Compass Diversified Holdings
compassdiversified.comWhat Do They Do?
Owns and manages businesses selling apparel and gear, consumer goods, and industrial packaging and components to consumers, retailers, and commercial customers.
10-K for FY2025, filed Feb 27, 2026We acquire controlling interests in and actively manage our subsidiaries that we believe (i) operate in industries with long-term…View ↗
5.11 ABR Corp. ("5.11") is a global apparel, footwear, and gear company serving consumers who demand performance, durability, and…View ↗
The Honey Pot Co. is a leading “better-for-you” feminine care brand, powered by plant-derived ingredients and clinically tested formulas.…View ↗
FFI Compass, Inc. ("Altor Solutions" or "Altor") (formerly "Foam Fabricators"), headquartered in St. Louis, MO, is a designer and…View ↗
SternoCandleLamp Holdings, Inc. ("Sterno"), headquartered in Texarkana, Texas, is the parent company of Sterno Products, LLC ("Sterno…View ↗
How Do They Make Money?
5.11 and the other subsidiaries earn money mainly by selling products, with sales generally counted when products ship; service sales are counted when the service is performed.
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10-K for FY2025, filed Feb 27, 2026
FY2025 revenue by reportable segment ↗
$1.9B
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10-K for FY2025, filed Feb 27, 2026
$1.9B ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Velocity Outdoor
Sold outright
|
4.1%
FY2022: 13%
|
Velocity Outdoor, FY2025
$76.4M Sources
|
Sold outright |
|
5.11 Tactical
Sold outright
10-K for FY2025, filed Feb 27, 2026 |
29%
FY2022: 28%
|
5.11 Tactical, FY2025
$551.8M Sources
|
Sold outright |
|
Sterno Candle Lamp
Sold outright
10-K for FY2025, filed Feb 27, 2026 |
16%
FY2022: 20%
|
Sterno Candle Lamp, FY2025
$305.5M Sources
|
Sold outright |
|
Boa
Sold outright
10-K for FY2025, filed Feb 27, 2026 |
10%
FY2022: 12%
|
Boa, FY2025
$190.5M Sources
|
Sold outright |
|
Lugano
Sold outright
|
4.2%
FY2022: 2.1%
|
Lugano, FY2025
$79.1M Sources
|
Sold outright |
|
Altor
Sold outright
10-K for FY2025, filed Feb 27, 2026 |
16%
FY2022: 15%
|
Altor, FY2025
$303M Sources
|
Sold outright |
|
Arnold
Sold outright
|
8.1%
FY2022: 8.8%
|
Arnold, FY2025
$151M Sources
|
Sold outright |
|
PrimaLoft
Sold outright
|
4.1%
FY2022: 1.4%
|
PrimaLoft, FY2025
$76.5M Sources
|
Sold outright |
|
The Honey Pot
Sold outright
|
7.5% |
The Honey Pot, FY2025
$139.7M Sources
|
Sold outright |
Who Are Their Customers?
Consumers buy through company stores and online. Business customers—including institutional buyers, retailers, manufacturers and BOA’s brand partners—buy through wholesale partners, dealers, distributors or directly.
10-K for FY2025, filed Feb 27, 2026Professional Wholesale - Professional wholesale serves uniformed and institutional customers through specialized distributors, uniform…View ↗
Stores and Digital (Direct-to-Consumer) - Direct-to-consumer includes company-owned retail stores, eCommerce and Amazon marketplace. Retail…View ↗
BOA Holdings Inc. ("BOA") creator of the award-winning, patented BOA Fit System, partners with market-leading brands to make the best gear…View ↗
Altor Solutions serves over 1,000 customers across diverse industries. With its leading position in single-use pharmaceutical parcel…View ↗
Do Revenues Turn Into Profits?
No. It lost $226.4M in FY2025.
10-K for FY2025, filed Feb 27, 2026
$11.1MView ↗
10-K for FY2025, filed Feb 27, 2026
−$226.4MView ↗
10-K for FY2025, filed Feb 27, 2026
−$51.1MView ↗
How Are They Changing?
- Net income
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Sources
10-Q for Q2 FY2026, filed Aug 10, 2026
$81.1MView ↗
- ▲ Now profitable
- vs −$51.2M in Q2 FY2025
10-Q for Q2 FY2026, filed Aug 10, 2026
Open tableView ↗
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Aug 10, 2026
Maintained its fiscal 2026 subsidiary EBITDA outlook
The outlook remained $320 million to $365 million in subsidiary adjusted EBITDA.
Sources
8-K, filed Aug 10, 2026
CODI is maintaining its fiscal 2026 total Subsidiary Adjusted EBITDA outlook of $320 million to $365 million.View ↗
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Jul 16, 2026
Replaced its independent auditor
Deloitte was appointed to review interim results and audit fiscal 2026 statements; Grant Thornton was dismissed.
Sources
8-K, filed Jul 16, 2026
On July 16, 2026, the Audit Committee of the Board of Directors (the “Audit Committee”) of Compass Diversified Holdings and Compass Group…View ↗
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Jun 11, 2026
Named Zach Sawtelle as CEO successor
Elias Sabo plans to retire as CEO on December 31, 2026; Sawtelle is set to succeed him.
Sources
8-K, filed Jun 11, 2026
On June 8, 2026, Elias J. Sabo informed Compass Group Diversified Holdings LLC (the “Company”) and Compass Diversified Holdings (NYSE…View ↗
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May 5, 2026
Sold Sterno’s food service business
CODI received approximately $282 million at closing and planned to use the proceeds to repay senior credit facility debt.
Sources
8-K, filed May 5, 2026
On April 30, 2026, the parties completed the Rimports Distribution and on May 1, 2026 completed the Merger pursuant to the Agreement. The…View ↗
Growing. Revenue grew 9% in 4 years, from $1.7B in FY2021 to $1.9B in FY2025, about 2% a year.
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