Every material Form 8-K Compass Diversified Holdings has filed with the SEC since August 10, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Compass Diversified reported third-quarter 2026 results, with net income attributable to Holdings of $21.5 million, or $0.06 per share, compared with a net loss of $74.0 million a year earlier. GAAP net revenues fell 10.5% to $422.9 million, while non-GAAP net revenues rose 0.8% after excluding divested and deconsolidated businesses. The company also tightened its 2026 Subsidiary Adjusted EBITDA outlook to $330 million to $355 million, with the midpoint unchanged, and began consent solicitations for two senior note series that expire November 12, 2026.
Q3 2026 net income attributable to Holdings was $21.5 million, or $0.06 per share, versus a net loss of $74.0 million, or $1.21 per share, in Q3 2025.
GAAP net revenues were $422.9 million, down 10.5%; non-GAAP net revenues rose 0.8%, with Branded Consumer up 4.3% and Industrial down 5.2%.
Subsidiary Adjusted EBITDA excluding divested assets was $89.7 million, up 12.9%.
2026 Subsidiary Adjusted EBITDA outlook tightened to $330 million to $355 million, with higher Branded Consumer expectations and lower Industrial expectations; consent solicitations for the 5.250% notes due 2029 and 5.000% notes due 2032 ex
Compass Diversified Holdings (CODI) declared quarterly cash distributions on its Series A, B and C preferred shares, covering July 30 to October 30, 2026. Holders of record as of October 15, 2026 will receive the payments on October 30, 2026. The filing is a routine declaration of preferred distributions and does not report earnings, guidance or changes to the business.
Series A (7.250%): $0.453125 per share
Series B (7.875%): $0.4921875 per share
Series C (7.875%): $0.4921875 per share
Record date October 15, 2026; payment date October 30, 2026
Compass Diversified reported second-quarter 2026 net revenues of $424.0 million, down 11.4% from a year earlier, while net income attributable to Holdings rose to $81.1 million, or $0.86 per share, from a net loss of $51.2 million. The profit improvement was driven largely by a $182.3 million gain on the sale of Sterno's Food Service Business, partly offset by a $58.0 million reduction in the fair value of its receivable from Lugano; the company also kept its 2026 Subsidiary Adjusted EBITDA outlook at $320 million to $365 million and announced that CEO Elias Sabo will retire on December 31, 2026.
Q2 2026 net revenues were $424.0 million, down 11.4% versus Q2 2025; net income attributable to Holdings was $81.1 million, or $0.86 per share.
Q2 results included a $182.3 million gain on the Sterno Food Service Business sale and a $58.0 million reduction in the fair value of the Lugano receivable.
Fiscal 2026 Subsidiary Adjusted EBITDA outlook was maintained at $320 million to $365 million.
Elias Sabo will retire as CEO on December 31, 2026; Zach Sawtelle was appointed Chief Operating Officer and named CEO successor.
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