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Side-by-side financial comparison of Compass Diversified Holdings (CODI) and SOMNIGROUP INTERNATIONAL INC. (SGI). Click either name above to swap in a different company.
SOMNIGROUP INTERNATIONAL INC. is the larger business by last-quarter revenue ($1.9B vs $468.6M, roughly 4.0× Compass Diversified Holdings). SOMNIGROUP INTERNATIONAL INC. runs the higher net margin — 7.5% vs -16.8%, a 24.4% gap on every dollar of revenue. On growth, SOMNIGROUP INTERNATIONAL INC. posted the faster year-over-year revenue change (54.7% vs -5.1%). SOMNIGROUP INTERNATIONAL INC. produced more free cash flow last quarter ($41.1M vs $36.9M). Over the past eight quarters, SOMNIGROUP INTERNATIONAL INC.'s revenue compounded faster (25.3% CAGR vs 6.8%).
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.
Somnigroup International Inc. is an American manufacturer of mattresses and bedding products.
CODI vs SGI — Head-to-Head
Income Statement — Q4 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $468.6M | $1.9B |
| Net Profit | $-78.8M | $140.8M |
| Gross Margin | 43.1% | 44.0% |
| Operating Margin | 9.8% | 13.2% |
| Net Margin | -16.8% | 7.5% |
| Revenue YoY | -5.1% | 54.7% |
| Net Profit YoY | -14.4% | 95.8% |
| EPS (diluted) | $-0.91 | $0.71 |
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 | $468.6M | $1.9B | ||
| Q3 25 | $472.6M | $2.1B | ||
| Q2 25 | $478.7M | $1.9B | ||
| Q1 25 | $453.8M | $1.6B | ||
| Q4 24 | $493.9M | $1.2B | ||
| Q3 24 | $456.6M | $1.3B | ||
| Q2 24 | $426.7M | $1.2B | ||
| Q1 24 | $410.8M | $1.2B |
| Q4 25 | $-78.8M | $140.8M | ||
| Q3 25 | $-74.0M | $177.4M | ||
| Q2 25 | $-51.2M | $99.0M | ||
| Q1 25 | $-30.0M | $-33.1M | ||
| Q4 24 | $-68.9M | $71.9M | ||
| Q3 24 | $-36.0M | $130.0M | ||
| Q2 24 | $-73.1M | $106.1M | ||
| Q1 24 | $-56.2M | $76.3M |
| Q4 25 | 43.1% | 44.0% | ||
| Q3 25 | 44.0% | 44.9% | ||
| Q2 25 | 43.6% | 44.0% | ||
| Q1 25 | 43.2% | 36.2% | ||
| Q4 24 | 38.6% | 43.3% | ||
| Q3 24 | 43.1% | 45.4% | ||
| Q2 24 | 44.1% | 44.9% | ||
| Q1 24 | 42.6% | 43.1% |
| Q4 25 | 9.8% | 13.2% | ||
| Q3 25 | -2.3% | 14.8% | ||
| Q2 25 | -5.7% | 9.6% | ||
| Q1 25 | 0.8% | 0.8% | ||
| Q4 24 | -3.8% | 10.6% | ||
| Q3 24 | 1.8% | 15.5% | ||
| Q2 24 | 1.8% | 14.0% | ||
| Q1 24 | -2.9% | 11.1% |
| Q4 25 | -16.8% | 7.5% | ||
| Q3 25 | -15.7% | 8.4% | ||
| Q2 25 | -10.7% | 5.3% | ||
| Q1 25 | -6.6% | -2.1% | ||
| Q4 24 | -13.9% | 6.0% | ||
| Q3 24 | -7.9% | 10.0% | ||
| Q2 24 | -17.1% | 8.6% | ||
| Q1 24 | -13.7% | 6.4% |
| Q4 25 | $-0.91 | $0.71 | ||
| Q3 25 | $-1.21 | $0.83 | ||
| Q2 25 | $-0.88 | $0.47 | ||
| Q1 25 | $-0.59 | $-0.17 | ||
| Q4 24 | $-0.57 | $0.40 | ||
| Q3 24 | $-0.62 | $0.73 | ||
| Q2 24 | $-1.12 | $0.60 | ||
| Q1 24 | $-1.52 | $0.43 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $68.0M | — |
| Total DebtLower is stronger | $1.9B | $4.6B |
| Stockholders' EquityBook value | $442.0M | $3.1B |
| Total Assets | $3.0B | $11.6B |
| Debt / EquityLower = less leverage | 4.25× | 1.47× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $68.0M | — | ||
| Q3 25 | $61.1M | — | ||
| Q2 25 | $73.8M | — | ||
| Q1 25 | $146.2M | — | ||
| Q4 24 | $59.7M | — | ||
| Q3 24 | $64.9M | — | ||
| Q2 24 | $61.5M | — | ||
| Q1 24 | $59.5M | — |
| Q4 25 | $1.9B | $4.6B | ||
| Q3 25 | $1.9B | $4.5B | ||
| Q2 25 | $1.9B | $4.8B | ||
| Q1 25 | $1.9B | $4.9B | ||
| Q4 24 | $1.8B | $3.7B | ||
| Q3 24 | $1.8B | $2.2B | ||
| Q2 24 | $1.7B | $2.4B | ||
| Q1 24 | $1.7B | $2.5B |
| Q4 25 | $442.0M | $3.1B | ||
| Q3 25 | $519.2M | $3.0B | ||
| Q2 25 | $601.9M | $2.8B | ||
| Q1 25 | $680.7M | $2.7B | ||
| Q4 24 | $678.6M | $559.0M | ||
| Q3 24 | $672.2M | $564.5M | ||
| Q2 24 | $711.3M | $411.8M | ||
| Q1 24 | $799.7M | $326.6M |
| Q4 25 | $3.0B | $11.6B | ||
| Q3 25 | $3.2B | $11.4B | ||
| Q2 25 | $3.3B | $11.4B | ||
| Q1 25 | $3.4B | $11.3B | ||
| Q4 24 | $3.3B | $6.0B | ||
| Q3 24 | $3.3B | $4.6B | ||
| Q2 24 | $3.2B | $4.6B | ||
| Q1 24 | $3.3B | $4.6B |
| Q4 25 | 4.25× | 1.47× | ||
| Q3 25 | 3.62× | 1.51× | ||
| Q2 25 | 3.09× | 1.69× | ||
| Q1 25 | 2.73× | 1.79× | ||
| Q4 24 | 2.61× | 6.69× | ||
| Q3 24 | 2.64× | 3.95× | ||
| Q2 24 | 2.42× | 5.92× | ||
| Q1 24 | 2.15× | 7.74× |
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 | $47.0M | $99.4M |
| Free Cash FlowOCF − Capex | $36.9M | $41.1M |
| FCF MarginFCF / Revenue | 7.9% | 2.2% |
| Capex IntensityCapex / Revenue | 2.2% | 3.1% |
| Cash ConversionOCF / Net Profit | — | 0.71× |
| TTM Free Cash FlowTrailing 4 quarters | $-51.1M | $633.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $47.0M | $99.4M | ||
| Q3 25 | $10.7M | $408.2M | ||
| Q2 25 | $-35.2M | $186.1M | ||
| Q1 25 | $-29.3M | $106.4M | ||
| Q4 24 | $-16.1M | $129.1M | ||
| Q3 24 | $-48.4M | $256.6M | ||
| Q2 24 | $-61.3M | $150.6M | ||
| Q1 24 | $-25.4M | $130.2M |
| Q4 25 | $36.9M | $41.1M | ||
| Q3 25 | $481.0K | $360.3M | ||
| Q2 25 | $-46.0M | $149.4M | ||
| Q1 25 | $-42.4M | $82.4M | ||
| Q4 24 | $-39.0M | $108.2M | ||
| Q3 24 | $-63.5M | $240.2M | ||
| Q2 24 | $-72.2M | $122.1M | ||
| Q1 24 | $-33.1M | $98.7M |
| Q4 25 | 7.9% | 2.2% | ||
| Q3 25 | 0.1% | 17.0% | ||
| Q2 25 | -9.6% | 7.9% | ||
| Q1 25 | -9.4% | 5.1% | ||
| Q4 24 | -7.9% | 9.0% | ||
| Q3 24 | -13.9% | 18.5% | ||
| Q2 24 | -16.9% | 9.9% | ||
| Q1 24 | -8.1% | 8.3% |
| Q4 25 | 2.2% | 3.1% | ||
| Q3 25 | 2.2% | 2.3% | ||
| Q2 25 | 2.3% | 2.0% | ||
| Q1 25 | 2.9% | 1.5% | ||
| Q4 24 | 4.6% | 1.7% | ||
| Q3 24 | 3.3% | 1.3% | ||
| Q2 24 | 2.6% | 2.3% | ||
| Q1 24 | 1.9% | 2.6% |
| Q4 25 | — | 0.71× | ||
| Q3 25 | — | 2.30× | ||
| Q2 25 | — | 1.88× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.80× | ||
| Q3 24 | — | 1.97× | ||
| Q2 24 | — | 1.42× | ||
| Q1 24 | — | 1.71× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
SGI
| Mattress Firm Segment | $892.1M | 48% |
| Tempur Sealy North America Segment | $620.5M | 33% |
| Tempur Sealy International Segment | $355.8M | 19% |
