Compass Diversified Holdings CODI

A bid ran through the whole critical-resources complex on Friday, while the milestones that decide what this company earns sit on a slower calendar.

On August 10, Compass Diversified (NYSE:CODI) reported second-quarter results that told two very different stories at once. Every branded consumer business the company owns grew profits, total debt fell by hundreds of millions of dollars, and management struck a new pay deal that trims its own fees. In the same quarter, one industrial subsidiary saw […]

Greenhaven Road Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund achieved an approximate 11% net return in the second quarter, indicating progress from the first quarter. Key changes to the portfolio will include lower concentration and increased investments with near-term catalysts, […]

The latest research on Compass Diversified now anchors fair value at US$16.00 per share, up from US$13.00, which points to a higher price target in analysts’ models. Bullish commentary links this move to Q2 results, recent transactions and an effort to clean up the balance sheet and surface asset value. As you read on, you will see how this evolving narrative could shape your view of Compass Diversified in the coming years. Stay updated as the Fair Value for Compass Diversified shifts by...

Moby summary of Compass Diversified's Q2 2026 earnings call

CODI delivers 12.6% subsidiary adjusted EBITDA growth, completes Sterno divestiture, and lowers leverage to 4.8x while maintaining full-year outlook.

WESTPORT, Conn., Aug. 10, 2026 (GLOBE NEWSWIRE) -- Compass Diversified (NYSE: CODI) (“CODI” or the “Company”), an owner of leading middle market businesses, announced today its consolidated operating results for the three and six months ended June 30, 2026 and filed its Quarterly Report on Form 10-Q for the period. “In the second quarter, our subsidiaries delivered strong operating performance and cash flow,” said Elias Sabo, Chief Executive Officer of Compass Diversified. “We took concrete acti

WESTPORT, Conn., July 27, 2026 (GLOBE NEWSWIRE) -- Compass Diversified (NYSE: CODI) (“CODI” or the “Company”), an owner of leading middle-market branded consumer and industrial businesses, announced today that it plans to report financial results for the second quarter ended June 30, 2026 on Monday, August 10, 2026 after market close. The Company has scheduled a conference call at 5:00 p.m. ET on August 10, 2026 to review its second quarter financial results and provide an update on its 2026 bus

Believes That Strategic Process is Required to Prevent Further Value Destruction ADW Capital Analysis Supports Potential Value Creation of $50 to $60 of Value per Share from Internalization of External Manager Letter Includes ADW Capital Findings on Board Member Relationships Indicating Lack of True Independence and Presence of Conflicts Urges the Board to Engage with ADW Capital or Face Proxy Contest MIAMI BEACH, Fla., July 16, 2026 (GLOBE NEWSWIRE) -- ADW Capital Management, LLC (“ADW”), which

Reduces fixed economics paid to CODI's external manager from the current 2.00% base management fee to 1.375% at current Adjusted Net Assets levels, with 1.25% paid as a base management fee and 0.125% paid as a Share Alignment Award intended to support increased CODI share ownership by the external managerIntroduces a separate Performance-Based Award that must be earned through shareholder-return and operating-performance results with a target grant value equal to 0.125% of average Adjusted Net A

WESTPORT, Conn., July 01, 2026 (GLOBE NEWSWIRE) -- Compass Diversified (NYSE: CODI) (“CODI” or the “Company”), an owner of leading middle market businesses, announced today that its Board of Directors (the “Board”) has declared a quarterly cash distribution for each of its three preferred share series. The Board declared a quarterly cash distribution of $0.453125 per share on the Company’s 7.250% Series A Preferred Shares (the “Series A Preferred Shares”). The distribution on the Series A Prefer

WESTPORT, Conn., June 24, 2026 (GLOBE NEWSWIRE) -- Compass Diversified (NYSE: CODI) ("CODI" or the "Company"), an owner of leading middle-market businesses, today announced that it has entered into a Settlement Agreement and Mutual Release and a related Plan Support Agreement (together, the "Settlement") in connection with the Chapter 11 proceedings of Lugano Diamonds & Jewelry Inc. and its affiliated debtors ("Lugano"). The Settlement, reached with Lugano and its official committee of unsecured

Co-Founder and Chief Executive Officer Elias Sabo to Retire at Year End Zach Sawtelle Appointed Chief Operating Officer and Named CEO Successor Company Reaffirms Full-Year 2026 Outlook; Review of Management Services Agreement Progressing WESTPORT, Conn., June 11, 2026 (GLOBE NEWSWIRE) -- Compass Diversified (NYSE: CODI) ("CODI" or the "Company") today announced that Elias Sabo will retire as Chief Executive Officer and as a director of the Company on December 31, 2026. Zach Sawtelle has been app

The latest analyst update keeps Compass Diversified’s fair value and price target aligned at US$13.00 per share, framing the stock around a steady reference point after recent changes to its financial disclosures. Bullish analysts view this US$13.00 target as a sign that the market is starting to reassess the stock after the financial restatement, while more cautious voices still see meaningful execution and governance questions. As you read on, you will see how these competing views shape...

Compass Diversified is back in focus after one research house lifted its price target by US$2.50, reshaping the conversation around what the stock might be worth as portfolio changes unfold. Supporters point to this shift as a reflection of greater confidence in margin resilience and funding conditions, while more cautious voices highlight ongoing questions around divestitures, accounting clean up, and subsidiary performance. As you read on, you will see how these competing views are forming...