Compass Diversified Holdings (CODI-PC) — Current Report

AI-Powered SEC Filing Analysis

Latest Current Report Filed: 2026-05-06

Key Insights

CODI announced Q1 2026 earnings results on May 6, 2026, with the full earnings release furnished as Exhibit 99.1 but not detailed in the 8-K filing itself, limiting visibility into actual financial performance metrics.
The filing confirms CODI maintains a diversified capital structure with common shares and three series of preferred shares (A, B, C) all trading on NYSE, providing flexibility for the company's financing strategy.
Stephen Keller, serving as both Regular Trustee and Chief Financial Officer, signed the filing for both CODI entities, indicating stable leadership during the earnings announcement period.

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Earlier Current Report filings

Filed: 2026-05-05

CODI completed the divestiture of Sterno's food service business for $292.5 million enterprise value, netting approximately $282 million in proceeds after debt repayment and transaction costs, which will be used to delever the senior credit facility.
The transaction was structured strategically with a pre-closing distribution of Rimports (home fragrance business) to stockholders on April 30, 2026, allowing CODI to retain majority ownership of the higher-margin fragrance subsidiary while selling the food service operations.
CODI expects to record a significant gain on the sale in Q2 2026, indicating the asset was sold at an attractive valuation relative to book value, which should positively impact earnings and return on capital metrics.
The divestiture reduces CODI's business complexity by focusing on retained Rimports operations and demonstrates active portfolio management, though it narrows the company's revenue base and requires deployment of capital into other ventures or debt reduction.

Filed: 2026-04-01

Compass Diversified Holdings (CODI) announced quarterly distributions for its Series A, B, and C preferred shares, indicating continued financial stability and commitment to shareholders.
The distributions cover the period from January 30, 2026, to April 30, 2026, suggesting the company's preferred share dividends are being paid as scheduled.
The filing does not mention any material changes or events that would significantly impact the company's operations or financial performance, indicating a relatively routine quarter.

Filed: 2026-03-30

Compass Diversified Holdings (CODI) has entered into an agreement to sell its majority-owned subsidiary Sterno's food service business to WCHG Buyer, Inc. for an enterprise value of $292.5 million.
The divestiture will allow CODI to pay down outstanding debt under its senior credit facility, strengthening its balance sheet.
CODI will retain ownership of Sterno's home fragrance business, Rimports, which will remain a majority-owned subsidiary after the transaction.

Filed: 2026-03-03

Compass Diversified Holdings (CODI) announced the resignation of director Alexander S. Bhathal and the appointment of two new directors, Eugene Kim and Glenn Richter, to the board.
The appointment of new directors suggests CODI is taking steps to refresh its board and bring in additional expertise.
There do not appear to be any major disagreements or issues that led to the director changes, as the resignation was related to other commitments.

Filed: 2026-02-26

Compass Diversified Holdings (CODI) reported consolidated operating results for Q4 2025 and the full year 2025, which provides investors with an update on the company's recent financial performance.
The filing does not indicate any material changes or surprises in CODI's operations or financial position compared to prior periods.
Overall, this 8-K filing appears to be a routine quarterly earnings report without any significant new developments that would substantially impact investor sentiment.

Filed: 2026-02-24

Compass Diversified Holdings (CODI-PC) has amended its management services agreement with Compass Group Management LLC, which outlines changes to the management fee structure, service provider arrangements, and other governance provisions.
The amended agreement allows CODI to pay management fees to the Manager even if a balance of overpaid fees remains outstanding, as long as the Company Paid Amounts bear interest as agreed by the parties.
The agreement also limits the ability of the Manager's employees to bind or represent CODI without proper authorization, and requires the Manager to indemnify CODI to substantially the same extent as CODI indemnifies the Manager.

Filed: 2026-01-15

Compass Diversified Holdings (CODI) has set the date for its 2026 Annual Meeting of Shareholders on May 21, 2026, providing clarity on the timing of this key event after being unable to hold an annual meeting in 2025.
The filing outlines the deadlines for submission of shareholder nominations and proposals, with the notice period for shareholder proposals aligning with Rule 14a-8 of the Securities Exchange Act.
The requirement for notice from shareholders intending to solicit proxies in support of director nominees other than the company's nominees by March 23, 2026 suggests potential proxy contest activity.

Filed: 2026-01-14

Compass Diversified Holdings reported its consolidated operating results for the three and nine months ended September 30, 2025, which provides insight into the company's recent financial performance.
The filing indicates that Compass Diversified Holdings has issued several classes of preferred shares, which may be of interest to investors focused on the company's capital structure and dividend payments.
The report was filed on January 14, 2026, indicating that the information is relatively recent and could be relevant for investors analyzing the company's current state.

Filed: 2026-01-06

Compass Diversified Holdings (CODI) received a notice from the NYSE that it is non-compliant with the requirement to hold an annual shareholder meeting due to a delay in restating its financial statements. This could result in CODI being added to the NYSE's list of non-compliant issuers and have a '.BC' indicator appended to its ticker.
CODI has filed the amended annual report and intends to hold an annual meeting as soon as practicable to regain compliance with NYSE listing standards. The delay in financial reporting and annual meeting could raise investor concerns about the company's governance and transparency.
The filing mentions risks and uncertainties related to the restatement, ability to hold the annual meeting, and potential litigation. Investors should monitor CODI's progress in resolving these issues and regaining compliance to assess the impact on the stock.

Filed: 2026-01-05

Compass Diversified Holdings (CODI-PC) announced quarterly distributions on its Series A, B, and C preferred shares, indicating continued financial stability and commitment to shareholders.
The distributions cover the period from October 30, 2025 to January 30, 2026, suggesting the company is maintaining its regular payment schedule.
The announcement aligns with CODI's strategy of providing consistent returns to preferred shareholders, which could be viewed positively by investors.

Filed: 2025-12-31

James J. Bottiglieri, a director of Compass Group Diversified Holdings LLC, has notified the company of his intent to resign from the Board effective December 31, 2025, consistent with his previously announced plan to retire and not stand for re-election.
Bottiglieri's resignation is not the result of any disagreement with the company's operations, policies, or practices, indicating an amicable departure.
The 2025 annual meeting of shareholders was not able to be held as originally scheduled on May 29, 2025, further highlighting the need for continuity in the company's Board leadership.

Filed: 2025-12-29

Compass Diversified Holdings (CODI) reported consolidated operating results for the three and six months ended June 30, 2025, indicating the company's financial performance during this period.
The company issued the earnings release on December 29, 2025, providing investors with an update on the business's recent financial and operational developments.
As an 8-K filing, this report discloses material information about the company that may be of interest to investors and the broader market.

Other reports for Compass Diversified Holdings

Quarterly Report Insider Trading Annual Report

Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.