CoverageForm 410-K10-Q8-K13D13G13F

CODI · Compass Diversified Holdings - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · CODI

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$426.86M-$472.56M$478.69M$453.77M-$582.62M$542.60M$524.29M-
Cost of Revenue$237.50M-$264.85M$270.15M$257.74M-$308.05M$283.48M$282.46M-
Gross Profit$189.36M-$207.72M$208.54M$196.03M-$274.58M$259.11M$241.83M-
R&D----------
SG&A$132.01M-$179.31M$162.11M$150.38M-$158.75M$151.45M$150.71M-
Total Operating Expenses----------
D&A$36.79M-$34.96M$35.15M$36.78M-$38.17M$40.15M$41.01M-
Operating Income($1.93M)-($11.07M)($27.24M)$3.44M-$70.27M$61.34M$38.58M-
Interest Expense----------
Income Tax$7.06M-$5.76M$17.36M$2.54M-$10.75M$21.52M$8.69M-
Net Income($30.76M)-($74.02M)($51.22M)($29.99M)-$22.06M($19.53M)($1.65M)-
EPS - Basic----------
EPS - Diluted($0.62)-($1.21)($0.88)($0.59)-$0.08($0.45)($0.85)-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$60.75M$68.02M$61.14M$73.76M$146.24M$59.73M$71.95M$68.37M$64.72M$450.48M
Accounts Receivable$190.28M$202.89M$224.69M$216.38M$196.42M$444.39M$412.69M$358.53M$338.31M$318.24M
Inventory$375.34M$404.10M$602.18M$605.48M$598.85M$962.41M$939.36M$843.63M$788.81M$740.39M
Accounts Payable$71.84M$96.33M$121.33M$116.77M$100.14M$104.30M$95.78M$94.84M$82.37M$93.41M
Current Assets$904.30M$845.16M$1.01B$1.03B$1.07B$1.57B$1.52B$1.40B$1.32B$1.60B
Total Assets$2.96B$3.04B$3.25B$3.27B$3.37B$4.05B$3.96B$3.86B$3.87B$3.82B
Current Liabilities$338.99M$349.62M$2.60B$2.54B$2.54B$384.79M$361.22M$334.29M$322.96M$312.36M
Long-term Debt$1.82B$1.84B$0$0$0$1.76B$1.76B$1.71B$1.71B$1.66B
Total Liabilities$2.43B$2.47B$2.93B$2.86B$2.85B$2.49B$2.46B$2.39B$2.37B$2.30B
Stockholders' Equity$400.70M$442.02M$519.22M$601.88M$680.74M$1.30B$1.24B$1.22B$1.25B$1.33B
Retained Earnings($1.35B)($1.31B)($1.23B)($1.14B)($1.06B)($386.32M)($372.37M)($369.17M)($324.69M)($249.24M)

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$23.91M---($29.35M)---($13.20M)-
Investing Cash Flow$6.23M---($12.92M)---($382.48M)-
Financing Cash Flow($32.81M)---$128.24M---$10.90M-
CapEx$5.11M---$13.10M---$7.75M-
Free Cash Flow$18.81M---($42.45M)---($20.95M)-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin44.4%-44.0%43.6%43.2%-47.1%47.8%46.1%-
Operating margin-0.5%--2.3%-5.7%0.8%-12.1%11.3%7.4%-
EBITDA margin8.2%-5.1%1.7%8.9%-18.6%18.7%15.2%-
Net margin-7.2%--15.7%-10.7%-6.6%-3.8%-3.6%-0.3%-
Free cash flow margin4.4%----9.4%----4.0%-
FCF / Net income-0.61---1.42---12.71-
R&D / Revenue----------
SG&A / Revenue30.9%-37.9%33.9%33.1%-27.2%27.9%28.7%-
Effective tax rate------32.8%1080.9%123.4%-
Return on assets-1.0%--2.3%-1.6%-0.9%-0.6%-0.5%-0.0%-
Return on equity-7.7%--14.3%-8.5%-4.4%-1.8%-1.6%-0.1%-
Return on invested capital-0.1%--1.7%-3.6%0.4%-1.6%1.0%0.7%-
Liquidity
Current ratio2.672.420.390.410.424.074.224.184.085.13
Quick ratio1.561.260.160.170.181.571.621.651.642.76
Cash ratio0.180.190.020.030.060.160.200.200.201.44
Leverage
Debt / Equity4.544.160.000.000.001.361.431.411.361.25
Debt / Assets0.610.610.000.000.000.430.450.440.440.44
Debt / EBITDA52.18-0.000.000.00-16.2616.8721.44-
Interest coverage----------
Equity multiplier7.406.886.255.444.953.123.203.173.092.88
Liabilities / Assets0.820.810.900.870.850.610.620.620.610.60
Efficiency
Asset turnover0.14-0.150.150.13-0.150.140.14-
Inventory turnover0.63-0.440.450.43-0.330.340.36-
Days sales outstanding163d-174d165d158d-259d241d236d-
Days inventory outstanding577d-830d818d848d-1113d1086d1019d-
Days payable outstanding110d-167d158d142d-113d122d106d-
Cash conversion cycle629d-836d825d864d-1258d1205d1148d-
Valuation
P / E------276.6x---
P / B1.5x-1.0x0.8x2.1x-1.4x1.4x1.4x-
P / S1.4x-1.1x1.0x3.1x-2.9x3.0x3.5x-
EV / EBITDA67.4x-18.3x50.4x31.3x-31.0x32.5x43.4x-
Growth
Revenue growth (YoY)-5.9%--18.9%-11.8%-13.4%-2.3%3.5%-3.3%-
Revenue CAGR (3y)-7.7%--7.5%-2.4%-3.9%-6.1%3.6%4.3%-
Revenue CAGR (5y)-1.6%--2.7%6.4%-8.5%10.1%5.4%-
Gross profit growth (YoY)-3.4%--24.4%-19.5%-18.9%-8.0%9.4%1.7%-
Operating income growth (YoY)-----91.1%-147.1%36.1%-21.1%-
Net income growth (YoY)-2.6%---162.3%-1720.0%-----
EPS growth (YoY)-5.1%---95.6%30.6%---28.6%--
EPS CAGR (3y)----------
EPS CAGR (5y)----------
FCF growth (YoY)-----102.6%----3815.5%-
FCF CAGR (5y)-8.1%---------
Book value growth (YoY)-41.1%-65.9%-58.0%-50.5%-45.6%-2.3%8.5%3.4%3.0%16.7%

Peer comparison

Same SIC group: Household Furniture

CompanyRevenue (last FY)Net marginROE
LEG$4.06B5.8%23.0%
TPX$7.48B5.1%12.4%
SNBR$1.41B-9.3%22.8%
PRPL$468.73M-11.0%173.2%
LZB---

Comparing Compass Diversified Holdings against the 5 most active filers in the same SIC group.

Dividends

$0.00/share trailing 12 months · -100.0% YoY

Ex-datePer share
Apr 17, 2025$0.2500
Jan 16, 2025$0.2500
Oct 17, 2024$0.2500
Jul 18, 2024$0.2500
Apr 17, 2024$0.2500
Jan 17, 2024$0.2500
Oct 18, 2023$0.2500
Jul 19, 2023$0.2500
Apr 19, 2023$0.2500
Jan 18, 2023$0.2500
Oct 19, 2022$0.2500
Jul 20, 2022$0.2500
Apr 20, 2022$0.2500
Jan 12, 2022$0.2500
Oct 14, 2021$0.3600
Aug 30, 2021$0.8800
Jul 14, 2021$0.3600
Apr 14, 2021$0.3600
Jan 14, 2021$0.3600
Oct 14, 2020$0.3600
Jul 15, 2020$0.3600
Apr 15, 2020$0.3600
Jan 15, 2020$0.3600
Oct 16, 2019$0.3600