5M | $224.5M | ||
| Q2 25 | $214.6M | $217.1M | ||
| Q1 25 | $494.6M | $201.3M | ||
| Q4 24 | $307.2M | $239.7M | ||
| Q3 24 | $208.8M | $203.2M | ||
| Q2 24 | $202.9M | $195.9M |
净利润CMPINSP
| Q1 26 | — | — | ||
| Q4 25 | $18.6M | $136.1M | ||
| Q3 25 | $-7.2M | $9.9M | ||
| Q2 25 | $-17.0M | $-3.6M | ||
| Q1 25 | $-32.0M | $3.0M | ||
| Q4 24 | $-23.6M | $35.2M | ||
| Q3 24 | $-48.3M | $18.5M | ||
| Q2 24 | $-43.6M | $9.8M |
毛利率CMPINSP
| Q1 26 | — | 86.5% | ||
| Q4 25 | 16.0% | 86.6% | ||
| Q3 25 | 16.9% | 85.8% | ||
| Q2 25 | 19.2% | 84.0% | ||
| Q1 25 | 15.5% | 84.7% | ||
| Q4 24 | 11.2% | 85.0% | ||
| Q3 24 | 9.3% | 84.1% | ||
| Q2 24 | 16.1% | 84.8% |
营业利润率CMPINSP
| Q1 26 | — | 13.0% | ||
| Q4 25 | 9.2% | 17.1% | ||
| Q3 25 | 5.3% | 4.3% | ||
| Q2 25 | 7.4% | -1.5% | ||
| Q1 25 | -0.6% | -0.7% | ||
| Q4 24 | 0.2% | 13.3% | ||
| Q3 24 | -14.3% | 7.0% | ||
| Q2 24 | 2.9% | 2.6% |
净利率CMPINSP
| Q1 26 | — | — | ||
| Q4 25 | 4.7% | 50.6% | ||
| Q3 25 | -3.2% | 4.4% | ||
| Q2 25 | -7.9% | -1.7% | ||
| Q1 25 | -6.5% | 1.5% | ||
| Q4 24 | -7.7% | 14.7% | ||
| Q3 24 | -23.1% | 9.1% | ||
| Q2 24 | -21.5% | 5.0% |
每股收益（稀释后）CMPINSP
| Q1 26 | — | $-0.39 | ||
| Q4 25 | $0.43 | $4.57 | ||
| Q3 25 | — | $0.34 | ||
| Q2 25 | $-0.41 | $-0.12 | ||
| Q1 25 | $-0.77 | $0.10 | ||
| Q4 24 | $-0.57 | $1.17 | ||
| Q3 24 | $-1.17 | $0.60 | ||
| Q2 24 | $-1.05 | $0.32 |
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 | $98.9M |
| 总债务越低越好 | $890.0M | — |
| 股东权益账面价值 | $260.5M | $792.3M |
| 总资产 | $1.5B | $911.4M |
| 负债/权益比越低杠杆越低 | 3.42× | — |
8季度趋势，按日历期对齐
现金及短期投资CMPINSP
| Q1 26 | — | $98.9M | ||
| Q4 25 | $46.7M | $308.3M | ||
| Q3 25 | $59.7M | $322.6M | ||
| Q2 25 | $79.4M | $300.9M | ||
| Q1 25 | $49.5M | $369.2M | ||
| Q4 24 | $45.8M | $445.5M | ||
| Q3 24 | $20.2M | $411.0M | ||
| Q2 24 | $12.8M | $439.7M |
总债务CMPINSP
| Q1 26 | — | — | ||
| Q4 25 | $890.0M | — | ||
| Q3 25 | $839.8M | — | ||
| Q2 25 | $833.4M | — | ||
| Q1 25 | $807.6M | — | ||
| Q4 24 | $974.4M | — | ||
| Q3 24 | $921.2M | — | ||
| Q2 24 | $875.1M | — |
股东权益CMPINSP
| Q1 26 | — | $792.3M | ||
| Q4 25 | $260.5M | $781.2M | ||
| Q3 25 | $234.1M | $666.5M | ||
| Q2 25 | $249.8M | $677.8M | ||
| Q1 25 | $236.5M | $635.7M | ||
| Q4 24 | $263.0M | $689.7M | ||
| Q3 24 | $316.6M | $696.6M | ||
| Q2 24 | $352.1M | $638.1M |
总资产CMPINSP
| Q1 26 | — | $911.4M | ||
| Q4 25 | $1.5B | $907.3M | ||
| Q3 25 | $1.5B | $807.7M | ||
| Q2 25 | $1.5B | $802.2M | ||
| Q1 25 | $1.5B | $730.8M | ||
| Q4 24 | $1.7B | $808.4M | ||
| Q3 24 | $1.6B | $796.2M | ||
| Q2 24 | $1.6B | $728.4M |
负债/权益比CMPINSP
| Q1 26 | — | — | ||
| Q4 25 | 3.42× | — | ||
| Q3 25 | 3.59× | — | ||
| Q2 25 | 3.34× | — | ||
| Q1 25 | 3.41× | — | ||
| 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 | — |
| 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CMPINSP
| Q1 26 | — | — | ||
| Q4 25 | $-37.0M | $52.5M | ||
| Q3 25 | $-6.9M | $68.5M | ||
| Q2 25 | $21.8M | $2.7M | ||
| Q1 25 | $186.9M | $-6.7M | ||
| Q4 24 | $-4.1M | $69.2M | ||
| Q3 24 | $-12.7M | $52.3M | ||
| Q2 24 | $-6.8M | $-78.0K |
自由现金流CMPINSP
| Q1 26 | — | — | ||
| Q4 25 | $-59.8M | $41.8M | ||
| Q3 25 | $-22.8M | $58.1M | ||
| Q2 25 | $3.8M | $-6.3M | ||
| Q1 25 | $172.9M | $-15.1M | ||
| Q4 24 | $-25.9M | $62.2M | ||
| Q3 24 | $-33.6M | $44.3M | ||
| Q2 24 | $-21.5M | $-12.5M |
自由现金流率CMPINSP
| Q1 26 | — | — | ||
| Q4 25 | -15.1% | 15.5% | ||
| Q3 25 | -10.0% | 25.9% | ||
| Q2 25 | 1.8% | -2.9% | ||
| Q1 25 | 35.0% | -7.5% | ||
| Q4 24 | -8.4% | 25.9% | ||
| Q3 24 | -16.1% | 21.8% | ||
| Q2 24 | -10.6% | -6.4% |
资本支出强度CMPINSP
| Q1 26 | — | — | ||
| Q4 25 | 5.8% | 4.0% | ||
| Q3 25 | 7.0% | 4.6% | ||
| Q2 25 | 8.4% | 4.1% | ||
| Q1 25 | 2.8% | 4.2% | ||
| Q4 24 | 7.1% | 2.9% | ||
| Q3 24 | 10.0% | 3.9% | ||
| Q2 24 | 7.2% | 6.3% |
现金转化率CMPINSP
| Q1 26 | — | — | ||
| Q4 25 | -1.99× | 0.39× | ||
| Q3 25 | — | 6.90× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -2.24× | ||
| Q4 24 | — | 1.96× | ||
| Q3 24 | — | 2.83× | ||
| Q2 24 | — | -0.01× |
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% |
INSP
暂无分部数据
