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COMPASS MINERALS INTERNATIONAL INC（CMP）与Quanex Building Products CORP（NX）财务数据对比。点击上方公司名可切换其他公司
Quanex Building Products CORP的季度营收约是COMPASS MINERALS INTERNATIONAL INC的1.3倍（$495.3M vs $396.1M），COMPASS MINERALS INTERNATIONAL INC净利率更高（4.7% vs -55.7%，领先60.4%），Quanex Building Products CORP同比增速更快（76.7% vs 28.9%），Quanex Building Products CORP自由现金流更多（$46.2M vs $-59.8M），过去两年Quanex Building Products CORP的营收复合增速更高（29.5% 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。
Quanex Building Products是一家工程建筑组件及材料制造商，核心产品包括中空玻璃间隔条、门窗系统、橱柜及家具部件，服务北美、欧洲的住宅及商业建筑市场，主打节能可持续的建筑解决方案。
CMP vs NX — 直观对比
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $396.1M | $495.3M |
| 净利润 | $18.6M | $-276.0M |
| 毛利率 | 16.0% | 27.9% |
| 营业利润率 | 9.2% | -54.7% |
| 净利率 | 4.7% | -55.7% |
| 营收同比 | 28.9% | 76.7% |
| 净利润同比 | 178.8% | -1188.8% |
| 每股收益（稀释后） | $0.43 | $-6.04 |
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
| Q4 25 | $396.1M | — | ||
| Q3 25 | $227.5M | $495.3M | ||
| Q2 25 | $214.6M | $452.5M | ||
| Q1 25 | $494.6M | $400.0M | ||
| Q4 24 | $307.2M | $492.2M | ||
| Q3 24 | $208.8M | $280.3M | ||
| Q2 24 | $202.9M | $266.2M | ||
| Q1 24 | $364.0M | $239.2M |
| Q4 25 | $18.6M | — | ||
| Q3 25 | $-7.2M | $-276.0M | ||
| Q2 25 | $-17.0M | $20.5M | ||
| Q1 25 | $-32.0M | $-14.9M | ||
| Q4 24 | $-23.6M | $-13.9M | ||
| Q3 24 | $-48.3M | $25.4M | ||
| Q2 24 | $-43.6M | $15.4M | ||
| Q1 24 | $-38.9M | $6.2M |
| Q4 25 | 16.0% | — | ||
| Q3 25 | 16.9% | 27.9% | ||
| Q2 25 | 19.2% | 29.0% | ||
| Q1 25 | 15.5% | 23.1% | ||
| Q4 24 | 11.2% | — | ||
| Q3 24 | 9.3% | 25.3% | ||
| Q2 24 | 16.1% | 24.9% | ||
| Q1 24 | 19.7% | 21.5% |
| Q4 25 | 9.2% | — | ||
| Q3 25 | 5.3% | -54.7% | ||
| Q2 25 | 7.4% | 9.0% | ||
| Q1 25 | -0.6% | -1.7% | ||
| Q4 24 | 0.2% | 0.6% | ||
| Q3 24 | -14.3% | 8.4% | ||
| Q2 24 | 2.9% | 7.8% | ||
| Q1 24 | -10.8% | 3.3% |
| Q4 25 | 4.7% | — | ||
| Q3 25 | -3.2% | -55.7% | ||
| Q2 25 | -7.9% | 4.5% | ||
| Q1 25 | -6.5% | -3.7% | ||
| Q4 24 | -7.7% | -2.8% | ||
| Q3 24 | -23.1% | 9.0% | ||
| Q2 24 | -21.5% | 5.8% | ||
| Q1 24 | -10.7% | 2.6% |
| Q4 25 | $0.43 | — | ||
| Q3 25 | — | $-6.04 | ||
| Q2 25 | $-0.41 | $0.44 | ||
| Q1 25 | $-0.77 | $-0.32 | ||
| Q4 24 | $-0.57 | $-0.52 | ||
| Q3 24 | $-1.17 | $0.77 | ||
| Q2 24 | $-1.05 | $0.46 | ||
| Q1 24 | $-0.94 | $0.19 |
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 | $66.3M |
| 总债务越低越好 | $890.0M | $695.6M |
| 股东权益账面价值 | $260.5M | $717.4M |
| 总资产 | $1.5B | $2.0B |
| 负债/权益比越低杠杆越低 | 3.42× | 0.97× |
8季度趋势，按日历期对齐
| Q4 25 | $46.7M | — | ||
| Q3 25 | $59.7M | $66.3M | ||
| Q2 25 | $79.4M | $62.6M | ||
| Q1 25 | $49.5M | $50.0M | ||
| Q4 24 | $45.8M | $97.7M | ||
| Q3 24 | $20.2M | $94.0M | ||
| Q2 24 | $12.8M | $56.1M | ||
| Q1 24 | $38.3M | $44.4M |
| Q4 25 | $890.0M | — | ||
| Q3 25 | $839.8M | $695.6M | ||
| Q2 25 | $833.4M | $746.4M | ||
| Q1 25 | $807.6M | $725.2M | ||
| Q4 24 | $974.4M | $737.2M | ||
| Q3 24 | $921.2M | $51.4M | ||
| Q2 24 | $875.1M | $51.5M | ||
| Q1 24 | $877.2M | $61.6M |
| Q4 25 | $260.5M | — | ||
| Q3 25 | $234.1M | $717.4M | ||
| Q2 25 | $249.8M | $1.0B | ||
| Q1 25 | $236.5M | $972.1M | ||
| Q4 24 | $263.0M | $1.0B | ||
| Q3 24 | $316.6M | $594.1M | ||
| Q2 24 | $352.1M | $566.1M | ||
| Q1 24 | $400.4M | $555.0M |
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | $2.0B | ||
| Q2 25 | $1.5B | $2.3B | ||
| Q1 25 | $1.5B | $2.2B | ||
| Q4 24 | $1.7B | $2.3B | ||
| Q3 24 | $1.6B | $872.5M | ||
| Q2 24 | $1.6B | $837.2M | ||
| Q1 24 | $1.7B | $813.4M |
| Q4 25 | 3.42× | — | ||
| Q3 25 | 3.59× | 0.97× | ||
| Q2 25 | 3.34× | 0.75× | ||
| Q1 25 | 3.41× | 0.75× | ||
| Q4 24 | 3.70× | 0.73× | ||
| Q3 24 | 2.91× | 0.09× | ||
| Q2 24 | 2.49× | 0.09× | ||
| Q1 24 | 2.19× | 0.11× |
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 | $60.7M |
| 自由现金流经营现金流 - 资本支出 | $-59.8M | $46.2M |
| 自由现金流率自由现金流/营收 | -15.1% | 9.3% |
| 资本支出强度资本支出/营收 | 5.8% | 2.9% |
| 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 | $27.5M |
8季度趋势，按日历期对齐
| Q4 25 | $-37.0M | — | ||
| Q3 25 | $-6.9M | $60.7M | ||
| Q2 25 | $21.8M | $28.5M | ||
| Q1 25 | $186.9M | $-12.5M | ||
| Q4 24 | $-4.1M | $5.5M | ||
| Q3 24 | $-12.7M | $46.4M | ||
| Q2 24 | $-6.8M | $33.1M | ||
| Q1 24 | $86.2M | $3.9M |
| Q4 25 | $-59.8M | — | ||
| Q3 25 | $-22.8M | $46.2M | ||
| Q2 25 | $3.8M | $13.6M | ||
| Q1 25 | $172.9M | $-24.1M | ||
| Q4 24 | $-25.9M | $-8.2M | ||
| Q3 24 | $-33.6M | $40.1M | ||
| Q2 24 | $-21.5M | $25.5M | ||
| Q1 24 | $56.2M | $-5.7M |
| Q4 25 | -15.1% | — | ||
| Q3 25 | -10.0% | 9.3% | ||
| Q2 25 | 1.8% | 3.0% | ||
| Q1 25 | 35.0% | -6.0% | ||
| Q4 24 | -8.4% | -1.7% | ||
| Q3 24 | -16.1% | 14.3% | ||
| Q2 24 | -10.6% | 9.6% | ||
| Q1 24 | 15.4% | -2.4% |
| Q4 25 | 5.8% | — | ||
| Q3 25 | 7.0% | 2.9% | ||
| Q2 25 | 8.4% | 3.3% | ||
| Q1 25 | 2.8% | 2.9% | ||
| Q4 24 | 7.1% | 2.8% | ||
| Q3 24 | 10.0% | 2.2% | ||
| Q2 24 | 7.2% | 2.9% | ||
| Q1 24 | 8.2% | 4.0% |
| Q4 25 | -1.99× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.39× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.83× | ||
| Q2 24 | — | 2.15× | ||
| Q1 24 | — | 0.62× |
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% |
NX
| Window And Door Hardware | $150.3M | 30% |
| Screens | $76.8M | 16% |
| Window Profiles | $68.2M | 14% |
| Spacers | $54.7M | 11% |
| Wood Solutions | $53.4M | 11% |
| Seals And Gaskets | $29.9M | 6% |
| Access Solutions | $27.4M | 6% |
| Mixing Solution | $21.5M | 4% |
| Solar | $5.3M | 1% |
| Product Type Other | $3.3M | 1% |
