UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to COMPASS DIVERSIFIED HOLDINGS (Exact name of registrant as specified in its charter) Delaware 57-6218917 (State or other jurisdiction of incorporation or organizat ...

Compass Diversified (NYSE:CODI) Q2 2022 Results Conference Call August 3, 2022 5:00 PM ET Company Participants Cody Slach - Director of Investor Relation Elias Sabo - Chief Executive Officer Ryan Faulkingham - Chief Financial Officer Patrick Maciariello - Chief Operating Officer Conference Call Participants Cristopher Kennedy - William Blair & Company Lawrence Solow - CJS Securities Michael Zabran - ROTH Capital Partners Barry Haimes - Sage Asset Management Matthew Howlett - B. Riley Securities Operator Go ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to COMPASS DIVERSIFIED HOLDINGS (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) | --- | --- ...

Financial Data and Key Metrics Changes - For Q1 2022, consolidated revenue was $510.5 million, a 25% increase from $408.6 million in the prior year period, primarily driven by the acquisition of Lugano and strong growth from BOA, Marucci Sports, and Outdoor Solutions [24] - Consolidated net income for Q1 2022 was $29.7 million, a 35% increase compared to $22 million in the prior year [25] - Adjusted earnings for Q1 2022 were $36 million, up 38% from the previous year [25] - The company raised its full-year 2022 adjusted EBITDA outlook to between $410 million and $430 million, an increase of $10 million at both ends of the range [30] Business Line Data and Key Metrics Changes - Niche industrial businesses saw revenues increase by 19.5% and adjusted EBITDA by 9.4% year-over-year [15] - Consumer businesses experienced a revenue increase of 14% and adjusted EBITDA growth of 13% compared to Q1 2021 [17] - BOA Technologies reported over 55% revenue growth in Q1 2022, achieving a record $25 million in quarterly EBITDA [17][9] - Lugano's pro forma adjusted EBITDA grew by over 46%, with a strong correlation between inventory investment and revenue growth [11][17] Market Data and Key Metrics Changes - The company noted that supply chain constraints, inflationary pressures, and labor shortages were significant challenges during the quarter [9] - Demand for catering products at Sterno grew significantly, while scented wax products saw reduced demand compared to a strong Q1 2021 [16] Company Strategy and Development Direction - The company is focusing on enhancing its ESG practices, believing that sound ESG strategies can manage risk and enhance long-term returns [34][35] - The M&A market remains depressed, with expectations for a gradual uptick in activity in the latter half of the year if economic headwinds moderate [33] - The company plans to continue investing in its subsidiaries and pursuing acquisition opportunities as they arise [27][54] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's ability to navigate economic headwinds and maintain strong performance, despite challenges [12][30] - The company remains confident in its long-term growth prospects, particularly for BOA Technologies, which has significant market share potential [10][62] - Management acknowledged that inflation is impacting purchasing power, particularly for lower-end consumers, but noted strong demand from more affluent customers [40][42] Other Important Information - The company had approximately $97.3 million in cash as of March 31, 2022, with no amounts drawn on its revolver [27] - Capital expenditures for Q1 2022 were $10.4 million, up from $7.3 million in the prior year, primarily due to retail store expansion [29] Q&A Session Summary Question: Insights on consumer behavior in Q1 - Management noted strong consumer spending across the board, with some weakness in lower-end products due to inflation impacting purchasing power [39][40] Question: BOA's growth and revenue pull-forward - Management indicated that demand at BOA is broad-based and sustainable, with some potential pull-forward from future quarters [44] Question: Marucci's market share growth - Management highlighted that Marucci is strategically using airfreight to gain shelf space and is expanding into various categories [46] Question: Update on Lugano's performance - Management stated that Lugano has seen significant growth in underlying demand and is not at a normalized run rate yet [48] Question: M&A environment outlook - Management expressed that the M&A environment remains challenging, with muted expectations for both platform and add-on acquisitions [49][53] Question: Impact of rising interest rates - Management indicated that rising interest rates have minimal impact on the company due to its long-duration debt structure [72][76]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to COMPASS DIVERSIFIED HOLDINGS (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) | --- | -- ...

| --- | --- | --- | |---------------|-------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | CODI Investor | | | | | | | | Presentation | | | | | | | | | | | This presentation contains certain forward-looking statements within the meaning of the federal securities laws. These statements may be made a part of this presentation or by reference to other documents we file with the SEC. Some of the forward-looking statements can be identified by the use of forward-looking words ...

Compass Diversified (NYSE:CODI) Q4 2021 Earnings Conference Call February 24, 2022 5:00 PM ET Company Participants Matthew Berkowitz - The IGB Group Elias Sabo - Chief Executive Officer Patrick Maciariello - Chief Operating Officer Ryan Faulkingham - Chief Financial Officer and Executive Vice President Conference Call Participants Cristopher Kennedy - William Blair Operator Good afternoon and welcome to the Compass Diversified's Fourth Quarter 2021 Conference Call. Today's call is being recorded. [Operator ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-34927 Compass Diversified Holdings (Exact name of registrant as specified in its charter) Delaware 57-6218917 (State or other jurisdiction of i ...

| --- | --- | --- | |---------------|-------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | CODI Investor | | | | | | | | Presentation | | | | | | | | | | | This presentation contains certain forward-looking statements within the meaning of the federal securities laws. These statements may be made a part of this presentation or by reference to other documents we file with the SEC. Some of the forward-looking statements can be identified by the use of forwa ...

Compass Diversified (NYSE:CODI) Q3 2021 Earnings Conference Call October 28, 2021 5:00 PM ET Company Representatives Elias Sabo - Chief Executive Officer Ryan Faulkingham - Chief Financial Officer Pat Maciariello - Chief Operating Officer Dave Swanson - Chairman of Marucci Matt Berkowitz - The IGB Group Conference Call Participants Larry Solow - CJS Securities Matt Koranda - ROTH Capital Cris Kennedy - William Blair Operator Good afternoon and welcome to the Compass Diversified's Third Quarter 2021 Conferen ...