{"schema_version":"secwatch.filing_event.v1","accession":"0001563190-26-000135","form_type":"8-K","ticker":"COMP","cik":"0001563190","company_name":"Compass, Inc.","filed_at":"2026-08-04T20:06:48+00:00","discovered_at":"2026-08-04T20:08:04.512308+00:00","generated_at":"2026-08-04T20:09:32.312115+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 Q2 revenue $4.31B (+14% pro forma), Adj. EBITDA $363M record; raises synergy target","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001563190-26-000135","json":"https://secwatch.observer/filing/0001563190-26-000135.json","markdown":"https://secwatch.observer/filing/0001563190-26-000135.md","text":"https://secwatch.observer/filing/0001563190-26-000135.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1563190/000156319026000135/0001563190-26-000135-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1563190/000156319026000135/comp-20260804.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-04T20:09:32.312115+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"}