AI-extracted from the 10-Q filed 2026-08-06 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Revenue more than doubled to $4.3B (+109% YoY) as the Anywhere Merger closed January 9, 2026, driving net income to $92M versus $39M a year ago.
Biggest Revenue Drivers
Brokerage$3,960M+96.7% YoY
Addition of Anywhere and higher transaction counts from growth in real estate professionals on the platform
Integrated Services$211M+441.0% YoY
Addition of Anywhere's integrated services business (title, escrow, relocation)
Biggest Revenue Drivers
Total revenue: $4.3B+109.0% YoY
Brokerage$3,960M+96.7% YoY
Addition of Anywhere and higher transaction counts from growth in real estate professionals on the platform
Integrated Services$211M+441.0% YoY
Addition of Anywhere's integrated services business (title, escrow, relocation)
Franchise$135M+1,587.5% YoY
Addition of the Anywhere franchise business
Largest Expense Items
Commissions and other related expenses$3,254M+93.0% YoY
Primarily the result of the acquisition of Anywhere in January 2026
Operations and support$429M+195.9% YoY
Increased employee compensation, occupancy, and other operating items from the addition of Anywhere
Depreciation and amortization$153M+427.6% YoY
Anywhere Merger; acquired Anywhere businesses contributed $128M of the increase
Anywhere merger transaction and integration expenses$34Mnew vs. $0 prior year
Legal, investment banking, severance, and integration costs related to the Anywhere Merger
Margins: Commissions and other related expenses fell to 75.6% of revenue from 81.8% YoY because Anywhere's franchise and integrated services revenue carries no commission expense; Adjusted EBITDA margin improved to 8.4% from 6.1%.
Watch Items from the Filing
Anywhere Real Estate was excluded from the FY2026 internal-controls assessment under a one-year exemption, yet represents ~19% of consolidated assets and ~44% of six-month revenue.
Long-term debt rose to $3.1B and interest expense jumped to $41M from $3M YoY following assumption of Anywhere's debt.
Unresolved antitrust settlements include $54M due under Burnett/Moehrl/Nosalek and Compass/Anywhere Opt-In Settlements of $7M and $10M.
Integrated Services Segment Adjusted EBITDA margin fell to 24.6% from 35.9% YoY despite revenue growth.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Sordello Steven JDirectorOption exercise · Aug 3, 2026
McCarter Josh N.DirectorGift · Jun 11, 2026
Williams DawannaDirectorGrant or award · May 14, 2026
Thomas-Graham PamelaDirectorGrant or award · May 14, 2026
Phillips Jr Charles EDirectorGrant or award · May 14, 2026
Leinwand AllanDirectorGrant or award · May 14, 2026
Congress trading in COMP
1 transaction in COMP reported by 1 member of Congress under the STOCK Act, most recent trade Jul 16, 2026. Reported transactions, not recommendations.
About Compass, Inc. (COMP): stock profile, AI score and financials
Compass, Inc. (COMP) stock profile, AI quality score, and SEC EDGAR financial data, a Real Estate sector company. 13F Pro's AI-powered ranking engine scores COMP at 61.6/100 on a composite quality score built from its SEC filings, placing it at rank #766 of 2,925 stocks — the top half of the AI-ranked universe. COMP scores in the top quartile across revenue growth (92.4), revenue scale (86.7), institutional flow (81.6). Areas of concern include free cash flow (30.3) and profitability (39.4), which score below median versus the broader universe. Shareholder dilution risk is elevated at 32.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Compass, Inc. reports quarterly revenue of $4.3B, net income of $92.0M, an operating margin of 2.9%. Top institutional holders of COMP by reported 13-F value include FMR, VANGUARD PORTFOLIO MANAGEMENT, BlackRock, based on the most recent SEC filings. COMP trades on the NYSE exchange and files with the SEC under CIK 1563190. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate COMP daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Compass, Inc. directly from SEC EDGAR.