US · Real Estate · Real Estate Services
EPS came in at 0.11 against a street estimate of 0.11 — a beat of 0.0%.
Analysts rate Compass Inc a buy (9 buy, 3 hold, 0 sell out of 12) with an average price target of $14.92.
CONFIDENT Record Q2 revenue ($4.3B, +14% YoY pro forma) and adjusted EBITDA ($363M). Cost synergies ahead of plan ($330M vs. $300M target). Coming Soon penetration at 57% on Compass listings, driving traffic. Net leverage improving to 3.3x. Q2 2026 Bay Area (Compass standalone) revenue up 19% YoY, June–August. Chicago web traffic +111% YoY, +77bp vs. Compass average, driven by Coming Soon adoption. Analysts pressed Coming Soon scale timing (79% yes by spring 2027), Chicago Chicago portal strategy (direct growth as MLS rules relax, partnership with Redfin complementary), and franchise enterprise sales rollout (mid-2027). Management emphasized no downside to Coming Soon adoption, ruled out portal competition conflict, and confirmed systematic brand onboarding to match Compass trajectory. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| FMR Inc | 14.09% |
| Vanguard Portfolio Management, LLC | 8.43% |
| BlackRock Inc | 7.22% |
| Vanguard Capital Management, LLC | 4.22% |
| SB INVESTMENT ADVISERS (UK) LTD | 2.80% |
| Capital Research & Mgmt Co - Division 3 | 2.78% |
| Geode Capital Management, LLC | 2.43% |
| Castle Hook Partners LP | 2.22% |
| Document | Date |
|---|---|
| Board / officer change · Q4 2026 OTHER NOTABLE POINTS • Board leadership change: Charles E. Phillips, Jr. resigned from Compass’s Board effective October 9, 2026 to devote more time | 2026-10-14 |
| Quarterly report · Q2 2026 COMPASS, INC. – FORM 10-Q SUMMARY For Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Revenue: $7,010 million (six months 2026) vs. $3,416 milli | 2026-08-06 |
| Results announced · Q3 2026 COMPASS, INC. Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $4.306 billion, up 109% year-over-year (up 14.3% on pro forma basis vs. Q | 2026-08-04 |
| Shareholder vote results · Q2 2026 COMPASS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual stockholder meeting held May 14, 2026 • Total voting shares present: ~826.7 million Class | 2026-05-15 |
| Quarterly report · Q1 2026 COMPASS, INC. – FORM 10-Q SUMMARY For Quarter Ended March 31, 2026 --- HEADLINE NUMBERS • Revenue: $2,704 million (Q1 2026) vs. $1,356 million (Q1 | 2026-05-08 |
| Results announced · Q2 2026 COMPASS, INC. – Q1 2026 RESULTS SUMMARY HEADLINE NUMBERS • Q1 2026 Revenue: $2.70 billion (up 99% YoY; pro forma +7% YoY to $2.76 billion) • Q1 2026 | 2026-05-05 |
| Material agreement · Q2 2026 COMPASS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Acquisition Structure: Company acquired 51% ownership stake in Parent entity that indirectly own | 2026-04-17 |
| Proxy statement · Q2 2026 COMPASS, INC. — PROXY STATEMENT SUMMARY CEO COMPENSATION & CHANGE • Robert Reffkin (CEO & Chairman) total compensation for 2025: Not stated in provi | 2026-04-03 |
Readable in the app.
| Announcement | Date |
|---|---|
| Acquires 51% stake in parent company owning Sotheby's International Realty franchisees On April 15, 2026, Compass, Inc. entered into a complex multi-party transaction involving a company (Parent) that owns Sotheby's International Realty franchisees. Key details: Compass agreed | 2026-04-17 |
| Issues $1B convertible notes to fund Anywhere merger closing On January 9, 2026, the company issued $1 billion in convertible bonds (notes) due in 2031, bearing minimal interest at 0.25% annually. The proceeds were used to pay down debt from a recent | 2026-01-09 |
| Convertible notes offering to finance merger with Anywhere Real Estate Compass, Inc. issued $850 million in convertible senior notes due 2031, with an option for underwriters to purchase an additional $150 million within 13 days. The notes carry a very low 0.25 | 2026-01-08 |
| HSR Clearance received for merger with Anywhere Real Estate Compass, Inc. reported better-than-expected Q4 2025 results, with revenue hitting the high end of guidance ($1.59-$1.69 billion range) and Adjusted EBITDA at or slightly above the high end ( | 2026-01-07 |
| Stockholders approve merger with Anywhere Real Estate Inc. Compass, Inc. stockholders voted on January 7, 2025 to approve a merger with Anywhere Real Estate Inc. The key proposal—to issue Compass Class A common stock to Anywhere shareholders as part | 2026-01-07 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.