---
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"
generated_at: "2026-08-04T20:09:32.312115+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- 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/1563190/000156319026000135/0001563190-26-000135-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1563190/000156319026000135/comp-20260804.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001563190-26-000135
- JSON: https://secwatch.observer/filing/0001563190-26-000135.json
- Plain text: https://secwatch.observer/filing/0001563190-26-000135.txt

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