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COMPASS MINERALS INTERNATIONAL INC（CMP）与UDR, Inc.（UDR）财务数据对比。点击上方公司名可切换其他公司
UDR, Inc.的季度营收约是COMPASS MINERALS INTERNATIONAL INC的1.1倍（$425.8M vs $396.1M），UDR, Inc.净利率更高（44.6% vs 4.7%，领先39.9%），COMPASS MINERALS INTERNATIONAL INC同比增速更快（28.9% vs 0.9%），过去两年COMPASS MINERALS INTERNATIONAL INC的营收复合增速更高（4.3% vs 1.3%）
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。
UDR, Inc. 是一家总部位于美国的领先房地产投资信托基金，专注于持有、运营及翻新优质多户住宅公寓社区，业务覆盖美国主要都市圈，服务租客群体包括年轻职场人、家庭及中高收入住户。
CMP vs UDR — 直观对比
营收规模更大
UDR
是对方的1.1倍
$396.1M
营收增速更快
CMP
高出28.0%
0.9%
净利率更高
UDR
高出39.9%
4.7%
两年增速更快
CMP
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $396.1M | $425.8M |
| 净利润 | $18.6M | $189.8M |
| 毛利率 | 16.0% | — |
| 营业利润率 | 9.2% | 54.0% |
| 净利率 | 4.7% | 44.6% |
| 营收同比 | 28.9% | 0.9% |
| 净利润同比 | 178.8% | 147.2% |
| 每股收益（稀释后） | $0.43 | $0.63 |
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CMPUDR
| Q1 26 | — | $425.8M | ||
| Q4 25 | $396.1M | $433.1M | ||
| Q3 25 | $227.5M | $431.9M | ||
| Q2 25 | $214.6M | $425.4M | ||
| Q1 25 | $494.6M | $421.9M | ||
| Q4 24 | $307.2M | $422.7M | ||
| Q3 24 | $208.8M | $420.2M | ||
| Q2 24 | $202.9M | $415.3M |
净利润CMPUDR
| Q1 26 | — | $189.8M | ||
| Q4 25 | $18.6M | $222.9M | ||
| Q3 25 | $-7.2M | $40.4M | ||
| Q2 25 | $-17.0M | $37.7M | ||
| Q1 25 | $-32.0M | $76.7M | ||
| Q4 24 | $-23.6M | $-5.0M | ||
| Q3 24 | $-48.3M | $22.6M | ||
| Q2 24 | $-43.6M | $28.9M |
毛利率CMPUDR
| 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CMPUDR
| Q1 26 | — | 54.0% | ||
| Q4 25 | 9.2% | 64.1% | ||
| Q3 25 | 5.3% | 17.7% | ||
| Q2 25 | 7.4% | 18.2% | ||
| Q1 25 | -0.6% | 29.0% | ||
| Q4 24 | 0.2% | 15.7% | ||
| Q3 24 | -14.3% | 16.6% | ||
| Q2 24 | 2.9% | 16.5% |
净利率CMPUDR
| Q1 26 | — | 44.6% | ||
| Q4 25 | 4.7% | 51.5% | ||
| Q3 25 | -3.2% | 9.4% | ||
| Q2 25 | -7.9% | 8.9% | ||
| Q1 25 | -6.5% | 18.2% | ||
| Q4 24 | -7.7% | -220.5% | ||
| Q3 24 | -23.1% | 5.4% | ||
| Q2 24 | -21.5% | 7.0% |
每股收益（稀释后）CMPUDR
| Q1 26 | — | $0.63 | ||
| Q4 25 | $0.43 | $0.67 | ||
| Q3 25 | — | $0.12 | ||
| Q2 25 | $-0.41 | $0.11 | ||
| Q1 25 | $-0.77 | $0.23 | ||
| Q4 24 | $-0.57 | $-0.01 | ||
| Q3 24 | $-1.17 | $0.06 | ||
| Q2 24 | $-1.05 | $0.08 |
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 | $1.3M |
| 总债务越低越好 | $890.0M | — |
| 股东权益账面价值 | $260.5M | $3.3B |
| 总资产 | $1.5B | $10.3B |
| 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CMPUDR
| Q1 26 | — | $1.3M | ||
| Q4 25 | $46.7M | $1.2M | ||
| Q3 25 | $59.7M | $1.2M | ||
| Q2 25 | $79.4M | $1.5M | ||
| Q1 25 | $49.5M | $1.3M | ||
| Q4 24 | $45.8M | $1.3M | ||
| Q3 24 | $20.2M | $2.3M | ||
| Q2 24 | $12.8M | $2.8M |
总债务CMPUDR
| Q1 26 | — | — | ||
| Q4 25 | $890.0M | $5.8B | ||
| Q3 25 | $839.8M | $5.8B | ||
| Q2 25 | $833.4M | $5.8B | ||
| Q1 25 | $807.6M | $5.8B | ||
| Q4 24 | $974.4M | $5.8B | ||
| Q3 24 | $921.2M | $5.9B | ||
| Q2 24 | $875.1M | $5.8B |
股东权益CMPUDR
| Q1 26 | — | $3.3B | ||
| Q4 25 | $260.5M | $3.3B | ||
| Q3 25 | $234.1M | $3.3B | ||
| Q2 25 | $249.8M | $3.3B | ||
| Q1 25 | $236.5M | $3.3B | ||
| Q4 24 | $263.0M | $3.4B | ||
| Q3 24 | $316.6M | $3.5B | ||
| Q2 24 | $352.1M | $3.7B |
总资产CMPUDR
| Q1 26 | — | $10.3B | ||
| Q4 25 | $1.5B | $10.6B | ||
| Q3 25 | $1.5B | $10.6B | ||
| Q2 25 | $1.5B | $10.6B | ||
| Q1 25 | $1.5B | $10.7B | ||
| Q4 24 | $1.7B | $10.9B | ||
| Q3 24 | $1.6B | $11.1B | ||
| Q2 24 | $1.6B | $11.1B |
负债/权益比CMPUDR
| Q1 26 | — | — | ||
| Q4 25 | 3.42× | 1.77× | ||
| Q3 25 | 3.59× | 1.78× | ||
| Q2 25 | 3.34× | 1.74× | ||
| Q1 25 | 3.41× | 1.74× | ||
| Q4 24 | 3.70× | 1.69× | ||
| Q3 24 | 2.91× | 1.67× | ||
| Q2 24 | 2.49× | 1.55× |
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% | 4.9% |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流CMPUDR
| Q1 26 | — | — | ||
| Q4 25 | $-37.0M | $902.9M | ||
| Q3 25 | $-6.9M | $234.9M | ||
| Q2 25 | $21.8M | $250.3M | ||
| Q1 25 | $186.9M | $156.2M | ||
| Q4 24 | $-4.1M | $876.8M | ||
| Q3 24 | $-12.7M | $230.3M | ||
| Q2 24 | $-6.8M | $238.5M |
自由现金流CMPUDR
| Q1 26 | — | — | ||
| Q4 25 | $-59.8M | $650.0M | ||
| Q3 25 | $-22.8M | $164.6M | ||
| Q2 25 | $3.8M | $190.1M | ||
| Q1 25 | $172.9M | $103.2M | ||
| Q4 24 | $-25.9M | $627.0M | ||
| Q3 24 | $-33.6M | $161.3M | ||
| Q2 24 | $-21.5M | $171.1M |
自由现金流率CMPUDR
| Q1 26 | — | — | ||
| Q4 25 | -15.1% | 150.1% | ||
| Q3 25 | -10.0% | 38.1% | ||
| Q2 25 | 1.8% | 44.7% | ||
| Q1 25 | 35.0% | 24.5% | ||
| Q4 24 | -8.4% | 148.3% | ||
| Q3 24 | -16.1% | 38.4% | ||
| Q2 24 | -10.6% | 41.2% |
资本支出强度CMPUDR
| Q1 26 | — | 4.9% | ||
| Q4 25 | 5.8% | 58.4% | ||
| Q3 25 | 7.0% | 16.3% | ||
| Q2 25 | 8.4% | 14.2% | ||
| Q1 25 | 2.8% | 12.6% | ||
| Q4 24 | 7.1% | 59.1% | ||
| Q3 24 | 10.0% | 16.4% | ||
| Q2 24 | 7.2% | 16.2% |
现金转化率CMPUDR
| Q1 26 | — | — | ||
| Q4 25 | -1.99× | 4.05× | ||
| Q3 25 | — | 5.81× | ||
| Q2 25 | — | 6.64× | ||
| Q1 25 | — | 2.04× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 10.19× | ||
| Q2 24 | — | 8.26× |
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% |
UDR
| Rental income | $423.3M | 99% |
| Joint venture management and other fees | $2.5M | 1% |
