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Side-by-side financial comparison of AMN HEALTHCARE SERVICES INC (AMN) and Compass Diversified Holdings (CODI). Click either name above to swap in a different company.
AMN HEALTHCARE SERVICES INC is the larger business by last-quarter revenue ($1.4B vs $468.6M, roughly 2.9× Compass Diversified Holdings). AMN HEALTHCARE SERVICES INC runs the higher net margin — 4.5% vs -16.8%, a 21.3% gap on every dollar of revenue. On growth, AMN HEALTHCARE SERVICES INC posted the faster year-over-year revenue change (100.0% vs -5.1%). Over the past eight quarters, AMN HEALTHCARE SERVICES INC's revenue compounded faster (36.4% CAGR vs 6.8%).
AMN Healthcare Services Inc. is a leading US healthcare sector workforce solutions and staffing provider. It offers temporary and permanent placement for nurses, physicians, allied health and other clinical/non-clinical staff, plus workforce management tools and consulting for hospitals, clinics and other medical facilities.
Compass Diversified Holdings is a publicly traded holding firm that acquires and operates a diverse portfolio of middle-market businesses across sectors including consumer goods, industrial manufacturing, outdoor recreation, and food & beverage. It partners with portfolio company leadership teams to drive long-term operational growth and value creation, primarily serving North American markets.
AMN vs CODI — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $468.6M |
| Net Profit | $62.2M | $-78.8M |
| Gross Margin | 26.8% | 43.1% |
| Operating Margin | 8.5% | 9.8% |
| Net Margin | 4.5% | -16.8% |
| Revenue YoY | 100.0% | -5.1% |
| Net Profit YoY | — | -14.4% |
| EPS (diluted) | $1.59 | $-0.91 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $1.4B | — | ||
| Q4 25 | $748.2M | $468.6M | ||
| Q3 25 | $634.5M | $472.6M | ||
| Q2 25 | $658.2M | $478.7M | ||
| Q1 25 | $689.5M | $453.8M | ||
| Q4 24 | $734.7M | $493.9M | ||
| Q3 24 | $687.5M | $456.6M | ||
| Q2 24 | $740.7M | $426.7M |
| Q1 26 | $62.2M | — | ||
| Q4 25 | $-7.7M | $-78.8M | ||
| Q3 25 | $29.3M | $-74.0M | ||
| Q2 25 | $-116.2M | $-51.2M | ||
| Q1 25 | $-1.1M | $-30.0M | ||
| Q4 24 | $-187.5M | $-68.9M | ||
| Q3 24 | $7.0M | $-36.0M | ||
| Q2 24 | $16.2M | $-73.1M |
| Q1 26 | 26.8% | — | ||
| Q4 25 | 26.1% | 43.1% | ||
| Q3 25 | 29.1% | 44.0% | ||
| Q2 25 | 29.8% | 43.6% | ||
| Q1 25 | 28.7% | 43.2% | ||
| Q4 24 | 29.8% | 38.6% | ||
| Q3 24 | 31.0% | 43.1% | ||
| Q2 24 | 31.0% | 44.1% |
| Q1 26 | 8.5% | — | ||
| Q4 25 | 1.1% | 9.8% | ||
| Q3 25 | 7.5% | -2.3% | ||
| Q2 25 | -18.8% | -5.7% | ||
| Q1 25 | 1.8% | 0.8% | ||
| Q4 24 | -27.6% | -3.8% | ||
| Q3 24 | 3.2% | 1.8% | ||
| Q2 24 | 5.1% | 1.8% |
| Q1 26 | 4.5% | — | ||
| Q4 25 | -1.0% | -16.8% | ||
| Q3 25 | 4.6% | -15.7% | ||
| Q2 25 | -17.7% | -10.7% | ||
| Q1 25 | -0.2% | -6.6% | ||
| Q4 24 | -25.5% | -13.9% | ||
| Q3 24 | 1.0% | -7.9% | ||
| Q2 24 | 2.2% | -17.1% |
| Q1 26 | $1.59 | — | ||
| Q4 25 | $-0.19 | $-0.91 | ||
| Q3 25 | $0.76 | $-1.21 | ||
| Q2 25 | $-3.02 | $-0.88 | ||
| Q1 25 | $-0.03 | $-0.59 | ||
| Q4 24 | $-4.90 | $-0.57 | ||
| Q3 24 | $0.18 | $-0.62 | ||
| Q2 24 | $0.42 | $-1.12 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $560.7M | $68.0M |
| Total DebtLower is stronger | — | $1.9B |
| Stockholders' EquityBook value | — | $442.0M |
| Total Assets | $2.6B | $3.0B |
| Debt / EquityLower = less leverage | — | 4.25× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $560.7M | — | ||
| Q4 25 | $34.0M | $68.0M | ||
| Q3 25 | $52.6M | $61.1M | ||
| Q2 25 | $41.5M | $73.8M | ||
| Q1 25 | $55.8M | $146.2M | ||
| Q4 24 | $10.6M | $59.7M | ||
| Q3 24 | $30.6M | $64.9M | ||
| Q2 24 | $48.0M | $61.5M |
| Q1 26 | — | — | ||
| Q4 25 | $767.1M | $1.9B | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | — | $1.9B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | $1.1B | $1.8B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | — | $1.7B |
| Q1 26 | — | — | ||
| Q4 25 | $642.1M | $442.0M | ||
| Q3 25 | $644.4M | $519.2M | ||
| Q2 25 | $607.6M | $601.9M | ||
| Q1 25 | $715.1M | $680.7M | ||
| Q4 24 | $706.6M | $678.6M | ||
| Q3 24 | $890.7M | $672.2M | ||
| Q2 24 | $876.9M | $711.3M |
| Q1 26 | $2.6B | — | ||
| Q4 25 | $2.1B | $3.0B | ||
| Q3 25 | $2.1B | $3.2B | ||
| Q2 25 | $2.2B | $3.3B | ||
| Q1 25 | $2.4B | $3.4B | ||
| Q4 24 | $2.4B | $3.3B | ||
| Q3 24 | $2.7B | $3.3B | ||
| Q2 24 | $2.8B | $3.2B |
| Q1 26 | — | — | ||
| Q4 25 | 1.19× | 4.25× | ||
| Q3 25 | — | 3.62× | ||
| Q2 25 | — | 3.09× | ||
| Q1 25 | — | 2.73× | ||
| Q4 24 | 1.49× | 2.61× | ||
| Q3 24 | — | 2.64× | ||
| Q2 24 | — | 2.42× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $562.5M | $47.0M |
| Free Cash FlowOCF − Capex | — | $36.9M |
| FCF MarginFCF / Revenue | — | 7.9% |
| Capex IntensityCapex / Revenue | — | 2.2% |
| Cash ConversionOCF / Net Profit | 9.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-51.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $562.5M | — | ||
| Q4 25 | $75.6M | $47.0M | ||
| Q3 25 | $22.7M | $10.7M | ||
| Q2 25 | $78.5M | $-35.2M | ||
| Q1 25 | $92.7M | $-29.3M | ||
| Q4 24 | $72.8M | $-16.1M | ||
| Q3 24 | $66.7M | $-48.4M | ||
| Q2 24 | $99.5M | $-61.3M |
| Q1 26 | — | — | ||
| Q4 25 | $67.6M | $36.9M | ||
| Q3 25 | $14.8M | $481.0K | ||
| Q2 25 | $68.7M | $-46.0M | ||
| Q1 25 | $82.7M | $-42.4M | ||
| Q4 24 | $56.6M | $-39.0M | ||
| Q3 24 | $47.4M | $-63.5M | ||
| Q2 24 | $72.2M | $-72.2M |
| Q1 26 | — | — | ||
| Q4 25 | 9.0% | 7.9% | ||
| Q3 25 | 2.3% | 0.1% | ||
| Q2 25 | 10.4% | -9.6% | ||
| Q1 25 | 12.0% | -9.4% | ||
| Q4 24 | 7.7% | -7.9% | ||
| Q3 24 | 6.9% | -13.9% | ||
| Q2 24 | 9.8% | -16.9% |
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 2.2% | ||
| Q3 25 | 1.2% | 2.2% | ||
| Q2 25 | 1.5% | 2.3% | ||
| Q1 25 | 1.4% | 2.9% | ||
| Q4 24 | 2.2% | 4.6% | ||
| Q3 24 | 2.8% | 3.3% | ||
| Q2 24 | 3.7% | 2.6% |
| Q1 26 | 9.04× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.77× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 9.54× | — | ||
| Q2 24 | 6.13× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMN
Segment breakdown not available.
CODI
| Other | $119.5M | 26% |
| A5.11Tactical | $113.9M | 24% |
| Sterno Products | $85.9M | 18% |
| Altor | $60.8M | 13% |
| The Honey Pot | $36.0M | 8% |
| Arnold | $25.4M | 5% |
| Velocity Outdoor | $18.7M | 4% |
| Lugano | $8.3M | 2% |
