secwatch.observer — SEC 8-K summary
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Issuer:     Compass, Inc. (COMP)
CIK:        0001563190
Form:       8-K
Filed at:   2025-07-30T23:59:59+00:00
Accession:  0001563190-25-000153
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1563190/000156319025000153/0001563190-25-000153-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1563190/000156319025000153/comp-20250730.htm
  HTML page:      https://secwatch.observer/filing/0001563190-25-000153

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