Executive readout · one minute
Call research workspace
Read the call alongside every captured source. Audio, transcript, slides and SEC filings stay in one workspace.
CODI
$12.71
+3.50%
CODI · Compass Diversified Holdings
$12.71
+0.43 (+3.50%)
At close · Aug 14
View the 10-K filed Feb 27, 2026
Customer concentration
— top customer 10% of revenue
One customer — 10% of revenue (2024)
“One individual customer represented approximately 10% and 11% of BOA's net revenues in 2024 and 2023.”
One customer — 11% of revenue (2023)
“One individual customer represented approximately 10% and 11% of BOA's net revenues in 2024 and 2023.”
Market Cap
$956.25M
Shares
75.24M
All earnings calls
Earnings call · FY2025 Q4
Compass Diversified Holdings Q4 FY2025 Earnings Call
Compass Diversified Holdings Q4 FY2025 Earnings Call
Forward guidance
1 guided metrics
Management's latest ranges and targets are included below.
Research coverage
2 live sources
Switch sources without leaving this page or losing your listening position.
Revenue
$468.56M
-5.1% YoY
Diluted EPS
-$1.20
Gross margin
43.1%
+4.5 pp YoY
Net income
-$71.19M
Research materials
Open the source you need; every reader stays inside this workspace.
Forward guidance
From the 8-K filed Jan 14, 2026.
| Metric | Period | Guided | Basis |
|---|---|---|---|
|
Subsidiary Adjusted EBITDA, excluding Lugano Holding, Inc.
Initiated
full-year 2025
|
$335M – $355M | Non-GAAP |
SEC filing · Item 2.02
8-K earnings release
Filed Jan 14, 2026 · complete as-filed document
SEC periodic report
10-K report
Filed Feb 27, 2026 · complete as-filed document