{"filings":[{"id":2051528,"accession_number":"0001563190-26-000135","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2026-08-04T20:06:48+00:00","items":["2.02","9.01"],"status":"ready","headline":"Compass Q2 revenue $4.31B (+14% pro forma), Adj. EBITDA $363M record; raises synergy target","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $4.31B (+109% reported, +14.3% pro forma YoY); GAAP net income $92M vs $39M YoY.","Adjusted EBITDA $363M (all-time Q2 record); operating cash flow $191M; cash $694M, no revolver balance.","Actioned entire $300M Year 1 net cost synergy target 5 months early; raised target to $330M.","Brokerage GTV +15.9% pro forma vs market +6% (1,000 bps outperformance); agent retention 95.5%.","Q3 guidance: revenue $3.85-4.05B, Adj. EBITDA $275-305M; FY non-GAAP OPEX raised to $2.75-2.80B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":470720,"accession_number":"0001563190-26-000104","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2026-05-15T20:06:17+00:00","items":["5.07"],"status":"ready","headline":"Compass shareholders elect three Class II directors, ratify auditor, approve say-on-pay","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Allan Leinwand, Charles Phillips, Pamela Thomas-Graham elected as Class II directors with majority support.","PricewaterhouseCoopers LLP ratified as independent auditor for 2026 with 822M for vs 1.9M against.","Advisory approval of 2025 named executive officer compensation: 728M for, 29M against, 68M broker non-votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93666,"accession_number":"0001563190-26-000094","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Compass Q1 GAAP net income $22M, revenue $2.7B (+99% YoY); raises 2026 cost synergy targets","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income of $22M vs net loss of $51M in Q1 2025; adjusted EBITDA $61M.","Revenue $2.70B (+99% YoY) driven by Anywhere acquisition; pro forma revenue $2.76B (+7% YoY).","Brokerage pro forma GTV +7.3% YoY ($98.7B); pro forma transactions +2.6% vs market +0.2%.","Raised 2026 realized cost synergy target from $100M to $200M; 3-year actioned target from $400M to $500M.","Q2 2026 revenue guidance $4.0-4.2B; adjusted EBITDA guidance $310-350M; full-year free cash flow positive."],"consensus_eps_estimate":null,"consensus_eps_actual":0.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":2704000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93665,"accession_number":"0001563190-26-000089","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2026-04-17T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Compass acquires 51% stake in Sotheby's franchisee Parent; grants TPG put right for senior preferred equity","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Compass becomes 51% holder of common equity in Parent that owns Sotheby's International Realty franchisees via restructuring.","TPG (Angelo, Gordon) receives put right to require Compass to purchase 100% of Parent's senior preferred equity at a formula price.","Compass's payment obligation is unconditional, absolute, and in cash; valuation of put right to be finalized in Q2 10-Q.","Restructuring includes a 30-month installment plan to satisfy certain outstanding indebtedness owed to Compass.","Compass represents it has sufficient unrestricted cash to pay the full Sale Price without external financing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105482,"accession_number":"0001563190-26-000044","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2026-02-26T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Compass reports record Q4 revenue $1.70B, up 23% YoY; Adj EBITDA $58.3M vs $16.7M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $1.70B (record), up 23.1% YoY; full-year revenue $7.0B. Organic revenue growth 11.3%.","GAAP net loss $42.6M vs $40.5M; Adjusted EBITDA $58.3M, up from $16.7M.","Transactions grew 19.7% YoY vs market up 0.7%; agent count 21,190 (+19.4%).","Q1 2026 outlook: revenue $2.55-2.75B (incl. Anywhere); Adj EBITDA $15-35M (incl. $15-20M Anywhere expenses).","Anywhere standalone: Q4 net loss $26M, Op. EBITDA $62M; FY net loss $90M, Op. EBITDA $294M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":6961600000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105481,"accession_number":"0001563190-26-000040","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2026-02-23T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Compass appoints Timothy B. Gustavson as Chief Accounting Officer","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Timothy B. Gustavson appointed Chief Accounting Officer, effective March 2, 2026.","Gustavson previously served as CAO, Controller and SVP at Anywhere Real Estate until Compass acquisition on Jan 9, 2026.","He is a CPA with 16 years in public accounting at KPMG before joining Anywhere in 2006.","No new compensatory arrangements were entered into with Gustavson in connection with his appointment.","Scott Wahlers continues as CFO and principal financial officer."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105476,"accession_number":"0001563190-26-000037","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K/A","filed_at":"2026-02-09T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Compass completes acquisition of Anywhere Real Estate Inc. and files amended 8-K with financial statements","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Compass, Inc. completed its acquisition of Anywhere Real Estate Inc. on January 9, 2026, via a merger with its subsidiary Velocity Merger Sub, Inc.","The Merger Agreement was dated September 22, 2025, and Anywhere survived the merger as a wholly-owned subsidiary of Compass.","The amended 8-K includes audited financial statements of Anywhere for the year ended December 31, 2024, and unaudited for nine months ended September 30, 2025.","Pro forma condensed combined financial information for Compass and Anywhere is also filed, giving effect to the merger.","PricewaterhouseCoopers LLP audited the financial statements of both Anywhere and At World Properties Holdings, LLC."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105480,"accession_number":"0001563190-26-000019","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2026-01-09T23:59:59+00:00","items":["1.01","2.01","2.03","3.02","5.02","7.01","9.01"],"status":"ready","headline":"Compass completes all-stock acquisition of Anywhere Real Estate; issues $1B convertible notes","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Completed acquisition of Anywhere Real Estate on Jan 9, 2026; each Anywhere share exchanged for 1.436 Compass shares.","Issued $1.0B of 0.25% convertible senior notes due 2031; initial conversion price ~$15.98 per share.","Net proceeds used to repay Anywhere debt and fund capped call transactions that reduce potential dilution.","Robert Reffkin remains Chairman and CEO of combined company under Compass International Holdings.","Equity plans and outstanding awards from Anywhere assumed and converted into Compass equity."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105479,"accession_number":"0001563190-26-000009","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2026-01-08T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Compass prices $850M convertible notes at 0.25% due 2031, upsized $100M, linked to Anywhere merger","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Priced $850M aggregate principal of 0.25% convertible senior notes due April 15, 2031; initial purchasers option for additional $150M.","Initial conversion price ~$15.98/share (35% premium over Jan 7 close); capped call cap price $23.68/share.","Net proceeds for general corporate purposes, including repaying Anywhere debt at closing of pending merger.","Offering upsized by $100M from previously announced amount; expected to close on or about Jan 9, 2026.","Notes are senior unsecured, guaranteed by subsidiaries that guarantee existing revolver; interest rate 0.25%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105478,"accession_number":"0001563190-26-000007","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2026-01-07T23:59:59+00:00","items":["5.07","7.01","9.01"],"status":"ready","headline":"Compass and Anywhere stockholders overwhelmingly approve merger; expected close Jan 9","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Compass stockholders: ~99% of votes cast approved share issuance to Anywhere stockholders.","Anywhere stockholders: ~72.4% of outstanding shares voted to adopt the merger agreement.","Merger expected to close on January 9, 2026, subject to customary closing conditions.","Compass special meeting had quorum of 611.7M votes; Class C shares carry 20 votes each."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105477,"accession_number":"0001563190-26-000005","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2026-01-07T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Compass raises Q4 2025 guidance; HSR cleared for Anywhere merger; plans $750M notes offering","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Q4 revenue expected at high end of $1.59B-$1.69B; Adj. EBITDA at or above $49M high end.","Added over 800 principal agents in Q4 2025.","HSR waiting period for Anywhere merger expired Jan 2, 2026; stockholder meetings held Jan 7, 2026.","Announces $750M convertible notes due 2031 (plus $112.5M option) to fund merger-related costs and capped calls."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121761,"accession_number":"0001563190-25-000214","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2025-12-29T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Three shareholder lawsuits challenge Compass-Anywhere merger disclosures; proxy supplemented","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["Three complaints filed in NY and NJ allege proxy omissions; seek to enjoin merger until corrective disclosures.","Compass and Anywhere deny claims but voluntarily supplement proxy with broker price targets and DCF inputs.","Supplemental disclosures include Anywhere net debt ~$2.55B, Compass pro forma net debt ~$2.50B, share counts ~121-122M and ~803-804M.","Anywhere director unvested equity awards valued at $8.63M total; executive officer awards at $13.56M.","Special meeting to vote on merger set for January 7, 2026; risk of delay cited."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121760,"accession_number":"0001563190-25-000202","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2025-11-17T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Compass enters $250M revolver (expandable to $500M) to back Anywhere merger","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Initial commitments of $250M; automatically increase to $500M upon closing of Anywhere Real Estate merger (Aspen Acquisition).","Maturity Nov 17, 2030; interest at Term SOFR + 1.50%-2.25% based on leverage ratio.","Pre-merger covenants: min liquidity $150M, min revenue $4B, max leverage 3.0x; post-merger: max leverage 5.0x stepping down.","Letter of credit sublimit $100M (increases to $170M post-merger).","Secured by first-priority security interest in substantially all assets of Compass and subsidiary guarantors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121759,"accession_number":"0001563190-25-000192","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Compass Q3 revenue up 23.6% to $1.85B; record Adj EBITDA $93.6M; 851 agents added","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.85B (+23.6% YoY), at high-end of guidance; GAAP net loss $4.6M (incl $7.5M merger expenses).","Adjusted EBITDA $93.6M, +80% YoY; Free cash flow $73.6M, +124% YoY; operating cash flow $75.5M, +102%.","Record 851 principal agents added organically; total principal agents 21,550 (+22.8% YoY); retention 97.3%.","Market share 5.63% (+83 bps YoY); Organic transactions +6.6% vs market +2%; GTV $70.7B (+22.5%).","Q4 outlook: revenue $1.59B-$1.69B; Adj EBITDA $35M-$49M; full-year non-GAAP OPEX guidance lowered."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":5261800000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138435,"accession_number":"0001193125-25-209977","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2025-09-22T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Compass to acquire Anywhere Real Estate in all-stock merger","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Each Anywhere share converted into 1.436 Compass shares; deal structured as tax-free reorganization.","Compass obtained $750M bridge loan from Morgan Stanley to refinance Anywhere debt.","Termination fees: $200M (general) or $350M (regulatory); Outside Date Sep 22, 2026 with extensions.","Compass CEO Reffkin (29.6% voting power) and Angelo Gordon (8.7% Anywhere) enter support agreements to vote in favor.","Conditions include stockholder approvals, HSR clearance, and NYSE listing of Compass shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138434,"accession_number":"0001563190-25-000179","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2025-09-09T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Compass appoints Ethan Glass as CLO; GC Brad Serwin to depart Dec 31, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Ethan Glass appointed Chief Legal Officer and Corporate Secretary effective September 8, 2025.","Brad Serwin will transition from General Counsel effective December 31, 2025, moving to private practice.","Serwin remains through year-end, then provides consulting until March 16, 2026.","Serwin gets 4-year option exercise, extra 6 months health benefits, and continued vesting during consulting.","Company waived repayment obligations under Serwin's Amended and Restated Cash Bonus Agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138433,"accession_number":"0001563190-25-000169","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2025-09-03T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Compass issues 28.4M shares to early sellers in @properties deal; dilution reduced 9.3%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Early Release Collar triggered Aug 27, 2025; Compass delivered 28.4M shares to early payees on Aug 28.","Accelerated Share Consideration represents ~74% of total consideration; dilution reduced by ~4.1M shares (9.3% of original).","Remaining 26% of sellers (Non-Accelerated) to receive shares in three equal installments in Jan 2026, 2027, 2028.","If same price applies, additional reduction of 1.5M shares (3.3%) possible, total reduction up to 12.6%.","Q3 2025 weighted-average basic share count guidance unchanged at 38.5M shares; final count depends on Jan 2026 price."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138432,"accession_number":"0001563190-25-000154","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2025-07-30T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Compass CFO Kalani Reelitz resigns; CAO Scott Wahlers named successor effective Aug 22, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CFO Kalani Reelitz resigned effective August 22, 2025; no reason given.","CAO Scott Wahlers appointed CFO effective same date; will remain principal accounting officer.","Wahlers, 53, brings 30 years of finance experience; 7 years as Compass CAO.","He played key role in Compass's 2021 IPO and restructuring that cut op ex by $600M.","Wahlers previously VP of Finance at WebMD for 16 years; began career at Arthur Andersen."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138431,"accession_number":"0001563190-25-000153","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2025-07-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Compass reports record Q2: GAAP net income $39.4M, revenue $2.06B, market share 6.09%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $39.4M (+90.3% YoY); revenue $2.06B (+21.1%); Adjusted EBITDA $125.9M (+63%).","Quarterly market share 6.09% (+96bps YoY); 832 principal agents added (record); retention 97.5% (+20bps).","Transactions 73,025 (+20.9% YoY) vs market -0.9%; organic transactions +6.3%; GTV $78.3B (+20.3%).","Q3 outlook: rev $1.725B–$1.850B, Adj EBITDA $60M–$80M; FY25 non-GAAP OPEX guidance lowered to $1.01B–$1.02B.","Record operating cash flow $72.8M; free cash flow $68.0M; platform avg 24 weekly sessions/agent (+37% YoY)."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":3415800000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155895,"accession_number":"0001563190-25-000121","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2025-05-29T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Compass adopts deferred compensation plan for directors and eligible executives","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Plan allows deferral of up to 50% of base salary and 100% of other cash and equity awards for independent directors and selected executives.","Annual meeting held May 22, 2025: directors Reffkin, Martell, Williams elected with majority votes.","Stockholders ratified PwC as independent auditor for FY2025 and approved 2024 executive compensation on advisory basis.","Plan is non-qualified, complies with Section 409A, and adopted May 29, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155894,"accession_number":"0001563190-25-000091","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Compass Q1 revenue $1.4B (+28.7% YoY); record market share 6.0%; net loss improves to $50.7M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Organic revenue grew 14.6% YoY; total transactions up 27.8% vs market decline of 2.1%.","GAAP net loss improved to $50.7M from $132.9M; Adjusted EBITDA turned positive to $15.6M from -$20.1M.","Operating cash flow record $23.1M; free cash flow $19.5M – fifth consecutive quarter positive.","Q2 outlook: revenue $2.0-2.15B, Adjusted EBITDA $115-135M.","Market share up 125bps to 6.0%; organic up 82bps; principal agents up 41.6% to 20,656."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":1356200000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174346,"accession_number":"0001563190-25-000071","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K/A","filed_at":"2025-03-28T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Compass provides audited 2023 fincls of @properties Christie's: rev $569.8M, net inc $8.2M","summary_kind":"llm","event_type":"m_and_a","confidence":"medium","bullets":["Revenue $569.8M in 2023, driven by commissions ($505.2M); net income attributable to parent $8.2M.","Total assets $360.9M includes goodwill $164.4M and intangibles $82.2M; long-term debt $139.4M.","Operating cash flow $15.0M, capex $2.3M, cash balance $20.6M as of Dec 31, 2023.","Acquisition closed Jan 13, 2025; this amendment adds historical and pro forma financials for the acquired entity."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174349,"accession_number":"0001563190-25-000033","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2025-02-18T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Compass Q4 revenue up 25.9% to $1.4B; Adj EBITDA turns positive at $16.7M vs loss a year ago","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP net loss improved to $40.5M from $83.7M a year ago; diluted EPS not provided.","Q4 adjusted EBITDA $16.7M vs ($23.7M) in Q4 2023; operating cash flow $30.5M.","Quarterly market share 5.06% (+65bps YoY); principal agents 17,752 (+20.9% YoY).","Q1 2025 guidance: revenue $1.35B-$1.475B, Adj EBITDA $11M-$25M.","Full-year 2025 non-GAAP OPEX guided to $1.005B-$1.030B; free cash flow positive expected."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":5629100000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174348,"accession_number":"0001563190-25-000019","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2025-01-15T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Compass raises Q4 and full-year 2024 guidance on revenue and Adjusted EBITDA; expects record free cash flow","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Q4 2024 revenue now expected $1.36B–$1.39B (up from $1.225B–$1.325B prior range).","Full-year 2024 revenue now expected $5.61B–$5.64B (up from $5.47B–$5.57B).","Q4 2024 Adjusted EBITDA raised to $15M–$18M from $0–$10M; full-year to $124M–$127M from $109M–$119M.","Q4 organic agent recruiting exceeded 650 principal agents, a 50% improvement year-over-year.","Company reiterates positive free cash flow for full year 2024; expects non-GAAP OPEX slightly below prior $876M–$896M range."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174347,"accession_number":"0001563190-25-000013","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2025-01-13T23:59:59+00:00","items":["2.01","1.01","9.01"],"status":"ready","headline":"Compass closes acquisition of @properties Christie's International Real Estate for $150M cash + ~44.1M shares","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Closed acquisition of @properties Christie's International Real Estate on January 13, 2025.","Total consideration: $150M cash plus 44,136,191 shares of Compass Class A common stock.","Share consideration subject to one-year adjustment: if stock value deviates from $344M, share count adjusted by up to $50M.","Funding primarily from cash on hand and borrowings under revolving credit facility.","Financial statements and pro forma financials to be filed by amendment within 71 days."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191296,"accession_number":"0001563190-24-000200","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2024-12-02T23:59:59+00:00","items":["1.01","3.02","7.01","9.01"],"status":"ready","headline":"Compass to buy Christie's Intl Real Estate and @properties for $150M cash + stock","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total consideration: $150M cash at closing and 44.1M shares of COMP (value ~$344M, subject to collar).","Christie's network spans 100+ affiliates across 50 countries; @properties is 8th largest US brokerage.","Deal includes Proper Title, Proper Rate mortgage and lead-gen business Suburban Jungle.","Closing conditions include HSR clearance; outside date May 25, 2025, with up to three 3-month extensions.","Termination fee of $22.25M may be payable if HSR fails or antitrust order."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191295,"accession_number":"0001563190-24-000173","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2024-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Compass Q3 revenue $1.5B (+11.7% YoY), Adj EBITDA $52M beats high-end guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.5B (+11.7% YoY); GAAP net loss improved to $1.7M from $39.4M loss.","Adjusted EBITDA $52.0M vs $21.8M YoY, exceeding high-end of guidance.","Transactions rose 16.1% YoY vs market decline of 1.9%; market share up 49 bps to 4.80%.","Operating cash flow $37.4M; free cash flow $32.8M; cash balance $211.2M with no revolver draws.","Full year 2024 guidance: revenue $5.47B-$5.57B, Adj EBITDA $109M-$119M, free cash flow positive."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":4248700000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":207781,"accession_number":"0001563190-24-000137","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2024-07-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Compass Q2 2024: All-time high net income $20.7M, Adjusted EBITDA $77.4M, market share 5.13%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.7B (+14% YoY); transactions up 11.4% vs market decline of 3.3%.","GAAP net income $20.7M vs loss $47.8M YoY; Adj EBITDA $77.4M vs $30.1M YoY.","Free cash flow $40.4M (4th positive in 5 quarters); cash $185.8M, no revolver draw.","Added 2,375 principal agents from acquisitions (Latter & Blum, Parks Real Estate) and 543 organic.","Q3 guidance: revenue $1.425B-$1.525B, Adj EBITDA $30M-$50M; FY OPEX guidance raised."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":2754700000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":225258,"accession_number":"0001563190-24-000093","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2024-06-07T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Compass stockholders elect directors, ratify auditor, approve say-on-pay at 2024 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Josh McCarter and Steven Sordello elected as Class III directors; 581.5M and 570.5M votes for, respectively.","PricewaterhouseCoopers LLP ratified as independent auditor for 2024 with 759.8M votes for.","Advisory vote to approve 2023 named executive officer compensation passed with 556.3M votes for.","Broker non-votes: 57.8M on director elections and say-on-pay; none on auditor ratification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":225257,"accession_number":"0001563190-24-000084","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2024-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Compass Q1 2024 revenue up 10% YoY to $1.05B; free cash flow positive for first time in Q1","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.05B (+10% YoY); GAAP net loss $132.9M improved $17.5M YoY (includes $57.5M antitrust settlement).","Adjusted EBITDA ($20.1M) improved 70% from ($67.1M); operating cash flow $8.6M, free cash flow $5.9M (first positive Q1 FCF).","Principal agents 14,591 (+7.3% YoY); market share 4.76% (+26 bps YoY). Acquired Latter & Blum post-quarter (1,000+ agents).","Q2 2024 guidance: revenue $1.6-1.7B, Adj. EBITDA $55-75M; FY 2024 non-GAAP OPEX $867-887M; expects positive FCF for full year.","Transactions 38,449 (+7.1% YoY) outperforming market decline of 3.5%; GTV $40.1B (+9.6% YoY) vs market +3.6%."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":1054100000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":244463,"accession_number":"0001563190-24-000053","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2024-03-22T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Compass settles nationwide commission class actions for $57.5M, agrees to practice changes","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["Agreed to pay $57.5M into settlement fund, 50% within 30 days of preliminary approval, balance within one year.","Expects to record $57.5M pre-tax charge in Q1 2024; does not expect material impact on future operations.","Settlement resolves Umpa v. NAR and Gibson v. NAR; releases Compass, subsidiaries, and agents from claims.","Business practice changes include requiring clear disclosure that commissions are negotiable and prohibiting listing-sort by commission offers.","Settlement is not an admission of liability; subject to preliminary and final court approval."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":244462,"accession_number":"0001563190-24-000034","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2024-02-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Compass Q4 revenue $1.1B, net loss improves 47%; expects FY2024 free cash flow positive","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $1.1B (-1% YoY); full year 2023 revenue $4.9B (-19% YoY).","GAAP net loss Q4 $83.7M (improvement of $74.4M or 47% YoY); full year net loss $321.3M (improvement of $280.2M or 47%).","Adjusted EBITDA Q4 -$23.7M (improvement of $51.6M YoY); full year -$38.9M (improvement of $171M or 81%).","Non-GAAP OPEX reduced to below 2023 midpoint goal; FY2024 guidance $855-$875M; expects free cash flow positive for FY2024.","Average principal agents up 7.7% YoY to 14,689; principal agent retention 97% in Q4."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.69,"consensus_revenue_estimate":null,"consensus_revenue_actual":4885000000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":261912,"accession_number":"0001563190-23-000248","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2023-12-27T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Compass restructures CEO Robert Reffkin's pay; forfeits $25M in equity for $7M cash and new RSUs","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Reffkin forfeits 17.2M performance-based RSUs (~$25M value); receives $7M cash award under Executive Bonus Plan.","Base salary adjusted to $900,000/year effective Jan 1, 2024; target bonus reset for 2024.","New RSU grant valued at $2.25M annual vesting over 4 years (~$9M total), plus commitment for equal grant in 2025.","Company reimburses up to $25,000 of Reffkin's legal fees related to compensation changes.","Cash award repayment obligation lapses over 2 years if Reffkin stays or is not terminated for cause."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":261911,"accession_number":"0001563190-23-000242","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2023-12-12T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Compass COO Greg Hart to depart Dec 31; role eliminated","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Greg Hart, Chief Operating Officer, will depart Compass effective December 31, 2023.","The COO role will be eliminated after his departure.","Hart will receive severance benefits under his existing Change in Control and Severance Agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":261910,"accession_number":"0001563190-23-000225","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2023-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Compass Q3 revenue $1.34B (-10% YoY); net loss narrows 74% to $39M; adj EBITDA turns positive $22M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.34B, down 10% YoY; transactions down 12% to 48,134; national market share up 26bps to 4.4%.","GAAP net loss $39M vs $154M loss Q3 2022; adjusted EBITDA $22M vs -$42M.","Operating cash flow $15M; free cash flow $12M; cash $220M with no revolver drawn.","Principal agents 14,055 (+4% YoY); retention at second highest since IPO.","Q4 guidance: revenue $1.1B-$1.2B; adj EBITDA loss of -$35M to -$20M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":3788600000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":279082,"accession_number":"0001563190-23-000185","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2023-08-11T23:59:59+00:00","items":["3.02"],"status":"ready","headline":"Compass to acquire non-brokerage assets from Canadian proptech for $32.4M in stock","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Definitive asset purchase agreement signed Aug 7, 2023; closing on or about Aug 24, 2023.","Consideration of $32.4M in Class A common stock; share count based on VWAP formulas using trading days through Aug 21.","Also issuing 148,042 shares (~$0.6M) to former owners of a prior acquisition in lieu of cash holdback.","Both issuances exempt from registration under Section 4(a)(2) of Securities Act as private placements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":279081,"accession_number":"0001563190-23-000180","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2023-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Compass Q2 revenue $1.5B (-26% YoY), turns free cash flow positive at $51M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.5B, down 26% YoY; GAAP net loss $48M improved from $101M loss year ago.","Adjusted EBITDA $30M (vs $4M); free cash flow $51M; cash $335M (incl $150M drawn revolver repaid July).","National market share 4.6%, up 13bps sequentially; principal agents 13,633 (+429 YoY), retention >90%.","Q3 guidance: revenue $1.3-1.4B, Adj EBITDA $15-35M; FY 2023 free cash flow positive target."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.44,"consensus_revenue_estimate":null,"consensus_revenue_actual":2451200000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":297414,"accession_number":"0001563190-23-000114","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2023-06-05T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Compass shareholders re-elect three Class II directors and ratify auditor at 2023 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Allan Leinwand, Charles Phillips, and Pamela Thomas-Graham elected as Class II directors with 673M, 643M, and 614M votes for, respectively.","Ratification of PricewaterhouseCoopers LLP as independent auditor for 2023 approved with 730M votes for.","Advisory vote on 2022 executive compensation approved with 655M for, 4M against, and 16M abstentions.","Each share of Class A common stock had one vote; Class C common stock had twenty votes; Class B common stock had no voting rights."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":297413,"accession_number":"0001563190-23-000108","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2023-05-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Compass Q1 revenue down 31% to $957M; net loss improves to $150M; guides Q2 Adj EBITDA positive $30-50M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $957M, down 31% YoY; GAAP net loss $150M (vs $188M loss in Q1 2022).","Adjusted EBITDA loss improved to $67M from $97M; cash and equivalents $364M.","Principal agents up 6% to 13,515; national market share 4.5%, up 17 bps sequentially.","Q2 guidance: revenue $1.45B-$1.6B, Adjusted EBITDA $30M-$50M, expects free cash flow positive.","FY 2023 outlook: Non-GAAP OpEx $850-950M, free cash flow positive."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.33,"consensus_revenue_estimate":null,"consensus_revenue_actual":957200000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":297412,"accession_number":"0001563190-23-000097","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2023-04-28T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Compass awards Greg Hart $9M in RSUs as retention grant","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Compensation Committee approved four annual grants of 608,157 RSUs each to Greg Hart.","Total RSUs valued at approximately $9 million, using 30-day trailing avg closing price of $3.6997.","Grants scheduled for each March 15 from 2023 to 2026; each vests quarterly over 12 months.","Award contingent on Hart's continued employment on each vesting date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":317752,"accession_number":"0001563190-23-000031","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2023-02-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Compass Q4 revenue down 31% to $1.11B; FY22 net loss $602M; guides Q1 rev $850-950M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $1.11B (-31% YoY); GAAP net loss $158M vs $175M loss in Q4 2021.","FY22 revenue $6B (-6% YoY); GAAP net loss $602M vs $494M in FY21.","Adjusted EBITDA loss $75M in Q4 ($51M loss in Q4 2021); FY22 loss $210M vs $2M income in FY21.","National market share rose to 4.6% TTM; principal agent retention 98% in Q4.","Q1 2023 guidance: revenue $850-950M, Adj. EBITDA loss $70-90M; FY23 non-GAAP opex target $850-950M."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":6018000000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":317751,"accession_number":"0001563190-23-000005","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2023-01-05T23:59:59+00:00","items":["2.05","7.01"],"status":"ready","headline":"Compass cuts workforce, targets $850-$950M annual opex, aims for FCF positive in 2023","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Pre-tax cash charges of $10M-$12M for severance in Q1 2023.","Targeting annualized non-GAAP operating expense of $850-$950 million.","Aims to be free cash flow positive starting in Q2 2023.","Workforce reduction does not affect US technology engineering team."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":336019,"accession_number":"0001563190-22-000185","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2022-11-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Compass Q3 revenue down 14% to $1.49B; Adj EBITDA loss of $42M vs +$12M a year ago","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss $154M vs $100M loss in 3Q21; includes $29M restructuring and $50M stock-based comp.","Adjusted EBITDA loss of $42M; guides Q4 Adj EBITDA loss of $50M-$80M and FY22 loss $185M-$215M.","Transactions down 12% vs market down 21%; principal agents up 15% to 13,314; national share 4.6%.","Cash and equivalents $355M; $300M revolver available; Q4 revenue guidance $1.15B-$1.30B.","Restructuring charges of $29M in Q3 as part of cost savings program targeting $1.05B-$1.15B non-GAAP opex exiting 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":4910800000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":336017,"accession_number":"0001563190-22-000180","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K/A","filed_at":"2022-11-09T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Compass appoints Dawanna Williams to Audit Committee effective Nov 3, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Dawanna Williams was appointed to the Audit Committee on November 3, 2022.","She was elected to the Board effective July 1, 2022, with no prior committee assignments.","This amendment updates the June 29, 2022 Form 8-K to reflect the committee appointment.","No other changes to Board or committee membership were announced."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":336018,"accession_number":"0001563190-22-000163","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2022-10-28T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Compass appoints Kalani Reelitz as CFO effective Nov 15, 2022; CEO Reffkin steps down as principal financial officer","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kalani Reelitz appointed CFO effective Nov 15, 2022; previously at Cushman & Wakefield and Walgreens.","Annual base salary $450,000; eligible for cash bonus up to $200,000 (prorated for 2022).","Receives RSU award for 1.6M shares vesting over 4 years (1/4 after 1 year, then quarterly).","Additional RSU award for 80k shares vesting quarterly over 1 year.","CEO Robert Reffkin steps down as Principal Financial Officer effective Nov 14, 2022, remains CEO."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":353425,"accession_number":"0001563190-22-000144","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2022-09-20T23:59:59+00:00","items":["2.05"],"status":"ready","headline":"Compass announces workforce reduction; expects $23M-$26M severance charge in Q3 2022","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Workforce reduction targets non-GAAP operating expense of $1.05B-$1.15B in 2023.","Significant portion of cuts in product and engineering team due to tech platform maturity.","Estimated pre-tax cash charge of $23M to $26M for severance and termination benefits in Q3 2022.","Reduction is separate from and additional to strategic actions reported in June 14, 2022 8-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":353424,"accession_number":"0001563190-22-000112","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2022-08-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Compass Q2 revenue $2.0B (+4% YoY); GAAP net loss $101M; $320M cost cuts; Q3 revenue guidance $1.4-1.5B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $2.0B, up 4% YoY; GAAP net loss $101M vs $7M loss in 2Q21.","Adjusted EBITDA fell to $4M from $71M; cash and cash equivalents $431M.","New cost reduction program targeting ~$320M annual run rate savings, to complete by end of 2022.","National market share LTM increased to 4.6% (revised NAR methodology); agents reached 12,979.","Q3 2022 revenue guidance $1.4-1.5B; FY22 revenue guidance $6.15-6.45B; adjusted EBITDA negative."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.69,"consensus_revenue_estimate":null,"consensus_revenue_actual":3417100000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":371154,"accession_number":"0001563190-22-000064","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2022-06-29T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Compass expands board to 9, elects Dawanna Williams as Class I director","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board increased from 8 to 9 directors effective July 1, 2022.","Dawanna Williams elected as Class I director, term expiring at 2025 annual meeting.","Williams is founder and Managing Principal of Dabar Development Partners.","She also serves on the boards of ACRES Commercial Realty Corp. and Focus Impact Acquisition Corp.","Standard non-employee director compensation applies; no other appointment arrangements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":371153,"accession_number":"0001563190-22-000060","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2022-06-14T23:59:59+00:00","items":["2.05"],"status":"ready","headline":"Compass cuts 10% of workforce (~450 roles) and winds down Modus; expects $21.5M-$23M in pretax charges","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Elimination of ~450 positions (10% of workforce) and shutdown of title/escrow software unit Modus.","Estimated total pre-tax charges of $21.5M-$23M in Q2 2022, including $15M-$16M cash severance.","Broader Transformation Plan: hiring reduction, office consolidation, pause on M&A and new market expansion.","Non-cash charges: ~$4.5M for intangible asset write-down and $2M-$2.5M for real estate write-offs.","Additional Modus lease exit charges of up to $4.5M may be incurred in future quarters."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":371152,"accession_number":"0001563190-22-000048","cik":1563190,"company_name":"Compass, Inc.","ticker":"COMP","form_type":"8-K","filed_at":"2022-06-07T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Compass shareholders elect Reffkin and Martell as Class I directors, ratify PwC","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Robert Reffkin elected with 636.6M votes for, 6.2M against; Frank Martell with 642.6M for, 128k against.","Ratification of PricewaterhouseCoopers LLP as auditor for 2022 approved (695.7M for, 321k against).","Advisory vote on 2021 executive compensation approved (612.2M for, 30.5M against).","Advisory vote favored holding say-on-pay every year (621.1M votes for 1-year); board will hold annual votes.","All four proposals passed; no material changes to governance or strategy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":6372473497.184963,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2022-06-07T23:59:59+00:00|371152"}