vs
COMPASS MINERALS INTERNATIONAL INC（CMP）与VORNADO REALTY TRUST（VNO）财务数据对比。点击上方公司名可切换其他公司
VORNADO REALTY TRUST的季度营收约是COMPASS MINERALS INTERNATIONAL INC的1.2倍（$459.1M vs $396.1M），COMPASS MINERALS INTERNATIONAL INC净利率更高（4.7% vs -5.0%，领先9.7%），COMPASS MINERALS INTERNATIONAL INC同比增速更快（28.9% vs -0.5%），过去两年COMPASS MINERALS INTERNATIONAL INC的营收复合增速更高（4.3% vs 1.0%）
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。
Vornado Realty Trust是1982年于美国马里兰州注册成立的房地产投资信托，总部设立在纽约市，核心业务为投资曼哈顿核心区域的优质写字楼及临街零售商业地产，是纽约当地颇具影响力的商业地产投资运营机构。
CMP vs VNO — 直观对比
营收规模更大
VNO
是对方的1.2倍
$396.1M
营收增速更快
CMP
高出29.5%
-0.5%
净利率更高
CMP
高出9.7%
-5.0%
两年增速更快
CMP
近两年复合增速
1.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $396.1M | $459.1M |
| 净利润 | $18.6M | $-22.8M |
| 毛利率 | 16.0% | — |
| 营业利润率 | 9.2% | — |
| 净利率 | 4.7% | -5.0% |
| 营收同比 | 28.9% | -0.5% |
| 净利润同比 | 178.8% | 689.3% |
| 每股收益（稀释后） | $0.43 | — |
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CMPVNO
| Q1 26 | — | $459.1M | ||
| Q4 25 | $396.1M | $453.7M | ||
| Q3 25 | $227.5M | $453.7M | ||
| Q2 25 | $214.6M | $441.4M | ||
| Q1 25 | $494.6M | $461.6M | ||
| Q4 24 | $307.2M | $457.8M | ||
| Q3 24 | $208.8M | $443.3M | ||
| Q2 24 | $202.9M | $450.3M |
净利润CMPVNO
| Q1 26 | — | $-22.8M | ||
| Q4 25 | $18.6M | $4.9M | ||
| Q3 25 | $-7.2M | $27.1M | ||
| Q2 25 | $-17.0M | $759.3M | ||
| Q1 25 | $-32.0M | $102.4M | ||
| Q4 24 | $-23.6M | $5.8M | ||
| Q3 24 | $-48.3M | $-3.6M | ||
| Q2 24 | $-43.6M | $50.8M |
毛利率CMPVNO
| 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CMPVNO
| Q1 26 | — | — | ||
| Q4 25 | 9.2% | 2.8% | ||
| Q3 25 | 5.3% | 3.0% | ||
| Q2 25 | 7.4% | — | ||
| Q1 25 | -0.6% | 23.2% | ||
| Q4 24 | 0.2% | 2.5% | ||
| Q3 24 | -14.3% | -3.3% | ||
| Q2 24 | 2.9% | 10.1% |
净利率CMPVNO
| Q1 26 | — | -5.0% | ||
| Q4 25 | 4.7% | 1.1% | ||
| Q3 25 | -3.2% | 6.0% | ||
| Q2 25 | -7.9% | 172.0% | ||
| Q1 25 | -6.5% | 22.2% | ||
| Q4 24 | -7.7% | 1.3% | ||
| Q3 24 | -23.1% | -0.8% | ||
| Q2 24 | -21.5% | 11.3% |
每股收益（稀释后）CMPVNO
| Q1 26 | — | — | ||
| Q4 25 | $0.43 | $0.01 | ||
| Q3 25 | — | $0.06 | ||
| Q2 25 | $-0.41 | $3.70 | ||
| Q1 25 | $-0.77 | $0.43 | ||
| Q4 24 | $-0.57 | $0.01 | ||
| Q3 24 | $-1.17 | $-0.10 | ||
| Q2 24 | $-1.05 | $0.18 |
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 | $1.1B |
| 总债务越低越好 | $890.0M | — |
| 股东权益账面价值 | $260.5M | $6.0B |
| 总资产 | $1.5B | $15.9B |
| 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CMPVNO
| Q1 26 | — | $1.1B | ||
| Q4 25 | $46.7M | $840.9M | ||
| Q3 25 | $59.7M | $1.0B | ||
| Q2 25 | $79.4M | $1.2B | ||
| Q1 25 | $49.5M | $568.9M | ||
| Q4 24 | $45.8M | $733.9M | ||
| Q3 24 | $20.2M | $783.6M | ||
| Q2 24 | $12.8M | $872.6M |
总债务CMPVNO
| Q1 26 | — | — | ||
| Q4 25 | $890.0M | $2.3B | ||
| Q3 25 | $839.8M | $2.3B | ||
| Q2 25 | $833.4M | $2.1B | ||
| Q1 25 | $807.6M | $2.1B | ||
| Q4 24 | $974.4M | $2.6B | ||
| Q3 24 | $921.2M | $2.6B | ||
| Q2 24 | $875.1M | $2.6B |
股东权益CMPVNO
| Q1 26 | — | $6.0B | ||
| Q4 25 | $260.5M | $6.0B | ||
| Q3 25 | $234.1M | $6.1B | ||
| Q2 25 | $249.8M | $6.1B | ||
| Q1 25 | $236.5M | $5.3B | ||
| Q4 24 | $263.0M | $5.2B | ||
| Q3 24 | $316.6M | $5.3B | ||
| Q2 24 | $352.1M | $5.6B |
总资产CMPVNO
| Q1 26 | — | $15.9B | ||
| Q4 25 | $1.5B | $15.5B | ||
| Q3 25 | $1.5B | $15.7B | ||
| Q2 25 | $1.5B | $15.6B | ||
| Q1 25 | $1.5B | $15.6B | ||
| Q4 24 | $1.7B | $16.0B | ||
| Q3 24 | $1.6B | $16.1B | ||
| Q2 24 | $1.6B | $16.2B |
负债/权益比CMPVNO
| Q1 26 | — | — | ||
| Q4 25 | 3.42× | 0.38× | ||
| Q3 25 | 3.59× | 0.37× | ||
| Q2 25 | 3.34× | 0.35× | ||
| Q1 25 | 3.41× | 0.40× | ||
| Q4 24 | 3.70× | 0.50× | ||
| Q3 24 | 2.91× | 0.49× | ||
| Q2 24 | 2.49× | 0.46× |
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% | 3.7% |
| 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CMPVNO
| Q1 26 | — | — | ||
| Q4 25 | $-37.0M | $1.3B | ||
| Q3 25 | $-6.9M | $33.2M | ||
| Q2 25 | $21.8M | $1.0B | ||
| Q1 25 | $186.9M | $52.0M | ||
| Q4 24 | $-4.1M | $537.7M | ||
| Q3 24 | $-12.7M | $105.4M | ||
| Q2 24 | $-6.8M | $194.7M |
自由现金流CMPVNO
| Q1 26 | — | — | ||
| Q4 25 | $-59.8M | — | ||
| Q3 25 | $-22.8M | — | ||
| Q2 25 | $3.8M | — | ||
| Q1 25 | $172.9M | — | ||
| Q4 24 | $-25.9M | — | ||
| Q3 24 | $-33.6M | — | ||
| Q2 24 | $-21.5M | — |
自由现金流率CMPVNO
| Q1 26 | — | — | ||
| Q4 25 | -15.1% | — | ||
| Q3 25 | -10.0% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 35.0% | — | ||
| Q4 24 | -8.4% | — | ||
| Q3 24 | -16.1% | — | ||
| Q2 24 | -10.6% | — |
资本支出强度CMPVNO
| Q1 26 | — | 3.7% | ||
| Q4 25 | 5.8% | — | ||
| Q3 25 | 7.0% | — | ||
| Q2 25 | 8.4% | — | ||
| Q1 25 | 2.8% | — | ||
| Q4 24 | 7.1% | — | ||
| Q3 24 | 10.0% | — | ||
| Q2 24 | 7.2% | — |
现金转化率CMPVNO
| Q1 26 | — | — | ||
| Q4 25 | -1.99× | 256.08× | ||
| Q3 25 | — | 1.22× | ||
| Q2 25 | — | 1.35× | ||
| Q1 25 | — | 0.51× | ||
| Q4 24 | — | 93.39× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 3.83× |
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% |
VNO
暂无分部数据
