The earnings call highlights significant growth in net sales and EBITDA, driven by strong domestic demand and operational efficiencies. The company has raised its full-year guidance reflecting confidence in continued momentum. However, there are challenges in international sales, which saw a substantial decline. Overall, the positive aspects outweigh the negative, indicating a largely favorable outlook.

Company Guidance

During the CompoSecure Second Quarter 2025 Earnings Call, the company provided updated guidance for the fiscal year, projecting non-GAAP net sales to reach approximately $455 million and pro forma adjusted EBITDA to be about $158 million. This marks an increase from the prior guidance of mid-single-digit growth. In Q2, non-GAAP net sales grew by 10% year-over-year to $119.6 million, driven by strong domestic demand. The company also reported a 26% increase in pro forma adjusted EBITDA, reaching $46.3 million, attributed to organic revenue growth and operational efficiencies from the CompoSecure Operating System. Gross margin improved to 57.5%, up from 51.6% in the previous year, reflecting manufacturing efficiencies and favorable product mix. Additionally, CompoSecure highlighted successful metal card program launches, including Chase Sapphire Reserve and the Coinbase One Card, and emphasized growth opportunities in the premium card market. The Arculus platform also delivered a positive contribution, supported by operational progress and partnerships with major players like Coinbase. The company maintained a strong balance sheet with $96.5 million in cash and reduced net debt.

Strong Top Line Growth

Non-GAAP net sales increased 10% year-over-year to $119.6 million, driven by robust domestic demand from traditional banks and leading fintechs.

Significant EBITDA Increase

Pro forma adjusted EBITDA increased 26% to $46.3 million for the quarter, driven by organic revenue growth and operational efficiencies from the CompoSecure Operating System.

Raised Full Year Guidance

Non-GAAP net sales are now expected to be approximately $455 million, with pro forma adjusted EBITDA projected at $158 million, reflecting ongoing commercial and operational momentum.

High-Profile Customer Program Launches

Notable launches and expansions include the Chase Sapphire Reserve, Coinbase One Card, and MGM Reward card, highlighting strong program activity during the quarter.

Strong Domestic Sales Growth

Domestic net sales grew 22% to $104.3 million compared to the prior year period.

CompoSecure (CMPO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

CMPO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 07, 2025	2025 (Q3)	0.25 / -	0.224	―	―	―
Aug 07, 2025	2025 (Q2)	0.21 / 0.25	0.224	11.61% (+0.03)
May 12, 2025	2025 (Q1)	0.19 / 0.25	0.207	20.77% (+0.04)
Mar 05, 2025	2024 (Q4)	0.18 / 0.20	0.216	-7.41% (-0.02)
Nov 08, 2024	2024 (Q3)	0.24 / 0.22	0.199	12.56% (+0.02)
Aug 07, 2024	2024 (Q2)	0.20 / 0.22	0.207	8.21% (+0.02)
May 06, 2024	2024 (Q1)	0.20 / 0.21	0.191	8.38% (+0.02)
Mar 06, 2024	2023 (Q4)	0.19 / 0.22	0.166	30.12% (+0.05)
Nov 09, 2023	2023 (Q3)	0.20 / 0.20	0.183	8.74% (+0.02)
Aug 14, 2023	2023 (Q2)	0.19 / 0.21	0.432	-52.08% (-0.23)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CMPO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$14.40	$17.53	+21.74%
May 12, 2025	$11.89	$12.28	+3.28%
Mar 05, 2025	$12.02	$11.56	-3.83%
Nov 08, 2024	$12.97	$11.57	-10.79%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Composecure Inc. (CMPO) report earnings?

Composecure Inc. (CMPO) is schdueled to report earning on Nov 07, 2025, After Close (Confirmed).

What is Composecure Inc. (CMPO) earnings time?

Composecure Inc. (CMPO) earnings time is at Nov 07, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is CMPO EPS forecast?

CMPO EPS forecast for the fiscal quarter 2025 (Q3) is 0.25.

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