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Compass Diversified (CODI) investor relations material
Compass Diversified Q4 2024 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2024 earnings summary27 Feb, 2025
Executive summary
Achieved double-digit sales growth and over 30% growth in adjusted EBITDA for full year 2024, with Q4 acceleration and strong consumer and improving industrial performance.
Portfolio activity included the acquisition of The Honey Pot Company and LifeVone, and divestitures of Ergobaby and Crosman, focusing on high-growth businesses.
Raised over $115M in preferred equity, repurchased 400,000+ shares, and revised management services agreement to align incentives and reduce costs.
Permanent capital structure, public company transparency, and diversified middle-market model differentiate the business from traditional private equity.
$2.2B+ TTM proforma revenue and $516.5M+ TTM proforma subsidiary adjusted EBITDA as of 12/31/2024.
Financial highlights
Full year 2024 net sales: $2.2B, up 11.9% year-over-year; TTM proforma revenue grew 6.6%.
Full year 2024 adjusted EBITDA: $424.8M, up 30% year-over-year; TTM proforma subsidiary adjusted EBITDA: $516.5M+.
TTM adjusted earnings reached $161.6M as of 12/31/2024.
Branded consumer subsidiaries contributed $1.48B in TTM revenue (10% growth) and $392M in TTM adjusted EBITDA (28% growth).
Industrial subsidiaries delivered $729M in TTM revenue (flat) and $125M in TTM adjusted EBITDA (down 3%).
Outlook and guidance
2025 full-year guidance: subsidiary adjusted EBITDA of $570M–$610M; adjusted earnings of $170M–$190M.
Branded consumer expected to contribute $440M–$465M and industrial $130M–$145M in subsidiary adjusted EBITDA.
Consolidated adjusted EBITDA guidance: $480M–$520M; CapEx for 2025 expected at $80M–$90M, focused on growth investments.
Guidance excludes impact of future acquisitions/divestitures and assumes no significant tariff/trade war effects.
Explain drivers behind 2025 EBITDA guidance.
Why was there an operating loss in Q4 2023?
Discuss the impact of Honey Pot Co. acquisition.
5.11's strategy for 2025 improvement?
CODI's tariff mitigation strategies?
Lugano's working capital consumption?
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Next Compass Diversified earnings date
Q2 202522 Oct, 2025
Next Compass Diversified earnings date
Q2 202522 Oct, 2025
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Frequently asked questions
Compass Diversified Holdings is a publicly traded holding company that owns and manages a diversified portfolio of middle-market businesses. The company invests in various sectors, including branded consumer products, niche industrial manufacturing, and related industries. Through its subsidiaries, Compass Diversified provides operational and strategic support to its portfolio companies, focusing long-term growth and value creation. The company is headquartered in Westport, Connecticut, and its shares are listed on the NYSE.
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