Compass Minerals International, Inc. (CMP) is gearing up to release its fourth quarter earnings after the market closes on Monday, December 8, and Wall Street is expecting to see some improvement from last year's rough patch.
Analysts are forecasting a quarterly loss of 23 cents per share for the Overland Park, Kansas-based company, which would represent a substantial improvement from the 77-cent per share loss reported in the same quarter last year. On the revenue front, the consensus estimate sits at $223.72 million, up from $208.8 million a year earlier.
The company has had a bumpy ride lately. Back on August 11, Compass Minerals reported third-quarter earnings that missed expectations and narrowed its full-year sales guidance for fiscal 2025, which didn't exactly thrill investors.
Still, shares have held up reasonably well. Compass Minerals stock rose 1.7% to close at $20.12 on Thursday.
What the Most Accurate Analysts Are Saying
Looking at recent analyst activity from those with proven track records, we see a mixed but generally cautious outlook taking shape:
JP Morgan analyst Jeffrey Zekauskas, who maintains a 64% accuracy rate, downgraded the stock from Overweight to Underweight on August 13, 2025, though he did raise his price target from $15 to $18. That's the kind of move that suggests he sees the stock going up but thinks there are better opportunities elsewhere.
Deutsche Bank analyst David Begleiter, sporting a 71% accuracy rate, maintained a Buy rating and lifted his price target from $14 to $22 on June 23, 2025. That's a notably more optimistic take on where the shares are headed.
BMO Capital analyst Joel Jackson kept things neutral with a Market Perform rating on May 12, 2025, while boosting his price target from $15 to $20. This analyst has a 51% accuracy rate.
The divergence in analyst opinions reflects the uncertainty surrounding Compass Minerals as it works through operational challenges while trying to grow its top line. Monday's earnings call should provide more clarity on whether the company's turnaround efforts are gaining traction or if there are more headwinds ahead.