Earnings summaries and quarterly performance for CMPO.
Executive leadership at CMPO.
Board of directors at CMPO.
Brian Hughes
Director
Jane Thompson
Director
John Cote
Director
Joseph DeAngelo
Director
Kevin Moriarty
Director
Krishna Mikkilineni
Director
Mark James
Director
Paul Galant
Director
Rebecca Corbin Loree
Director
Thomas Knott
Director
Research analysts who have asked questions during CMPO earnings calls.
Jacob Stephan
Lake Street Capital Markets, LLC
5 questions for CMPO
Moshe Orenbuch
TD Cowen
4 questions for CMPO
Jinli Chan
Bank of America
3 questions for CMPO
John Todaro
Needham & Company
3 questions for CMPO
Reginald Smith
JPMorgan Chase & Co.
3 questions for CMPO
Brian Vieten
Needham & Company
2 questions for CMPO
Harold Goetsch
B. Riley Securities
2 questions for CMPO
Reggie Smith
JPMorgan Chase & Co.
2 questions for CMPO
Hal Goestch
B. Riley Securities
1 question for CMPO
Joseph Flynn
Compass Point Research & Trading, LLC
1 question for CMPO
Recent press releases and 8-K filings for CMPO.
- Graham Robinson has been appointed President and Chief Executive Officer of the CompoSecure business, effective January 22, 2026, succeeding Jonathan C. Wilk, who departed as CEO and principal executive officer of CompoSecure, Inc. and from its board of directors on January 21, 2026.
- In conjunction with the leadership changes, Thomas R. Knott was designated as the Company's principal executive officer, and Kurt Schoen as the principal financial officer and principal accounting officer, both effective January 22, 2026.
- CompoSecure, Inc. will be renamed GPGI, Inc., effective January 22, 2026, following its business combination with Husky Technologies Limited, transforming it into a diversified, multi-industry company.
- Departing CEO Jonathan C. Wilk will receive a $750,000 fee payable through January 1, 2027, and an additional $750,000 cash payment in 2027, in addition to eligibility for a 2025 incentive payment and vesting of certain restricted stock units.
- The document outlines covenants related to the company's notes, including sections on redemption and prepayment, and restrictions on indebtedness and dividends.
- It provides specific definitions for financial metrics, such as the "Available Amount" and various exclusions from "Consolidated Net Income," which are crucial for covenant compliance calculations.
- The terms outline "Permitted Investments" and conditions for "Restricted Payments," with thresholds like a Consolidated Total Debt Ratio no greater than 3.20 to 1.00 for certain payments.
- It specifies numerous categories of permitted liens and conditions for asset sales or dispositions, defining the scope of the company's operational and strategic flexibility.
- CompoSecure Holdings, L.L.C. completed a debt refinancing, including a private placement of $900.0 million senior secured notes due 2033 with a 5.625% fixed annual interest rate, a new $1.2 billion term loan facility maturing in 2033, and $400.0 million in revolving commitments maturing in 2031.
- The refinancing aims to lower the Company's overall cost of capital, extend maturities, and enhance liquidity and financial flexibility, strengthening the capital structure to support strategic growth initiatives.
- CompoSecure, Inc. is rebranding its corporate entity to GPGI, Inc., with its Class A common stock anticipated to begin trading under the new ticker symbol "GPGI" on the New York Stock Exchange at the opening of trading on January 23, 2026.
- CompoSecure, Inc. completed its business combination with Husky Technologies Limited on January 12, 2026.
- The transaction involved approximately $688.7 million in cash and 54,978,334 shares of Class A Common Stock as consideration. Concurrently, the company completed a private placement of 106,056,083 shares of Common Stock at $18.50 per share, raising approximately $1.96 billion.
- In conjunction with the closing, CompoSecure, Inc. rebranded its corporate entity to GPGI, Inc., with its common stock anticipated to begin trading under the new ticker symbol "GPGI" on the NYSE on January 23, 2026.
- CompoSecure, Inc. has completed its business combination with Husky Technologies, forming a diversified compounder with a combined valuation of $7.4 billion.
- The corporate entity has rebranded to GPGI, Inc., which will operate with two distinct reporting segments: CompoSecure and Husky.
- The company's common stock is anticipated to begin trading under the new name and ticker symbol "GPGI" on the New York Stock Exchange at the opening of trading on January 23, 2026.
- The transaction is expected to be more than 20% accretive to adjusted diluted earnings per share in the first full year post closing.
- CompoSecure, Inc. is proceeding with its combination with Husky Technologies Limited for approximately $3.953 billion in cash and 55,297,297 shares of its Class A Common Stock.
- Concurrently, CompoSecure entered into private placement agreements to sell 106,056,083 shares of Common Stock at $18.50 per share, totaling approximately $1.96 billion.
- A special meeting for CompoSecure shareholders is scheduled for December 23, 2025, at 10:00 a.m., Eastern Time, to vote on the stock issuance for these transactions.
- The company is facing demand letters and three shareholder complaints alleging material omissions and disclosure deficiencies in its Proxy Statement regarding the transactions.
- CompoSecure has voluntarily supplemented its Proxy Statement to address these allegations and reduce litigation risk, while maintaining that the claims are without merit.
- CompoSecure, Inc. executed a Share Purchase Agreement on November 2, 2025, involving the sale of TargetCo Units and New BC Shares, with an Investor receiving cash and Class A Common Stock.
- Concurrent with the Share Purchase Agreement, an Investor Rights Agreement was established, leading to the appointment of Louis Samson and Delara Zarrabi, designated by the Investor, as Class I and Class III directors to the CompoSecure Board of Directors.
- A Registration Rights Agreement was also signed, granting certain registration rights to the Investors and other Holders for their acquired Class A Common Stock and Exchangeable Shares.
- The company's Common Stock is listed for trading on the NYSE, and its authorized capital stock includes 1,000,000,000 shares of Common Stock and 10,000,000 shares of preferred stock.
- CompoSecure, Inc. announced the redemption of all its outstanding Public Warrants (CMPOW), with the redemption date set for December 3, 2025.
- Holders must exercise their Warrants by 5:00 p.m. New York City time on December 3, 2025, as any unexercised Warrants will be canceled, and holders will receive $0.01 per Warrant.
- The Company's board of directors has elected to require that all Warrants be exercised only on a cashless basis.
- Exercising warrant holders will receive 0.602097 of a share of Common Stock for each Warrant surrendered.
- The redemption was initiated because the last sales price of the Common Stock met the condition of being at least $14.47 per share on 20 trading days within the 30-trading-day period ending October 29, 2025.
- CompoSecure reported strong Q3 2025 financial results, with non-GAAP net sales increasing 13% year-over-year to $120.9 million and non-GAAP pro forma adjusted EBITDA growing 30% to $47.7 million.
- The company raised its full-year 2025 guidance, now expecting non-GAAP net sales of approximately $463 million and pro forma adjusted EBITDA of approximately $165-$170 million.
- CompoSecure also introduced financial guidance for 2026, projecting non-GAAP net sales of approximately $510 million and non-GAAP pro forma adjusted EBITDA of approximately $190 million.
- A significant announcement was the acquisition of Husky Technologies for approximately $5 billion, intended to create a diversified compounder with approximately 70% recurring revenue.
- Timothy W. Fitzsimmons is retiring as CFO, and Mary Holt has been appointed as the incoming Chief Financial Officer.
- CompoSecure is undertaking a business combination with Husky Technologies, a global leader in engineered equipment and aftermarket services, to create a diversified compounder.
- The acquisition of Husky is valued at approximately $5.0 billion, representing ~11.2x 2026E Net Adjusted EBITDA of ~$445 million.
- The transaction is funded by ~$2.0 billion in private placements of common stock, ~$2.0 billion in debt, and ~$1.0 billion in equity rollover by Platinum Equity.
- The combination is expected to be 20%+ accretive to earnings in the first full year post-combination and is projected to close in 1Q26.
- The pro forma company is anticipated to achieve ~$2,225 million in 2026E Revenue and ~$635 million in 2026E Net Adjusted EBITDA, with a ~29% 2026E Net Adjusted EBITDA Margin.
Quarterly earnings call transcripts for CMPO.
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