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Side-by-side financial comparison of Compass Diversified Holdings (CODI) and Simpson Manufacturing Co., Inc. (SSD). Click either name above to swap in a different company.
Simpson Manufacturing Co., Inc. is the larger business by last-quarter revenue ($588.0M vs $468.6M, roughly 1.3× Compass Diversified Holdings). Simpson Manufacturing Co., Inc. runs the higher net margin — 15.0% vs -16.8%, a 31.8% gap on every dollar of revenue. On growth, Simpson Manufacturing Co., Inc. posted the faster year-over-year revenue change (9.1% vs -5.1%). Over the past eight quarters, Compass Diversified Holdings's revenue compounded faster (6.8% CAGR vs -0.8%).
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.
Simpson Manufacturing Company is a leading building materials manufacturer in the United States that produces structural connectors, fasteners, anchors, and products for new construction and retrofitting.
CODI vs SSD — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $468.6M | $588.0M |
| Net Profit | $-78.8M | $88.2M |
| Gross Margin | 43.1% | 45.2% |
| Operating Margin | 9.8% | 19.5% |
| Net Margin | -16.8% | 15.0% |
| Revenue YoY | -5.1% | 9.1% |
| Net Profit YoY | -14.4% | 13.3% |
| EPS (diluted) | $-0.91 | $2.13 |
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 | — | $588.0M | ||
| Q4 25 | $468.6M | $539.3M | ||
| Q3 25 | $472.6M | $623.5M | ||
| Q2 25 | $478.7M | $631.1M | ||
| Q1 25 | $453.8M | $538.9M | ||
| Q4 24 | $493.9M | $517.4M | ||
| Q3 24 | $456.6M | $587.2M | ||
| Q2 24 | $426.7M | $597.0M |
| Q1 26 | — | $88.2M | ||
| Q4 25 | $-78.8M | $56.2M | ||
| Q3 25 | $-74.0M | $107.4M | ||
| Q2 25 | $-51.2M | $103.5M | ||
| Q1 25 | $-30.0M | $77.9M | ||
| Q4 24 | $-68.9M | $55.4M | ||
| Q3 24 | $-36.0M | $93.5M | ||
| Q2 24 | $-73.1M | $97.8M |
| Q1 26 | — | 45.2% | ||
| Q4 25 | 43.1% | 43.4% | ||
| Q3 25 | 44.0% | 46.4% | ||
| Q2 25 | 43.6% | 46.7% | ||
| Q1 25 | 43.2% | 46.8% | ||
| Q4 24 | 38.6% | 44.0% | ||
| Q3 24 | 43.1% | 46.8% | ||
| Q2 24 | 44.1% | 46.7% |
| Q1 26 | — | 19.5% | ||
| Q4 25 | 9.8% | 13.9% | ||
| Q3 25 | -2.3% | 22.6% | ||
| Q2 25 | -5.7% | 22.2% | ||
| Q1 25 | 0.8% | 19.0% | ||
| Q4 24 | -3.8% | 14.8% | ||
| Q3 24 | 1.8% | 21.3% | ||
| Q2 24 | 1.8% | 22.1% |
| Q1 26 | — | 15.0% | ||
| Q4 25 | -16.8% | 10.4% | ||
| Q3 25 | -15.7% | 17.2% | ||
| Q2 25 | -10.7% | 16.4% | ||
| Q1 25 | -6.6% | 14.5% | ||
| Q4 24 | -13.9% | 10.7% | ||
| Q3 24 | -7.9% | 15.9% | ||
| Q2 24 | -17.1% | 16.4% |
| Q1 26 | — | $2.13 | ||
| Q4 25 | $-0.91 | $1.34 | ||
| Q3 25 | $-1.21 | $2.58 | ||
| Q2 25 | $-0.88 | $2.47 | ||
| Q1 25 | $-0.59 | $1.85 | ||
| Q4 24 | $-0.57 | $1.31 | ||
| Q3 24 | $-0.62 | $2.21 | ||
| Q2 24 | $-1.12 | $2.31 |
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 | $341.0M |
| Total DebtLower is stronger | $1.9B | — |
| Stockholders' EquityBook value | $442.0M | $2.1B |
| Total Assets | $3.0B | $3.0B |
| Debt / EquityLower = less leverage | 4.25× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $341.0M | ||
| Q4 25 | $68.0M | $384.1M | ||
| Q3 25 | $61.1M | $297.3M | ||
| Q2 25 | $73.8M | $190.4M | ||
| Q1 25 | $146.2M | $150.3M | ||
| Q4 24 | $59.7M | $239.4M | ||
| Q3 24 | $64.9M | $339.4M | ||
| Q2 24 | $61.5M | $354.9M |
| Q1 26 | — | — | ||
| Q4 25 | $1.9B | $300.0M | ||
| Q3 25 | $1.9B | $371.3M | ||
| Q2 25 | $1.9B | $376.9M | ||
| Q1 25 | $1.9B | $382.5M | ||
| Q4 24 | $1.8B | $388.1M | ||
| Q3 24 | $1.8B | $393.8M | ||
| Q2 24 | $1.7B | $399.4M |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $442.0M | $2.0B | ||
| Q3 25 | $519.2M | $2.0B | ||
| Q2 25 | $601.9M | $1.9B | ||
| Q1 25 | $680.7M | $1.9B | ||
| Q4 24 | $678.6M | $1.8B | ||
| Q3 24 | $672.2M | $1.9B | ||
| Q2 24 | $711.3M | $1.8B |
| Q1 26 | — | $3.0B | ||
| Q4 25 | $3.0B | $3.1B | ||
| Q3 25 | $3.2B | $3.0B | ||
| Q2 25 | $3.3B | $3.0B | ||
| Q1 25 | $3.4B | $2.8B | ||
| Q4 24 | $3.3B | $2.7B | ||
| Q3 24 | $3.3B | $2.9B | ||
| Q2 24 | $3.2B | $2.8B |
| Q1 26 | — | — | ||
| Q4 25 | 4.25× | 0.15× | ||
| Q3 25 | 3.62× | 0.19× | ||
| Q2 25 | 3.09× | 0.20× | ||
| Q1 25 | 2.73× | 0.21× | ||
| Q4 24 | 2.61× | 0.21× | ||
| Q3 24 | 2.64× | 0.21× | ||
| Q2 24 | 2.42× | 0.23× |
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 | — |
| Free Cash FlowOCF − Capex | $36.9M | — |
| FCF MarginFCF / Revenue | 7.9% | — |
| Capex IntensityCapex / Revenue | 2.2% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-51.1M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $47.0M | $155.7M | ||
| Q3 25 | $10.7M | $170.2M | ||
| Q2 25 | $-35.2M | $125.2M | ||
| Q1 25 | $-29.3M | $7.6M | ||
| Q4 24 | $-16.1M | $115.8M | ||
| Q3 24 | $-48.4M | $103.3M | ||
| Q2 24 | $-61.3M | $111.1M |
| Q1 26 | — | — | ||
| Q4 25 | $36.9M | $119.0M | ||
| Q3 25 | $481.0K | $133.9M | ||
| Q2 25 | $-46.0M | $87.3M | ||
| Q1 25 | $-42.4M | $-42.6M | ||
| Q4 24 | $-39.0M | $60.3M | ||
| Q3 24 | $-63.5M | $58.1M | ||
| Q2 24 | $-72.2M | $70.9M |
| Q1 26 | — | — | ||
| Q4 25 | 7.9% | 22.1% | ||
| Q3 25 | 0.1% | 21.5% | ||
| Q2 25 | -9.6% | 13.8% | ||
| Q1 25 | -9.4% | -7.9% | ||
| Q4 24 | -7.9% | 11.7% | ||
| Q3 24 | -13.9% | 9.9% | ||
| Q2 24 | -16.9% | 11.9% |
| Q1 26 | — | — | ||
| Q4 25 | 2.2% | 6.8% | ||
| Q3 25 | 2.2% | 5.8% | ||
| Q2 25 | 2.3% | 6.0% | ||
| Q1 25 | 2.9% | 9.3% | ||
| Q4 24 | 4.6% | 10.7% | ||
| Q3 24 | 3.3% | 7.7% | ||
| Q2 24 | 2.6% | 6.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.77× | ||
| Q3 25 | — | 1.58× | ||
| Q2 25 | — | 1.21× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 2.09× | ||
| Q3 24 | — | 1.10× | ||
| Q2 24 | — | 1.14× |
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% |
SSD
Segment breakdown not available.
