2m 2m 2m 2m 2m 2m 2m
- $777.2MMarket Cap
- 61.15%1-Year Change
- ConglomeratesIndustry
COMPASS HLDGS-SBI (CODI)
Key Performance
More- Earnings Score: 50
- Momentum Score: 35
- True Yield: N/A
- Financial Health Score: 5
Latest Research & News
Compass Diversified’s $292M Sale Ignites Stock
Compass Diversified's stock surged over 15% on March 30, 2026, following the announcement of a $292.5 million sale of its Sterno foodservice business to Archer Foodservice Partners. The company will retain the profitable home fragrance business (rebranded as Rimports) and use proceeds to aggressively pay down debt, reducing its senior secured net leverage ratio below 1.0x. The transaction validates the company's buy-build-sell strategy and attracted activist investor ADW Capital Partners, which disclosed a 9.9% stake with call options, signaling confidence in future upside.
04/07/2026, 1:13 PM • Investing
Compass Diversified Declares First Quarter 2026 Distributions on Series A, B and C Preferred Shares
Compass Diversified (NYSE: CODI) announced quarterly cash distributions for its three preferred share series: $0.453125 per share for Series A Preferred Shares (7.250%), $0.4921875 per share for Series B Preferred Shares (7.875%), and $0.4921875 per share for Series C Preferred Shares (7.875%). All distributions cover the period from January 30, 2026 to April 30, 2026 and are payable on April 30, 2026 to shareholders of record as of April 15, 2026.
04/01/2026, 4:10 PM • Benzinga
Compass Diversified Sells Sterno Food Service Business To Reduce Debt
Compass Diversified Holdings (NYSE: CODI) announced a definitive deal to sell its Sterno food service business to Archer Foodservice Partners for $292.5 million enterprise value. The company plans to use proceeds to reduce its $1.84 billion long-term debt and lower its senior secured net leverage ratio below 1.0x by May 2026. The stock traded up 3.29% in premarket on Monday, though it remains down 64.22% over the past 12 months.
03/30/2026, 9:49 AM • Benzinga
Compass Diversified Declares Fourth Quarter 2025 Distributions on Series A, B and C Preferred Shares
Compass Diversified Holdings (NYSE: CODI) announced quarterly cash distributions for its three preferred share series: $0.453125 per share for Series A Preferred Shares (7.250%), and $0.4921875 per share each for Series B and C Preferred Shares (7.875%). All distributions are payable on January 30, 2026, to shareholders of record as of January 15, 2026. The company noted distributions should generally qualify as taxable dividends to the extent paid from earnings and profits.
01/05/2026, 4:10 PM • Benzinga
Compass Diversified Announces Conference Call to Discuss the Restatement of Financial Results
Compass Diversified plans to host a conference call to discuss financial restatements for fiscal years 2022-2024, related to an ongoing investigation involving its Lugano subsidiary, which has filed for Chapter 11 bankruptcy protection.
11/26/2025, 4:58 PM • GlobeNewswire
Compass Diversified Announces Update on Lugano Subsidiary
Compass Diversified's subsidiary Lugano Holding filed for Chapter 11 bankruptcy, with CODI providing debtor-in-possession financing. The bankruptcy does not involve CODI's other subsidiaries, and the company continues to work on financial restatement.
11/16/2025, 10:56 PM • GlobeNewswire
Compass Diversified Declares Third Quarter 2025 Distributions on Series A, B and C Preferred Shares
Compass Diversified announced quarterly cash distributions for its Series A, B, and C Preferred Shares, with distributions ranging from $0.453125 to $0.4921875 per share, payable on October 30, 2025.
10/02/2025, 4:10 PM • Benzinga
Law firm investigating potential claims against Compass Diversified for alleged financial irregularities in subsidiary Lugano Holdings, Inc., involving misleading financial statements and inadequate internal controls during May 2024-May 2025.
07/29/2025, 8:43 PM • GlobeNewswire
Law firm investigating potential claims against Compass Diversified for alleged financial irregularities in subsidiary Lugano Holdings, Inc., involving misleading statements and unreliable financial reporting during May 2024-May 2025.
07/17/2025, 7:24 PM • GlobeNewswire
Law firm investigating potential claims against Compass Diversified regarding alleged financial irregularities in subsidiary Lugano Holdings, Inc., with potential misstatements and unreliable financial reporting during May 2024-May 2025.
07/09/2025, 9:00 PM • GlobeNewswire
Law firm Bragar Eagel & Squire announced class action lawsuits against Compass Diversified, Digimarc, and Elevance Health, alleging financial misrepresentations and misleading statements that potentially harmed investors.
07/07/2025, 9:00 PM • GlobeNewswire
Compass Group Diversified Holdings (CODI) announced it cannot rely on its 2024 financial statements due to an internal investigation into subsidiary Lugano Holding's financing and accounting practices, causing a significant stock price drop.
07/07/2025, 6:54 PM • GlobeNewswire
A class action lawsuit has been filed against Compass Diversified Holdings alleging financial irregularities in its subsidiary Lugano Holdings, Inc., including undisclosed financing arrangements and unreliable financial statements.
07/07/2025, 4:00 PM • GlobeNewswire
Compass Diversified disclosed accounting irregularities at its Lugano Holding subsidiary, invalidating financial statements from 2022-2024, causing a 62% stock price drop and triggering multiple class-action lawsuits.
07/06/2025, 1:28 PM • GlobeNewswire
Compass Diversified Holdings faces a securities fraud lawsuit after admitting material misstatements in financial statements related to Lugano Holdings, causing a 62% stock price decline and triggering an internal investigation.
07/06/2025, 7:46 AM • GlobeNewswire
Peers
Statistics
MoreInformation as of 06/22/2026
Company Profile
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 leading industrial or branded consumer companies, textiles, Apparel and Luxury goods, trading companies and distributors, manufacturing, distribution, consumer discretionary, commercial services and supplies, consumer products, capital good, Leisure Product, consumer service, consumer staples, household durables, business services sector, infrastructure healthcare, safety & security, electronic components, food, and foodservice. The firm prefers to invest in companies based in North America. It seeks to invest between $80 million to$800 million and EBITDA starting from $10 million per annum. It seeks to acquire controlling ownership interests in its portfolio companies and can make additional platform acquisitions. The firm prefer to have controlled and majority stake in companies. The firm invests through its balance sheet and typically holds investments between five to seven years. Compass Diversified was incorporated in 1998 and is based in Westport, Connecticut with an additional office in Costa Mesa, California.
Key Executives
- Stephen Keller
- Ben Avenia-Tapper
- Elias Joseph Sabo
- David Abate
- Phelan McCormack
Current Ownership Distribution
- Institutions742.5M (55.10%)
- Mutual Funds572.9M (42.51%)
- Insiders32.2M (2.39%)
- Other0 (0.00%)