Compass Diversified extends forbearance agreement with lenders

Published 28/07/2025, 11:54
Compass Diversified extends forbearance agreement with lenders

NEW YORK - Compass Diversified (NYSE:CODI), a $514 million market cap company whose stock has declined nearly 70% year-to-date, has secured a second forbearance agreement with its lender group, extending the forbearance period until October 24, 2025, the company announced Monday. According to InvestingPro analysis, the company appears undervalued at current levels.

The agreement, reached on July 25, increases the availability on CODI’s $100 million revolving credit facility from $40 million to $60 million during the forbearance period. The company initially entered into a forbearance agreement on May 22 following the discovery of financial and accounting irregularities at its subsidiary, Lugano Holdings, Inc.

According to the company, the ongoing investigation has preliminarily identified irregularities in Lugano’s financing, accounting, and inventory practices. CODI emphasized that the investigation is limited to Lugano and does not involve any of its other eight subsidiaries.

"We remain focused on driving strong performance across CODI’s eight other subsidiary companies, all of which continue to operate normally, maintain healthy balance sheets, and collectively generate significant cash flow," said Elias Sabo, CEO of CODI. Despite recent challenges, the company maintains a notable 14.6% dividend yield and has sustained dividend payments for 20 consecutive years, as reported by InvestingPro, which offers 8 additional key insights about the company’s financial health.

The company stated that its priority is completing the investigation, which is reportedly progressing as expected, and finalizing the necessary financial restatements. CODI described its current liquidity position as "solid" with increased access to capital through the revolving credit facility. Financial data supports this claim, with a strong current ratio of 4.07, indicating liquid assets well exceed short-term obligations.

The announcement comes as the company works to address the financial irregularities at Lugano while maintaining operations across its portfolio of businesses. The information in this article is based on a company press release statement.

In other recent news, Compass Diversified has encountered several significant developments. The company is dealing with an ongoing investigation into its subsidiary, Lugano Holding Inc., which has revealed unauthorized third-party funding arrangements and questionable inventory valuations by the former CEO. As a result, Jefferies has downgraded Compass Diversified’s stock rating from Buy to Hold, adjusting the price target from $28.00 to $7.30. In response to these challenges, Compass Diversified has taken steps to manage liquidity, including entering into a forbearance agreement with lenders, cutting management fees, and suspending quarterly distributions to shareholders. The company has also restricted further investment in Lugano, focusing instead on its other subsidiaries. Additionally, S&P Global Ratings has downgraded Compass Group Diversified Holdings LLC to ’B-’ and placed it on CreditWatch with negative implications due to the accounting irregularities at Lugano. The company’s fiscal 2024 financial statements are considered unreliable, necessitating restatements and delaying the Q1 2025 Form 10-Q filing. Compass Diversified’s management and governance score has been revised to ’negative’, and its liquidity score has been lowered to ’less than adequate’.

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