Overview

* CompoSecure Q2 2025 non-GAAP net sales rise 10% yr/yr to $119.6 mln

* Adjusted EBITDA beats analyst expectations, reaching $46.3 mln, per LSEG data

* Co raises full-year 2025 guidance, reflecting confidence in market demand

Outlook

* CompoSecure ( CMPO ) raises full-year 2025 guidance for Non-GAAP Net Sales to $455 mln

* Company expects full-year Pro Forma Adjusted EBITDA of $158 mln

* CompoSecure ( CMPO ) anticipates sustained market demand and strategic growth

* Company plans to focus on accelerating growth and delivering innovation

Result Drivers

* DOMESTIC DEMAND - Strong domestic demand from traditional banks and fintechs drove 10% increase in non-GAAP net sales

* OPERATING SYSTEM - CompoSecure Operating System improved manufacturing efficiencies and product mix, enhancing gross margins

* CUSTOMER LAUNCHES - New customer programs with Chase, Crypto.com, and others contributed to positive results

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Miss -$26.12 $24 mln

Adjusted mln (5

Net Analysts

Income )

Q2 Net -$26.10

Income mln

Q2 Beat $46.30 $36.10

Adjusted mln mln (4

EBITDA Analysts

)

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the business support services peer group is "buy"

* Wall Street's median 12-month price target for CompoSecure Inc ( CMPO ) is $15.00, about 4.2% above its August 6 closing price of $14.37

* The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 12 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)