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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Compass
Compass (COMP) investor relations material
Compass Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Nov, 2026
Executive summary
Q3 revenue was $3.897B, up 11.6% YoY pro forma; net income was $62M and Adjusted EBITDA was a record $306M.
Free cash flow reached a record $240M; quarter-end cash was $841M, with no revolver balance outstanding.
Organic Brokerage GTV outperformed the U.S. residential market by 680 bps; $360M in net cost synergies had been actioned.
Financial highlights
Q3 revenue was $3.897B versus $1.846B in Q3 2025; nine-month revenue was $10.907B versus $5.262B.
Q3 operating income was $87M versus a $6M operating loss; net income was $62M versus a $4M loss.
Nine-month net income was $176M versus a $16M loss; Adjusted EBITDA was $730M versus $235M.
Q3 free cash flow was $240M versus $74M; nine-month free cash flow was $252M versus $161M.
Outlook and guidance
Q4 2026 revenue guidance is $3.150B–$3.350B and Adjusted EBITDA guidance is $100M–$130M.
FY 2026 Adjusted EBITDA guidance is $830M–$860M; non-GAAP OpEx guidance is $2.71B–$2.73B, and full-year free cash flow is expected to be positive.
About $245M of synergies are expected in 2026: $175M through the P&L and $70M as lower CapEx; the longer-term target is $500M in less than three years.
2027 OpEx is expected to include a ~$120M wraparound step-up from acquisition timing and franchise conversions, with associated revenue and gross profit and no Adjusted EBITDA dilution.
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Latest events from Compass
- Record Q2 2026: $4.31B revenue, $92M net income, $363M EBITDA, strong outlook and synergies.COMP
Q2 2026 - All voting items passed, including director elections and auditor ratification.COMPAGM 2026
- Q1 2026 delivered record revenue, profitability, and synergy gains after the Anywhere acquisition.COMPQ1 2026
- Record revenue, strategic expansion, and robust governance drive strong 2025 results.COMPProxy filing
- Virtual annual meeting to vote on directors, auditor, and executive pay, all board-backed.COMPProxy filing
- Record revenue, EBITDA, and agent growth outpaced the U.S. real estate market in 2025.COMPQ4 2025
- Record Q2 2025 with 21.1% revenue growth, 90.3% net income rise, and record market share.COMPQ2 2025
- $444M deal expands global, high-margin footprint with $30M synergies and 2025 close expected.COMPM&A Announcement
- Record revenue, margin expansion, and free cash flow highlight strong 2024 results and 2025 outlook.COMPQ4 2024
Next Compass earnings date
Q4 202625 Feb, 2027
Compass
Next Compass earnings date
Q4 202625 Feb, 2027
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Frequently asked questions
Compass, Inc. provides real estate brokerage services in the United States. The company operates through Compass East and Compass West segments. Compass, Inc provides sales and leasing services, as well as investment sales, property management, marketing and brand development in New York metropolitan area, Los Angeles metropolitan area and Chicago metropolitan area; and retail leasing agent services in the Seattle region. The company primarily serves residential real estate markets including condominiums, multifamily properties, single family homes, land developments and commercial properties.