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CODI · Compass Diversified Holdings

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$12.71 +0.43 (+3.50%) At close · Aug 14
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.”
View the 10-K filed Feb 27, 2026
Market Cap
$956.25M
Shares
75.24M

Compass Diversified Holdings Earnings Call Transcripts

Every quarterly earnings call for Compass Diversified Holdings (CODI) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▲27.3% $536.61M $22.09M '21 Q4 22-02-24 ▼2% $400.21M −$1.58M '22 Q1 22-05-05 ▼1% $427.26M $10.35M '22 Q2 22-08-03 ▲1.9% $473.94M −$19.64M '22 Q3 22-11-03 ▼15.1% $455.40M −$48.35M '22 Q4 23-03-01 ▲1.5% $406.06M $80.18M '23 Q1 23-05-03 ▼5.1% $405.50M −$14.91M '23 Q2 23-08-02 ▼9.9% $427.06M −$54.66M '23 Q3 23-11-02 ▼0.9% $451.30M $98.03M '23 Q4 24-02-28 ▲1.2% $410.83M −$56.18M '24 Q1 24-05-01 ▲5.2% $426.70M −$73.05M '24 Q2 24-07-31 ▲6.9% $456.55M −$36.03M '24 Q3 24-10-30 ▲9.4% $493.93M −$43.60M '24 Q4 25-02-27 ▼5.1% $468.56M −$71.19M '25 Q4 26-01-14 ▼5.9% $426.86M −$30.76M '26 Q1 26-05-06 LATEST ▼11.4% $424.04M $81.09M '26 Q2 26-08-10
Earnings call
FY26 · Q2
2026-08-10
Compass Diversified Holdings Q2 2026 Earnings Call
Positive tone Subsidiary Operating Performance Lugano Recovery Shareholder Returns and Valuation Gap
Revenue
$424.04M
▼ 11.4% YoY
Diluted EPS
$0.86
Gross margin
47.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2026-05-06
Compass Diversified Holdings Q1 FY2026 Earnings Call
Positive tone Sterno Food Service Divestiture and Deleveraging Rimports Transition Period Consumer Brand Growth (Honey Pot, BOA, 5.11)
Revenue
$426.86M
▼ 5.9% YoY
Diluted EPS
$-0.62
Gross margin
44.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2026-01-14
Compass Diversified Holdings Q4 FY2025 Earnings Call
Revenue
$468.56M
▼ 5.1% YoY
Diluted EPS
$-1.20
Gross margin
43.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q4
2025-02-27
Compass Diversified Holdings Q4 FY2024 Earnings Call
Revenue
$493.93M
▲ 9.4% YoY
Diluted EPS
$-0.74
▼ 161.7% YoY
Gross margin
38.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-10-30
Compass Diversified Holdings Q3 FY2024 Earnings Call
Revenue
$456.55M
▲ 6.9% YoY
Diluted EPS
$-0.62
Gross margin
43.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-07-31
Compass Diversified Holdings Q2 FY2024 Earnings Call
Revenue
$426.70M
▲ 5.2% YoY
Diluted EPS
$-1.12
Gross margin
44.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2024-05-01
Compass Diversified Holdings Q1 FY2024 Earnings Call
Revenue
$410.83M
▲ 1.2% YoY
Diluted EPS
$-1.52
▼ 258.3% YoY
Gross margin
42.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2024-02-28
Compass Diversified Holdings Q4 FY2023 Earnings Call
Revenue
$451.30M
▼ 0.9% YoY
Diluted EPS
$1.20
Gross margin
39.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-11-02
Compass Diversified Holdings Q3 FY2023 Earnings Call
Revenue
$427.06M
▼ 9.9% YoY
Diluted EPS
$-0.92
Gross margin
39.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-08-02
Compass Diversified Holdings Q2 FY2023 Earnings Call
Revenue
$405.50M
▼ 5.1% YoY
Diluted EPS
$-0.72
Gross margin
41.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2023-05-03
Compass Diversified Holdings Q1 FY2023 Earnings Call
Revenue
$406.06M
▲ 1.5% YoY
Diluted EPS
$0.96
Gross margin
39.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2023-03-01
Compass Diversified Holdings Q4 FY2022 Earnings Call
Revenue
$455.40M
▼ 15.1% YoY
Diluted EPS
$-0.82
Gross margin
36.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-11-03
Compass Diversified Holdings Q3 FY2022 Earnings Call
Revenue
$473.94M
▲ 1.9% YoY
Diluted EPS
$-0.45
▼ 146.4% YoY
Gross margin
36.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-08-03
Compass Diversified Holdings Q2 FY2022 Earnings Call
Revenue
$427.26M
▼ 1% YoY
Diluted EPS
$-0.04
Gross margin
38.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2022-05-05
Compass Diversified Holdings Q1 FY2022 Earnings Call
Revenue
$400.21M
▼ 2% YoY
Diluted EPS
$-0.19
▼ 2000% YoY
Gross margin
36.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2022-02-24
Compass Diversified Holdings Q4 FY2021 Earnings Call
Revenue
$536.61M
▲ 27.3% YoY
Diluted EPS
$-0.08
Gross margin
39.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-10-28
Compass Diversified Holdings Q3 FY2021 Earnings Call
Revenue
$464.98M
▲ 27.4% YoY
Diluted EPS
$0.97
Gross margin
41.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2021-07-29
Compass Diversified Holdings Q2 FY2021 Earnings Call
Revenue
$431.52M
▲ 50.8% YoY
Diluted EPS
$-0.38
Gross margin
42.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2021-04-29
Compass Diversified Holdings Q1 FY2021 Earnings Call
Revenue
$408.56M
▲ 42.5% YoY
Diluted EPS
$0.01
Gross margin
43.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2021-02-24
Compass Diversified Holdings Q4 FY2020 Earnings Call
Revenue
$421.61M
▲ 8.9% YoY
Gross margin
36.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-10-28
Compass Diversified Holdings Q3 FY2020 Earnings Call
Revenue
$364.95M
▼ 6% YoY
Gross margin
37.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q2
2020-07-29
Compass Diversified Holdings Q2 FY2020 Earnings Call
Revenue
$286.22M
▼ 14.8% YoY
Gross margin
35.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q1
2020-04-30
Compass Diversified Holdings Q1 FY2020 Earnings Call
Revenue
$286.79M
▼ 15.4% YoY
Gross margin
36.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY19 · Q4
2020-02-26
Compass Diversified Holdings Q4 FY2019 Earnings Call
Revenue
$387.00M
▲ 4.3% YoY
Gross margin
36.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Showing 1–24 of 24 earnings calls
Key facts CIK 1345126 CUSIP 20451Q104 13F (30d) 174 filings 170 filers Visit website Investor relations

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