Compass Diversified (CODI) Revenue History
Annual and quarterly revenue from 2014 to 2025
Compound Annual Growth Rate (CAGR)
Loading revenue history...
CODI Revenue Growth
Revenue Breakdown (FY 2025)
CODI's revenue distribution by segment and geography for fiscal year 2025
By Product/Segment
By Geography
CODI Revenue Analysis (2014–2025)
As of May 6, 2026, Compass Diversified (CODI) generated trailing twelve-month (TTM) revenue of $1.85 billion, reflecting moderate decline in growth of -5.9% year-over-year. The most recent quarter (Q1 2026) recorded $426.9 million in revenue, down 8.9% sequentially.
Looking at the longer-term picture, CODI's 5-year compound annual growth rate (CAGR) stands at +5.3%, indicating steady revenue expansion. The company achieved its highest annual revenue of $1.87 billion in 2025, representing a new all-time high.
Revenue diversification analysis shows CODI's business is primarily driven by 5.11 Tactical (29%), Sterno Products (16%), and Altor (16%).
When compared to Industrials sector peers including KKR, BX, and ARES, CODI has underperformed the peer group in terms of revenue growth. Compare CODI vs KKR →
CODI Revenue vs Peers
Revenue metrics vs comparable public companies
| Company | TTM Revenue | YoY Growth | 5Y CAGR | Op. Margin | Compare |
|---|---|---|---|---|---|
| CODICurrent | $1.8B | -5.9% | +5.3% | 2.3% | |
 KKR | $19.3B | - | - | 2.4% | |
 BX | $13.8B | - | - | 51.9% | |
 ARES | $6.5B | - | - | 27.2% | |
 CGBD | $168M | - | - | 54.7% | |
 DHR | $24.6B | +4.0% | +2.0% | 20.9% |
CODI Historical Revenue Data (2014–2025)
| Year | Revenue | YoY % | Gross Profit | Gross Margin | Op. Income | Op. Margin |
|---|---|---|---|---|---|---|
| 2025 | $1.87B | +4.8% | $721.2M | 38.5% | $42.6M | 2.3% |
| 2024 | $1.79B | +5.8% | $750.4M | 42.0% | $-14,868,000 | -0.8% |
| 2023 | $1.69B | -3.8% | $674.7M | 39.9% | $-69,409,000 | -4.1% |
| 2022 | $1.76B | +1.9% | $649.4M | 37.0% | $44.4M | 2.5% |
| 2021 | $1.72B | +19.1% | $661.6M | 38.4% | $123.1M | 7.1% |
| 2020 | $1.45B | +14.6% | $533.8M | 36.9% | $78.0M | 5.4% |
| 2019 | $1.26B | -6.9% | $456.9M | 36.2% | $26.0M | 2.1% |
| 2018 | $1.36B | +35.4% | $469.8M | 34.6% | $56.6M | 4.2% |
| 2017 | $1.00B | +2.5% | $361.4M | 36.0% | $24.5M | 2.4% |
| 2016 | $978.3M | +34.4% | $326.6M | 33.4% | $19.1M | 1.9% |
See CODI's True Return
Price is only half the story. See total return with reinvested dividends.
Launch CalculatorIs CODI Undervalued?
DCF intrinsic value, peer multiples, and analyst estimates — see what the stock is really worth.
View ValuationCompare CODI vs SPIR
Side-by-side business, growth, and profitability comparison vs Spire Global, Inc..
Start ComparisonCODI — Frequently Asked Questions
Quick answers to the most common questions about buying CODI stock.
Is CODI's revenue growth accelerating or slowing?
CODI revenue declined -5.9% year-over-year, contrasting with the 5-year CAGR of +5.3%. TTM revenue fell to $1.8B. This reverses the prior growth trend.
What is CODI's long-term revenue growth rate?
Compass Diversified's 5-year revenue CAGR of +5.3% reflects the variable expansion pattern. Current YoY growth of -5.9% is below this long-term average.
How is CODI's revenue distributed by segment?
CODI reports revenue by product line and geographic region. Annual and quarterly breakdowns from 2014-2025 are available for download. Segment mix reveals concentration and diversification trends.