vs
COMPASS MINERALS INTERNATIONAL INC（CMP）与VIAVI SOLUTIONS INC.（VIAV）财务数据对比。点击上方公司名可切换其他公司
VIAVI SOLUTIONS INC.的季度营收约是COMPASS MINERALS INTERNATIONAL INC的1.0倍（$406.8M vs $396.1M），COMPASS MINERALS INTERNATIONAL INC净利率更高（4.7% vs 1.6%，领先3.1%），VIAVI SOLUTIONS INC.同比增速更快（42.8% vs 28.9%），过去两年VIAVI SOLUTIONS INC.的营收复合增速更高（27.1% 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。
VIAVI Solutions前身为JDS Uniphase（JDSU）的一部分，是总部位于美国亚利桑那州钱德勒的网络测试、测量与保障技术企业，主营网络测试和监控设备，同时研发的光学技术可应用于材料质量管控、货币防伪、3D动作传感等多个领域，微软Kinect体感游戏控制器的相关技术也来自该公司。
CMP vs VIAV — 直观对比
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $396.1M | $406.8M |
| 净利润 | $18.6M | $6.4M |
| 毛利率 | 16.0% | 57.5% |
| 营业利润率 | 9.2% | 6.1% |
| 净利率 | 4.7% | 1.6% |
| 营收同比 | 28.9% | 42.8% |
| 净利润同比 | 178.8% | -76.1% |
| 每股收益（稀释后） | $0.43 | $0.03 |
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 | — | $406.8M | ||
| Q4 25 | $396.1M | $369.3M | ||
| Q3 25 | $227.5M | $299.1M | ||
| Q2 25 | $214.6M | $290.5M | ||
| Q1 25 | $494.6M | $284.8M | ||
| Q4 24 | $307.2M | $270.8M | ||
| Q3 24 | $208.8M | $238.2M | ||
| Q2 24 | $202.9M | $252.0M |
| Q1 26 | — | $6.4M | ||
| Q4 25 | $18.6M | $-48.1M | ||
| Q3 25 | $-7.2M | $-21.4M | ||
| Q2 25 | $-17.0M | $8.0M | ||
| Q1 25 | $-32.0M | $19.5M | ||
| Q4 24 | $-23.6M | $9.1M | ||
| Q3 24 | $-48.3M | $-1.8M | ||
| Q2 24 | $-43.6M | $-21.7M |
| Q1 26 | — | 57.5% | ||
| Q4 25 | 16.0% | 57.0% | ||
| Q3 25 | 16.9% | 56.5% | ||
| Q2 25 | 19.2% | 56.3% | ||
| Q1 25 | 15.5% | 56.4% | ||
| Q4 24 | 11.2% | 59.4% | ||
| Q3 24 | 9.3% | 57.1% | ||
| Q2 24 | 16.1% | 57.8% |
| Q1 26 | — | 6.1% | ||
| Q4 25 | 9.2% | 3.1% | ||
| Q3 25 | 5.3% | 2.5% | ||
| Q2 25 | 7.4% | 5.3% | ||
| Q1 25 | -0.6% | 3.0% | ||
| Q4 24 | 0.2% | 8.2% | ||
| Q3 24 | -14.3% | 4.8% | ||
| Q2 24 | 2.9% | -2.3% |
| Q1 26 | — | 1.6% | ||
| Q4 25 | 4.7% | -13.0% | ||
| Q3 25 | -3.2% | -7.2% | ||
| Q2 25 | -7.9% | 2.8% | ||
| Q1 25 | -6.5% | 6.8% | ||
| Q4 24 | -7.7% | 3.4% | ||
| Q3 24 | -23.1% | -0.8% | ||
| Q2 24 | -21.5% | -8.6% |
| Q1 26 | — | $0.03 | ||
| Q4 25 | $0.43 | $-0.21 | ||
| Q3 25 | — | $-0.10 | ||
| Q2 25 | $-0.41 | $0.03 | ||
| Q1 25 | $-0.77 | $0.09 | ||
| Q4 24 | $-0.57 | $0.04 | ||
| Q3 24 | $-1.17 | $-0.01 | ||
| Q2 24 | $-1.05 | $-0.10 |
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 | $500.8M |
| 总债务越低越好 | $890.0M | $1.1B |
| 股东权益账面价值 | $260.5M | $846.5M |
| 总资产 | $1.5B | $2.5B |
| 负债/权益比越低杠杆越低 | 3.42× | 1.28× |
8季度趋势，按日历期对齐
| Q1 26 | — | $500.8M | ||
| Q4 25 | $46.7M | $767.4M | ||
| Q3 25 | $59.7M | $545.6M | ||
| Q2 25 | $79.4M | $425.3M | ||
| Q1 25 | $49.5M | $396.8M | ||
| Q4 24 | $45.8M | $509.4M | ||
| Q3 24 | $20.2M | $493.1M | ||
| Q2 24 | $12.8M | $491.2M |
| Q1 26 | — | $1.1B | ||
| Q4 25 | $890.0M | $1.2B | ||
| Q3 25 | $839.8M | $640.5M | ||
| Q2 25 | $833.4M | $396.3M | ||
| Q1 25 | $807.6M | $396.1M | ||
| Q4 24 | $974.4M | $639.3M | ||
| Q3 24 | $921.2M | $637.6M | ||
| Q2 24 | $875.1M | $636.0M |
| Q1 26 | — | $846.5M | ||
| Q4 25 | $260.5M | $834.3M | ||
| Q3 25 | $234.1M | $723.9M | ||
| Q2 25 | $249.8M | $780.2M | ||
| Q1 25 | $236.5M | $728.8M | ||
| Q4 24 | $263.0M | $682.8M | ||
| Q3 24 | $316.6M | $702.1M | ||
| Q2 24 | $352.1M | $681.6M |
| Q1 26 | — | $2.5B | ||
| Q4 25 | $1.5B | $2.8B | ||
| Q3 25 | $1.5B | $2.1B | ||
| Q2 25 | $1.5B | $2.0B | ||
| Q1 25 | $1.5B | $1.9B | ||
| Q4 24 | $1.7B | $1.7B | ||
| Q3 24 | $1.6B | $1.7B | ||
| Q2 24 | $1.6B | $1.7B |
| Q1 26 | — | 1.28× | ||
| Q4 25 | 3.42× | 1.46× | ||
| Q3 25 | 3.59× | 0.88× | ||
| Q2 25 | 3.34× | 0.51× | ||
| Q1 25 | 3.41× | 0.54× | ||
| Q4 24 | 3.70× | 0.94× | ||
| Q3 24 | 2.91× | 0.91× | ||
| Q2 24 | 2.49× | 0.93× |
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
| Q1 26 | — | — | ||
| Q4 25 | $-37.0M | $42.5M | ||
| Q3 25 | $-6.9M | $31.0M | ||
| Q2 25 | $21.8M | $23.8M | ||
| Q1 25 | $186.9M | $7.8M | ||
| Q4 24 | $-4.1M | $44.7M | ||
| Q3 24 | $-12.7M | $13.5M | ||
| Q2 24 | $-6.8M | $26.2M |
| Q1 26 | — | — | ||
| Q4 25 | $-59.8M | $36.9M | ||
| Q3 25 | $-22.8M | $22.5M | ||
| Q2 25 | $3.8M | $18.3M | ||
| Q1 25 | $172.9M | $1.0M | ||
| Q4 24 | $-25.9M | $36.5M | ||
| Q3 24 | $-33.6M | $6.2M | ||
| Q2 24 | $-21.5M | $22.4M |
| Q1 26 | — | — | ||
| Q4 25 | -15.1% | 10.0% | ||
| Q3 25 | -10.0% | 7.5% | ||
| Q2 25 | 1.8% | 6.3% | ||
| Q1 25 | 35.0% | 0.4% | ||
| Q4 24 | -8.4% | 13.5% | ||
| Q3 24 | -16.1% | 2.6% | ||
| Q2 24 | -10.6% | 8.9% |
| Q1 26 | — | — | ||
| Q4 25 | 5.8% | 1.5% | ||
| Q3 25 | 7.0% | 2.8% | ||
| Q2 25 | 8.4% | 1.9% | ||
| Q1 25 | 2.8% | 2.4% | ||
| Q4 24 | 7.1% | 3.0% | ||
| Q3 24 | 10.0% | 3.1% | ||
| Q2 24 | 7.2% | 1.5% |
| Q1 26 | — | — | ||
| Q4 25 | -1.99× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.98× | ||
| Q1 25 | — | 0.40× | ||
| Q4 24 | — | 4.91× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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% |
VIAV
暂无分部数据
