---
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"
generated_at: "2026-05-17T23:01:47.634995+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Compass reports record Q2: GAAP net income $39.4M, revenue $2.06B, market share 6.09%

## Summary
- 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).

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001563190-25-000153
- JSON: https://secwatch.observer/filing/0001563190-25-000153.json
- Plain text: https://secwatch.observer/filing/0001563190-25-000153.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.