Short answer
Compass Diversified Holdings (CODI) filed its Q2 2026 10-Q quarterly report on Aug 10, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $424M (down 11.4% year over year) with net income of $81M.
Q2 2026 key financials · XBRL
- Revenue
- $424M
- −11.4% YoY · −0.7% QoQ
- Net income
- $81M
- +258.3% YoY · +363.6% QoQ
- Operating margin
- 9.3%
- Gross margin
- 47.2%
- EPS (diluted)
- $0.93
- +216.2% YoY · +250.0% QoQ
Source: XBRL data from the Compass Diversified Holdings (CODI) Q2 2026 10-Q on SEC EDGAR. USD.
Compass Diversified Holdings Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $424.0M, down $54.6M or 11.4% YoY
- Gross margin 47.2% vs 43.6% YoY; operating margin 6.8% vs (5.7)% YoY
- Best segment BOA revenue $59.1M, up 22.1%; worst Rimports revenue $44.3M, down 42.8%
- $282M Sterno proceeds used to repay senior secured debt; Altor sale-leaseback generated $11.75M
- Outlook: dynamic macro conditions, tariffs, inflation, uneven demand, and Arnold China export-licensing constraints; deleveraging remains top priority
Risk Factors
- No material changes from 2025 Form 10-K risk factors disclosed
- Ongoing business, liquidity, and financial-condition risks remain applicable
- No newly added risk factor or quarter-specific trigger identified
- No updated regulatory, legal, compliance, operational, competitive, market, or financial risk specified
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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