GPGI (GPGI) Q4 2025 Earnings Call Transcript

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Thursday, March 12, 2026 astatine 8 a.m. ET

• Executive Chairman — David Cote

• Chief Investment Officer — Thomas Knott

• President & Chief Executive Officer, CompoSecure — Graham Robinson

• Chief Financial Officer, CompoSecure — Mary Holt

• President & Chief Executive Officer, Husky Technologies — Rob Domodossola

• Chief Financial Officer, Husky Technologies — John Linker

• President — Jonathan Wilk

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Sean Mansouri: Good morning, and invited to GPGI's league telephone today. wherever we volition reappraisal GPGI's 4th fourth 2025 fiscal results. With maine connected the telephone are the concern leaders from GPGI, Resolute Holdings, CompoSecure and Husky. We volition statesman with prepared remarks and past unfastened the telephone for Q&A. During the call, we volition marque statements related to our concern that whitethorn beryllium considered forward-looking, including statements astir our maturation strategy, lawsuit demand, our quality to support existing and get caller customers; implementation of the Resolute operating strategy and our guidance for 2026, arsenic good arsenic different statements regarding our plans and prospects.

For a treatment of worldly risks and different important factors that could impact our existent results, delight notation to the accusation successful our yearly study connected Form 10-K and different reports filed with the SEC which are disposable connected the Investor Relations conception of our website and connected the SEC's website astatine sec.gov.

Please enactment that effectual arsenic of February 28, 2025, and the day of the spin-off of Resolute Holdings absorption and arsenic a effect of the absorption statement betwixt Resolute Holdings absorption and GPGI's afloat owned subsidiary, GPGI Holdings LLC, the results of operations of GPGI Holdings and the operating companies, which are its subsidiaries are not consolidated successful the fiscal statements of GPGI and alternatively are accounted for nether the equity method ofaccounting. For much accusation astir our fiscal presentation, delight spot our yearly study connected Form 10-K. In the net merchandise we issued earlier today, and successful the treatment connected today's call. We besides contiguous non-GAAP fiscal measures to assistance investors amended recognize our operating performance.

The institution believes these non-GAAP fiscal measures supply utile accusation to absorption and investors regarding definite fiscal and concern trends impacting the company's fiscal information and results of operations. These non-GAAP fiscal measures should not beryllium considered arsenic an alternate to show measures derived successful accordance with U.S. GAAP and whitethorn beryllium antithetic from likewise titled non-GAAP measures utilized by different companies. A reconciliation of GAAP to non-GAAP measures is disposable successful our property merchandise and net presumption disposable connected the IR conception of our website. Thank you. And with that, fto maine crook the telephone implicit to Executive Chairman, Dave Cote.