On August 10, Compass Diversified (NYSE:CODI) reported second-quarter results that told two very different stories at once. Every branded consumer business the company owns grew profits, total debt fell by hundreds of millions of dollars, and management struck a new pay deal that trims its own fees. In the same quarter, one industrial subsidiary saw […]

Greenhaven Road Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund achieved an approximate 11% net return in the second quarter, indicating progress from the first quarter. Key changes to the portfolio will include lower concentration and increased investments with near-term catalysts, […]

CEO Sabo retires year-end; Sawtelle takes helm as company pursues divestitures to cut debt.

The latest research on Compass Diversified now anchors fair value at US$16.00 per share, up from US$13.00, which points to a higher price target in analysts’ models. Bullish commentary links this move to Q2 results, recent transactions and an effort to clean up the balance sheet and surface asset value. As you read on, you will see how this evolving narrative could shape your view of Compass Diversified in the coming years. Stay updated as the Fair Value for Compass Diversified shifts by...

Moby summary of Compass Diversified's Q2 2026 earnings call

CODI delivers 12.6% subsidiary adjusted EBITDA growth, completes Sterno divestiture, and lowers leverage to 4.8x while maintaining full-year outlook.

Compass Diversified (NYSE:CODI) reported second-quarter results marked by double-digit growth in subsidiary adjusted EBITDA, improved operating cash flow and lower debt following the sale of Sterno’s food service business, while maintaining its full-year 2026 outlook. GAAP net sales for the second

Compass Diversified (NYSE:CODI) reported first-quarter 2026 results that management characterized as a period of execution, highlighted by a divestiture, debt reduction and growth in subsidiary adjusted EBITDA despite macroeconomic uncertainty. Chief Executive Officer Elias Sabo said the company be

Ben Avenia-Tapper: Thank you, and welcome to Compass Diversified's First Quarter 2026 Conference Call. Representing the company today are Elias Sabo, CODI's Chief Executive Officer; and Stephen Keller, CODI's Chief Financial Officer. Before we begin, I'd like to remind everyone that during the course of this call, CODI will make certain forward-looking statements, including discussions of forecasts and targets, future business plans, future performance of CODI and its subsidiaries, and other forward-looking statements regarding CODI and its financial results.