Every material Form 8-K Compass, Inc. has filed with the SEC since August 04, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Compass reported third-quarter 2026 GAAP net income of $62 million, compared with a net loss of $4 million a year earlier, on revenue of $3.90 billion. The year-over-year revenue increase of 111% reflects the Anywhere acquisition; on a pro forma basis, revenue rose 11.6%, and organic revenue grew 7.4%. The company gave Q4 2026 revenue and Adjusted EBITDA ranges and lowered its full-year 2026 non-GAAP OPEX range, while its CEO said the housing market had softened in recent weeks.
Q3 2026 GAAP net income attributable to Compass was $62 million, or $0.07 per diluted share, versus a net loss of $4 million in Q3 2025.
Revenue was $3.90 billion, up 11.6% on a pro forma basis from $3.49 billion; organic revenue was $3.75 billion, up 7.4% pro forma.
Q4 2026 outlook: revenue of $3.150 billion to $3.350 billion and Adjusted EBITDA of $100 million to $130 million.
Full-year 2026 non-GAAP OPEX outlook was lowered to $2.71 billion to $2.73 billion from $2.75 billion to $2.80 billion.
Compass, Inc. said Lead Independent Director Charles E. Phillips resigned from its board effective October 9, 2026, to devote more time to commitments outside real estate, and that the resignation was not due to any disagreement with the company. The board named Frank Martell Lead Independent Director and Steven Sordello chair of the Nominating and Corporate Governance Committee, and appointed technology executive Sissie L. Hsiao to fill the vacancy, adding her to the Compensation Committee. The filing contains no financial results, so the changes are governance updates rather than a direct financial event.
Charles E. Phillips resigned from the board effective October 9, 2026, and gave up his Lead Independent Director and committee roles.
Frank Martell, Audit Committee chair, became Lead Independent Director effective October 9, 2026.
Sissie L. Hsiao, a former Google executive, joins the board effective October 14, 2026, as a Class II director with a term expiring in 2029 and sits on the Compensation Committee.
Compass reported second-quarter 2026 revenue of $4.31 billion, up 14.3% from pro forma revenue of $3.77 billion a year earlier, and GAAP net income of $92 million, up from $39 million. The company raised its Year 1 net cost synergy target to $330 million and its full-year 2026 non-GAAP operating expense range, which means higher planned costs for shareholders to track.
Q2 2026 revenue was $4.31 billion; Adjusted EBITDA was $363 million
GAAP net income was $92 million, compared with $39 million in Q2 2025
Year 1 net cost synergy target raised from $300 million to $330 million
Full-year 2026 non-GAAP OPEX guidance raised to $2.75 billion to $2.80 billion from $2.70 billion to $2.75 billion
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Compass, Inc. filing is on SEC EDGAR ↗. 8-K briefs of other companies →