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COMPASS MINERALS INTERNATIONAL INC（CMP）与Mid-America Apartment Communities（MAA）财务数据对比。点击上方公司名可切换其他公司
Mid-America Apartment Communities的季度营收约是COMPASS MINERALS INTERNATIONAL INC的1.4倍（$553.7M vs $396.1M），Mid-America Apartment Communities同比增速更快（438.7% vs 28.9%），过去两年COMPASS MINERALS INTERNATIONAL INC的营收复合增速更高（4.3% vs 0.7%）
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。
Mid-America Apartment Communities（股票代码：MAA）是一家公开上市的房地产投资信托基金，总部位于美国田纳西州孟菲斯市，核心业务为投资美国东南部及西南部地区的公寓物业，深耕美国高增长区域住宅不动产赛道，为股东创造稳定的长期投资回报。
CMP vs MAA — 直观对比
营收规模更大
MAA
是对方的1.4倍
$396.1M
营收增速更快
MAA
高出409.8%
28.9%
两年增速更快
CMP
近两年复合增速
0.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $396.1M | $553.7M |
| 净利润 | $18.6M | — |
| 毛利率 | 16.0% | — |
| 营业利润率 | 9.2% | — |
| 净利率 | 4.7% | — |
| 营收同比 | 28.9% | 438.7% |
| 净利润同比 | 178.8% | — |
| 每股收益（稀释后） | $0.43 | $4.34 |
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CMPMAA
| Q1 26 | — | $553.7M | ||
| Q4 25 | $396.1M | $555.6M | ||
| Q3 25 | $227.5M | $554.4M | ||
| Q2 25 | $214.6M | $549.9M | ||
| Q1 25 | $494.6M | $549.3M | ||
| Q4 24 | $307.2M | $549.8M | ||
| Q3 24 | $208.8M | $551.1M | ||
| Q2 24 | $202.9M | $546.4M |
净利润CMPMAA
| Q1 26 | — | — | ||
| Q4 25 | $18.6M | $57.6M | ||
| Q3 25 | $-7.2M | $99.5M | ||
| Q2 25 | $-17.0M | $108.1M | ||
| Q1 25 | $-32.0M | $181.7M | ||
| Q4 24 | $-23.6M | $166.6M | ||
| Q3 24 | $-48.3M | $115.2M | ||
| Q2 24 | $-43.6M | $102.0M |
毛利率CMPMAA
| Q1 26 | — | — | ||
| 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% | — |
营业利润率CMPMAA
| Q1 26 | — | — | ||
| Q4 25 | 9.2% | 10.4% | ||
| Q3 25 | 5.3% | 18.7% | ||
| Q2 25 | 7.4% | 20.2% | ||
| Q1 25 | -0.6% | 34.0% | ||
| Q4 24 | 0.2% | 31.3% | ||
| Q3 24 | -14.3% | 21.5% | ||
| Q2 24 | 2.9% | 19.3% |
净利率CMPMAA
| Q1 26 | — | — | ||
| Q4 25 | 4.7% | 10.4% | ||
| Q3 25 | -3.2% | 18.0% | ||
| Q2 25 | -7.9% | 19.7% | ||
| Q1 25 | -6.5% | 33.1% | ||
| Q4 24 | -7.7% | 30.3% | ||
| Q3 24 | -23.1% | 20.9% | ||
| Q2 24 | -21.5% | 18.7% |
每股收益（稀释后）CMPMAA
| Q1 26 | — | $4.34 | ||
| Q4 25 | $0.43 | $0.48 | ||
| Q3 25 | — | $0.84 | ||
| Q2 25 | $-0.41 | $0.92 | ||
| Q1 25 | $-0.77 | $1.54 | ||
| Q4 24 | $-0.57 | $1.43 | ||
| Q3 24 | $-1.17 | $0.98 | ||
| Q2 24 | $-1.05 | $0.86 |
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 | — |
| 总债务越低越好 | $890.0M | — |
| 股东权益账面价值 | $260.5M | — |
| 总资产 | $1.5B | — |
| 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CMPMAA
| Q1 26 | — | — | ||
| Q4 25 | $46.7M | $60.3M | ||
| Q3 25 | $59.7M | $32.2M | ||
| Q2 25 | $79.4M | $54.5M | ||
| Q1 25 | $49.5M | $55.8M | ||
| Q4 24 | $45.8M | $43.0M | ||
| Q3 24 | $20.2M | $50.2M | ||
| Q2 24 | $12.8M | $62.8M |
总债务CMPMAA
| 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CMPMAA
| Q1 26 | — | — | ||
| Q4 25 | $260.5M | $5.7B | ||
| Q3 25 | $234.1M | $5.8B | ||
| Q2 25 | $249.8M | $5.9B | ||
| Q1 25 | $236.5M | $5.9B | ||
| Q4 24 | $263.0M | $5.9B | ||
| Q3 24 | $316.6M | $5.9B | ||
| Q2 24 | $352.1M | $6.0B |
总资产CMPMAA
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $12.0B | ||
| Q3 25 | $1.5B | $11.9B | ||
| Q2 25 | $1.5B | $11.8B | ||
| Q1 25 | $1.5B | $11.8B | ||
| Q4 24 | $1.7B | $11.8B | ||
| Q3 24 | $1.6B | $11.8B | ||
| Q2 24 | $1.6B | $11.6B |
负债/权益比CMPMAA
| 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CMPMAA
| Q1 26 | — | — | ||
| Q4 25 | $-37.0M | $261.7M | ||
| Q3 25 | $-6.9M | $266.4M | ||
| Q2 25 | $21.8M | $353.4M | ||
| Q1 25 | $186.9M | $196.6M | ||
| Q4 24 | $-4.1M | $239.1M | ||
| Q3 24 | $-12.7M | $309.5M | ||
| Q2 24 | $-6.8M | $349.4M |
自由现金流CMPMAA
| Q1 26 | — | — | ||
| Q4 25 | $-59.8M | $158.6M | ||
| Q3 25 | $-22.8M | $170.8M | ||
| Q2 25 | $3.8M | $264.5M | ||
| Q1 25 | $172.9M | $124.0M | ||
| Q4 24 | $-25.9M | $152.6M | ||
| Q3 24 | $-33.6M | $215.5M | ||
| Q2 24 | $-21.5M | $259.7M |
自由现金流率CMPMAA
| Q1 26 | — | — | ||
| Q4 25 | -15.1% | 28.5% | ||
| Q3 25 | -10.0% | 30.8% | ||
| Q2 25 | 1.8% | 48.1% | ||
| Q1 25 | 35.0% | 22.6% | ||
| Q4 24 | -8.4% | 27.8% | ||
| Q3 24 | -16.1% | 39.1% | ||
| Q2 24 | -10.6% | 47.5% |
资本支出强度CMPMAA
| Q1 26 | — | — | ||
| Q4 25 | 5.8% | 18.6% | ||
| Q3 25 | 7.0% | 17.2% | ||
| Q2 25 | 8.4% | 16.2% | ||
| Q1 25 | 2.8% | 13.2% | ||
| Q4 24 | 7.1% | 15.7% | ||
| Q3 24 | 10.0% | 17.1% | ||
| Q2 24 | 7.2% | 16.4% |
现金转化率CMPMAA
| Q1 26 | — | — | ||
| Q4 25 | -1.99× | 4.55× | ||
| Q3 25 | — | 2.68× | ||
| Q2 25 | — | 3.27× | ||
| Q1 25 | — | 1.08× | ||
| Q4 24 | — | 1.43× | ||
| Q3 24 | — | 2.69× | ||
| Q2 24 | — | 3.43× |
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% |
MAA
| Same Store Communities | $517.0M | 93% |
| Non-Same Store Communities | $22.1M | 4% |
| Lease-up/Development Communities | $7.7M | 1% |
| Commercial Property/Land | $7.0M | 1% |
