Compass Q2 revenue $4.31B (+14% pro forma), Adj. EBITDA $363M record; raises synergy target

Compass, Inc.

Revenue $4.31B (+109% reported, +14.3% pro forma YoY); GAAP net income $92M vs $39M YoY.
Adjusted EBITDA $363M (all-time Q2 record); operating cash flow $191M; cash $694M, no revolver balance.
Actioned entire $300M Year 1 net cost synergy target 5 months early; raised target to $330M.
Brokerage GTV +15.9% pro forma vs market +6% (1,000 bps outperformance); agent retention 95.5%.
Q3 guidance: revenue $3.85-4.05B, Adj. EBITDA $275-305M; FY non-GAAP OPEX raised to $2.75-2.80B.

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.