COMP Compass (COMP) Q4 FY25 earnings call
Compass delivered a record Q4 and FY25, driven by strong execution in a challenging housing market. The company announced a strategic partnership with Rocket Redfin to enhance home seller choice and agent lead generation, while also accelerating integration of the Anywhere acquisition and raising cost synergy targets. Q1 FY26 guidance reflects seasonal and weather-related market softness, alongside integration-related expenses, with a focus on returning to positive free cash flow in subsequent quarters.
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COMP operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | 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.