1847 Holdings Posts 207% Revenue Surge to $48.3M, Explores CMD Sale — 1847 Holdings LLC

Event summary

1847 Holdings reported 2025 revenue of $48.3M, up 207% YoY, with net income of $66.5M and adjusted EBITDA of $9.8M.
CMD, a key subsidiary, generated $40.5M in revenue (32% YoY growth) and $14.3M in adjusted EBITDA (84% YoY increase).
Kyle’s revenue grew 24% to $6.6M, with adjusted EBITDA more than doubling to $1.1M.
1847 Holdings is exploring strategic alternatives for CMD, including a potential sale, to retire convertible debt.
The company reduced operating expenses by streamlining its structure and lowering overhead costs.

The big picture

1847 Holdings' strong 2025 performance highlights the success of its strategy to acquire and scale overlooked businesses. The exploration of strategic alternatives for CMD reflects a broader trend among holding companies to monetize high-performing subsidiaries to unlock shareholder value. The company's focus on reducing overhead and improving capital allocation positions it well to continue executing its growth strategy.

What we're watching

CMD Valuation: Whether 1847 Holdings can secure an attractive valuation for CMD, given its strong market position and growth trajectory.
Pipeline Conversion: The pace at which CMD can convert its record $160M bid pipeline into actual revenue.
Debt Retirement: How the potential sale of CMD will impact 1847 Holdings' ability to retire its convertible debt and improve its financial flexibility.