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Side-by-side financial comparison of AdvanSix Inc. (ASIX) and Compass Diversified Holdings (CODI). Click either name above to swap in a different company.
Compass Diversified Holdings is the larger business by last-quarter revenue ($468.6M vs $359.9M, roughly 1.3× AdvanSix Inc.). AdvanSix Inc. runs the higher net margin — -0.8% vs -16.8%, a 16.0% gap on every dollar of revenue. On growth, AdvanSix Inc. posted the faster year-over-year revenue change (9.4% vs -5.1%). Compass Diversified Holdings produced more free cash flow last quarter ($36.9M vs $36.1M). Over the past eight quarters, Compass Diversified Holdings's revenue compounded faster (6.8% CAGR vs 3.4%).
AdvanSix Inc. is an American chemical company that produces nylon 6 and related chemicals such as caprolactam and ammonium sulfate fertilizers. It operated as Honeywell's Resins and Chemicals division until 2016, when it was spun off as a separate company. The unit accounted for 3 percent of Honeywell's sales at the time. For 2019, revenue is estimated at $1.4 billion. The company traces its lineage to the H. W. Jayne Company, established 1884 in Frankford, Pennsylvania.
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.
ASIX vs CODI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $359.9M | $468.6M |
| Net Profit | $-2.8M | $-78.8M |
| Gross Margin | 7.6% | 43.1% |
| Operating Margin | -0.7% | 9.8% |
| Net Margin | -0.8% | -16.8% |
| Revenue YoY | 9.4% | -5.1% |
| Net Profit YoY | -892.9% | -14.4% |
| EPS (diluted) | $-0.11 | $-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.
| Q4 25 | $359.9M | $468.6M | ||
| Q3 25 | $374.5M | $472.6M | ||
| Q2 25 | $410.0M | $478.7M | ||
| Q1 25 | $377.8M | $453.8M | ||
| Q4 24 | $329.1M | $493.9M | ||
| Q3 24 | $398.2M | $456.6M | ||
| Q2 24 | $453.5M | $426.7M | ||
| Q1 24 | $336.8M | $410.8M |
| Q4 25 | $-2.8M | $-78.8M | ||
| Q3 25 | $-2.6M | $-74.0M | ||
| Q2 25 | $31.4M | $-51.2M | ||
| Q1 25 | $23.3M | $-30.0M | ||
| Q4 24 | $352.0K | $-68.9M | ||
| Q3 24 | $22.3M | $-36.0M | ||
| Q2 24 | $38.9M | $-73.1M | ||
| Q1 24 | $-17.4M | $-56.2M |
| Q4 25 | 7.6% | 43.1% | ||
| Q3 25 | 6.8% | 44.0% | ||
| Q2 25 | 14.3% | 43.6% | ||
| Q1 25 | 14.2% | 43.2% | ||
| Q4 24 | 3.4% | 38.6% | ||
| Q3 24 | 14.4% | 43.1% | ||
| Q2 24 | 17.9% | 44.1% | ||
| Q1 24 | 0.9% | 42.6% |
| Q4 25 | -0.7% | 9.8% | ||
| Q3 25 | -0.9% | -2.3% | ||
| Q2 25 | 7.7% | -5.7% | ||
| Q1 25 | 7.7% | 0.8% | ||
| Q4 24 | -3.9% | -3.8% | ||
| Q3 24 | 7.5% | 1.8% | ||
| Q2 24 | 11.5% | 1.8% | ||
| Q1 24 | -7.0% | -2.9% |
| Q4 25 | -0.8% | -16.8% | ||
| Q3 25 | -0.7% | -15.7% | ||
| Q2 25 | 7.7% | -10.7% | ||
| Q1 25 | 6.2% | -6.6% | ||
| Q4 24 | 0.1% | -13.9% | ||
| Q3 24 | 5.6% | -7.9% | ||
| Q2 24 | 8.6% | -17.1% | ||
| Q1 24 | -5.2% | -13.7% |
| Q4 25 | $-0.11 | $-0.91 | ||
| Q3 25 | $-0.10 | $-1.21 | ||
| Q2 25 | $1.15 | $-0.88 | ||
| Q1 25 | $0.86 | $-0.59 | ||
| Q4 24 | $0.02 | $-0.57 | ||
| Q3 24 | $0.82 | $-0.62 | ||
| Q2 24 | $1.43 | $-1.12 | ||
| Q1 24 | $-0.65 | $-1.52 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $19.8M | $68.0M |
| Total DebtLower is stronger | — | $1.9B |
| Stockholders' EquityBook value | $815.2M | $442.0M |
| Total Assets | $1.7B | $3.0B |
| Debt / EquityLower = less leverage | — | 4.25× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $68.0M | ||
| Q3 25 | $23.7M | $61.1M | ||
| Q2 25 | $18.4M | $73.8M | ||
| Q1 25 | $8.3M | $146.2M | ||
| Q4 24 | $19.6M | $59.7M | ||
| Q3 24 | $17.3M | $64.9M | ||
| Q2 24 | $12.1M | $61.5M | ||
| Q1 24 | $20.6M | $59.5M |
| Q4 25 | — | $1.9B | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | — | $1.9B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | — | $1.7B | ||
| Q1 24 | — | $1.7B |
| Q4 25 | $815.2M | $442.0M | ||
| Q3 25 | $818.2M | $519.2M | ||
| Q2 25 | $823.7M | $601.9M | ||
| Q1 25 | $794.4M | $680.7M | ||
| Q4 24 | $774.6M | $678.6M | ||
| Q3 24 | $766.4M | $672.2M | ||
| Q2 24 | $746.6M | $711.3M | ||
| Q1 24 | $713.2M | $799.7M |
| Q4 25 | $1.7B | $3.0B | ||
| Q3 25 | $1.7B | $3.2B | ||
| Q2 25 | $1.6B | $3.3B | ||
| Q1 25 | $1.6B | $3.4B | ||
| Q4 24 | $1.6B | $3.3B | ||
| Q3 24 | $1.5B | $3.3B | ||
| Q2 24 | $1.5B | $3.2B | ||
| Q1 24 | $1.5B | $3.3B |
| Q4 25 | — | 4.25× | ||
| Q3 25 | — | 3.62× | ||
| Q2 25 | — | 3.09× | ||
| Q1 25 | — | 2.73× | ||
| Q4 24 | — | 2.61× | ||
| Q3 24 | — | 2.64× | ||
| Q2 24 | — | 2.42× | ||
| Q1 24 | — | 2.15× |
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 | $63.7M | $47.0M |
| Free Cash FlowOCF − Capex | $36.1M | $36.9M |
| FCF MarginFCF / Revenue | 10.0% | 7.9% |
| Capex IntensityCapex / Revenue | 7.7% | 2.2% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $6.4M | $-51.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $63.7M | $47.0M | ||
| Q3 25 | $26.6M | $10.7M | ||
| Q2 25 | $21.1M | $-35.2M | ||
| Q1 25 | $11.4M | $-29.3M | ||
| Q4 24 | $64.2M | $-16.1M | ||
| Q3 24 | $57.3M | $-48.4M | ||
| Q2 24 | $50.2M | $-61.3M | ||
| Q1 24 | $-36.2M | $-25.4M |
| Q4 25 | $36.1M | $36.9M | ||
| Q3 25 | $66.0K | $481.0K | ||
| Q2 25 | $-7.2M | $-46.0M | ||
| Q1 25 | $-22.6M | $-42.4M | ||
| Q4 24 | $29.8M | $-39.0M | ||
| Q3 24 | $26.8M | $-63.5M | ||
| Q2 24 | $16.7M | $-72.2M | ||
| Q1 24 | $-71.6M | $-33.1M |
| Q4 25 | 10.0% | 7.9% | ||
| Q3 25 | 0.0% | 0.1% | ||
| Q2 25 | -1.7% | -9.6% | ||
| Q1 25 | -6.0% | -9.4% | ||
| Q4 24 | 9.1% | -7.9% | ||
| Q3 24 | 6.7% | -13.9% | ||
| Q2 24 | 3.7% | -16.9% | ||
| Q1 24 | -21.3% | -8.1% |
| Q4 25 | 7.7% | 2.2% | ||
| Q3 25 | 7.1% | 2.2% | ||
| Q2 25 | 6.9% | 2.3% | ||
| Q1 25 | 9.0% | 2.9% | ||
| Q4 24 | 10.4% | 4.6% | ||
| Q3 24 | 7.7% | 3.3% | ||
| Q2 24 | 7.4% | 2.6% | ||
| Q1 24 | 10.5% | 1.9% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.67× | — | ||
| Q1 25 | 0.49× | — | ||
| Q4 24 | 182.29× | — | ||
| Q3 24 | 2.57× | — | ||
| Q2 24 | 1.29× | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ASIX
| Plant Nutrients | $140.0M | 39% |
| Chemical Intermediates | $92.8M | 26% |
| Caprolactam | $64.4M | 18% |
| Nylon Resins | $62.8M | 17% |
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% |
