HIGHBuilt-inGeographic
88%
United States (Plant Nutrition sales)
“10-K Item 1: 'Approximately 88% of our Plant Nutrition segment sales in fiscal 2025 were made to U.S. customers'”
CMP · Concentration risk · 10-K extracted
Compass Minerals Intl (CMP) concentration risks
Updated
The most significant concentration Compass Minerals Intl discloses is United States (Plant Nutrition sales) at 88%, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Compass Minerals Intl’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 4 disclosed concentrations
HIGH4
MEDIUM0
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
HIGHBuilt-inProduct / Revenue mix
82%
Salt segment
“10-K Item 1: 'the Salt segment sales as a percentage of total sales accounted for approximately 82%, 81%, and 84%, respectively, of our sales'”
HIGHBuilt-inProduct / Revenue mix
63%
highway deicing salt
“10-K Item 1: 'Highway deicing, including salt sold to chemical customers, constituted 63% of our fiscal 2025 Salt segment sales.'”
HIGHBuilt-inProduct / Revenue mix
SOP (sulfate of potash)
“10-K Item 1: 'Our Plant Nutrition segment currently generates nearly all of its sales and earnings through the production and sale of SOP.'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-07-06Compass Minerals' concentration risk is almost entirely structural, rooted in what the business is rather than in dependence on any single customer or supplier. Salt is the dominant segment, accounting for approximately 82% of total sales in the most recent fiscal year (versus 81% and 84% in the two prior years), and within Salt, highway deicing — including deicing salt sold to chemical customers — represented 63% of fiscal 2025 Salt segment sales. That combination ties a large share of results to winter weather severity and municipal/highway deicing demand. The smaller Plant Nutrition segment is itself concentrated: it generates nearly all of its sales and earnings through SOP (sulfate of potash), and approximately 88% of Plant Nutrition segment sales in fiscal 2025 were made to U.S. customers. All four exposures carry a high disclosed-size band and a structural character — none reflect reliance on a specific counterparty. Together they describe a company whose fortunes are tied to two narrow product lines (deicing salt and SOP) and predominantly domestic demand, making weather and specialty-fertilizer pricing the key swing factors rather than any single customer or supplier relationship.
For the engine’s reasoning on CMP’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Other Industrial Metals & Mining
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| CMP● | Compass Minerals Intl Inc | 4 | 0 | 0 | 4 |
| LAC | Lithium Americas Corp. | 3 | 0 | 0 | 3 |
| MP | MP Materials Corp. | 1 | 3 | 0 | 4 |
| MTRN | Materion Corporation | 1 | 0 | 1 | 2 |
| EMAT | Evolution Metals & Technologies | 1 | 0 | 0 | 1 |
| ALOY | REalloys Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.