Compass
Runs residential brokerages, franchise networks, agent software, and closing services.
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Profile
Runs owned residential brokerages and global franchise networks, earning mainly a share of agents’ sales commissions plus franchise royalties and transaction-service fees. Home Platform supports Compass agents and is rolling out to other owned brands, while title, escrow, relocation, title underwriting, and mortgage joint ventures extend the business around closings.
Operates owned residential brokerages under @properties, Coldwell Banker, Compass, Corcoran, and Sotheby’s International Realty, while franchising a broader portfolio that includes Better Homes and Gardens Real Estate, Century 21, Christie’s International Real Estate, and ERA. Revenue comes mainly from shares of agents’ sales commissions, with franchise royalties and other fees adding smaller streams.
Consolidates client management, marketing, analytics, and transaction workflows in Home Platform; rollout beyond Compass agents remains in progress. Title, escrow, relocation, title underwriting, and mortgage joint ventures extend the offering around closings. The footprint covers every major U.S. city and franchise markets in about 120 countries and territories.
Performance depends on residential transaction volumes, commission economics, and retention of agents and franchisees. Brokerage licensing, fair-housing and settlement-service rules shape operations, while the Anywhere integration is consolidating a multi-brand organization whose franchises remain independently operated.
Company facts
Categories
Key statistics
Year to date +4.4% · Average volume (30d) 10.7M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 6, 2026 | Zelman & Assoc | Downgrade | Outperform | Neutral | ||
| Aug 5, 2026 | Deutsche Bank | Reiterate | Buy | $16 | $15 | |
| Aug 5, 2026 | Oppenheimer | Reiterate | Outperform | $8 | $18 | |
| Aug 5, 2026 | Barclays | Reiterate | Overweight | $15 | $16 | |
| Jul 7, 2026 | Wells Fargo | Reiterate | Equal Weight | $13 | $12 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026Q2 FY26 | $0.08 | $0.11 | +31.5% | $4.11B | $4.31B | +4.7% | +6.92% |
| May 5, 2026Q1 FY26 | −$0.17 | $0.03 | +117.6% | $2.67B | $2.70B | +1.4% | +27.27% |
| Feb 26, 2026Q4 FY25 | −$0.06 | −$0.07 | −16.7% | $1.68B | $1.70B | +1.0% | −2.50% |
| Nov 4, 2025Q3 FY25 | −$0.02 | −$0.01 | +50.0% | $1.68B | $1.85B | +9.7% | +5.14% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.36B | $2.06B | $1.85B | $1.70B | $2.70B | $4.31B | |
| Gross profit | $250.1M | $373.9M | $342.6M | $176.9M | $696.0M | $124.0M | |
| Operating income | −$53.7M | $39.4M | −$7.2M | −$27.6M | −$162.0M | $124.0M | |
| Net income | −$50.7M | $39.4M | −$4.6M | −$42.6M | $22.0M | $92.0M | |
| Diluted EPS | −$0.09 | $0.07 | −$0.01 | −$0.07 | $0.03 | $0.16 | |
| Gross margin | 18.4% | 18.2% | 18.6% | 10.4% | 25.7% | 2.9% | |
| Operating margin | -4.0% | 1.9% | -0.4% | -1.6% | -6.0% | 2.9% |
Fiscal years (4-quarter sums)FY21 $6.42B · FY22 $6.02B · FY23 $4.89B · FY24 $5.63B · FY25 $6.96B
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $694.0M · Total debt $4.11B · Total assets $8.33B · Shareholders' equity $2.98B
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 608.18M · Float 586.76M · 96.5% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| FMR LLC | 108.17M | 17.79% | 13F | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 64.70M | 10.64% | 13F | Aug 13, 2026 |
| BlackRock, Inc. | 55.41M | 9.11% | 13F | Aug 7, 2026 |
| SVF Excalibur (Cayman) Ltd · 10 percent owner | 48.07M | 7.90% | Form 4 | Mar 26, 2025 |
| Vanguard Capital Management | 37.56M | 5.02% | 13G | Jul 31, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 3, 2026 | Robert L. Reffkin | director, officer: Chairman and CEO | −23,456 | $11.70 |
| Jun 3, 2026 | Robert L. Reffkin | director, officer: Chairman and CEO | −23,456 | $7.69 |
| Jan 7, 2026 | Scott R. Wahlers | officer: CFO | −99,986 | $12.03 |
| Dec 17, 2025 | Scott R. Wahlers | officer: CFO | −26,600 | $11.00 |
| Dec 12, 2025 | Scott R. Wahlers | officer: CFO | −23,500 | $11.00 |
Peers
- eXp World
Cloud brokerage contests agents and home-sale transactions
- RE/MAX
Franchise network challenges brokerage brands and mortgage ties
- Real Brokerage
Digital brokerage competes for agents and transaction volume
- Rocket Companies
Redfin, mortgage, and title overlap from search to close
- Zillow Group Class C
Portal and agent tools compete for listing visibility
- Douglas Elliman
Luxury brokerage overlaps in premium coastal markets
- CoStar Group
Homes.com challenges portal traffic and agent marketing
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Compass | $10.99 | +0.23% | $6.67B | 102.1 | 150.6 | 0.6 | +109.1% |
| eXp World | $4.73 | +3.28% | $753.3M | — | 51.6 | 0.2 | +5.3% |
| RE/MAX | $12.36 | −9.25% | $249.0M | — | 9.5 | 0.9 | −5.8% |
| Real Brokerage | $21.35 | +1.14% | $459.6M | — | 287.9 | 0.2 | +29.6% |
| Rocket Companies | $13.80 | +0.22% | $38.89B | 94.3 | 19.0 | 4.0 | +113.7% |
| Zillow Group Class C | $35.50 | −0.43% | $8.57B | 161.4 | 13.9 | 3.1 | +17.9% |
| Douglas Elliman | $1.83 | 0.00% | $166.4M | 10.8 | 3.9 | 0.2 | +4.5% |
| CoStar Group | $32.43 | +0.68% | $13.06B | 175.5 | 20.9 | 3.7 | +18.4% |
| Median | 127.9 | 19.0 | 0.9 | +17.9% |