10-Q quarterly report · filed May 6, 2026

Compass Diversified Holdings (CODI) Q1 2026 10-Q Quarterly Report

Short answer

Compass Diversified Holdings (CODI) filed its Q1 2026 10-Q quarterly report on May 6, 2026 for the quarter ended Mar 31, 2026. Quarterly revenue was $427M (down 5.9% year over year) with net income of −$31M.

Q1 2026 key financials · XBRL

Revenue
$427M
−5.9% YoY
Net income
−$31M
−2.6% YoY
Operating margin
-0.5%
Gross margin
44.4%
EPS (diluted)
−$0.62
−5.1% YoY

Source: XBRL data from the Compass Diversified Holdings (CODI) Q1 2026 10-Q on SEC EDGAR. USD.

Compass Diversified Holdings Q1 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • Revenue $426.9M, down 5.9% YoY from $453.8M
  • Gross margin 44.4% vs 43.2% YoY; operating margin (0.5%) vs 0.8%
  • Best segment Honey Pot revenue $45.2M, up 24.8%; worst Altor revenue $64.6M, down 15.2%
  • PrimaLoft goodwill impairment charge $20.5M
  • Outlook: leverage reduction, liquidity focus, tariff uncertainty, input-cost volatility, and Arnold export restrictions

Risk Factors

  • No material risk-factor changes from the 2025 Form 10-K
  • Unidentified or currently immaterial risks potentially impairing operations, liquidity, and financial condition
  • No new regulatory, legal, compliance, operational, competitive, market, or financial risk details disclosed

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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