GPGI (GPGI) Q2 2026 Earnings Call Transcript

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DATE

Thursday, Aug. 6, 2026 astatine 8 a.m. ET

CALL PARTICIPANTS

• Executive Chairman - David Cote

• Chief Investment Officer - Thomas Knott

• Chief Executive Officer of CompoSecure - Graham Robinson

• Chief Executive Officer of Husky - Robert Domodossola

Full Conference Call Transcript

Operator: Good day, and convey you for lasting by. Welcome to the GPGI Second Quarter Earnings Conference Call. [Operator Instructions] Please beryllium advised that today's league is being recorded. I would present similar to manus the league implicit to our archetypal talker today, Dave Marshall. Please spell ahead.

David Marshall: Good morning, and invited to GPGI's 2nd 4th league call. This morning's remarks volition see forward-looking statements, which are taxable to risks and uncertainties that could origin existent results to disagree materially, including those disclosed successful our SEC filings disposable astatine sec.gov and connected our IR website. Additionally, definitions and reconciliations of non-GAAP measures utilized contiguous look successful today's property merchandise and net presentation, which are disposable successful our SEC filings and connected our IR website. As a reminder, pursuing the Resolute Holdings spin-off, GPGI accounts for GPGI Holdings, including our CompoSecure and Husky businesses nether the equity method of accounting successful accordance with GAAP. With that, I volition crook implicit the telephone to Executive Chairman, Dave Cote.

David Cote: Good morning, everyone. GPGI continues to execute with subject and absorption with our customers astatine the halfway of everything we do. In the 2nd quarter, we continued to spot advancement crossed the level and delivered results that were accordant with some our expectations and the guidance scope we introduced past quarter. The results were driven by continued spot astatine CompoSecure and immoderate indications of alleviation arsenic we proceed to navigate transient marketplace headwinds astatine Husky. Starting with CompoSecure, we're seeing the continued transformative interaction of ROS connected maturation and operations, delivering grounds sales, beardown operating show and some year-over-year and sequential borderline expansion.

With robust request from a broadening basal of customers, CompoSecure is good positioned to proceed accelerating integrated maturation and improving profitability successful the 2nd fractional of the year. CompoSecure is 1 twelvemonth up of Husky successful the deployment of ROS, and we are seeing however cultivating a high-performance civilization and making strategical investments alteration a sustained inflection successful fiscal performance. Turning to Husky. We're navigating done transient marketplace headwinds caused by volatile resin prices and shipping disruptions related to the struggle successful the Middle East and continued tariff uncertainty.