{"schema_version":"secwatch.filing_event.v1","accession":"0001563190-25-000192","form_type":"8-K","ticker":"COMP","cik":"0001563190","company_name":"Compass, Inc.","filed_at":"2025-11-04T23:59:59+00:00","discovered_at":"2026-05-14T18:02:39.749076+00:00","generated_at":"2026-05-17T00:37:26.791970+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 up 23.6% to $1.85B; record Adj EBITDA $93.6M; 851 agents added","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001563190-25-000192","json":"https://secwatch.observer/filing/0001563190-25-000192.json","markdown":"https://secwatch.observer/filing/0001563190-25-000192.md","text":"https://secwatch.observer/filing/0001563190-25-000192.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1563190/000156319025000192/0001563190-25-000192-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1563190/000156319025000192/comp-20251104.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T00:37:26.791970+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"}