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Composecure Inc. (CMPO)
:CMPO
US Market
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CompoSecure (CMPO) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Nov 07, 2025
After Close (Confirmed)
Period Ending
2025 (Q3)
Consensus EPS Forecast
0.25
Last Year’s EPS
0.22
Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings

Earnings Call Summary

Q2 2025
Earnings Call Date:Aug 07, 2025|
% Change Since: 33.82%|
Earnings Call Sentiment|Positive
The earnings call presented a largely positive outlook for CompoSecure, with strong growth in domestic sales, increased EBITDA, and improved margins. The raise in guidance and successful high-profile card program launches further underscore positive momentum. The only significant challenge noted was a decline in international sales, which was attributed to fluctuations due to smaller scale. Overall, the sentiment was optimistic about the company's growth trajectory and operational efficiencies.
Company Guidance -
Q3 2025
During the CompoSecure Second Quarter 2025 Earnings Call, the company provided an optimistic outlook for the remainder of the fiscal year, raising their full-year guidance. They now anticipate non-GAAP net sales to reach approximately $455 million, up from prior mid-single-digit growth expectations. The pro forma adjusted EBITDA is projected to be around $158 million, reflecting a strong increase driven by organic revenue growth and operational efficiencies from the CompoSecure Operating System. In Q2 2025, non-GAAP net sales rose by 10% year-over-year to $119.6 million, while pro forma adjusted EBITDA grew by 26% to $46.3 million. The company highlighted a 57.5% non-GAAP gross margin, attributed to improved manufacturing efficiencies and favorable product mix. Additionally, CompoSecure reported a decline in international net sales by 35%, contrasted by a 22% rise in domestic net sales. The call emphasized ongoing investments in talent and manufacturing capabilities, aiming for efficient scaling and sustained execution, underpinned by a high-performance culture and strategic sales efforts.
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.
Pro Forma Adjusted EBITDA Increase
Pro forma adjusted EBITDA increased 26% to $46.3 million for the quarter, driven by organic revenue growth and operational efficiencies.
Guidance Raise for Fiscal Year 2025
Non-GAAP net sales are expected to be approximately $455 million, and pro forma adjusted EBITDA is expected to be approximately $158 million, both up from prior guidance.
Improved Gross Margin
Non-GAAP gross margin for the quarter was 57.5% of net sales, compared to 51.6% for the same quarter of the prior year, reflecting improved manufacturing efficiencies.
High-Profile Customer Program Launches
Launch and expansion of several metal card programs, including Chase Sapphire Reserve and the Coinbase One Card, demonstrating strong market leadership.
Positive Contribution from Arculus
Arculus delivered a net positive quarter, supported by continued operational progress and commercial momentum, including partnerships with Coinbase and American Express.
Reduced Net Debt
Net debt was reduced to $96 million with a net debt leverage ratio of 0.66x, a significant improvement from the prior year's net debt of $295.5 million and a 2.15x leverage ratio.

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

CMPO Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Nov 07, 2025
2025 (Q3)
0.25 / -
0.224
Aug 07, 2025
2025 (Q2)
0.21 / 0.25
0.22411.61% (+0.03)
May 12, 2025
2025 (Q1)
0.19 / 0.25
0.20720.77% (+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
0.19912.56% (+0.02)
Aug 07, 2024
2024 (Q2)
0.20 / 0.22
0.2078.21% (+0.02)
May 06, 2024
2024 (Q1)
0.20 / 0.21
0.1918.38% (+0.02)
Mar 06, 2024
2023 (Q4)
0.19 / 0.22
0.16630.12% (+0.05)
Nov 09, 2023
2023 (Q3)
0.20 / 0.20
0.1838.74% (+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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