Compass IncRecord Q2 results with revenue and EBITDA above guidance, plus raised synergy targets.

Compass, Inc. reported record second-quarter 2026 financial results, with revenue of $4.31 billion and adjusted EBITDA of $363 million surpassing the high end of its guidance range. Revenue increased 14% year-over-year on a pro forma basis, while GAAP net income reached $92 million. The company generated $191 million in operating cash flow, and its cash balance rose by $210 million quarter-over-quarter to $694 million. Compass also announced it has actioned its entire $300 million Year 1 net cost synergy target five months ahead of plan, raising the Year 1 actioned target to $330 million and the 2026 realized net cost synergy target to $220 million. Brokerage gross transaction value grew 15.9% year-over-year on a pro forma basis, outperforming the broader U.S. residential market's 6% increase.
Compass IncRecord Q2 results with revenue and EBITDA above guidance, plus raised synergy targets.