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CompoSecure (CMPO) investor relations material

CompoSecure Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2025 earnings summary7 Aug, 2025

Executive summary

  • Achieved record Q2 2025 results with non-GAAP net sales up 10% to $119.6M, driven by strong domestic demand and fintech partnerships.

  • Pro forma adjusted EBITDA rose 26% to $46.3M, reflecting organic growth and operational efficiencies from the new operating system.

  • Raised full-year guidance for non-GAAP net sales to ~$455M and pro forma adjusted EBITDA to ~$158M, citing continued commercial and operational momentum.

  • Launched and expanded high-profile card programs, including Chase Sapphire Reserve, Crypto.com, Coinbase One Card, and MGM reward card.

  • Completed spin-off of Resolute Holdings in February 2025, resulting in a shift to equity method accounting and deconsolidation.

Financial highlights

  • Q2 non-GAAP net sales increased 10% year-over-year to $119.6M, with gross margin expanding to 57.5% from 51.6% a year ago.

  • Pro forma adjusted EBITDA reached $46.3M, up 26% year-over-year; adjusted net income was $28.4M, and adjusted diluted EPS was $0.25.

  • Operating cash flow year-to-date reached $52M on a non-GAAP basis.

  • GAAP net loss was $26.1M in Q2 2025, mainly due to non-cash revaluation of warrant and earnout liabilities.

  • Holdings’ total debt was $192.5M as of June 30, 2025; cash and equivalents were $96.5M.

Outlook and guidance

  • Full-year 2025 guidance raised: non-GAAP net sales expected at ~$455M and pro forma adjusted EBITDA at ~$158M.

  • Guidance reflects increased visibility into second-half demand and continued operational momentum.

  • Management expects Holdings’ cash flows and liquidity to be sufficient for at least the next 12 months.

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Frequently asked questions

CompoSecure Inc manufactures high-security and metal payment cards for financial institutions, along with cryptocurrency cold storage and authentication solutions. The company integrates secure payment technology with customizable card design, serving clients in the financial and digital asset sectors. The company is headquartered in Somerset, New Jersey, and its shares are listed on the NASDAQ.

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