Compass Diversified vs Honeywell Technologies
Honeywell Technologies is the larger business, with $37.44bn of revenue in fiscal 2025 against $1.87bn for Compass Diversified (20.0 times as much). Honeywell Technologies grew faster (7.8% against 4.8%). Honeywell Technologies kept more of each dollar of sales as profit: a net margin of 12.6% against -12.1%. Honeywell Technologies carries less debt relative to equity (248.6% against 427.7%).
| Latest fiscal year | Compass DiversifiedCODI, 2025 | Honeywell TechnologiesHON, 2025 |
|---|---|---|
| Revenue | $1.87bn | $37.44bn |
| Revenue growth | 4.8% | 7.8% |
| Net income | −$226m | $4.73bn |
| Operating margin | 0.6% | 21.7% |
| Net margin | -12.1% | 12.6% |
| Return on equity | -40.4% | 29.1% |
| Free cash flow | −$51.1m | $5.42bn |
| Cash | $68.0m | $12.27bn |
| Total debt | $1.89bn | $34.57bn |
| Debt to equity | 427.7% | 248.6% |
| Dividend per share | — | — |
| Dividend yield | — | 3.6% |
| Share buybacks | $0 | $3.80bn |
| Employees | — | 101,000 |
| Market value | $878m | $71.02bn |
| Price vs our value range | — | Above our value range |
| Moat score | 28 (Weak) | 61 (Moderate) |
| Insider trades, 12 months | 10 buys, 0 sales | 0 buys, 18 sales |