<p>CompoSecure Inc. 最近召开了财报电话会议，揭示了强劲的财务表现，为公司的未来设定了积极的基调。会议强调了销售和 EBITDA 的显著同比增长，毛利率的改善，以及对未来时期的乐观展望。尽管国际销售有所下降，但整体情绪仍然非常积极，突显了公司的强劲势头。</p>
<h2>强劲的财务表现</h2>
<p>CompoSecure 报告称，净销售额同比增长 13%，达到 1.209 亿美元。公司的经调整 EBITDA 也实现了显著的 30% 增长，达到了 4770 万美元，EBITDA 利润率为 39.5%。此外，毛利率显著提高，从去年的 51.7% 上升至 59%，展示了公司高效的运营策略。</p>
<h2>收购 Husky Technologies</h2>
<p>作为一项战略举措，CompoSecure 宣布收购注塑设备领导者 Husky Technologies。这一组合预计将对 CompoSecure 的投资者非常有利，提供可观的长期增长潜力，并增强公司的价值创造能力。</p>
<h2>上调财务指引</h2>
<p>公司已上调 2025 财年的财务指引，预计非 GAAP 净销售额约为 4.63 亿美元，经调整的 pro forma EBITDA 在 1.65 亿至 1.7 亿美元之间。展望 2026 年，CompoSecure 预计净销售额将达到约 5.1 亿美元，EBITDA 约为 1.9 亿美元，反映出强劲的增长轨迹。</p>
<h2>显著的现金流和债务减少</h2>
<p>CompoSecure 报告称，现金及现金等价物为 2.246 亿美元，同时总债务从 3.3 亿美元减少至 1.9 亿美元。这是通过强劲的自由现金流和认股权证行使所得实现的，突显了公司的稳健财务管理。</p>
<h2>国际销售下降</h2>
<p>财报电话会议提到国际净销售额下降 42%，降至 1580 万美元。这一下降归因于某些客户订单的时机，表明国际市场存在一定的波动性。然而，这在整体强劲的财务表现中只是一个小挫折。</p>
<h2>前瞻性指引</h2>
<p>CompoSecure 的前瞻性指引依然乐观，公司上调了 2025 财年的展望。预计非 GAAP 净销售额约为 4.63 亿美元，经调整的 pro forma EBITDA 在 1.65 亿至 1.7 亿美元之间。对于 2026 年，公司预计非 GAAP 净销售额约为 5.1 亿美元，非 GAAP 经调整的 pro forma EBITDA 约为 1.9 亿美元。这些预测，加上像 Husky Technologies 收购这样的战略举措，预计将推动长期价值创造。</p>
<p>总之，CompoSecure 的财报电话会议描绘了一幅公司强劲上升轨迹的图景。凭借令人印象深刻的财务业绩、战略收购和乐观的未来指引，公司在持续增长方面处于良好位置。尽管国际销售面临一些挑战，但整体情绪依然积极，反映出 CompoSecure 及其利益相关者的前景乐观。</p>

CMPOV

<p>CompoSecure Inc. 在最近的财报电话会议中报告了强劲的财务表现，净销售额增长了 13%，达到 1.209 亿美元，调整后的 EBITDA 增长了 30%，达到 4770 万美元。公司宣布收购 Husky Technologies，增强了增长潜力。尽管国际销售额下降了 42%，CompoSecure 仍提高了 2025 年的财务指引，预计净销售额为 4.63 亿美元，EBITDA 为 1.65 亿至 1.7 亿美元。公司拥有 2.246 亿美元的现金和减少的债务，前景依然积极，预计将继续实现增长和价值创造</p>

<p>CompoSecure Inc. recently held its earnings call, revealing a strong financial performance that has set a positive tone for the company’s future. The call highlighted significant year-over-year growth in sales and EBITDA, improved gross margins, and an optimistic outlook for upcoming periods. Despite a decline in international sales, the overall sentiment was overwhelmingly positive, underscoring the company’s robust momentum.</p>
<div class="lb-trans"><p>CompoSecure Inc. 最近召开了财报电话会议，揭示了强劲的财务表现，为公司的未来设定了积极的基调。会议强调了销售和 EBITDA 的显著同比增长，毛利率的改善，以及对未来时期的乐观展望。尽管国际销售有所下降，但整体情绪仍然非常积极，突显了公司的强劲势头。</p>
</div><h2>Strong Financial Performance</h2>
<div class="lb-trans"><h2>强劲的财务表现</h2>
</div><p>CompoSecure reported a 13% increase in net sales year-over-year, reaching $120.9 million. The company’s pro forma adjusted EBITDA saw a remarkable 30% rise, amounting to $47.7 million, with an EBITDA margin of 39.5%. Additionally, gross margins improved significantly to 59% from 51.7% in the previous year, showcasing the company’s efficient operational strategies.</p>
<div class="lb-trans"><p>CompoSecure 报告称，净销售额同比增长 13%，达到 1.209 亿美元。公司的经调整 EBITDA 也实现了显著的 30% 增长，达到了 4770 万美元，EBITDA 利润率为 39.5%。此外，毛利率显著提高，从去年的 51.7% 上升至 59%，展示了公司高效的运营策略。</p>
</div><h2>Acquisition of Husky Technologies</h2>
<div class="lb-trans"><h2>收购 Husky Technologies</h2>
</div><p>In a strategic move, CompoSecure announced its acquisition of Husky Technologies, a leader in injection molding equipment. This combination is expected to be highly beneficial for CompoSecure’s investors, offering substantial long-term growth potential and enhancing the company’s value creation capabilities.</p>
<div class="lb-trans"><p>作为一项战略举措，CompoSecure 宣布收购注塑设备领导者 Husky Technologies。这一组合预计将对 CompoSecure 的投资者非常有利，提供可观的长期增长潜力，并增强公司的价值创造能力。</p>
</div><h2>Raised Financial Guidance</h2>
<div class="lb-trans"><h2>上调财务指引</h2>
</div><p>The company has raised its financial guidance for the full year 2025, projecting non-GAAP net sales of approximately $463 million and pro forma adjusted EBITDA between $165 million and $170 million. Looking ahead to 2026, CompoSecure expects net sales to reach around $510 million and EBITDA to be approximately $190 million, reflecting a strong growth trajectory.</p>
<div class="lb-trans"><p>公司已上调 2025 财年的财务指引，预计非 GAAP 净销售额约为 4.63 亿美元，经调整的 pro forma EBITDA 在 1.65 亿至 1.7 亿美元之间。展望 2026 年，CompoSecure 预计净销售额将达到约 5.1 亿美元，EBITDA 约为 1.9 亿美元，反映出强劲的增长轨迹。</p>
</div><h2>Significant Cash Flow and Debt Reduction</h2>
<div class="lb-trans"><h2>显著的现金流和债务减少</h2>
</div><p>CompoSecure reported having $224.6 million in cash and cash equivalents, alongside a reduction in total debt from $330 million to $190 million. This was achieved through strong free cash flow and proceeds from warrant exercises, highlighting the company’s solid financial management.</p>
<div class="lb-trans"><p>CompoSecure 报告称，现金及现金等价物为 2.246 亿美元，同时总债务从 3.3 亿美元减少至 1.9 亿美元。这是通过强劲的自由现金流和认股权证行使所得实现的，突显了公司的稳健财务管理。</p>
</div><h2>Decline in International Sales</h2>
<div class="lb-trans"><h2>国际销售下降</h2>
</div><p>The earnings call did note a 42% decline in international net sales, which fell to $15.8 million. This decrease was attributed to the timing of certain customer orders, indicating some variability in the international market. However, this was a minor setback in an otherwise strong financial performance.</p>
<div class="lb-trans"><p>财报电话会议提到国际净销售额下降 42%，降至 1580 万美元。这一下降归因于某些客户订单的时机，表明国际市场存在一定的波动性。然而，这在整体强劲的财务表现中只是一个小挫折。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指引</h2>
</div><p>CompoSecure’s forward-looking guidance remains optimistic, with the company raising its fiscal year 2025 outlook. The projected non-GAAP net sales are approximately $463 million, with pro forma adjusted EBITDA between $165 million and $170 million. For 2026, the company anticipates non-GAAP net sales of around $510 million and non-GAAP pro forma adjusted EBITDA of about $190 million. These projections, coupled with strategic initiatives like the Husky Technologies acquisition, are expected to drive long-term value creation.</p>
<div class="lb-trans"><p>CompoSecure 的前瞻性指引依然乐观，公司上调了 2025 财年的展望。预计非 GAAP 净销售额约为 4.63 亿美元，经调整的 pro forma EBITDA 在 1.65 亿至 1.7 亿美元之间。对于 2026 年，公司预计非 GAAP 净销售额约为 5.1 亿美元，非 GAAP 经调整的 pro forma EBITDA 约为 1.9 亿美元。这些预测，加上像 Husky Technologies 收购这样的战略举措，预计将推动长期价值创造。</p>
</div><p>In summary, CompoSecure’s earnings call painted a picture of a company on a strong upward trajectory. With impressive financial results, strategic acquisitions, and optimistic future guidance, the company is well-positioned for continued growth. Despite some challenges in international sales, the overall sentiment remains positive, reflecting a promising outlook for CompoSecure and its stakeholders.</p>
<div class="lb-trans"><p>总之，CompoSecure 的财报电话会议描绘了一幅公司强劲上升轨迹的图景。凭借令人印象深刻的财务业绩、战略收购和乐观的未来指引，公司在持续增长方面处于良好位置。尽管国际销售面临一些挑战，但整体情绪依然积极，反映出 CompoSecure 及其利益相关者的前景乐观。</p>
</div>

CompoSecure 的财报电话会议突显出强劲的增长