GPGI, Inc. (GPGI) FY2025 10-K Annual Report

Filed: Mar 12, 2026
Financials
Finance ServicesSEC EDGAR

GPGI, Inc. (GPGI) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Mar 12, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

GPGI, Inc. FY2025 10-K Analysis

Business Overview

  • Core permanent capital platform owning CompoSecure (metal payment cards) and Husky (injection molding equipment) with Resolute Holdings managing operations
  • New Husky segment added via $4.976B combination completed January 2026, expanding into injection molding for food, packaging, medical markets
  • Shift from single business to diversified permanent capital platform; Resolute Operating System (ROS) deployed company-wide for consistent growth
  • Employee count surged to ~5,600 post Husky acquisition, combining 971 CompoSecure and 4,556 Husky full-time employees as of Feb 2026
  • Elimination of dual-share class and $372M Tungsten ownership transition in 2024; Husky transaction funded partly by $1.96B PIPE private placement

Management Discussion & Analysis

  • Revenue $59.8M in 2025, down 86% YoY from $420.6M in 2024 due to February 2025 deconsolidation of Holdings
  • Operating margin (23%) in 2025 vs 26% in 2024, gross margin 48% vs 52%, driven by deconsolidation impact
  • Best performing segment: Holdings equity method earnings $128.8M in 2025; worst was consolidated operating loss $(13.7)M in 2025
  • Other expense $212.1M in 2025 increased 12% YoY due to $208.1M non-cash earnout and warrant liability fair value losses
  • No specific 2025 cash flow or capital allocation data provided; refinancing of $2.1B debt completed Jan 2026 with new notes and loans
  • Forward outlook notes economic and geopolitical risks may impact supply chain and customer demand; company emphasizes uncertainty in future results

Risk Factors

  • Regulatory risk from potential litigation or regulatory actions related to cybersecurity data breaches under evolving data protection laws
  • Geopolitical risk due to increased cybersecurity threat environment, with continuous monitoring for internal and external attacks on critical information systems
  • Operational risk from dependency on CIO/CISO with 25+ years experience to manage and mitigate cybersecurity threats across all company systems
  • Market risk from reputational damage and financial losses if cybersecurity incidents cause data breaches, impacting customer trust and competitive positioning
  • Financial risk from potential litigation expenses and remediation costs following cyber incidents with no current material impact but significant future exposure

GPGI, Inc. FY2025 Key Financial Metrics
XBRL

Revenue

$60M

-85.8% YoY

Net Income

-$136M

-153.2% YoY

Gross Margin

48.1%

-407bp YoY

Operating Margin

-23.0%

-4854bp YoY

Net Margin

-227.3%

-21457bp YoY

ROE

-55.9%

-9339bp YoY

Total Assets

$517M

+9.1% YoY

EPS (Diluted)

$-1.23

-0.8% YoY

Operating Cash Flow

-$23M

-117.7% YoY

Source: XBRL data from GPGI, Inc. FY2025 10-K filing on SEC EDGAR. All figures in USD.

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