Compass Diversified Holdings (CODI)
NYSEIndustrialsConglomeratesSnapshot 2026-09-04
$11.67+1.04%
Close 2026-09-04 · 1-day change
NYSEIndustrialsConglomeratesSnapshot 2026-09-04
QuarterlyIQ Insights · CODI
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 59.7% |
| Our one-year growth estimate | diamond | -2.4% |
Growth built into the price is above our model estimate.
The price assumes 62.1 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Worth watching into the next print: this name has erratic recent earnings surprises and missed its most recent quarter. A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 9 industry peers · Company calendar date is not available
CODI — earnings miss
Dated 2026-08-10
Results of Operations and Financial Condition On August 10, 2026, Compass Diversified Holdings (NYSE: CODI) and Compass Group Diversified Holdings LLC (collectively “CODI”) issued a press release announcing its consolidated operating results for the three and six months ended June 30, 2026. A copy of the press release is furnished within this report as Exhibit 99.1. Section 9 Financial Statements and Exhibits
Why it matters: This sale is key for CODI's capital strategy and future investments. It could improve cash flow and growth potential.
Supportive ifA press release says the sale of Sterno's food service business is done.
Worry ifThe sale is late or fails. This affects CODI's plans for capital allocation.
Why it matters: A new CEO might change the company strategy. This can affect future results.
Watch forNew CEO outlines a clear strategic vision that aligns with growth goals.
Also watch forThe new CEO does not share a clear plan or creates confusion.
Why it matters: Changes in management fees may help align interests and cut costs.
Supportive ifTotal management fees for 2027 are reported to decline by $19 million to $22 million.
Worry ifManagement fees stay the same or go up from current levels.
Why it matters: Reducing debt helps the company's finances. It shows that management is serious about money.
Supportive ifCODI announces it will reduce debt by at least $100 million.
Worry ifNo announcements of further debt reduction or an increase in total debt.
Why it matters: Higher fees may show the company is not aligned with shareholder interests. This can hurt investor confidence.
Worry ifManagement fees exceed $22 million in 2027.
Less concerning ifManagement fees remain at or below $22 million in 2027.
Why it matters: Keeping debt high could restrict financial flexibility and growth plans. It is crucial for CODI's stability.
Worry ifTotal debt remains above $1.59 billion as of Q3 2026.
Less concerning ifTotal debt decreases below $1.59 billion as of Q3 2026.
Why it matters: Growth in the Branded Consumer segment is important for CODI's performance. Strong growth shows management is doing a good job.
Supportive ifBranded Consumer revenue grew more than 7% from last year in Q3.
Worry ifBranded Consumer revenue grew less than 2% from last year in Q3.
Why it matters: A new CEO could change the company's direction and affect investor trust. Clear communication is key for stability.
Watch forZach Sawtelle shares a clear plan in a press release or earnings call after he takes over.
Also watch forPeople are confused about the new CEO's plans in recent messages.
Why it matters: Revised guidance will show how the sale impacts CODI's financial outlook. It can signal confidence in future performance.
Supportive ifManagement gives new guidance for fiscal 2026. This shows a good outlook after the sale.
Worry ifNo update or a negative revision to fiscal 2026 guidance after the sale.
Why it matters: Distributions show how well a company is doing. They also show that management cares about giving money back to shareholders.
Supportive ifThe company pays the declared cash distribution of $0.453125 per Series A share on July 30, 2026.
Worry ifThe company stops or cuts the preferred share distributions.
Why it matters: Reducing debt helps with financial flexibility and stability. It shows management wants to fix the balance sheet.
Supportive ifTotal debt decreases below $1.5 billion by the end of Q3.
Worry ifTotal debt remains above $1.6 billion by the end of Q3.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$130 on $10,000 · ±1.3% | How much price usually moves either way. |
| Bad day | $692 loss on $10,000 · 6.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,593 loss on $10,000 · 45.9% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.