{"schema_version":"secwatch.filing_event.v1","accession":"0001563190-25-000153","form_type":"8-K","ticker":"COMP","cik":"0001563190","company_name":"Compass, Inc.","filed_at":"2025-07-30T23:59:59+00:00","discovered_at":"2026-05-14T18:02:44.360269+00:00","generated_at":"2026-05-17T23:01:47.634995+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Compass reports record Q2: GAAP net income $39.4M, revenue $2.06B, market share 6.09%","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)."],"urls":{"canonical":"https://secwatch.observer/filing/0001563190-25-000153","json":"https://secwatch.observer/filing/0001563190-25-000153.json","markdown":"https://secwatch.observer/filing/0001563190-25-000153.md","text":"https://secwatch.observer/filing/0001563190-25-000153.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1563190/000156319025000153/0001563190-25-000153-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1563190/000156319025000153/comp-20250730.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T23:01:47.634995+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}