{"schema_version":"secwatch.filing_event.v1","accession":"0001563190-23-000225","form_type":"8-K","ticker":"COMP","cik":"0001563190","company_name":"Compass, Inc.","filed_at":"2023-11-06T23:59:59+00:00","discovered_at":"2026-05-14T18:03:29.533218+00:00","generated_at":"2026-06-08T20:30:09.995474+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Compass Q3 revenue $1.34B (-10% YoY); net loss narrows 74% to $39M; adj EBITDA turns positive $22M","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001563190-23-000225","json":"https://secwatch.observer/filing/0001563190-23-000225.json","markdown":"https://secwatch.observer/filing/0001563190-23-000225.md","text":"https://secwatch.observer/filing/0001563190-23-000225.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1563190/000156319023000225/0001563190-23-000225-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1563190/000156319023000225/comp-20231106.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-08T20:30:09.995474+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"bc28325bb63dc00db1df29d2e4bbb89c3125ab43","claim":"Compass, Inc. reported third quarter ended September 30, 2023 results: revenue $1.34 billion, net income $39 million net loss.","evidence_excerpt":"• Revenue decreased by 10% year-over-year to $ 1.34 billion as transactions declined 12% driven by macroeconomic factors. • Q3 2023 GAAP Net loss was $39 million, an improvement of 74% from a Net loss of $154 million in Q3 2022.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1563190/000156319023000225/0001563190-23-000225-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"third quarter ended September 30, 2023"},{"label":"Revenue","value":"$1.34 billion"},{"label":"Net income","value":"$39 million net loss"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}