Resolute Holdings Management (RHLD) Q3 2026 earnings summary

Executive summary

• Q3 net sales rose to $509.6M, driven mainly by Husky, acquired Jan. 12, 2026, and 16% organic growth at CompoSecure; consolidated operating income was $118.5M.

• Q3 Fee-Related Earnings per share increased to $0.69 from $0.13, reflecting Husky management fees and organic CompoSecure fee growth; GAAP consolidation includes GPGI Holdings and subsidiaries.

Financial highlights

• Q3 net sales were $509.6M vs. $120.9M; gross profit was $208.9M vs. $71.3M, and operating income was $118.5M vs. $41.4M.

• Q3 net income was $69.0M vs. $39.4M; net loss attributable to common stockholders was $5.8M, or $0.74 diluted loss per share, vs. $0.2M, or $0.03 loss per share.

• 9M net sales were $1,390.6M vs. $344.3M; operating income was $148.0M vs. $107.7M, while net income was $31.1M vs. $100.3M.

• 9M net income attributable to common stockholders was $43.3M, or $5.28 diluted EPS, vs. a $4.2M loss, or $0.49 per share.

Segment performance

• Q3 net sales were $140.7M at CompoSecure and $368.9M at Husky; CompoSecure sales increased 16% organically YoY.

• Q3 Adjusted EBITDA was $61.2M at CompoSecure and $88.8M at Husky; management-services operating income was $9.6M vs. an operating loss of $0.3M.

• 9M net sales were $404.7M at CompoSecure and $985.9M at Husky; CompoSecure sales increased 18% organically YoY.

• 9M Adjusted EBITDA was $164.0M at CompoSecure and $194.9M at Husky; management-services operating income was $27.5M vs. an operating loss of $3.4M.

• Management fees were $13.8M in Q3 vs. $3.7M and $40.3M for 9M vs. $8.2M; agreements charge 2.5% of LTM Adjusted EBITDA.