Record CompoSecure growth vs Husky slump at GPGI (CMPO) in Q1 2026

Q: How did GPGI (CMPO) perform financially in the first quarter of 2026?

GPGI’s Pro Forma Adjusted Net Sales were $421.2 million , up 3% year over year, while Pro Forma Adjusted EBITDA was $82.1 million with a 19.5% margin. However, GAAP net loss reached $235.0 million , reflecting Husky transaction, refinancing, and related non-operational charges.

Q: What were CompoSecure’s results within GPGI (CMPO) for Q1 2026?

CompoSecure delivered record Adjusted Net Sales of $130.4 million , up 25.6% from the prior year, driven by strong demand from banks and fintechs. Adjusted EBITDA rose to $47.6 million with a 36.5% margin, benefiting from the Resolute Operating System and manufacturing efficiency gains.

Q: Why did Husky’s performance weaken in GPGI’s (CMPO) Q1 2026 results?

Husky’s Pro Forma Adjusted Net Sales declined 5.2% to $290.8 million and Pro Forma Adjusted EBITDA fell 40.2% to $38.2 million . Management cites oil and resin price shocks, continued tariff uncertainty, and customer order deferrals, which reduced shipments and created negative operating leverage.

Q: What guidance did GPGI (CMPO) provide for full year 2026?

For 2026, GPGI expects Pro Forma Adjusted Net Sales of $1.95–$2.10 billion and Pro Forma Adjusted EBITDA of $550–$610 million . The company also targets Pro Forma Adjusted Free Cash Flow of $275–$325 million and Non-GAAP year-end Net LTM leverage of approximately 3.0x .

Q: Did GPGI (CMPO) declare a dividend in this 8-K filing?

Yes. GPGI’s board declared a quarterly cash dividend of $0.0025 per share on its Class A common stock. The dividend is payable on June 1, 2026 to shareholders of record as of May 18, 2026 , signaling a continued though modest capital return.

Q: What is GPGI’s (CMPO) leverage and liquidity position after Q1 2026?

On a Non-GAAP basis, GPGI reported about $122 million of cash, total debt of $2.175 billion , and Net Debt/Pro Forma Adjusted EBITDA of 3.7x . Revolver capacity was roughly $322 million , providing total liquidity of about $444 million to support operations and debt service.

Filing Impact

(High)

Filing Sentiment

(Neutral)

Form Type

8-K

Rhea-AI Filing Summary

GPGI, Inc. reported first quarter 2026 results showing mixed performance across its portfolio. Pro Forma Adjusted Net Sales were $421.2 million, up 3% year over year, but GAAP net loss was $235.0 million due largely to Husky-related transaction, financing, and restructuring items.

Pro Forma Adjusted EBITDA was $82.1 million with a 19.5% margin, down from 23.8% a year earlier. Segment results diverged: CompoSecure delivered record Adjusted Net Sales of $130.4 million, up 25.6%, and Adjusted EBITDA of $47.6 million, up 36.8%, as the Resolute Operating System drove efficiency and growth. Husky, however, saw Pro Forma Adjusted Net Sales fall 5.2% to $290.8 million and Pro Forma Adjusted EBITDA drop 40.2% to $38.2 million, pressured by oil and resin price shocks, tariff uncertainty, and delayed customer orders.

The board declared a quarterly cash dividend of $0.0025 per share, payable June 1, 2026 to shareholders of record on May 18, 2026. For full year 2026, GPGI guided to Pro Forma Adjusted Net Sales of $1.95–$2.10 billion, Pro Forma Adjusted EBITDA of $550–$610 million, Pro Forma Adjusted Free Cash Flow of $275–$325 million, and year-end Non-GAAP Net LTM leverage of about 3.0x, assuming continued strength at CompoSecure and a second-half recovery at Husky.

Positive

None.

Negative

Husky’s sharp margin deterioration and large GAAP net loss: Pro Forma Adjusted EBITDA at Husky fell 40.2% year over year to $38.2 million with margin down to 13.2%, contributing to a consolidated GAAP net loss of $235.0 million and raising near-term profitability and execution risk.

Insights

Q1 shows strong CompoSecure growth but Husky-driven profit and leverage risks.

GPGI delivered modest top-line growth with Pro Forma Adjusted Net Sales of $421.2M but a steep GAAP net loss of $235.0M, driven by Husky transaction, refinancing, and TRA-related charges. Underlying Pro Forma Adjusted EBITDA fell to $82.1M and margin compressed to 19.5% from 23.8%, indicating near-term profitability pressure.

Segment divergence is stark. CompoSecure posted record Adjusted Net Sales of $130.4M and Adjusted EBITDA of $47.6M with a 36.5% margin, suggesting the Resolute Operating System is driving efficiency and growth. Husky suffered from oil and resin price volatility, tariff uncertainty, and customer deferrals, cutting Pro Forma Adjusted EBITDA to $38.2M and margin to 13.2%.

Guidance implies management still expects 2026 to be a “foundational year,” with full-year Pro Forma Adjusted EBITDA of $550–$610M and margin expansion. Leverage is elevated but manageable, with LTM Net Debt/Pro Forma Adjusted EBITDA at 3.7% and a target of about 3.0x by year-end 2026. Execution on Husky cost actions, demand recovery as oil and resin markets normalize, and continued ROS deployment will be key for achieving the second-half-weighted outlook.

8-K Event Classification

4 items: 2.02, 8.01, 9.01, 29.9

4 items

Item 2.02 Results of Operations and Financial Condition Financial

Disclosure of earnings results, typically an earnings press release or preliminary financials.

Item 8.01 Other Events Other

Voluntary disclosure of events the company deems important to shareholders but not covered by other items.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, and exhibit attachments filed with this report.

Item 29.9 Item 29.9

Key Figures

Pro Forma Adjusted Net Sales: $421.2M GAAP Net Loss: $235.0M Pro Forma Adjusted EBITDA: $82.1M +5 more

8 metrics

Pro Forma Adjusted Net Sales $421.2M Three months ended March 31, 2026; up 3% vs prior year

GAAP Net Loss $235.0M Three months ended March 31, 2026

Pro Forma Adjusted EBITDA $82.1M Q1 2026; margin 19.5%, down 430 bps year over year

Husky PF Adjusted Net Sales $290.8M Q1 2026; down 5.2% vs Q1 2025

Husky PF Adjusted EBITDA $38.2M Q1 2026; margin 13.2%, down 770 bps year over year

CompoSecure Adjusted Net Sales $130.4M Q1 2026; up 25.6% vs Q1 2025

CompoSecure Adjusted EBITDA $47.6M Q1 2026; margin 36.5%, up 300 bps year over year

FY 2026 PF Adjusted EBITDA Guidance $550–$610M Full year 2026 outlook; implies margin expansion vs 2025

Key Terms

Pro Forma Adjusted EBITDA, Resolute Operating System, equity method accounting, tax receivable agreement liability, +2 more

6 terms

Pro Forma Adjusted EBITDA financial

"Pro Forma Adj. EBITDA of $82.1 million, down 16%, and Pro Forma Adj. EBITDA margin of 19.5%"

Pro forma adjusted EBITDA is a customized profit measure that starts with earnings before interest, taxes, depreciation and amortization and then removes one-off, unusual or noncash items (and sometimes shows results under assumed changes like an acquisition or cost-cutting). Investors use it as a “cleaned-up” view of a company’s core cash-generating ability to compare performance and value businesses without short-term noise, but the exclusions can be selective so details matter.

Resolute Operating System financial

"record ROS-driven results … implementing the Resolute Operating System for both growth and profitability"

equity method accounting financial

"GPGI is required to account for the operating results of its wholly owned operating subsidiary … under the equity method in accordance with U.S. GAAP"

An accounting method used when a company has significant influence over another business but does not fully control it; the investor records its share of the investee’s profits or losses on its own income statement and adjusts the investment’s carrying value on the balance sheet. Think of it like owning part of a small shop: you don’t run the whole operation, but you report your portion of its gains or setbacks, which affects reported earnings, cash expectations, and how investors view exposure to that business.

tax receivable agreement liability financial

"Loss on remeasurement of TRA liability (21.9) … Current portion of tax receivable agreement liability 20.4"

A tax receivable agreement liability is the recorded future obligation a company expects to pay under an agreement that shares tax savings generated after a corporate transaction. Think of it like promising to split a refund with a former owner: the company recognizes a future bill on its books that reduces cash available to shareholders and can affect valuation and debt capacity. Investors watch it because it represents a real, sometimes sizable, cash outflow tied to tax benefits realized over time.

Pro Forma Adjusted Free Cash Flow financial

"Pro Forma Adjusted Free Cash Flow of $275 to $325 million … Pro Forma Adjusted Free Cash Flow $29.0"

Non-GAAP financial measures financial

"This press release also includes certain additional Non-GAAP financial measures that are not prepared in accordance with accounting principles generally accepted"

Non-GAAP financial measures are numbers companies use to show their financial performance that exclude certain expenses or income. They help investors see how the company might perform without one-time costs or other unusual items, giving a different perspective from official reports. However, since they can be adjusted, they don’t always tell the full story and should be looked at alongside standard financial figures.

Earnings Snapshot

Pro Forma Adjusted Net Sales: $421.2M · Guidance included

Q1 2026

Pro Forma Adjusted Net Sales $421.2M +3% YoY

GAAP Net Loss $235.0M vs profit prior year (value provided separately)

Pro Forma Adjusted EBITDA $82.1M -16% YoY

Pro Forma Adjusted EBITDA Margin 19.5% -430 bps YoY

Guidance

For full year 2026, GPGI guides to Pro Forma Adjusted Net Sales of $1.95–$2.10 billion, Pro Forma Adjusted EBITDA of $550–$610 million, Pro Forma Adjusted Free Cash Flow of $275–$325 million, and Non-GAAP year-end Net LTM leverage of approximately 3.0x.

Understanding 8-K Material Events →

05/07/2026 - 07:15 AM

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

FORM 8-K

CURRENT REPORT
Pursuant to Section 13 or 15(d)
of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): May 6, 2026

GPGI, Inc.

(Exact Name of Registrant as Specified in its Charter)

Delaware

001-39687

85-2749902

(State or Other Jurisdiction

of Incorporation)

(Commission
File Number)

(IRS Employer
Identification No.)


309 Pierce Street Somerset, New Jersey						08873
(Address of Principal Executive Offices)						(Zip Code)

(908) 518-0500

(Registrant’s telephone number, including area code)

Not Applicable

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:


			☐			Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)


			☐			Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)


			☐			Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))


			☐			Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading
Symbol(s)

Name of each exchange on
which registered

Class A Common Stock, par value $0.0001 per share

GPGI

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02 Results of Operations and Financial Condition

On May 7, 2026, GPGI, Inc. (the “Company”) issued a press release announcing its financial results for the three months ended March 31, 2026, and provided an investor presentation to accompany the press release. Copies of the press release and the investor presentation are furnished herewith as Exhibits 99.1 and 99.2, respectively.

In accordance with General Instruction B.2 of Form 8-K, the information in this Item 2.02 of this Current Report on Form 8-K, including Exhibits 99.1 and 99.2 hereto, which are furnished herewith pursuant to and relate to this Item 2.02, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise be subject to the liabilities of Section 18 of the Exchange Act. The information in this Item 2.02 of this Current Report on Form 8-K and Exhibits 99.1 and 99.2 hereto shall not be incorporated by reference into any filing or other document filed by the Company with the SEC pursuant to the Securities Act of 1933, as amended, the rules and regulations of the SEC thereunder, the Exchange Act, or the rules and regulations of the SEC thereunder except as shall be expressly set forth by specific reference in such filing or document.

Item 8.01 Other Events

On May 6, 2026, the Company’s board of directors declared a quarterly cash dividend in the amount of $0.0025 per share of Class A common stock of the Company, payable on June 1, 2026 to all holders of record as of May 18, 2026.

Item 9.01 (d) Financial Statements and Exhibits


Exhibit No.			Exhibit Description
99.1			Press Release of GPGI, Inc. dated May 7. 2026
99.2			Investor Presentation of GPGI, Inc. dated May 7, 2026
104			Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, hereunto duly authorized.


	GPGI, Inc.

Date: May 7, 2026	By:	/s/ Kurt Schoen
	Name:	Kurt Schoen
	Title:	Principal Financial Officer

News Release GPGI Reports First Quarter 2026 Results § CompoSecure delivers record ROS-driven results § Husky impacted by unexpected market headwinds due to oil and resin price shock and continued tariff uncertainty § ROS deployment accelerating across the enterprise First Quarter Highlights Results compared to prior year period unless otherwise noted; pro forma metrics inclusive of Husky Technologies for full quarter. § Pro Forma Adjusted Net Sales of $421.2 million, up 3% § GAAP Net Loss of $235.0 million § Pro Forma Adj. EBITDA of $82.1 million, down 16%, and Pro Forma Adj. EBITDA margin of 19.5%, down 430 bps Second Quarter 2026 Outlook Following quarterly guidance is based upon expectations for the combined results of CompoSecure and Husky Technologies. § Adjusted Net Sales of $425 to $475 million § Adjusted EBITDA of $105 to $120 million Full Year 2026 Outlook Following annual guidance is based upon expectations for the combined results of CompoSecure and Husky Technologies including for full first quarter. § Pro Forma Adjusted Net Sales of $1,950 to $2,100 million § Pro Forma Adjusted EBITDA of $550 to $610 million § Pro Forma Adjusted Free Cash Flow of $275 to $325 million § Non-GAAP year-end Net LTM Leverage of approximately 3.0x NEW YORK, NY, May 7, 2026 – GPGI, Inc. (NYSE: GPGI), a diversified multi-industry platform for companies with great positions in good industries, today announced its financial and operating results for the first quarter ended March 31, 2026. Dave Cote, GPGI’s Executive Chairman, noted: “The first quarter was highlighted by record sales at CompoSecure, reflecting the effectiveness of implementing the Resolute Operating System for both growth and profitability. At Husky, we unfortunately encountered unanticipated market headwinds due to oil and resin price volatility and continued tariff uncertainty. As a result, we are taking necessary cost actions while continuing to make strategic investments for future growth. We will navigate these market headwinds, implement ROS, and become a stronger business as we exit the year.” Tom Knott, GPGI’s Chief Investment Officer, added: “While the abrupt macroeconomic headwinds facing Husky overshadowed the record sales at CompoSecure, we remain focused on driving cultural change, ROS implementation, and continued seed planting to make 2026 a foundational year that sets us up to deliver best-in-class top line growth, margin expansion, and free cash flow generation.” Financial Results – First Quarter 2026 (1) Pro Forma measures reflect financial results as if the business combination with Husky Technologies had occurred on January 1, 2025. (2) Adjusted measures reflect financial results as if GPGI consolidated the results of GPGI Holdings, L.L.C., including its operating businesses CompoSecure and Husky, for the periods shown. (3) As of March 31, 2026, $115.1mn of cash and restricted cash was held at GPGI Holdings, and not included in the GAAP results. !"#A%&"'( FGG+ +%A(,A%-.( /A0NFGG+(2PQ(2RQ !"#A%&"'( FGG+ +%A(,A%-.( /A0NFGG+(2PQ(2RQ !"#ABCD"E)DCE*+IDBE-.EL0ENLIIL20BP 4 67RP8R .5ST8 67P98: !"#ABCD"E9:;<=!E-.EL0ENLIIL20BP 4 6;R8P 4 6<:8: !"#A%&"'( FGG+ G'=>?&"'( /A0NFGG+(2RQ !"#A%&"'( FGG+ G'=>?&"'( /A0NFGG+(2RQ )DCE;0>2NDE-?2BBP -.@A5TBP 6@R8: .@CT5 6R;8@ 9a*E4E=LIACD" -.BT8bP 698PR .BTBb 698RA c+BdEeE*d2IC4<DINE;0JDBCND0CBE-.EL0ENLIIL20BPE-AP .hT5 6PRP8B .ST5 6:P8: <2C+IE=DiCE-.EL0ENLIIL20BPE 4 6RCP:A89 4 6P<A89 Pa(R9RB Pa(R9RA

Note on Accounting Treatment As a result of the spin-off of Resolute Holdings Management, Inc. (“Resolute Holdings”) and the execution of the management agreement with Resolute Holdings (the “CompoSecure Management Agreement”) on February 28, 2025, GPGI is required to account for the operating results of its wholly owned operating subsidiary, GPGI Holdings, L.L.C. (“GPGI Holdings”), under the equity method in accordance with U.S. GAAP, effective February 28, 2025. Both the CompoSecure and Husky Technologies business units are under GPGI Holdings. The GAAP results presented above for the first quarter 2026 and the portion of the 2025 comparative period from February 28 to March 30, 2025 reflect the conversion to equity method accounting. For clarity of comparisons and to best reflect the financial results, the Company is also presenting the first quarters of 2026 and 2025 on a consolidated basis consistent with historical presentation under the “Non-GAAP” headings. First Quarter 2026 Earnings Conference Call GPGI’s leadership team will discuss the Company’s results during a conference call on Thursday, May 7, 2026, starting at 8:00 a.m. EDT. The call and accompanying presentation will contain forward-looking statements and other material information regarding GPGI’s financial and operating results. A live webcast and replay of the call will be available on the Events & Presentations section of GPGI’s website at https://gpgi.com/events-presentations/. Date: Thursday, May 7, 2026 Time: 8:00 a.m. EDT Dial-in registration link: Here Live webcast registration link: Here About GPGI GPGI, Inc. (NYSE: GPGI) is a diversified, multi-industry platform for companies with great positions in good industries. The platform is managed by Resolute Holdings Management, Inc. (NYSE: RHLD) and is purpose-built to acquire, own, and scale high-quality businesses led by great operators, benefiting from a permanent capital base and the systematic deployment of the Resolute Operating System. GPGI currently consists of CompoSecure and Husky Technologies – two market leaders with best-in-class financials and durable opportunities for growth. For more information, please visit GPGI.com. About CompoSecure, a GPGI Company Founded in 2000, CompoSecure is a technology partner to market leaders, fintechs, and consumers enabling trust for millions of people around the globe. CompoSecure is a leader in metal payment cards, security, and authentication solutions. CompoSecure combines elegance, simplicity, and security to deliver exceptional experiences and peace of mind in the physical and digital world. CompoSecure’s innovative payment card technology and metal cards with Arculus security and authentication capabilities deliver unique, premium branded experiences, enable people to access and use their financial and digital assets, and ensure trust at the point of a transaction. For more information, please visit CompoSecure.com and GetArculus.com. About Husky Technologies, a GPGI Company Founded in 1953, Husky is a technology pioneer that enables the delivery of essential needs to the global community with industry-leading expertise and service. Husky is a leader in highly engineered equipment and aftermarket services. Husky’s products are used to manufacture a wide range of plastic products, including beverage and food containers, medical devices, and consumer electronic parts. Husky provides comprehensive and integrated systems solutions that are comprised of injection molding machines, molds, hot runners, controllers, and auxiliaries. For more information, please visit Husky.co. Forward-Looking Statements This press release contains forward-looking statements as defined by the Private Securities Litigation Reform Act of 1995. These statements are based on the beliefs and assumptions of management. Although GPGI believes that its plans, intentions, and expectations reflected in or suggested by these forward-looking statements are reasonable, GPGI cannot assure you that it will achieve or realize these plans, intentions, or expectations. Forward-looking statements are inherently subject to risks, uncertainties, and assumptions. Generally, statements that are not historical facts, including but not limited to statements concerning GPGI’s possible or assumed future actions, business strategies, plans including with respect to cost actions, events, results of operations, demand, the implementation and anticipated impacts of the Resolute Operating System, and statements relating to macroeconomic factors including oil and resin price volatility, trade policy including tariff uncertainty, customer demand, profitability, strategic investments and otherwise with respect to, and guidance for, second quarter and full year 2026, are forward-looking statements. In some instances, these statements may be preceded by,

followed by, or include the words “believes,” “estimates,” “expects,” “projects,” “outlook” “forecasts,” “may,” “will,” “should,” “seeks,” “plans,” “scheduled,” “anticipates” or “intends” or the negatives of these terms or variations of them or similar terminology. Forward-looking statements are not guarantees of performance. You should not put undue reliance on these statements which speak only as of the date hereof. You should understand that the following important factors, among others, could affect GPGI’s future results and could cause those results or other outcomes to differ materially from those expressed or implied in GPGI’s forward-looking statements: the ability of GPGI to grow and manage growth profitably, implement the Resolute Operating System successfully, maintain relationships with customers, compete within its industry and retain its key employees; impacts on customers and on us of global geopolitical, economic, business, competitive and/or other factors, including tariffs, conflicts, supply chain constraints, oil and resin prices and financing constraints; risks associated with our plans and strategies including cost actions; the outcome of any legal proceedings that may be instituted against GPGI or others; future exchange and interest rates; changes in our accounting and/or financial presentation; anticipated levels and timing of demand for the products and services of GPGI’s businesses; the successful implementation of GPGI’s strategies; and other risks and uncertainties, including those under “Risk Factors” in filings that have been made or will be made with the Securities and Exchange Commission. GPGI undertakes no obligation to update or revise publicly any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law. Use of Non-GAAP Financial Measures Due to the spin-off of Resolute Holdings and the resulting shift to equity method accounting under GAAP beginning February 28, 2025, GPGI is presenting a broader set of Non-GAAP measures, including an Adjusted Statement of Operations (Unaudited), an Adjusted Balance Sheet (Unaudited) and an Adjusted Statement of Cash Flows (Unaudited) to provide investors with financial information that we believe allows for greater comparability with our historical financial presentation and better represents the underlying performance of the standalone business across reporting periods. This press release also includes certain additional Non-GAAP financial measures that are not prepared in accordance with accounting principles generally accepted in the United States (“GAAP”) and that may be different from Non-GAAP financial measures used by other companies. GPGI believes Pro Forma Net Sales, Pro Forma Adjusted EBITDA, Pro Forma Adjusted EBITDA Margin, Adjusted Net Income, Adjusted EPS (Basic and Diluted), Adjusted Cash & Short-Term Investments, Adjusted Net Debt, and related measures are useful to investors in evaluating GPGI’s financial performance. Specifically, we believe Adjusted Net Income, Adjusted EPS (Basic and Diluted), Adjusted Cash & Short-Term Investments and Adjusted Net Debt provide greater comparability with historical results, because they show GPGI’s financial results as if GPGI consolidated the financial results of its operating businesses consistently across periods, and exclude certain non-recurring and non- operational items, and Pro Forma Adjusted EBITDA, Pro Forma Adjusted EBITDA Margin further adjust for the results of Husky from January 1-11, 2026, prior to the completion of GPGI’s combination with Husky, for greater visibility of GPGI’s results following the completion of the transaction. Pro Forma Net Sales similarly adjusts for the results of Husky from January 1-11, 2026.GPGI uses these Non-GAAP measures internally to establish forecasts, budgets and operational goals to manage and monitor its business, as well as evaluate its underlying historical performance and/or measure incentive compensation. We believe that these Non-GAAP financial measures depict the true performance of the business by encompassing only relevant and controllable events, adjusting for variable interest entity accounting requirements that render our results incomparable across periods, and show the effect of acquisitions as if they had occurred at the beginning of the relevant period, enabling GPGI to evaluate and plan more effectively for the future. These Non-GAAP measures should not be considered as measures of financial performance under U.S. GAAP, and the items excluded from these measures are significant components in understanding and assessing GPGI’s financial performance. Accordingly, these key business metrics have limitations as an analytical tool. They should not be considered as an alternative to net income or any other performance measures derived in accordance with U.S. GAAP or as an alternative to cash flows from operating activities as a measure of GPGI’s liquidity. These Non-GAAP measures may be different from similarly titled Non-GAAP measures used by other companies. Additionally, GPGI’s debt agreements contain covenants based on variations of certain of these measures for purposes of determining debt covenant compliance. GPGI believes that investors should have access to the same set of tools that its management uses in analyzing operating results. Please refer to the tables below for the reconciliation of GAAP measures to these Non-GAAP measures. Due to the forward-looking nature of the financial guidance included above under “Second Quarter 2026 Outlook” and “Full Year 2026 Outlook,” the charges excluded from the forward- looking Non-GAAP financial measures including Pro Forma Net Sales, Pro Forma Adjusted EBITDA, Pro Forma Adjusted Free Cash Flow and Non-GAAP Year-end Net LTM Leverage including with respect to depreciation, amortization, interest, and taxes that would be required to reconcile the Non-GAAP financial measures to GAAP measures are inherently uncertain or difficult to predict, so it is not feasible to provide accurate forecasted Non-GAAP reconciliations without unreasonable effort. Consequently, no disclosure of estimated comparable GAAP measures is included, and no reconciliation of the forward-looking Non-GAAP financial measures is included. GPGI Contact ir@gpgi.com

GPGI, Inc. Adjusted Consolidated Statements of Operations (Non-GAAP Reconciliation) ($ in millions) (unaudited) GAAP to Non-GAAP Operating Results Three Months Ended March 31, 2026 GAAP Elimination of Equity Method Investment Addition of GPGI Holdings Addition of Husky Holdings (1/1-1/11) Pro Forma Non- GAAP GPGI, Inc. (1/1-3/31) Net sales $ — $ — $ 407.8 $ 13.4 $ 421.2 Cost of sales — — 252.2 12.3 264.5 Gross profit $ — $ — $ 155.6 $ 1.1 $ 156.7 Operating expenses: Research and development — — 8.4 — 8.4 Selling, general and administrative expenses 55.6 — 162.8 13.9 232.3 Foreign currency losses (gains) — — (1.2) (1.9) (3.1) Income from operations $ (55.6) $ — $ (14.4) $ (10.9) $ (80.9) Other (expense) income: Loss on remeasurement of TRA liability (21.9) — — — (21.9) Interest expense — — (29.4) (7.1) (36.5) Interest income 0.2 — 0.2 — 0.4 Loss on extinguishment of debt — — (106.8) — (106.8) Amortization of deferred financing costs — — (0.5) — (0.5) Loss of sale of assets — — — — — Total other income (expense), net $ (21.7) $ — $ (136.5) $ (7.1) $ (165.3) Income (loss) before income taxes (77.3) — (150.9) (18.0) (246.2) Income tax (expense) benefit $ (3.6) $ — $ (3.2) $ — $ (6.8) Earnings in GPGI Holdings L.L.C equity method investment (154.1) 154.1 — — — Net income (loss) $ (235.0) $ 154.1 $ (154.1) $ (18.0) $ (253.0) Add: Depreciation and amortization $ 63.7 Income tax expenses 6.8 Interest expense, net (1) 36.7 Stock-based compensation 5.2 Husky transaction costs 98.0 Loss on extinguishment and refinancing of debts 106.8 Loss on remeasurement of TRA liability 21.9 Loss on sale of assets 0.6 FX gain (4.2) Severance costs 0.6 Incremental Pro Forma Management Fee (1.0) Pro Forma Adjusted EBITDA $ 82.1 Note: The Non-GAAP columns represent (1) a consolidation of the Company’s results with those of GPGI Holdings, for consistency with prior consolidated presentation, and (2) the addition of the financial performance of Husky from January 1-11, 2026, prior to the completion of the acquisition of Husky. (1) Includes amortization of deferred financing costs for the three months ended March 31, 2026.

GPGI, Inc. Adjusted Consolidated Statements of Operations (Non-GAAP Reconciliation) ($ in millions) (unaudited) GAAP to Non-GAAP Operating Results Three Months Ended March 31, 2025 GAAP Elimination of Equity Method Investment Addition of GPGI Holdings Adjusted March 31, 2025 Net sales $ 59.8 $ — $ 44.1 $ 103.9 Cost of sales 31.1 — 18.3 49.4 Gross profit $ 28.7 $ — $ 25.8 $ 54.5 Operating expenses: Selling, general and administrative expenses 22.7 — 10.1 32.8 Income from operations $ 6.0 $ — $ 15.7 $ 21.7 Other (expense) income: Revaluation of warrant liability 17.9 — — 17.9 Revaluation of earnout consideration liability 11.2 — — 11.2 Change in fair value of derivative liability — — — — Interest expense (1.6) — (1.7) (3.3) Interest income 0.2 — 0.9 1.1 Amortization of deferred financing costs — — (0.1) (0.1) Total other income (expense), net $ 27.7 $ — $ (0.9) $ 26.8 Income (loss) before income taxes 33.7 14.8 48.5 Income tax (expense) benefit $ (27.0) $ — $ — $ (27.0) Earnings in GPGI Holdings L.L.C equity method investment 14.8 (14.8) — — Net income (loss) $ 21.5 $ (14.8) $ 14.8 $ 21.5 Add: Depreciation and amortization $ 2.3 Income tax expense (benefit) 27.0 Interest expense, net (1) 2.4 Stock-based compensation 5.7 Mark to market adjustments (2) (29.2) Spin-Off cost 5.0 Add back actual 1Q25 Management Fee for one month 1.1 Add back expenses incurred on behalf of Resolute Holdings prior to Spin-Off 1.0 Pro Forma full quarter Management Fee (3.2) Pro Forma Adjusted EBITDA $ 33.7 Note: The Non-GAAP columns represent a consolidation of the Company’s results with those of GPGI Holdings, for consistency with prior consolidated presentation. (1) Includes amortization of deferred financing cost and for the three months ended March 31, 2025. (2) Includes the changes in fair value of warrant liability and earnout consideration liability for the three months ended March 31, 2025.

GPGI, Inc. Adjusted Consolidated Balance Sheets (Non-GAAP Reconciliation) ($ in millions) (unaudited) GAAP Non-GAAP GAAP Non-GAAP March 31, 2026 March 31, 2026 December 31, 2025 December 31, 2025 ASSETS CURRENT ASSETS Cash and cash equivalents $ 6.5 $ 121.6 $ 114.6 $ 271.6 Short-term investments — — — 41.1 Accounts receivable — 328.1 — 44.2 Inventories, net — 411.1 — 44.2 Prepaid expenses and other current assets 16.4 38.0 5.5 8.6 Total current assets $ 22.9 $ 898.8 $ 120.1 $ 409.7 Property and equipment, net and right of use assets — 557.9 — 30.7 Deferred tax asset 258.0 261.8 271.7 271.7 Intangibles assets, net — 1,624.1 — — Goodwill — 3,041.9 — — Other assets — 48.1 — 4.0 Equity method investment 3,133.2 — 125.5 — Total assets $ 3,414.1 $ 6,432.6 $ 517.3 $ 716.1 LIABILITIES AND STOCKHOLDERS' EQUITY (DEFICIT) CURRENT LIABILITIES Accounts payable $ 1.4 $ 101.8 $ 0.8 $ 12.7 Accrued expenses 3.1 269.6 1.9 48.7 Deferred revenues — 164.8 — — Current portion of tax receivable agreement liability 20.4 20.4 16.2 16.2 Current portion of long-term debt — 9.0 — 15.0 Other current liabilities — 56.3 — 5.8 Total current liabilities $ 24.9 $ 621.9 $ 18.9 $ 98.4 Long-term debt, net of deferred financing costs — 2,138.3 — 170.0 Deferred tax liability — 303.2 — Tax receivable agreement liability 272.9 272.9 255.2 255.2 Other liabilities — 62.7 — 7.3 Total liabilities $ 297.8 $ 3,399.0 $ 274.1 $ 530.9 Shareholders' equity (deficit) 3,116.3 3,033.6 243.2 185.2 Total liabilities and shareholder's equity (deficit) $ 3,414.1 $ 6,432.6 $ 517.3 $ 716.1 Note: The non-GAAP columns represent a consolidation of the Company’s results with those of GPGI Holdings, for consistency with prior consolidated presentation.

GPGI, Inc. Adjusted Consolidated Statements of Cash Flows (Non-GAAP Reconciliation) ($ in millions) (unaudited) Three Months Ended March 31, 2026 GAAP Non-GAAP CASH FLOW FROM OPERATING ACTIVITIES Net income (loss) $ (235.0) $ (253.0) Adjustments to reconcile net loss to net cash (used in) provided by operating activities Depreciation and amortization — 63.8 Stock-based compensation expense 2.0 5.3 Earnings in equity method investment 154.1 — Amortization of deferred financing costs — 1.0 Non-cash operating lease expense — — Revaluation of earnout consideration liability — — Revaluation of warrant liability — — Cash receipts from Holdings — — Loss on remeasurement of TRA Liability 21.9 21.9 Loss on extinguishment of debt — 66.3 Non-cash interest on operating lease expense — — Loss/ (gain) on dispositions of property, plant and equipment and intangible assets — — Other — 2.4 Change in fair value of derivative liability — — Deferred tax expense (benefit) 13.7 4.0 Changes in assets and liabilities (9.3) (65.5) Net cash (used in) provided by operating activities $ (52.6) $ (153.8) CASH FLOWS FROM INVESTING ACTIVITIES: Investment in GPGI Holdings $ (2,016.8) $ — Cash used for acquisition — (762.2) Purchase of property and equipment — (8.9) Proceeds from sale of property and equipment and intangible assets — 0.2 Acquisition of a business, net of cash and cash equivalents acquired — — Maturities of short-term investments — 41.1 Capitalized software expenditures — (4.3) Resolute Holdings cash deconsolidated as a result of the Spin-Off — — GPGI Holdings cash deconsolidated as a result of the CompoSecure Management Agreement — — Net cash used in investing activities $ (2,016.8) $ (734.1) CASH FLOWS FROM FINANCING ACTIVITIES: Repayment of preference share capital $ — $ (457.4) Contributions from GPGI Inc — — Proceeds from employee stock purchase plan and exercise of options — — Payments for taxes related to net share settlement of equity awards — (26.6) Debt issuance cots — (37.5) Payment of term loan — — Proceeds from revolving credit facility — 50.0 Proceeds from issuance of common stock 1,962.0 1,962.0 Payment of debt, net of associated fees — (3,309.2) Proceeds from issuance of long-term debt - net of discounts — 2,523.5 Dividend to Class A shareholders (0.7) (0.7) Net cash obtained from PIPE in connection with Husky transaction — — Proceeds from the exercise of warrants — — Net cash provided by (used in) financing activities $ 1,961.3 $ 704.1 Effect of exchange rate changes on cash and cash equivalents — (2.3) Net increase (decrease) in cash and cash equivalents (108.1) (186.1) Cash and cash equivalents, beginning of period 114.6 307.7 Cash and cash equivalents, end of period $ 6.5 $ 121.6 Note: The Non-GAAP column represents a consolidation of the Company’s results with those of GPGI Holdings L.L.C. (“GPGI Holdings”), for consistency with prior consolidated presentation.

GPGI, Inc. Consolidated Earnings Per Share (Non-GAAP Reconciliation) ($ in millions, except share amounts) (unaudited) Basic Three Months Ended March 31, 2026 2025 Net (loss) income $ (235.0) $ 21.4 Add (less): provision (benefit) for income taxes 6.8 27.0 Add (less): mark-to-market adjustments (1) — (29.2) Add: stock-based compensation 3.9 5.7 Add: Debt refinance costs and loss on debt extinguishment 106.8 — Add: Husky transactions costs 92.9 — Add: Loss on remeasurement of TRA Liability 21.9 — Add: Foreign exchange (gain) loss (2.3) — Add: Severance costs 0.6 — Add: Loss on disposal of assets 0.6 — Add: Spin-Off costs — 5.0 Add:Purchase accounting amortization and depreciation 46.8 — Adjusted net income before tax $ 43.0 $ 29.9 Income tax expense (2) 10.3 1.6 Adjusted net income $ 32.7 $ 28.3 Common shares outstanding used in computing net income per share, basic: Class A common shares 269,993,148 102,039,611 Adjusted net income per share – basic $ 0.12 $ 0.28 Diluted Three Months Ended March 31, 2026 2025 Adjusted net income $ 32.7 $ 28.3 Common shares outstanding used in computing earnings per share, basic: 269,993,148 102,039,611 Warrants (3) — 9,878,000 Equity awards 4,391,631 3,533,000 Total shares outstanding used in computing adjusted earnings per share – diluted 274,384,779 115,450,611 Adjusted net income per share – diluted $ 0.12 $ 0.25 Note: Non-GAAP EPS does not pro forma for periods preceding the acquisition of Husky. 1. Includes the changes in fair value of warrant liability and earnout consideration liability. 2. Reflects current and deferred income tax expenses. For the three months ended March 31, 2026, it was calculated by applying the Company's assumed effective tax rate. 3. Applies treasury stock method with assumed exercise at average market price. No warrants were outstanding as of the three months ended March 31, 2026.

First Quarter 2026 Earnings Presentation May 7, 2026 TM

Disclaimer 2 Forward-Looking Statements This presentation, and other statements that GPGI, Inc. (“GPGI,” “we,” “us” or the “Company”) may make in connection therewith, contains forward-looking statements as defined by the Private Securities Litigation Reform Act of 1995. These statements are based on the beliefs and assumptions of management. Although GPGI believes that its plans, intentions, and expectations reflected in or suggested by these forward-looking statements are reasonable, GPGI cannot assure you that it will achieve or realize these plans, intentions, or expectations. Forward-looking statements are inherently subject to risks, uncertainties, and assumptions. Generally, statements that are not historical facts, including statements concerning GPGI’s possible or assumed future actions, business strategies, events, results of operations, geopolitical and macroeconomic conditions, demand, the implementation of the Resolute Operating System, and guidance for 2026, are forward-looking statements. In some instances, these statements may be preceded by, followed by, or include the words “believes,” “estimates,” “expects,” “projects,” “forecasts,” “may,” “will,” “should,” “seeks,” “plans,” “scheduled,” “anticipates” or “intends” or the negatives of these terms or variations of them or similar terminology. Forward-looking statements are not guarantees of performance. You should not put undue reliance on these statements which speak only as of the date hereof. You should understand that the following important factors, among others, could affect GPGI’s future results and could cause those results or other outcomes to differ materially from those expressed or implied in GPGI’s forward-looking statements: the ability of GPGI to grow and manage growth profitably, maintain relationships with customers, compete within its industry and retain its key employees; adverse impacts of global economic, business, competitive and/or other factors, including tariffs, and regional instability, including in the Middle East, and the impacts on GPGI’s businesses and their customers thereof, including but not limited to prices for inputs including oil; the outcome of any legal proceedings that may be instituted against GPGI or others; future exchange and interest rates; changes in our accounting and/or financial presentation; and other risks and uncertainties, including those under “Risk Factors” in filings that have been made or will be made with the Securities and Exchange Commission. GPGI undertakes no obligation to update or revise publicly any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law. Non-GAAP Financial Measures This presentation includes certain Non-GAAP financial measures that are not prepared in accordance with accounting principles generally accepted in the United States (“GAAP”) and that may be different from Non- GAAP financial measures used by other companies. Due to the spin-off of Resolute Holdings and the resulting shift to equity method accounting under GAAP beginning February 28, 2025, GPGI is presenting a broader set of Non-GAAP measures, including an Adjusted Statement of Operations (Unaudited), an Adjusted Balance Sheet (Unaudited) and an Adjusted Statement of Cash Flows (Unaudited) to provide investors with financial information that we believe allows for greater comparability with our historical financial presentation and better represents the underlying performance of the standalone business across reporting periods. GPGI believes Pro Forma Net Sales, Pro Forma Adjusted EBITDA, Pro Forma Adjusted EBITDA Margin, Pro Forma Net Loss, Pro Forma Adjusted Free Cash Flow, Adjusted Net Income, Adjusted EPS (Basic and Diluted), Adjusted Cash & Short-Term Investments, Adjusted Net Debt, and related measures are useful to investors in evaluating GPGI’s financial performance. Specifically, we believe Adjusted Net Income, Adjusted EPS (Basic and Diluted), Adjusted Cash & Short-Term Investments and Adjusted Net Debt provide greater comparability with historical results, because they show GPGI’s financial results as if GPGI consolidated the financial results of its operating businesses consistently across periods, and exclude certain non-recurring and non-operational items, and Pro Forma Adjusted EBITDA, Pro Forma Adjusted EBITDA Margin and Pro Forma Adjusted Free Cash Flow further adjust for the results of Husky from January 1-11, 2026, prior to the completion of GPGI’s combination with Husky, for greater visibility of GPGI’s results following the completion of the transaction. Pro Forma Net Sales and Pro Forma Net Loss similarly adjust for the results of Husky from January 1-11, 2026. GPGI uses these Non-GAAP measures internally to establish forecasts, budgets and operational goals to manage and monitor its business, as well as evaluate its underlying historical performance and/or measure incentive compensation. We believe that these Non-GAAP financial measures depict the true performance of the business by encompassing only relevant and controllable events, adjusting for variable interest entity accounting requirements that render our results incomparable across periods, and show the effect of acquisitions as if they had occurred at the beginning of the relevant period, enabling GPGI to evaluate and plan more effectively for the future. These Non-GAAP measures should not be considered as measures of financial performance under U.S. GAAP, and the items excluded from these measures are significant components in understanding and assessing GPGI’s financial performance. Accordingly, these key business metrics have limitations as an analytical tool. They should not be considered as an alternative to net income or any other performance measures derived in accordance with U.S. GAAP or as an alternative to cash flows from operating activities as a measure of GPGI’s liquidity. These Non-GAAP measures may be different from similarly titled Non-GAAP measures used by other companies. Additionally, GPGI’s debt agreements contain covenants based on variations of certain of these measures for purposes of determining debt covenant compliance. GPGI believes that investors should have access to the same set of tools that its management uses in analyzing operating results. Please refer to the tables below for the reconciliation of GAAP measures to these Non-GAAP measures. Due to the forward-looking nature of the financial guidance included herein, the charges excluded from the forward-looking Non-GAAP financial measures including Pro Forma Net Sales, Pro Forma Adjusted EBITDA, Pro Forma Adjusted Free Cash Flow and Non-GAAP Year- end Net LTM Leverage including with respect to depreciation, amortization, interest, and taxes that would be required to reconcile the Non-GAAP financial measures to GAAP measures are inherently uncertain or difficult to predict, so it is not feasible to provide accurate forecasted Non-GAAP reconciliations without unreasonable effort. Consequently, no disclosure of estimated comparable GAAP measures is included, and no reconciliation of the forward-looking Non-GAAP financial measures is included. Industry and Market Information Statements in this presentation concerning the industries and the markets in which we operate, including our general expectations and competitive position, business opportunity and market size, growth and share, are based on information from independent industry organizations and other third-party sources, data from our internal research and management estimates. Management estimates are derived from publicly available information and the information and data referred to above and are based on assumptions and calculations made by us based upon our interpretation of such information and data. The information and data referred to above are imprecise and may prove to be inaccurate because the information cannot always be verified with complete certainty due to the limitations on the availability and reliability of raw data, the voluntary nature of the data gathering process and other limitations and uncertainties. As a result, please be aware that the data and statistical information in this presentation may differ from information provided by our competitors or from information found in current or future studies conducted by market research institutes, consultancy firms or independent sources. GPGI Husky CompoSecure

Executive Summary 3 Strength at CompoSecure Offset by Market-Driven Weakness at Husky – Thesis Remains Intact 1Q performance ▪ CompoSecure delivered record sales, strong operating performance, and continued margin expansion ▪ Husky impacted by unanticipated market headwinds due to oil / resin price shock and continued tariff uncertainty Revising full year 2026 guidance ▪ Continued strong performance anticipated at CompoSecure ▪ Cannot predict when transient demand headwinds abate for Husky, so being cautious with full year outlook Market demand drivers ▪ CompoSecure seeing robust demand from both traditional banks and leading fintechs ▪ Husky faced demand deferrals as customers rapidly shifted to “wait-and-see” mode in second half of March GPGI Husky CompoSecure Committed to continued ROS deployment and strategic investments ▪ CompoSecure one year ahead of Husky – see clear impact from high-performance culture and investments ▪ ROS implementation focused on both growth and operations at CompoSecure and accelerating at Husky

1Q26 Financial Performance 4 Continued Strength at CompoSecure Overshadowed by Market-Driven Weakness at Husky ROS driven performance at CompoSecure offset by market-driven weakness at Husky Note: For a reconciliation of Non-GAAP measures to the most directly comparable measures prepared in accordance with GAAP, please reference the Appendix. 1. Pro Forma Adjusted Net Sales include sales generated prior to the closing of the Husky transaction on January 12, 2026. 2. Pro Forma Adjusted EBITDA includes the management fees (collectively, “Management Fee”) that would have been paid had the management agreements between Resolute Holdings and each of GPGI Holdings, L.L.C. (the “CompoSecure Management Agreement”) and Husky Holdings LLC (the “Husky Management Agreement”, and together, the “Management Agreements”) been in effect from January 1, 2025. 3. Pro Forma Adjusted EBITDA quarterly totals are inclusive of Corporate segment allocation. In 1Q25, Corporate Pro Forma Adjusted EBITDA was ($1.1mn). For 1Q26, Corporate Pro Forma Adjusted EBITDA was ($3.8mn). GPGI Husky CompoSecure PF Adjusted Net Sales1 ($mn) PF Adjusted EBITDA Margin2,3PF Adjusted EBITDA ($mn)2,3 ▲ 2.6% ▼ 430bps ▼ (16.0%) 23.8% 19.5% 1Q25 1Q26 $103.9 $130.4 $306.8 $290.8 1Q25 1Q26 $410.7 $421.2 ↓ 5.2% ↑ 25.6% $34.8 $47.6 $63.9 $38.2 1Q25 1Q26 $97.73 $82.13 ↓ 40.2% ↑ 36.8% Husky / CompoSecure Husky / CompoSecure ▪ CompoSecure benefited from accelerating demand across both banks and fintechs ▪ Husky faced market ambiguity from oil / resin price shock and continued tariff uncertainty creating demand delays ▪ CompoSecure delivered significant EBITDA growth from higher sales and operational productivity gains ▪ Husky decline due to lower sales, higher cost base than planned, and continued investments in R&D and front-end sales ▪ CompoSecure margin expansion from ROS initiatives delivering improved manufacturing yields and operational efficiencies ▪ Husky burdened by under absorbed labor costs, negative operating leverage, and one- time investments

1Q26 Pro Forma Adjusted EBITDA Reconciliation 5 Simplified, GAAP to Non-GAAP Operating Results ($ in millions) + = GPGI Husky CompoSecure Simplified walk to Pro Forma Adjusted EBITDA given transaction and accounting complexity Note: For a comprehensive reconciliation, please reference the 1Q26 Statement of Operations on page 16. GAAP Net Loss ($235.0) Plus: Pro Forma impact of Husky Holdings (1/1-1/11) ($18.0) Pro Forma Net Loss ($253.0) Plus: Loss on extinguishment and refinancing of debt 106.8 Plus: Husky transaction costs 98.0 Plus: Depreciation and amortization 63.7 Plus: Net interest expense 36.7 Plus: Other items 29.9 Pro Forma Adjusted EBITDA $82.1

What Changed for Husky? 6 Oil / Resin Price Shock Following 4Q25 Earnings Impacted 1Q26 Performance and FY26 Outlook Oil and resin price shock pushed out orders and deliveries 4Q25 Call 1Q26 So What? Other Factors ▪ Positive: Oil / resin prices increasing customer focus on light weighting and upgrades, and further evaluation of rPET systems ▪ Negative: Customer uncertainty driving lower end-of-quarter shipments vs. historical levels and continued “wait-and-see” behavior March Aftermarket Orders = Embedded Resiliency Jan: +11% y/y Feb: +26% y/y +6% y/y ▪ March declines consistent with customer demand uncertainty given market conditions; 1Q26 aftermarket tooling, spare parts, and services orders all increased over prior year levels -11% y/y GPGI Husky CompoSecure Pipeline Jan: +7% y/y Feb: +6% y/y +4% y/y ▪ Pipeline healthy, but conversion to orders began extending in mid-March with oil price shock ▪ April pipeline up ~8% y/y with May trending similar1 +4% y/y Orders Jan: +32% y/y Feb: +22% y/y +8% y/y ▪ As oil / resin prices spiked in March, customers delayed orders – this trend continued in April ▪ April orders up ~2% y/y1 -16% y/y Backlog Jan: -4% y/y Feb: +1% y/y -5% y/y ▪ Backlog recovered year-over-year in February offset by decline in March, consistent with order activity ▪ April backlog down ~5% y/y1 -5% y/y 1. Numbers for periods beyond 1Q26 are estimates subject to change including in connection with normal quarter-end procedures.

Resilient End-Market Demand Impacted by Near-Term Volatility 7 Oil / Resin Price Shock Impacted Customer Purchases -4.0% -2.0% 0.0% 2.0% 4.0% 6.0% 8.0% 10.0% A p r- 2 5 M a y -2 5 M a y -2 5 J u n -2 5 J u l- 2 5 A u g -2 5 S e p -2 5 O c t- 2 5 N o v -2 5 D e c -2 5 J a n -2 6 F e b -2 6 M a r- 2 6 A p r- 2 6 Volume Pricing Sales Growth Non-Alcoholic Beverage Demand Demand Remains Resilient $1,077 $1,632 $1,701 Feb-26 Mar-26 Apr-26 Europe +64% vs. Jan US +36% vs. Jan $1,433 $1,620 $1,929 Feb-26 Mar-26 Apr-26 China +48% vs. Jan $860 $1,285 $1,205 Feb-26 Mar-26 Apr-26 Short-Term Disruption Spike in PET Resin Prices ($ / tonne) Pipeline Remains Strong1 Customers Delay Orders2 ▪ Lightweighting – increased focus on lightweighting given PET is ~60-70% of the cost ▪ Format Shifts – family / in-home packs, value- focused sizes, penetration of cheaper brands ▪ Alternative Feedstocks – shift to rPET (similar price as virgin resin now) and bio-resins ▪ Uptime & Throughput – focus on resin wastage, energy usage, and machine uptime to manage production economics ▪ Asset Renewal – customer reevaluating their aging installed bases Long-Term Trends Customer Focus on Productivity Husky Differentiation ✓ Husky has market leadership in lighter weight applications given higher precision ✓ Recycled resins add more variability (viscosity, inclusions) – Husky has differentiated solutions to support up to 100% recycled PET ✓ 15-20% TCO advantage vs. competitors ✓ Long track record of best-in-class uptime and throughput with continuous monitoring via Advantage+Elite service Sources: NielsenIQ xAOC + C & Amazon and Wood Mackenzie. 1. Reflects growth in the 12-month opportunity pipeline, indexed starting in December 2025. 2. Represents year-over-year growth rates. GPGI Husky CompoSecure Jan-26 Feb-26 Mar-26 Apr-26 +7% +6% +4% +8% Y/Y Growth 98% 98% 103% 107% 32% 22% -16% 2% Jan-26 Feb-26 Mar-26 Apr-26

1Q26 Summary 8 Oil / Resin Price Shock Delaying Demand Note: For a reconciliation of Non-GAAP measures to the most directly comparable measures prepared in accordance with GAAP, please reference the Appendix. 1. Pro Forma Adjusted Net Sales include sales generated prior to the closing of the Husky transaction on January 12, 2026. 2. Pro Forma Adjusted EBITDA includes the Management Fee that would have been paid had the Management Agreements been in effect from January 1, 2025. Focused on disciplined execution, ROS implementation, and ongoing investment to scale the business Pro Forma Adjusted Net Sales1 of $290.8 million down 5.2% compared to first quarter 2025, driven by declines in PET system sales and tooling offsetting strong growth in spare parts, hot runners, and controllers. Pro Forma Adjusted EBITDA of $38.2 million down 40.2% compared to first quarter 20252, due to lower revenues with resulting negative operating leverage, and continued investments in R&D and sales. Orders and backlog weakened quickly in late March with resin price shock; pipeline strength provides support for revenue growth and improved profitability in the second half of the year. Focused on accelerating ROS implementation to establish a high-performance culture while making necessary investments to catalyze innovation and accelerate long-term organic growth. GPGI Husky CompoSecure

New Systems Decline Offset by Recurring Aftermarket Demand 9 Market Environment by Product Line and Region GPGI Husky CompoSecure Region FY26 Key Drivers North America ▪ Decline in PET systems partly offset by growth in tooling, parts, and services ▪ Near-term order deferrals due to resin price volatility and changes in Section 232 tariffs ▪ Oldest Husky install base – refresh cycle is overdue ▪ rPET and virgin PET prices converging; lightweighting initiatives are gaining momentum Europe, Middle East, Africa ▪ Growth in PET systems in Middle East and Africa driven by favorable demographics and macroeconomics, including consumption growth, partly offset by near-term geopolitical disruptions ▪ Aftermarket tooling growth in Europe driven by lightweighting and sustainability regulations ▪ Growth in hot runners driven by growth in medical applications Latin America ▪ Decline in CSD consumption driven by sugar tax, affecting growth in PET systems ▪ Aftermarket tooling continued growth driven by lightweighting and package optimization Asia Pacific ▪ Growth in PET systems driven by favorable demographics and macroeconomics, including consumption growth ▪ Growth in hot runners driven by food packaging and medical applications Product Line 1H26 FY26 Key Drivers New Systems ▪ Customers deferring orders due to resin price volatility, resin supply shortages, tariff related uncertainty, and elevated financing costs ▪ Weakness to continue in second half if the idiosyncratic headwinds persist Aftermarket Tooling ▪ Orders were impacted by tariffs in 4Q25 which weighed on 1Q26 sales ▪ Similar to new system sales, orders are being deferred in the near-term, but we expect the segment to return to growth in 2H26 as customers invest in tooling for existing machines Hot Runners & Controllers ▪ Strong revenue growth in hot runners to date in most regions ▪ Continued market uncertainty weighing on the outlook in the near term Parts & Services ▪ Services demand was impacted at the end of 1Q and beginning of 2Q due to market ambiguity and tariff noise ▪ We expect growth in 2H26 as customers focus on productivity for existing machines

▼ (5.2%) 1Q26 Financial Performance 10 Macroeconomic Demand Ambiguity Led to Revenue Decline and Margin Degradation PF Adjusted Net Sales ($mn)1 ▪ Decline driven by customer demand delays and specific delivery problems caused by Middle East conflict, oil price shock, and continued tariff uncertainty ▪ Over $20 million in revenue shifted out of the quarter due to customer deferrals, shipment delays in the Middle East, and delayed payments – trend continues in 2Q PF Adjusted EBITDA ($mn)2 ▪ Decline primarily attributable to lower revenue growth, under absorbed labor and fixed costs, and one-time strategic investments in R&D and front-end sales capabilities ▼ (40.2%) PF Adjusted EBITDA Margin2 ▪ Margin compression due to negative operating leverage and product mix ─ ~250bps from under absorbed labor ─ ~160bps from one-time growth investments ─ Remaining from negative operating leverage as revenues were pushed out ▪ Margins expected to improve significantly through the year with improving fixed cost absorption and planned cost saving actions ▼ 770bps Note: For a reconciliation of Non-GAAP measures to the most directly comparable measures prepared in accordance with GAAP, please reference the Appendix. 1. Pro Forma Adjusted Net Sales include sales generated in the period in January prior to the closing of the Husky transaction on January 12, 2026. 2. Pro Forma Adjusted EBITDA includes the Management Fee that would have been paid had the Management Agreements been in effect from January 1, 2025. $306.8 $290.8 1Q25 1Q26 $63.9 $38.2 1Q25 1Q26 20.8% 13.2% 1Q25 1Q26 GPGI Husky CompoSecure Managing through demand uncertainty while continuing “seed planting” investments to position the business for growth and margin expansion

1Q26 Summary 11 Delivering Record Net Sales and Strong Operating Performance Note: For a reconciliation of Non-GAAP measures to the most directly comparable measures prepared in accordance with GAAP, please reference the Appendix. 1. Pro Forma Adjusted EBITDA includes the Management Fee that would have been paid had the Management Agreements been in effect from January 1, 2025. Record sales and strong operating leverage in the first quarter Record Adjusted Net Sales of $130.4 million up 25.6% compared to first quarter 2025, driven by robust demand from traditional banks and leading fintechs. Adjusted EBITDA of $47.6 million up 36.8% compared to first quarter 20251, due to organic revenue growth and continued operational efficiencies from ROS implementation. Numerous high-profile card program wins include American Express Graphite, Robinhood Platinum, Intuit, Fold, MetaMask in the US, Kraken (debit), X Money (debit), and Revolut Audi F1 (debit). Investments aligned to our strategic and execution framework include key leadership expansion with the appointment of General Managers for our International and Arculus businesses. GPGI Husky CompoSecure

1Q26 Financial Performance 12 Significant Progress Against All Key Metrics Catalyzed by ROS Strong sales and margin expansion from ROS-enabled operating efficiency gains ▪ Driven by robust demand across both traditional banks and leading fintechs ▪ Reinvigorated go-to-market with sales process training and sales enablement tools ▪ Process innovation consistently improving manufacturing yields ▪ Investment in engineering and manufacturing capabilities enhancing margins Note: For a reconciliation of Non-GAAP measures to the most directly comparable measures prepared in accordance with GAAP, please reference the Appendix. 1. Pro Forma Adjusted EBITDA includes the Management Fee that would have been paid had the Management Agreements been in effect from January 1, 2025. Adjusted Net Sales ($mn) ▲ 25.6% $103.9 $130.4 1Q25 1Q26 Adjusted EBITDA ($mn)1 ▲ 36.8% Adjusted EBITDA Margin1 ▲ 300bps $34.8 $47.6 1Q25 1Q26 33.5% 36.5% 1Q25 1Q26 GPGI Husky CompoSecure

Introducing 2Q26 and Revising FY26 Guidance 13 Focused on Execution – Implementing ROS to Catalyze Growth and Improve Profitability Continued strong performance at CompoSecure expected to be offset by market-driven weakness at Husky Note: For a reconciliation of Non-GAAP measures to the most directly comparable measures prepared in accordance with GAAP, please reference the Appendix. 1. Year-over-year growth rate based on midpoint of guidance ranges. For FY26, measures include pro forma effect of Husky for periods prior to the completion of the Husky acquisition on January 12, 2026. 2. Pro Forma Adjusted Net Sales for FY 2026 include sales generated prior to the closing of the Husky transaction on January 12, 2026. 3. Pro Forma Adjusted EBITDA includes the Management Fee that would have been paid had each of the Management Agreements been in effect from January 1, 2025. 4. FY26E Pro Forma Adjusted Free Cash Flow includes ~$45mn in one-time, growth capital expenditures across both CompoSecure and Husky and excludes one-time Husky transaction and debt refinancing costs. GPGI Husky CompoSecure GPGI Expectations ▪ Flat organic revenue growth in FY26 ̶ CompoSecure to grow LDD driven by continued penetration of large, untapped addressable market ̶ Husky to decline MSD driven by macro disruptions and demand softness in select regional markets ▪ Margin expansion in second half of the year from organic sales growth, continued cost savings, and fixed cost leverage from ROS implementation ▪ Healthy free cash flow with higher growth capital expenditures ▪ Effectively mitigating tariff impacts through pricing and sourcing initiatives Iran? Oil? Tariffs? Delay Guidance Metrics 2Q26 FY261 Pro Forma Adjusted Net Sales2 $425 – $475 (-9% y/y) $1,950 – $2,100 (+0% y/y)2 Pro Forma Adjusted EBITDA2,3 $105 – $120 (-14% y/y) $550 – $610 (+7% y/y) Pro Forma Adjusted EBITDA Margin2,3 24.7% – 25.3% (-140bps) 28.2% – 29.0% (+180bps) Pro Forma Adjusted Free Cash Flow4 $275 – $325 ($ in millions) Resolve

Capital Structure Update 14 Key Financial Metrics ($ in millions) As of March 31, 2026 Cash Balance $122 Total Debt Outstanding1 $2,175 Net Debt $2,053 LTM Net Debt / Pro Forma Adjusted EBITDA2 3.7x Revolver Capacity3 $322 Total Liquidity $444 Note: For a reconciliation of Non-GAAP measures to the most directly comparable measures prepared in accordance with GAAP, please reference the Appendix. 1. Total debt outstanding includes term loan, senior secured notes, and drawn revolver. 2. Pro Forma Adjusted EBITDA includes the Management Fee that would have been paid had each of the Management Agreements been in effect from January 1, 2025. 3. Revolver capacity reflects undrawn revolver balance net of outstanding letters of credit. GPGI has ample liquidity and manageable leverage, with a continued focus on debt paydown Credit Highlights ▪ GPGI has no near-term maturities ̶ $400mn revolver matures in 2031 (~5 years) ̶ $1.2bn term loan and $900mn of senior secured notes both mature in 2033 (~7 years) ▪ Term loan has annual amortization of $12mn – represents $3mn per quarter commencing in 3Q 2026 – with bullet payment at maturity (2033) ▪ Debt instruments are all covenant lite ▪ Non-GAAP year-end Net LTM leverage of approximately 3.0x GPGI Husky CompoSecure

Appendix – Financial Supplement

Statement of Operations – 1Q26 16 Unaudited GAAP to Non-GAAP Operating Results ($ in millions) Note: The Non-GAAP columns represent a consolidation of the Company’s results with those of GPGI Holdings, for consistency with prior consolidated presentation. 1. Includes amortization of deferred financing costs for the three months ended March 31, 2026. + = GPGI Husky CompoSecure GAAP Elimination of Equity Method Investment Addition of GPGI Holdings Addition of Husky Holdings (1/1-1/11) Pro Forma Non-GAAP GPGI, Inc. (1/1 - 3/31) Net sales - - $407.8 $13.4 $421.2 Cost of sales - - 252.2 12.3 264.5 Gross profit - - 155.6 1.1 156.7 Operating expenses: Research and development - - 8.4 - 8.4 Selling, general and administrative expenses 55.6 - 162.8 13.9 232.3 Foreign currency losses (gains) - - (1.2) (1.9) (3.1) Income from operations (55.6) - (14.4) (10.9) (80.9) Other (expense) income: Revaluation of warrant liability - - - - - Revaluation of earnout consideration liability - - - - - Change in fair value of derivative liability - - - - - Loss on remeasurement of TRA liability (21.9) - - - (21.9) Interest expense - - (29.4) (7.1) (36.5) Interest income 0.2 - 0.2 - 0.4 Loss on extinguishment of debt - - (106.8) - (106.8) Amortization of deferred financing costs - - (0.5) - (0.5) Loss of sale of assets - - - - - Total other income (expense), net (21.7) - (136.5) (7.1) (165.3) Income (loss) before income taxes (77.3) - (150.9) (18.0) (246.2) Income tax expense (3.6) - (3.2) - (6.8) Earnings in GPGI Holdings L.L.C equity method investment (154.1) 154.1 - - - Net Income (Loss) ($235.0) $154.1 ($154.1) ($18.0) ($253.0) Add: Depreciation and amortization 63.7 Income tax expense (benefit) 6.8 Interest expense, net (1) 36.7 Stock-based compensation 5.2 Husky transaction cost 98.0 Loss on extinguishment and refinancing of debts 106.8 Loss on remeasurement of TRA liability 21.9 Loss on sale of assets 0.6 FX (gain) loss (4.2) Severance costs 0.6 Incremental pro forma Management Fee (1.0) Pro Forma Adjusted EBITDA $82.1 Three Months Ended March 31, 2026

Statement of Operations – 1Q25 17 Unaudited GAAP to Non-GAAP Operating Results ($ in millions) Note: The Non-GAAP columns represent a consolidation of the Company’s results with those of CompoSecure Holdings, for consistency with prior consolidated presentation. 1. Includes amortization of deferred financing costs for the three months ended March 31, 2025. 2. Includes the changes in fair value of warrant liability, derivative liabilities, and earnout consideration liability for the three months ended March 31, 2025. 3. The presented adjustments include amounts related to both CompoSecure and its equity method investment in Holdings. + = GPGI Husky CompoSecure GAAP Non-GAAP GPGI, Inc. GAAP Results Elimination of Equity Method Investment Addition of GPGI Holdings Adjusted March 31, 2025 Net sales $59.8 - $44.1 $103.9 Cost of sales 31.1 - 18.3 49.4 Gross profit 28.7 - 25.8 54.5 Operating expenses: Selling, general and administrative expenses 22.7 - 10.1 32.8 Income from operations 6.0 - 15.7 21.7 Other (expense) income: Revaluation of warrant liability 17.9 - - 17.9 Revaluation of earnout consideration liability 11.2 - - 11.2 Interest expense (1.6) - (1.7) (3.3) Interest income 0.2 - 0.9 1.1 Amortization of deferred financing costs - - (0.1) (0.1) Total other income (expense), net 27.7 - (0.9) 26.8 Income before income taxes 33.7 - 14.8 48.5 Income tax (expense) benefit (27.0) - - (27.0) Earnings in CompoSecure Holdings L.L.C equity method investment 14.8 (14.8) - - Net Income (Loss) $21.5 ($14.8) $14.8 $21.5 Add: Depreciation and amortization (3) 2.3 Income tax expense (benefit) 27.0 Interest expense, net (1) (3) 2.4 Stock-based compensation 5.7 Mark-to-market adjustments (2) (29.2) Resolute spin-off costs 5.0 Add back actual 1Q25 Management Fee for one month 1.1 Add back expenses incurred on behalf of Resolute Holdings prior to Spin-Off 1.0 Pro forma full quarter Management Fee (3.2) Pro Forma Adjusted EBITDA $33.7 Equity Method Adjustments Three Months Ended March 31, 2025

Statement of Cash Flows – 1Q26 18 Unaudited (GAAP and Non-GAAP) Note: The Non-GAAP column represents a consolidation of the Company’s results with those of GPGI Holdings L.L.C. (“GPGI Holdings”), for consistency with prior consolidated presentation. Note: All instruments have been redeemed / exercised and no mark to market adjustments are expected going forward. GPGI Husky CompoSecure ($ in millions) 2026 2026 GAAP Non-GAAP CASH FLOWS FROM OPERATING ACTIVITIES: Net income (loss) ($235.0) ($253.0) Adjustments to reconcile net loss to net cash (used in) provided by operating activities Depreciation and amortization - 63.8 Stock-based compensation expense 2.0 5.3 Earnings in equity method investment 154.1 - Amortization of deferred financing costs - 1.0 Non-cash operating lease expense - - Revaluation of earnout consideration liability - - Revaluation of warrant liability - - Cash receipts from Holdings - - Loss on remeasurement of TRA Liability 21.9 21.9 Loss on extinguishment of debt - 66.3 Non-cash interest on operating lease expense - - Loss/ (gain) on dispositions of property, plant and equipment and intangible assets - - Other - 2.4 Change in fair value of derivative liability - - Deferred tax expense (benefit) 13.7 4.0 Changes in assets and liabilities (9.3) (65.5) Net cash (used in) provided by operating activities ($52.6) ($153.8) CASH FLOWS FROM INVESTING ACTIVITIES: Investment in GPGI Holdings (2,016.8) - Cash used for acquisition - (762.2) Purchase of property and equipment - (8.9) Proceeds from sale of property and equipment and intangible assets - 0.2 Acquisition of a business, net of cash and cash equivalents acquired - - Maturities of short-term investments - 41.1 Capitalized software expenditures - (4.3) Resolute Holdings cash deconsolidated as a result of the Spin-Off - - GPGI Holdings cash deconsolidated as a result of the CompoSecure Management Agreement - - Net cash used in investing activities ($2,016.8) ($734.1) CASH FLOWS FROM FINANCING ACTIVITIES: Repayment of preference share capital - (457.4) Contributions from GPGI Inc - - Proceeds from employee stock purchase plan and exercise of options - - Payments for taxes related to net share settlement of equity awards - (26.6) Debt issuance costs - (37.5) Payment of term loan - - Proceeds from Revolver - 50.0 Proceeds from issuance of common stock 1,962.0 1,962.0 Payment of debt, net of associated fees - (3,309.2) Proceeds from issuance of long-term debt - net of discounts - 2,523.5 Dividend to Class A shareholders (0.7) (0.7) Net cash obtained from PIPE - - Proceeds from the exercise of warrants - - Net cash used in financing activities $1,961.3 $704.1 Effect of exchange rate changes on cash and cash equivalents - (2.3) Net increase (decrease) in cash and cash equivalents (108.1) (186.1) Cash and cash equivalents, beginning of period 114.6 307.7 Cash and cash equivalents, end of period $6.5 $121.6 Three Months Ended March 31,

Balance Sheet 19 Unaudited (GAAP and Non-GAAP) Finished 1Q26 with ~$122 million in cash Note: The Non-GAAP columns represent a consolidation of the Company’s results with those of GPGI Holdings, for consistency with prior consolidated presentation. ($ in millions) GPGI Husky CompoSecure GAAP Non-GAAP GAAP Non-GAAP March 31, 2026 March 31, 2026 December 31, 2025 December 31, 2025 ASSETS CURRENT ASSETS Cash and cash equivalents $6.5 $121.6 $114.6 $271.6 Short-term investments - - - 41.1 Accounts receivable - 328.1 - 44.2 Inventories, net - 411.1 - 44.2 Prepaid expenses and other current assets 16.4 38.0 5.5 8.6 Total Current Assets $22.9 $898.8 $120.1 $409.7 Property and equipment, net and right of use asset - $557.9 - $30.7 Deferred tax asset 258.0 261.8 271.7 271.7 Intangible assets, net - 1,624.1 - - Goodwill - 3,041.9 - - Other assets - 48.1 - 4.0 Equity method investment 3,133.2 - 125.5 - Total Assets $3,414.1 $6,432.6 $517.3 $716.1 LIABILITIES AND STOCKHOLDERS' EQUITY (DEFICIT) CURRENT LIABILITIES Accounts payable $1.4 $101.8 $0.8 $12.7 Accrued expenses 3.1 269.6 1.9 48.7 Deferred revenues - 164.8 - - Current portion of tax receivable agreement liability 20.4 20.4 16.2 16.2 Current portion of long-term debt - 9.0 - 15.0 Other current liabilities - 56.3 - 5.8 Total Current Liabilities $24.9 $621.9 $18.9 $98.4 Long-term debt, net of deferred finance costs - 2,138.3 - 170.0 Deferred tax liability - 303.2 - - Tax receivable agreement liability 272.9 272.9 255.2 255.2 Other liabilities - 62.7 - 7.3 Total Liabilities $297.8 $3,399.0 $274.1 $530.9 Stockholder's equity / (deficit) 3,116.3 3,033.6 243.2 185.2 Total Liabilities and Stockholder's Equity / (Deficit) $3,414.1 $6,432.6 $517.3 $716.1

1Q26 Earnings Per Share and Adjusted Free Cash Flow 20 Non-GAAP Reconciliation Basic Earnings Per Share Diluted Earnings Per Share ($ in millions, except per share amounts) Note: Non-GAAP EPS does not pro forma for period preceding the acquisition of Husky (January 1-11, 2026). 1. Includes the changes in fair value of warrant liability, make-whole provision of the previously outstanding exchangeable notes of GPGI Holdings (f/k/a CompoSecure Holdings, L.L.C.) (the “Exchangeable Notes”) and earnout consideration liability. 2. Reflects current and deferred income tax expenses. For the three months ended March 31, 2026, it was calculated by applying the Company's assumed effective tax rate. 3. Applies treasury stock method with assumed exercise at average market price. No warrants were outstanding as of the three months ended March 31, 2026. 4. Reference 1Q26 Statement of Operations on page 16 and 1Q26 Statement of Cash Flows on page 18 for corresponding metrics. GPGI Husky CompoSecure Adjusted Free Cash Flow Pro forma Non-GAAP cash from operations (4) ($153.8) Pro forma Non-GAAP capital expenditures (including software) (4) (13.2) Transaction and debt refinancing expenses paid (4) 196.0 Pro Forma Adjusted Free Cash Flow $29.0 2026 2025 Adjusted net income $32.7 $28.3 Add: Interest on Exchangeable Notes net of tax - - Adjusted net income used in computing net income per share, diluted $32.7 $28.3 Common shares outstanding used in computing earnings per share, diluted: 269,993,148 102,039,611 Warrants (3) - 9,878,000 Equity awards 4,391,631 3,533,000 Total shares outstanding used in computing adjusted earnings per share - diluted 274,384,779 115,450,611 Adjusted net income per share - diluted $0.12 $0.25 Three Months Ended March 31, 2026 2025 Net income (loss) ($235.0) $21.4 Add (less): Provision (benefit) for income taxes 6.8 27.0 Add (less): Mark-to-market adjustments (1) - (29.2) Add: Stock-based compensation 3.9 5.7 Add: Debt refinance costs and loss on debt extinguishment 106.8 - Add: Husky transactions costs 92.9 - Add: Loss on remeasurement of TRA liability 21.9 - Add: Foreign exchange (gain) loss (2.3) - Add: Severance costs 0.6 - Add: Loss on disposal of assets 0.6 - Add: Spin-off costs - 5.0 Add: Purchase accounting amortization and depreciation 46.8 Adjusted net income before tax $43.0 $29.9 Income tax expense (2) 10.3 1.6 Adjusted net income $32.7 $28.3 Common shares outstanding used in computing net income per share, basic: Class A common shares 269,993,148 102,039,611 Adjusted net income per share - basic $0.12 $0.28 Three Months Ended March 31,

Historical Pro Forma Non-GAAP Results 21 1. Reflects pro forma Management Fees as if the Management Agreements were in effect since January 1, 2024. 2. “Parent Allocated Expense” per the Management Agreements. CompoSecure, Husky, and Corporate ($ in millions) GPGI Husky CompoSecure 1Q24 2Q24 3Q24 4Q24 1Q25 2Q25 3Q25 4Q25 1Q26 CompoSecure1 Adjusted Net Sales $104.0 $108.6 $107.1 $100.9 $103.9 $119.6 $120.9 $117.7 $130.4 Pro Forma Adjusted EBITDA $35.6 $37.7 $38.1 $32.6 $34.8 $48.6 $49.8 $45.6 $47.6 Pro Forma Adjusted EBITDA Margin 34.2% 34.7% 35.6% 32.3% 33.5% 40.6% 41.2% 38.8% 36.5% Husky1 Pro Forma Adjusted Net Sales $314.7 $345.9 $343.1 $490.8 $306.8 $374.1 $367.0 $520.8 $290.8 Pro Forma Adjusted EBITDA $69.7 $86.4 $85.1 $143.8 $63.9 $83.9 $89.6 $136.1 $38.2 Pro Forma Adjusted EBITDA Margin 22.1% 25.0% 24.8% 29.3% 20.8% 22.4% 24.4% 26.1% 13.2% Corporate2 Pro Forma Adjusted EBITDA ($1.1) ($1.0) ($1.5) ($2.2) ($1.1) ($2.3) ($2.1) ($2.7) ($3.8) GPGI, Inc Pro Forma Adjusted Net Sales $418.7 $454.5 $450.2 $591.7 $410.7 $493.7 $487.9 $638.5 $421.2 Pro Forma Adjusted EBITDA $104.2 $123.1 $121.7 $174.2 $97.7 $130.2 $137.3 $179.0 $82.1 Pro Forma Adjusted EBITDA Margin 24.9% 27.1% 27.0% 29.4% 23.8% 26.4% 28.1% 28.0% 19.5%

22 Historical Pro Forma Non-GAAP Reconciliations CompoSecure, Husky, and Corporate ($ in millions) GPGI Husky CompoSecure Non-GAAP Reconciliation for CompoSecure 1Q24 2Q24 3Q24 4Q24 1Q25 2Q25 3Q25 4Q25 1Q26 Net Income $26.4 $27.9 $27.8 $28.1 $24.2 $38.9 $39.6 $35.4 $0.5 Depreciation and amortization 2.2 2.4 2.3 2.2 2.4 2.5 2.5 2.6 2.5 Net interest expense (income) 5.8 5.7 5.6 (0.1) 2.3 1.9 1.9 1.8 28.3 Income tax expense (benefit) 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 Stock based compensation 4.2 5.0 5.4 5.3 5.6 5.0 5.6 5.7 1.3 Mark-to-market adjustments 0.3 (0.2) (0.5) 0.0 0.0 0.0 0.0 0.0 0.0 Transaction and refinance costs 0.0 0.2 0.9 0.3 1.4 0.2 0.2 0.0 14.4 Incremental pro-forma management fee (3.2) (3.3) (3.4) (3.3) (2.0) (0.0) (0.0) 0.0 0.0 Expenses incurred on behalf of Resolute Holdings prior to spin-off 0.0 0.0 0.0 0.0 1.0 0.0 0.0 0.0 0.6 CompoSecure Pro Forma Adjusted EBITDA $35.6 $37.7 $38.1 $32.6 $34.8 $48.6 $49.8 $45.6 $47.6 Non-GAAP Reconciliation for Husky 1Q24 2Q24 3Q24 4Q24 1Q25 2Q25 3Q25 4Q25 1Q26 Net Income ($32.5) ($65.2) ($21.2) $46.7 $27.9 $3.4 ($111.9) ($32.6) ($172.7) Depreciation and amortization 38.6 38.1 36.9 37.3 36.8 37.5 38.0 38.4 61.3 Net interest expense (income) 85.4 82.1 72.3 70.5 64.1 64.7 64.6 62.7 8.7 Income tax expense (benefit) (10.7) 17.4 0.2 0.1 (63.9) (38.4) 92.2 4.9 3.2 Stock based compensation 0.3 0.2 0.4 0.4 0.3 0.4 0.4 0.2 1.9 Mark-to-market adjustments 0.0 0.0 (8.0) 8.0 (5.0) 0.0 5.0 35.5 0.0 Transaction costs 0.0 0.0 0.0 0.0 0.0 0.0 0.0 20.9 46.8 FX 0.0 1.8 0.0 0.9 0.0 0.0 0.0 0.0 (4.2) Loss on debt extinguishment 0.0 21.7 0.0 0.0 0.0 0.0 0.0 0.0 93.7 Business transformation and other (3.0) (1.3) 13.0 (11.1) 12.7 25.4 10.5 15.0 0.0 Platinum management fee 1.5 1.3 1.3 1.6 1.5 1.3 1.3 1.4 0.0 Loss (gain) on sale of PPE, intangible assets 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.6 Incremental pro-forma management fee (9.9) (9.7) (9.8) (10.6) (10.5) (10.4) (10.5) (10.3) (1.1) Husky Pro Forma Adjusted EBITDA $69.7 $86.4 $85.1 $143.8 $63.9 $83.9 $89.6 $136.1 $38.2 Non-GAAP Reconciliation for Corporate 1Q24 2Q24 3Q24 4Q24 1Q25 2Q25 3Q25 4Q25 1Q26 Net Income ($9.3) $5.7 ($113.3) ($76.5) ($2.7) ($65.0) ($214.3) $7.9 ($80.9) Net interest expense (income) (0.0) (0.0) (0.0) (0.0) (0.0) (0.0) (0.3) (0.7) (0.2) Income tax expense (benefit) (0.8) 0.3 0.6 2.1 27.0 (1.8) 29.8 (16.0) 3.6 Stock based compensation 0.2 0.2 0.2 0.7 0.1 0.1 0.2 0.2 2.0 Mark-to-market adjustments 8.9 (7.5) 108.9 62.0 (29.2) 64.2 179.8 (1.8) 0.0 Loss on measurement of TRA liability 0.0 0.0 0.0 0.0 0.0 0.0 0.0 3.5 21.9 Transaction and refinance costs 0.0 0.4 2.0 5.8 3.6 0.2 2.6 4.3 49.8 Additional earnout costs 0.0 0.0 0.0 3.7 0.0 0.0 0.0 0.0 0.0 Corporate Pro Forma Adjusted EBITDA ($1.1) ($1.0) ($1.5) ($2.2) ($1.1) ($2.3) ($2.1) ($2.7) ($3.8) GPGI Pro Forma Adjusted EBITDA $104.2 $123.1 $121.7 $174.2 $97.7 $130.2 $137.3 $179.0 $82.1 1 1 2 1. Reflects pro forma Management Fees as if the Management Agreements were in effect since January 1, 2025. 2. “Parent Allocated Expense” per the Management Agreements.

Investor Relations Contact ir@gpgi.com

Source: View Original Filing on SEC EDGAR

FAQ

How did GPGI (CMPO) perform financially in the first quarter of 2026?

GPGI’s Pro Forma Adjusted Net Sales were $421.2 million, up 3% year over year, while Pro Forma Adjusted EBITDA was $82.1 million with a 19.5% margin. However, GAAP net loss reached $235.0 million, reflecting Husky transaction, refinancing, and related non-operational charges.

What were CompoSecure’s results within GPGI (CMPO) for Q1 2026?

CompoSecure delivered record Adjusted Net Sales of $130.4 million, up 25.6% from the prior year, driven by strong demand from banks and fintechs. Adjusted EBITDA rose to $47.6 million with a 36.5% margin, benefiting from the Resolute Operating System and manufacturing efficiency gains.

Why did Husky’s performance weaken in GPGI’s (CMPO) Q1 2026 results?

Husky’s Pro Forma Adjusted Net Sales declined 5.2% to $290.8 million and Pro Forma Adjusted EBITDA fell 40.2% to $38.2 million. Management cites oil and resin price shocks, continued tariff uncertainty, and customer order deferrals, which reduced shipments and created negative operating leverage.

What guidance did GPGI (CMPO) provide for full year 2026?

For 2026, GPGI expects Pro Forma Adjusted Net Sales of $1.95–$2.10 billion and Pro Forma Adjusted EBITDA of $550–$610 million. The company also targets Pro Forma Adjusted Free Cash Flow of $275–$325 million and Non-GAAP year-end Net LTM leverage of approximately 3.0x.

Did GPGI (CMPO) declare a dividend in this 8-K filing?

Yes. GPGI’s board declared a quarterly cash dividend of $0.0025 per share on its Class A common stock. The dividend is payable on June 1, 2026 to shareholders of record as of May 18, 2026, signaling a continued though modest capital return.

What is GPGI’s (CMPO) leverage and liquidity position after Q1 2026?

On a Non-GAAP basis, GPGI reported about $122 million of cash, total debt of $2.175 billion, and Net Debt/Pro Forma Adjusted EBITDA of 3.7x. Revolver capacity was roughly $322 million, providing total liquidity of about $444 million to support operations and debt service.

Filing Exhibits & Attachments

5 documents

Record CompoSecure growth vs Husky slump at GPGI (CMPO) in Q1 2026