GPGI · NYSE · Manufacturing - Metal Fabrication

GPGI (GPGI)

Owns metal-payment-card and injection-molding businesses under a permanent-capital model.

$12.11
vs last close−0.49 (−3.89%)
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GPGI, Inc.GPGI
Industrials

Owns CompoSecure, which sells metal payment cards and Arculus authentication products, and Husky, which sells injection-molding systems, tooling, and aftermarket services worldwide. The businesses operate as separate segments under external management by Resolute Holdings.

Owns two independently operated businesses: CompoSecure makes premium metal payment cards and Arculus authentication and digital-asset storage products, while Husky supplies injection-molding systems, molds, hot runners, controllers, and aftermarket parts and services for packaging, medical, and consumer applications.

CompoSecure combines materials engineering, payment-network certification, and manufacturing for both large and specialized card programs sold to banks and fintechs worldwide. Husky integrates equipment and tooling with lifecycle service and remote monitoring across a broad installed base, supporting repeat demand for parts and service.

Manufacturing spans North America, Europe, and Asia, with sales and service reaching customers worldwide. CompoSecure depends on issuer programs and payment-network certifications; Husky depends on capital-equipment orders and its installed base. Each business remains a separate reporting segment, while Resolute Holdings Management externally manages operations, capital allocation, and strategy.

Company facts

CEOThomas Knott
ListedNov 19, 2020
ExchangeNYSE
HeadquartersSomerset, NJ
CountryUnited States
Employees5,527
CIK0001823144
ISINUS20459V1052

Market cap$3.65B
EPS (ttm)−$1.97
P/E (ttm)−6.40
ROE-18.9%
P/B1.15
P/S
Dividend yieldDiv yield0.05%
Beta2.16vs XLI 0.91

No analyst consensus on record.

Next report
Nov 2, 26
in 40 days
EPS estimate
$0.25
Revenue estimate
$470.7M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$0.20$0.25$0.25$0.29$0.23$0.12$0.17Pending
Estimate$0.18$0.19$0.21$0.25$0.16$0.16$0.14$0.25
Surprise+10.8%+33.5%+19.0%+15.8%+43.8%−25.0%+18.5%

RevenueReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$100.9M$103.9M$119.6M$120.9M$118.0M$421.2M$473.2MPending
Estimate$102.2M$103.2M$110.6M$116.8M$118.7M$116.9M$430.8M$470.7M
Surprise−1.3%+0.7%+8.1%+3.5%−0.6%+260.4%+9.8%
Estimate$0.25
ReportedDue Nov 2, 2026
Estimate$470.7M
ReportedDue Nov 2, 2026
View details

Debt to equity0.00%
Current ratio113.90%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$107.1M$100.9M$59.8M$0$0$0$0$0
Net income−$42.1M−$48.4M$21.5M−$26.1M−$174.7M$43.3M−$235.0M$50.3M
Net margin0.0%0.0%35.9%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$29.1M$15.6M$6.0M−$2.7M−$9.9M−$7.2M−$55.6M−$9.4M
YoY growth+1.0%−48.9%−80.6%Turned lossTurned lossTurned lossTurned lossLoss widened

Balance sheet, Jun 30, 2026Cash & short-term investments $7.7M · Total debt $0 · Total assets $3.46B · Shareholders' equity $3.17B

Revenue
$0
Operating income
−$9.4M
Net income
$50.3M
View details

Dividend yield
0.05%
Next ex-date
Feb 17, 27
estimated · in 147 days
Annual dividend
$0.01
per share
Schedule
Semi-annual
2 payments a year

HistoryDividendAnnual yield

Feb '26May '26Aug '26
Dividend$0.003$0.003$0.003
Annual yield0.01%0.05%0.07%
Ex-dateFeb 13May 18Aug 17
Payment dateFeb 27Jun 1Sep 1
View details

Insiders0.50%1.46M shares
9 holders · as of Jun 15, 2026
Other99.50%288.40M shares
remainder

289.86M company shares as of Aug 21, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Kurt SchoenInsiderofficer: See remarks
0.20%586,317filed May 15, 2026
Bradley J. SelleckInsiderofficer: See remarks
0.11%329,635filed Jan 30, 2026
Graham RobinsonInsiderofficer: See remarks
0.06%178,926filed Jan 26, 2026
Thomas R. KnottInsiderdirector, 10 percent owner, officer: See remarks
0.04%129,250filed Jun 15, 2026
Jane J. ThompsonInsiderdirector
0.03%83,813filed Mar 18, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jun 11, 2026Thomas R. Knottdirector, 10 percent owner, officer: See remarks+85,250$11.67
May 26, 2026Kevin M. Moriartydirector+3,956$12.64
May 13, 2026Kurt Schoenofficer: See remarks+4,000$12.58
May 14, 2026Krishna Mikkilinenidirector+8,106$12.34
May 12, 2026Rebecca Corbin Loreedirector+3,925$12.87
View details

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