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La-Z-Boy vs Compass Diversified: LZB and CODI compared
La-Z-Boy is the larger company: $476M of revenue in its latest quarter (Q1 FY27) against $423M for Compass Diversified (Q3 2026). La-Z-Boy is growing faster (-3% against -10% a year earlier). Compass Diversified is more profitable, with an operating margin of 7.5% against -0.4%.
Where the money goes: LZB and CODI
La-Z-Boy (LZB) · Q1 FY27
La-Z-Boy, Q1 FY27: revenue $476M (-3% year over year), operating margin -0.4%, net loss $2.0M, operating cash flow $15.6M. The chart follows the revenue to costs, profit and cash.
Compass Diversified (CODI) · Q3 2026
Compass Diversified, Q3 2026: revenue $423M (-10% year over year), operating margin 7.5%, net earnings $21.5M, operating cash flow $51.6M. The chart follows the revenue to costs, profit and cash.
| La-Z-Boy (LZB) | Compass Diversified (CODI) | |
|---|---|---|
| Latest quarter | Q1 FY27 | Q3 2026 |
| Revenue | $476M | $423M |
| Revenue growth, Y/Y | -3% | -10% |
| Gross margin | — | 46.9% |
| Operating margin | -0.4% | 7.5% |
| Net earnings | −$2.0M | $21.5M |
| Net margin | -0.4% | 5.1% |
| Operating cash flow | $15.6M | $51.6M |
| Free cash flow | — | $44.9M |
| Market value | $1.3B | $851M |
| P/E | 15.4× | — |
| Analysts’ mean target | $41.00 | $17.00 |
Where the revenue comes from
Compass Diversified
- 5.11 Tactical: $134M (32%)
- Altor: $64.6M (15%)
- BOA: $53.0M (13%)
- Arnold: $47.7M (11%)
Questions
Which is bigger, La-Z-Boy or Compass Diversified?
La-Z-Boy is the larger company: $476M of revenue in its latest quarter (Q1 FY27) against $423M for Compass Diversified (Q3 2026).
Is La-Z-Boy or Compass Diversified growing faster?
La-Z-Boy is growing faster (-3% against -10% a year earlier).
Which is more profitable, La-Z-Boy or Compass Diversified?
Compass Diversified is more profitable, with an operating margin of 7.5% against -0.4%.
More: La-Z-Boy earnings · how La-Z-Boy makes money · Compass Diversified earnings · how Compass Diversified makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Aug 18, 2026; 10-Q filed Nov 4, 2026). Fiscal quarters can end on different dates. Not investment advice.