Upcoming Earnings: Q3 '26
Estimated EPS
$0.04
Estimated Rev
$3.9B
• Reported GAAP EPS of $0.07 up 600.00% YoY • Reported revenue of $3.9B up 111.11% YoY • Compass expects Q4 2026 revenue of $3.15B to $3.35B and Adjusted EBITDA of $100M to $130M; FY2026 Non-GAAP OPEX of $2.71B to $2.73B, and free cash flow positive for FY2026.
Bullish Takeaway
Compass's organic Brokerage GTV grew 7.5% year-over-year; platform onboarding reached 68,349 owned-brokerage professionals, and Q3 cash generation included $240M free cash flow with $841M cash.
Bearish Takeaway
Compass reported declining organic transaction counts, lower net royalty per side from acquired brands lower average sales prices, and AI-related risks including potential professional disintermediation, competitive pressure, and operational, ethical, and regulatory challenges.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q3 '26 | $0.04 | -- | -- | N/A |
Q2 '26 | $0.08 | $0.11 | 31.52% | BEAT |
Q1 '26 | -$0.19 | $0.03 | 115.73% | BEAT |
Q4 '25 | -$0.06 | -$0.07 | -12.53% | MISSED |
Q3 '25 | -$0.01 | -$0.01 | 32.10% | BEAT |