GPGI — Third Quarter 2026 Earnings Summary

GPGI reported third-quarter 2026 results with Pro Forma Adjusted Net Sales of $509.6 million and Pro Forma Adjusted EBITDA of $146.3 million, reflecting strong performance at CompoSecure and a return to growth at Husky. CompoSecure achieved record sales of $140.7 million with a 43.5% EBITDA margin, driven by robust demand and operational efficiencies from its Resolute Operating System. Conversely, Husky's EBITDA margin contracted slightly year-over-year due to delayed cost actions and elevated freight costs, though its pipeline and orders showed significant growth. The company lowered its full-year 2026 Adjusted EBITDA and Free Cash Flow guidance by approximately 8% while maintaining its prior sales forecast, citing Husky's cost execution challenges. GPGI anticipates a return to its long-term growth algorithm in 2027, projecting high-single-digit organic revenue growth and double-digit EBITDA expansion.