Highest-materiality recent filing
GPGI Q1: GAAP net loss $235M; pro forma adj. EBITDA -16% on Husky headwinds
GAAP net loss of $235.0M; pro forma adj. EBITDA $82.1M, down 16% YoY; margin 19.5%, down 430 bps.
GPGI Q4 2025 organic revenue up 17%, Pro Forma Adj. EBITDA up 41%; guides FY26
Q4 2025 non-GAAP net sales $118M (+17% YoY); GAAP net income $43.3M vs loss of $48.4M in Q4 2024.
CEO Jonathan Wilk departs effective Jan 21, 2026; Graham Robinson named President & CEO of CompoSecure segment effective Jan 22.
Refinanced ~$2.1B aggregate principal debt following Jan 13, 2026 combination with Husky Technologies.
CompoSecure closes $7.4B Husky acquisition; rebrands to GPGI, Inc.
Combined company valued at $7.4B, ~11.6x 2026E Pro Forma Adj. EBITDA of ~$635M; deal >20% accretive to adj. diluted EPS.
CompoSecure adds proxy statement disclosures for Husky deal after shareholder lawsuits
Three shareholder lawsuits filed in NY and NJ alleging proxy statement omissions; company denies merit but voluntarily supplements.
CompoSecure to acquire Husky Technologies for ~$3.95B in cash and stock, plus $1.96B PIPE
Aggregate consideration $3.953B: cash plus 55,297,297 shares of CMPO common stock.
CompoSecure to combine with Husky Technologies for ~$4.976B; $1.96B PIPE at $18.50/sh
Total consideration ~$4.976B in cash and CMPO stock; Husky becomes wholly owned subsidiary.
Redemption price is $0.01 per warrant; warrants must be exercised by 5:00 p.m. ET on December 3, 2025.
CompoSecure Q3 non-GAAP sales $120.9M (+13%), raises FY25 guidance, buys Husky for ~$5B
Q3 Non-GAAP net sales $120.9M (+13% YoY); gross margin 59.0% vs 51.7%; Pro Forma Adj. EBITDA $47.7M (+30%).
CompoSecure appoints Mary Holt as CFO, succeeding retiring Tim Fitzsimmons
Mary Holt appointed CFO effective after Q3 2025 10-Q filing; succeeds Tim Fitzsimmons (retiring).
CompoSecure Q2 non-GAAP net sales up 10% YoY to $119.6M; raises FY2025 guidance
Non-GAAP net sales $119.6M (+10% YoY); gross margin expanded to 57.5% from 51.6%.
CompoSecure CFO Timothy Fitzsimmons to retire; successor search underway, transition by Jan 1, 2026
CFO Timothy Fitzsimmons will retire upon appointment of successor, expected H2 2025 but no later than Jan 1, 2026.
CompoSecure CFO Tim Fitzsimmons to retire; successor search underway; FY2025 guidance reaffirmed
CFO Tim Fitzsimmons will retire once successor assumes role, expected H2 2025 but no later than Jan 1, 2026.
CompoSecure Q1 Non‑GAAP net sales $103.9M flat YoY; adjusted EPS $0.25; reiterates FY2025 guide
GAAP net sales $59.8M (partial period after Resolute Holdings spin‑off on Feb 28); GAAP diluted EPS $0.07.
CompoSecure completes spin-off of Resolute Holdings; RHLD begins trading on Nasdaq
Holders of CMPO common stock received 1 share of Resolute Holdings (RHLD) for every 12 shares held as of Feb 20, 2025.
FY net sales $420.6M (+8% YoY); Q4 net sales $100.9M (+1% YoY).
CompoSecure completes spin-off of Resolute Holdings; warrant price adjusted to $7.97
Distribution on Feb 28, 2025: 1 share of Resolute Holdings per 12 shares of CMPO held on record date Feb 20, 2025.
CompoSecure completes spin-off of Resolute Holdings; distribution ratio 1:12
Spin-off effective 12:01 a.m. ET on Feb 28, 2025.
CompoSecure sets Feb 28 spin-off of Resolute Holdings; prelim FY2024 rev $420.6M in line
Record date Feb 20, 2025; distribution ratio 1 share RHLD per 12 CMPO shares; expected to trade under 'RHLD'.
CompoSecure plans spin-off of Resolute Holdings to shareholders; taxable, expected Q1 2025
Pro rata distribution of Resolute Holdings shares to all CompoSecure shareholders; expected to trade under 'RHLD' on Nasdaq.
CompoSecure converts all $130M exchangeable notes to equity, reducing debt by $130M
All $130M of 7.00% Exchangeable Notes due 2026 exchanged for Class A common stock; no Notes remain outstanding.
CompoSecure eliminates dual-class structure, adopts Third Amended LLC Agreement
On November 21, 2024, CompoSecure entered Third Amended LLC Agreement for CompoSecure Holdings.
Q3 2024 net sales $107.1M, up 11% YoY; GAAP net loss $85.5M from stock price impact on non-cash items.
Resolute acquires 60% voting interest in CompoSecure for $372.1M; board expanded to 11
Resolute Compo Holdings paid $7.55/share for 49.29M shares of Class A common stock, acquiring ~60% voting interest.
Resolute led by David Cote acquires majority of CompoSecure; new $330M credit facility
Resolute (David Cote, Tom Knott) buys 49,290,409 Class A shares from LLR, Logan, and Wilk LLC, gaining majority control.
CompoSecure Q2 sales hit record $108.6M; Resolute to acquire majority for $372M
Q2 net sales $108.6M (+10% YoY); net income $33.6M (+3%); adj. EBITDA $40.0M (+8%).
CompoSecure reports record Q1 revenue, declares special dividend of $0.30/share
Q1 net sales $104.0M (+9% YoY), net income $17.1M (+59% YoY), adjusted EBITDA $37.8M (+6% YoY).
CompoSecure Q4 net sales $99.9M (+7% YoY), net income $31M (+39%); $40M buyback
Q4 net sales $99.9M (+7% YoY); net income $31M (+39%); adjusted EBITDA $37.2M (+22%).
CompoSecure cuts FY2023 sales guidance to $386-392M; Q3 net sales down 6% YoY
Q3 Net Sales $96.9M vs $103.3M YoY; Gross Profit margin 50.5% vs 59.8% on inflation and production inefficiencies.
On June 10, 2025, Timothy Fitzsimmons, Chief Financial Officer (“CFO”) of CompoSecure, Inc. (the “Company”) informed the Company’s Board of Directors that he will retire from his position
On February 28, 2025, Roger Fradin notified the Company of his decision to resign as a director of the Board, effective immediately.
On October 18, 2024, the Board of Directors (the “Board”) of CompoSecure, Inc. (the “Company”) appointed Dr. Krisha Mikkilineni to fill the vacancy created by the previously announced retirement of Niloofar Razi Howe.
On October 18, 2024, the Board of Directors (the “Board”) of CompoSecure, Inc. (the “Company”) appointed Dr. Krisha Mikkilineni to fill the vacancy created by the previously announced retirement of Niloofar Razi Howe.
On September 29, 2024, Niloofar Razi Howe notified CompoSecure, Inc. (the “Company”) of her decision to resign as a director of the Company’s Board of Directors (the “Board”), effective September 30, 2024.
on August 7, 2024, each of Mitchell Hollin and Michele Logan delivered notice of their resignation as a member of the Board and all committees thereof, subject to and contingent on the consummation of the Closing, pursuant to the terms of the Letter Agreement.
on August 7, 2024, each of Mitchell Hollin and Michele Logan delivered notice of their resignation as a member of the Board and all committees thereof, subject to and contingent on the consummation of the Closing, pursuant to the terms of the Letter Agreement.
On September 21, 2022, Roman designated Paul S. Galant to serve as a director on the Board and on September 21, 2022, the Board elected Mr. Galant to serve on the Board, effective immediately
Dr. Donald Basile notified the Board of Directors (the “Board”) of CompoSecure, Inc. (the “Company”) that he had resigned from the Board, effective as of 8:59 A.M. ET on September 21, 2022.
Max materiality 1.00 · Median 0.65 · Most common event other_material