NYSE$COMP
Compass Inc. · Q1 2026 earnings
Q1 2026 earnings · · Investor relations
Briefing
Compass reported Q1 2026 revenue of $2.70B with net income of $22M and diluted EPS of $0.03 following the Anywhere merger.
For the quarter ended March 31, 2026, Compass generated total revenue of $2.70 billion versus $1.36 billion in Q1 2025, reflecting the Anywhere acquisition and higher brokerage activity. Net income attributable to Compass was $22 million compared with a net loss of $51 million a year ago. Diluted EPS was $0.03 versus a loss of $0.09. Results include significant non-cash items tied to the merger and warrant fair-value movements disclosed in MD&A.
- Total revenue more than doubled YoY to $2.70B on Anywhere merger.
- Returned to profitability with $22M net income to Compass.
- Diluted EPS of $0.03 vs. loss of $0.09 a year ago.
- Brokerage and franchise segments drove the revenue increase.
- Merger integration and non-cash fair-value items affected reported earnings.
Headline financials
Revenue & EPS history
Compass · Revenue · Quarterly
$2.7B
Forward guidance
Management discusses integration of Anywhere brands and market conditions but does not issue formal quarterly EPS or revenue guidance in the 10-Q.
Tailwinds
- Scale and revenue expanded materially post-Anywhere merger.
- Swing to positive net income on higher transaction volumes.
Headwinds
- Earnings still modest relative to revenue base.
- Integration costs and non-cash merger accounting add volatility.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q1 2026
+8.7%
Avg return
Earnings day
+6.9%
Avg return
5 days after
+3.5%
Avg return
30 days after
48%
10 / 21 earnings
Positive
+89.2%
Q3 2022
Best reaction
-18.8%
Q1 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -0.2% | -7.2% | -11.9% | |
| Q4 2025 | -2.7% | -5.1% | -29.2% | |
| Q3 2025 | +7.7% | +9.9% | +33.7% | |
| Q1 2025 | -18.8% | -18.0% | -18.6% | |
| Q4 2024 | +28.3% | +14.0% | +17.7% | |
| Q3 2024 | +17.6% | +23.3% | +31.3% | |
| Q2 2024 | -4.5% | -4.5% | +15.0% | |
| Q1 2024 | +19.4% | +21.2% | +5.9% | |
| Q4 2023 | +15.4% | +16.0% | +8.4% | |
| Q3 2023 | -5.5% | -10.5% | +21.5% | |
| Q2 2023 | -5.2% | -8.4% | -13.5% | |
| Q1 2023 | +43.2% | +38.6% | +39.0% | |
| Q4 2022 | -14.8% | -4.7% | -14.2% | |
| Q3 2022 | +89.2% | +84.9% | +38.9% | |
| Q2 2022 | -5.3% | -23.0% | -34.9% | |
| Q1 2022 | +29.5% | +27.3% | +26.8% | |
| Q4 2021 | +1.8% | -5.7% | -23.3% | |
| Q3 2021 | -8.7% | -10.9% | -17.7% | |
| Q2 2021 | +9.8% | +18.7% | +3.2% | |
| Q4 2020 | -2.1% | -1.7% | +0.6% | |
| Q1 2021 | -11.5% | -8.8% | -5.8% | |
| Q3 2020 | — | — | — | |
| Q2 2020 | — | — | — | |
| Q1 2020 | — | — | — | |
| Q4 2019 | — | — | — |
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