COMP Compass (COMP) Q2 FY26 earnings call
Compass delivered a record second quarter, driven by strong revenue and adjusted EBITDA, significantly outperforming the broader real estate market. The company accelerated its cost synergy realization and made substantial progress on debt reduction. Strategic initiatives, including the rollout of its unified technology platform and the Rocket-Redfin partnership, are infusing competition into the real estate ecosystem and enhancing agent productivity, positioning Compass for continued growth and market share gains.
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COMP operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Gross transaction value Brokerage | $97.3BGross transaction value for the Brokerage segment was $97.3 billion in the first quarter.Source: earnings call transcript | $155.2BGross transaction value for the brokerage segment was $155.2 billion in the second quarter, up 16% year-over-year on a pro forma basis, which reflects a 7% increase in transactions and average selling price appreciation of 8% to an average price of just over $1 million.Source: earnings call transcript | +59.5% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.