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CODI · Compass Diversified Holdings · Webcasts, Transcripts & Audio

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$11.01 +0.10 (+0.92%) At close · Oct 1
Russell 2000 member Rebalance outlook locked
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
$814.05M
Shares
75.24M
Volume · Oct 1 706.46K Avg daily vol (3M) 661.89K

Compass Diversified Holdings Webcasts

Earnings calls, investor updates, investor days and conferences for Compass Diversified Holdings (CODI), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.

Pull transcripts and briefs through the earnings call transcript API or MCP →

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▼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 ▲3.5% $472.56M −$74.02M '25 Q3 26-01-14 ▼5.1% $468.56M −$71.19M '25 Q4 26-02-26 ▼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 (CODI) Q2 2026 Earnings Call Transcript
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 (CODI) Q1 2026 Earnings Call Transcript
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
2026-02-26
Compass Diversified Holdings (CODI) Q4 2025 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
FY25 · Q3
2026-01-14
Compass Diversified Holdings (CODI) Q3 2025 Earnings Call Transcript
Positive tone Arnold Magnetics / Rare Earth Opportunity Consumer Vertical Brands (BOA, 5.11, Honey Pot) Sterno and Industrial Vertical
Revenue
$472.56M
▲ 3.5% YoY
Diluted EPS
$-1.21
Gross margin
44.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2025-02-27
Compass Diversified Holdings (CODI) Q4 2024 Earnings Call Transcript
Confident tone Lugano subsidiary performance Portfolio realignment and M&A strategy Tariffs and geopolitical risk
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 (CODI) Q3 2024 Earnings Call Transcript
Confident tone Subsidiary Growth Initiatives (Lugano, Altor/Lifoam) Quarterly Performance and Guidance Raise Share Repurchase Program
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 (CODI) Q2 2024 Earnings Call Transcript
Confident tone Guidance and Outlook HoneyPot Acquisition and Integration Industrial Vertical Weakness
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 (CODI) Q1 2024 Earnings Call Transcript
Confident tone Branded Consumer Vertical Performance Crosman Divestiture Inventory Destocking and Recovery
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 (CODI) Q4 2023 Earnings Call Transcript
Confident tone Lugano growth and concentration risk Branded consumer performance and outlook Industrial vertical strength
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 (CODI) Q3 2023 Earnings Call Transcript
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 (CODI) Q2 2023 Earnings Call Transcript
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 (CODI) Q1 2023 Earnings Call Transcript
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 (CODI) Q4 2022 Earnings Call Transcript
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 (CODI) Q3 2022 Earnings Call Transcript
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 (CODI) Q2 2022 Earnings Call Transcript
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 (CODI) Q1 2022 Earnings Call Transcript
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 (CODI) Q4 2021 Earnings Call Transcript
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 (CODI) Q3 2021 Earnings Call Transcript
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 (CODI) Q2 2021 Earnings Call Transcript
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 (CODI) Q1 2021 Earnings Call Transcript
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 (CODI) Q4 2020 Earnings Call Transcript
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 (CODI) Q3 2020 Earnings Call Transcript
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 (CODI) Q2 2020 Earnings Call Transcript
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 (CODI) Q1 2020 Earnings Call Transcript
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 (CODI) Q4 2019 Earnings Call
Revenue
$387.00M
▲ 4.3% YoY
Gross margin
36.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Showing 1–25 of 25 webcasts
Key facts CIK 1345126 CUSIP 20451Q104 13F (30d) 4 filings 4 filers Visit website Investor relations