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Volatility
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Pattern Recognition
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CODI
$5.5
$0.33
Compass Diversified is a private equity firm specializing in add on acquisitions, buyouts, industry consolidation, recapitalization, late stage and middle market investments. It seeks to invest in niche industrial or branded consumer companies, manufacturing, distribution, consumer products, business services sector, safety & security, electronic components, food, foodservice. The firm prefers to invest in companies based in North America. It seeks to invest between $100 million and $800 million in companies with an EBITDA between $15 million to $80 million. It seeks to acquire controlling ownership interests in its portfolio companies and can make additional platform acquisitions. The firm prefer to have majority stake in companies. The firm invests through its balance sheet and typically holds investments between five to seven years. Compass Diversified was founded in 2005 and is based in Westport, Connecticut with an additional office in Costa Mesa, California.
Next Earnings
2026-01-11
Beta
1.049
Average Volume
1772127
Market Cap
413797813
Last Dividend
0.5
CIK
0001345126
ISIN
US20451Q1040
CUSIP
20451Q104
CEO
Elias Joseph Sabo
Sector
Industrials
Industry
Conglomerates
Full Time Employees
3340
IPO Date
2006-05-18
Status
Active
Latest News
| Title | Headline | Publisher | Date |
|---|---|---|---|
| Compass Diversified Holdings (NYSE:CODI) Given Consensus Recommendation of “Hold” by Brokerages | Compass Diversified Holdings (NYSE: CODI - Get Free Report) has earned an average recommendation of "Hold" from the five analysts that are currently covering the firm, MarketBeat.com reports. One analyst has rated the stock with a sell recommendation, three have issued a hold recommendation and one has assigned a buy recommendation to the company. The average | Defense World | 2026-01-11 05:24:48 |
| Compass Diversified Announces Third Quarter and Year-to-Date 2025 Earnings and Conference Call Information | WESTPORT, Conn., Jan. 07, 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 third quarter ended September 30, 2025 on Wednesday, January 14, 2026 after market close. The Company has scheduled a conference call at 5:00 p.m. ET to review its third quarter and year-to-date financial results and business outlook. | GlobeNewsWire | 2026-01-07 16:10:00 |
| Compass Diversified Declares Fourth Quarter 2025 Distributions on Series A, B and C Preferred Shares | WESTPORT, Conn., Jan. 05, 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. | GlobeNewsWire | 2026-01-05 16:10:00 |
| Compass Diversified Reports Second Quarter 2025 Financial Results | WESTPORT, Conn., Dec. 29, 2025 (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 months ended June 30, 2025 and filed its Quarterly Report on Form 10-Q for the period. The Company expects to file its Quarterly Report on Form 10-Q for the third quarter of 2025 in the coming weeks. | GlobeNewsWire | 2025-12-29 08:10:00 |
| Compass Diversified Announces Amendment to Existing Credit Facility | WESTPORT, Conn., Dec. 19, 2025 (GLOBE NEWSWIRE) -- Compass Diversified (NYSE: CODI) (“CODI” or the “Company”), an owner of leading middle-market branded consumer and industrial businesses, today announced that it has entered into an amendment (the “Amendment”) to its existing credit agreement (the “Credit Agreement”) with its senior secured lenders. | GlobeNewsWire | 2025-12-19 16:10:00 |
| Compass Diversified Restated Q1: Too Risky To Gamble (Rating Downgrade) | Compass Diversified faces severe financial distress following the Lugano fraud, with breached debt covenants and a "Going Concern" warning. CODI's restated Q1 results reveal a dramatic reduction in revenues and profitability, with EBITDA guidance slashed from $570m-$610m to $330m-$360m. Lugano's Chapter 11 filing and deconsolidation will further reduce inventories by 40% and Lugano revenues by 85%, compounding CODI's challenges. | Seeking Alpha | 2025-12-19 15:39:33 |
| Compass Diversified Reports First Quarter 2025 Financial Results | WESTPORT, Conn., Dec. 18, 2025 (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 months ended March 31, 2025 and filed its Quarterly Report on Form 10-Q for the period. The Company expects to file its Quarterly Reports on Form 10-Q for the second and third quarters of 2025 in the coming weeks. | GlobeNewsWire | 2025-12-18 16:10:00 |
| Compass Diversified Completes Restatement of Previously Issued Financial Statements | WESTPORT, Conn., Dec. 08, 2025 (GLOBE NEWSWIRE) -- Compass Diversified (NYSE: CODI) (“CODI” or the “Company”), an owner of leading middle-market branded consumer and industrial businesses, today announced the filing of its restated financial results for fiscal years 2022, 2023, and 2024 and the financial information for each of the interim periods included within those years. | GlobeNewsWire | 2025-12-08 06:50:00 |
| Compass Diversified (CODI) Discusses Financial Restatement and Audit Investigation Following Lugano Fraud Transcript | Compass Diversified (CODI) Discusses Financial Restatement and Audit Investigation Following Lugano Fraud Transcript | Seeking Alpha | 2025-12-04 21:28:50 |
| USA Rare Earth Subsidiary LCM Partners with Arnold Magnetic Technologies to Secure Rare Earth Metals Supply | STILLWATER, Okla., Dec. 04, 2025 (GLOBE NEWSWIRE) -- USA Rare Earth, Inc. (Nasdaq: USAR) (USAR or the Company) today announced that its subsidiary, Less Common Metals (LCM), signed a supply agreement with Solvay and Arnold Magnetic Technologies Corporation (Arnold), a subsidiary of Compass Diversified (NYSE: CODI). | GlobeNewsWire | 2025-12-04 07:01:00 |
| Compass Diversified Announces Conference Call to Discuss the Restatement of Financial Results | WESTPORT, Conn., Nov. 26, 2025 (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 host a conference call to discuss the restatement of its financial results for fiscal years 2022, 2023, and 2024, and the unaudited financial information for each of the interim periods included within those years, on Thursday, December 4, 2025, at 5:00 p.m. ET. | GlobeNewsWire | 2025-11-26 16:58:00 |
| Berkshire Hathaway-Like Company Is Starting To Heat Up: Surge In Momentum Score | A diversified investment firm that mirrors the strategy of Berkshire Hathaway Inc. is beginning to turn up the heat. | Benzinga | 2025-11-25 04:56:27 |
| Compass Diversified Holdings (NYSE:CODI) Receives $26.00 Consensus PT from Analysts | Compass Diversified Holdings (NYSE: CODI - Get Free Report) has earned a consensus rating of "Hold" from the five analysts that are currently covering the stock, MarketBeat reports. One analyst has rated the stock with a sell rating, two have given a hold rating and two have given a buy rating to the company. The average | Defense World | 2025-11-25 03:31:04 |
| Compass Diversified Holdings $CODI Shares Purchased by Allworth Financial LP | Allworth Financial LP grew its stake in shares of Compass Diversified Holdings (NYSE: CODI) by 2,825.7% in the second quarter, according to its most recent filing with the SEC. The fund owned 29,257 shares of the financial services provider's stock after acquiring an additional 28,257 shares during the period. Allworth Financial LP's holdings | Defense World | 2025-11-19 03:07:09 |
| Compass Diversified Announces Update on Lugano Subsidiary | WESTPORT, Conn., Nov. 16, 2025 (GLOBE NEWSWIRE) -- Compass Diversified (NYSE: CODI) (“CODI”) today announced that its subsidiary, Lugano Holding, Inc. (“Lugano”), has filed for Chapter 11 protection under the U.S. Bankruptcy Code. The filing was made under the direction of an independent special committee of Lugano's Board of Directors, which determined that a Chapter 11 bankruptcy process represents the best path to maximize value for Lugano's stakeholders. | GlobeNewsWire | 2025-11-16 22:56:00 |
| Compass Diversified Announces Extension of Credit Agreement Forbearance | WESTPORT, Conn., Nov. 03, 2025 (GLOBE NEWSWIRE) -- Compass Diversified (NYSE: CODI) (“CODI”) announced today that its senior secured lender group has extended to November 10, 2025 the due date for CODI to publish its restated financial results for the fiscal years ended December 31, 2022, 2023 and 2024. CODI is in active conversations with its senior lender group regarding a formal forbearance extension that will provide additional time to complete the restatement process. This extension is expected to be finalized in the near term. | GlobeNewsWire | 2025-11-03 16:10:00 |
| COMPASS INVESTIGATION REMINDER: Bragar Eagel & Squire, P.C. Reminds Long-term Stockholders of Compass Diversified to Inquire About Their Rights | Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Compass (CODI) To Contact Him Directly To Discuss Their Options If you purchased or acquired securities in Compass between May 1, 2024, to May 7, 2025 and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Marion Passmore directly at (212) 355-4648. | GlobeNewsWire | 2025-10-29 08:10:00 |
| Compass Diversified: Rare Earths Bottleneck An Odd Catalyst As Financials Remain Elusive | Compass Diversified's ownership of Arnold Magnetic Technologies ("AMT"), a high-performance permanent magnet manufacturer, has helped its common shares gain exposure to the rare earths trade. AMT was responsible for 7.8% of total revenue in 2024 and 2.4% of operating income. Both of these figures dipped from their year-ago comps. CODI is yet to file its quarterly financials for the first half of 2025 as we approach the end of the year. | Seeking Alpha | 2025-10-15 08:47:43 |
SEC Filings
| Type | Filing Date | Accepted Date | Link |
|---|---|---|---|
| 8-K | 2026-01-06 | 2026-01-06 | View Filing |
| 8-K | 2026-01-05 | 2026-01-05 | View Filing |
| 8-K | 2025-12-31 | 2025-12-31 | View Filing |
| 8-K | 2025-12-29 | 2025-12-29 | View Filing |
| 10-Q | 2025-12-29 | 2025-12-29 | View Filing |
| 8-K | 2025-12-19 | 2025-12-19 | View Filing |
| 8-K | 2025-12-18 | 2025-12-18 | View Filing |
| 10-Q | 2025-12-18 | 2025-12-18 | View Filing |
| 8-K | 2025-12-10 | 2025-12-10 | View Filing |
| 8-K | 2025-12-08 | 2025-12-08 | View Filing |
| 10-K/A | 2025-12-08 | 2025-12-08 | View Filing |
| 8-K | 2025-11-24 | 2025-11-24 | View Filing |
| 8-K | 2025-11-19 | 2025-11-19 | View Filing |
| 8-K | 2025-11-17 | 2025-11-17 | View Filing |
| SC 13G/A | 2025-11-14 | 2025-11-14 | View Filing |
| 8-K | 2025-11-10 | 2025-11-10 | View Filing |
| NT 10-Q | 2025-11-10 | 2025-11-10 | View Filing |
| 8-K | 2025-11-03 | 2025-11-03 | View Filing |
| SC 13G/A | 2025-10-30 | 2025-10-30 | View Filing |
| 8-K | 2025-10-10 | 2025-10-10 | View Filing |
| 8-K | 2025-10-02 | 2025-10-02 | View Filing |
| 8-K | 2025-09-10 | 2025-09-10 | View Filing |
| 8-K | 2025-09-02 | 2025-09-02 | View Filing |
| NT 10-Q | 2025-08-11 | 2025-08-11 | View Filing |
| SC 13G/A | 2025-07-29 | 2025-07-29 | View Filing |
| 8-K | 2025-07-28 | 2025-07-28 | View Filing |
| 8-K | 2025-07-02 | 2025-07-02 | View Filing |
| 8-K | 2025-06-25 | 2025-06-25 | View Filing |
| 8-K | 2025-06-09 | 2025-06-09 | View Filing |
| SD | 2025-05-29 | 2025-05-29 | View Filing |
| 8-K | 2025-05-27 | 2025-05-27 | View Filing |
| NT 10-Q | 2025-05-13 | 2025-05-13 | View Filing |
| DEFA14A | 2025-05-08 | 2025-05-08 | View Filing |
| 8-K | 2025-05-07 | 2025-05-07 | View Filing |
| SC 13G/A | 2025-04-15 | 2025-04-15 | View Filing |
| ARS | 2025-04-14 | 2025-04-14 | View Filing |
| DEFA14A | 2025-04-14 | 2025-04-14 | View Filing |
| DEF 14A | 2025-04-14 | 2025-04-14 | View Filing |
| 8-K | 2025-04-03 | 2025-04-03 | View Filing |
| 4 | 2025-03-04 | 2025-03-04 | View Filing |
| 8-K | 2025-02-27 | 2025-02-27 | View Filing |
| 10-K | 2025-02-27 | 2025-02-27 | View Filing |
| 8-K | 2025-02-19 | 2025-02-19 | View Filing |
| 8-K | 2025-01-16 | 2025-01-16 | View Filing |
| 8-K | 2025-01-15 | 2025-01-15 | View Filing |
| 8-K | 2025-01-10 | 2025-01-10 | View Filing |
| 8-K | 2025-01-06 | 2025-01-06 | View Filing |
| 8-K | 2025-01-06 | 2025-01-06 | View Filing |
| 8-K | 2024-12-30 | 2024-12-30 | View Filing |
| SC 13D/A | 2024-11-26 | 2024-11-26 | View Filing |
| 4 | 2024-11-12 | 2024-11-12 | View Filing |
| SC 13G | 2024-11-08 | 2024-11-08 | View Filing |
| SC 13G/A | 2024-11-08 | 2024-11-08 | View Filing |
| 10-Q | 2024-10-30 | 2024-10-30 | View Filing |
| 8-K | 2024-10-30 | 2024-10-30 | View Filing |
| SC 13G | 2024-10-24 | 2024-10-24 | View Filing |
| 8-K | 2024-10-16 | 2024-10-16 | View Filing |
| 8-K | 2024-10-03 | 2024-10-03 | View Filing |
| 4 | 2024-09-23 | 2024-09-23 | View Filing |
| 4 | 2024-09-20 | 2024-09-20 | View Filing |
| 8-K | 2024-09-17 | 2024-09-17 | View Filing |
| 4 | 2024-09-12 | 2024-09-12 | View Filing |
| 4 | 2024-09-12 | 2024-09-12 | View Filing |
| 8-K | 2024-09-05 | 2024-09-05 | View Filing |
| 424B5 | 2024-09-05 | 2024-09-05 | View Filing |
| 424B5 | 2024-09-05 | 2024-09-05 | View Filing |
| 424B7 | 2024-09-05 | 2024-09-05 | View Filing |
| S-3ASR | 2024-09-04 | 2024-09-04 | View Filing |
| 8-K | 2024-09-03 | 2024-09-03 | View Filing |
| 3 | 2024-09-03 | 2024-09-03 | View Filing |
| 8-K | 2024-09-03 | 2024-09-03 | View Filing |
| 8-K | 2024-08-26 | 2024-08-26 | View Filing |
| 8-K | 2024-08-19 | 2024-08-19 | View Filing |
| 4 | 2024-08-07 | 2024-08-07 | View Filing |
| 8-K | 2024-07-31 | 2024-07-31 | View Filing |
| 10-Q | 2024-07-31 | 2024-07-31 | View Filing |
| 4 | 2024-07-18 | 2024-07-18 | View Filing |
| 4 | 2024-07-15 | 2024-07-15 | View Filing |
| 8-K | 2024-07-02 | 2024-07-02 | View Filing |
| 4 | 2024-06-13 | 2024-06-13 | View Filing |
| SD | 2024-05-30 | 2024-05-30 | View Filing |
| 4 | 2024-05-29 | 2024-05-29 | View Filing |
| 4 | 2024-05-29 | 2024-05-29 | View Filing |
| 4 | 2024-05-29 | 2024-05-29 | View Filing |
| 4 | 2024-05-29 | 2024-05-29 | View Filing |
| 4 | 2024-05-29 | 2024-05-29 | View Filing |
| 8-K | 2024-05-23 | 2024-05-23 | View Filing |
| 8-K | 2024-05-01 | 2024-05-01 | View Filing |
| 10-Q | 2024-05-01 | 2024-05-01 | View Filing |
| 8-K | 2024-04-12 | 2024-04-12 | View Filing |
| 424B7 | 2024-04-12 | 2024-04-12 | View Filing |
| ARS | 2024-04-10 | 2024-04-10 | View Filing |
| DEFA14A | 2024-04-10 | 2024-04-10 | View Filing |
| DEF 14A | 2024-04-10 | 2024-04-10 | View Filing |
| 8-K/A | 2024-04-10 | 2024-04-10 | View Filing |
| 8-K | 2024-04-04 | 2024-04-04 | View Filing |
| 4 | 2024-04-03 | 2024-04-03 | View Filing |
| 8-K | 2024-03-20 | 2024-03-20 | View Filing |
| 424B5 | 2024-03-20 | 2024-03-20 | View Filing |
| 4 | 2024-03-12 | 2024-03-12 | View Filing |
Algorithm Performance
Upgrade To Premium for Full Access
| Algorithm | Profit/Loss | Profit Factor | # Trades | Sharpe | Sortino | Efficiency |
|---|---|---|---|---|---|---|
| Quantum Inspired Strategy | 14.06% | 1 | 585 | 0.01 | 0.02 | 31.73 |
| Volume Gap | 12.90% | 1 | 1166 | 0 | 0.02 | 30.57 |
| Williams PercentR Strategy | 4.15% | 1 | 470 | 0 | 0.01 | 21.82 |
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