AI brief of an SEC Form 8-K · Compass, Inc. (COMP)

Compass Q2 2026 revenue rises 14% pro forma; net income $92 million

Positive Impact 4 of 5 earnings Written later

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.

Key points

  • 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

The filing

CompanyCompass, Inc. (COMP)
Form8-K, current report
Filed with the SECAug 4, 2026, 4:06 PM ET
Accession number0001563190-26-000135

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 8:38 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 04, 2026.

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.