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

Compass Q3 net income $62 million vs. $4 million loss; revenue $3.9 billion

Positive Impact 4 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyCompass, Inc. (COMP)
Form8-K, current report
Filed with the SECNov 5, 2026, 4:07 PM ET
Accession number0001563190-26-000175

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 November 05, 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.