What Compass's latest 10-Q says: 9 signals
Compass filed its latest 10-Q with the SEC on Aug 6, 2026. It discusses acquisition completed, automation investment and capex increase.
Public (COMP)Leasing Real Estate10,000+ employeescompass.comLinkedIn
- Filed
- Aug 6, 2026
- Filings
- 2
- Signals
- 18
10-Q · latest 10
What Compass's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 9 signals
Compass completes $345M acquisition of Anywhere Real Estate, creating urgent integration needs.
The January 2026 merger brings significant operational complexity, integration costs, and new debt.
$345M
Payments to acquire Anywhere, net of cash acquired
Angelo, Gordon & Co., L.P.TPGMorgan Stanley Senior Funding, Inc.Barclays Bank PLC
Compass has excluded the internal controls of its major acquisition, Anywhere Real Estate (44% of revenue), from its Q2 assessment.
44%
Consolidated revenue from the acquired entity (Anywhere Real Estate Inc.) for the six months ended June 30, 2026
Anywhere Real Estate Inc.
Compass faces massive systems integration after $345M acquisition of Anywhere Real Estate.
The acquisition of Anywhere, which now contributes 44% of revenue, forces a major technology and process consolidation effort.
$345M
Payments to acquire Anywhere, net of cash acquired
44%
Portion of consolidated revenue from Anywhere Real Estate Inc. for the six months ended June 30, 2026
Compass defers internal controls assessment for new acquisition, signaling integration risk.
By excluding the recent Anywhere acquisition from its internal control evaluation, Compass highlights a significant gap in financial reporting and process visibility.
Morgan StanleyBarclaysCrédit AgricoleBank of America
Compass raises $977M in net proceeds from new Convertible Notes to boost liquidity.
The company secured nearly $1 billion in financing to support working capital needs and reduce reliance on variable-rate debt.
$977M
Net proceeds from the issuance of Convertible Notes
Angelo, Gordon & Co., L.P.Morgan Stanley Senior Funding, Inc.Barclays Bank PLCU.S. Bank National Association
The back-to-back acquisitions of At World Properties in 2025 and Anywhere Real Estate in 2026 indicate a period of significant organizational restructuring.
Compass focuses on platform integration for newly acquired brands like Sotheby's and Century 21.
Following the Anywhere acquisition, Compass must integrate technology and agent networks from multiple major real estate brands onto its core platform.
$6M
Approximate annual minimum licensing fees for Sotheby's and Better Homes and Gardens Real Estate brands
Sotheby's
Compass more than doubles H1 capital expenditures to $22M following major acquisition.
Capital expenditures increased to $22 million in the first half of 2026, up from $9 million in the prior-year period.
$22M
Capital expenditures for the six months ended June 30, 2026
Anywhere Real Estate Inc.
Compass faces long-term margin pressure from multi-decade licensing fees of over $6M annually.
Following its acquisition of Anywhere, Compass is now locked into long-term licensing agreements with Sotheby's (through 2054) and Better Homes and Gardens (through 2058).
$7M
Approximate total annual minimum licensing fees for Sotheby's and Better Homes and Gardens Real Estate brands
Sotheby's
- SEC EDGAR
10-Q
Filed · 9 signals
Compass completed massive acquisition of Anywhere Real Estate Inc. in January 2026
The acquisition is substantial, with Anywhere representing 44% of consolidated revenue this quarter.
44%
consolidated revenue from Anywhere Real Estate Inc. acquisition for the three months ended March 31, 2026
Showing 10 of 18 filing signals. The Signal API returns all of them.
Get them with one API callEarnings calls
Compass earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Launching major AI initiative to redefine agent productivity and internal efficiencyCEO is driving a company-wide AI push, including a new "Compass AI 2.0" platform for agents and mandatory AI training for all employees to drive cost containment. This creates opportunities for AI-related tools, training, and infrastructure partners. | |
| Targeting $50M-$75M in incremental EBITDA through efficiency gainsLeadership has committed to a significant profitability improvement program, with at least $50M realized in 2026, creating opportunities for vendors offering automation, process optimization, and cost-saving solutions. | |
| Pausing small M&A to focus exclusively on massive Anywhere merger integrationWhile the company has been an active acquirer, they have now paused all small tuck-in M&A to focus all resources on the flawless execution and integration of the transformational Anywhere Real Estate merger. This signals a major internal resource shift. | |
| Delivered record Q3 revenue, up 23.6% year-over-yearThe company achieved its strongest Q3 ever with double-digit organic (11%) and total revenue growth, indicating strong financial health and the ability to fund strategic initiatives. | |
| Leveraging generative AI (ChatGPT) for free, high-quality lead generationThe CEO highlighted that top agents are getting significant, free business from AI chatbots like ChatGPT, which recommend agents based on verifiable data rather than advertising spend. This is a key part of their strategy to outmaneuver competitor portals and reinforces their focus on data-driven, high-performing agents. | |
| Outpacing market growth by 5 percentage points, continuing 18-quarter streakCompass continues to aggressively take market share, with organic transaction growth of 7% vs the market's 2%. This demonstrates strong execution and provides budget for tools that can sustain this momentum. |
Signal API · MCP
Track Compass with the Signal API
One POST /v1/companies/enrich call with compass.com returns Compass 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.
2 credits per signal returned; zero-result calls are free. Endpoint reference
curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"compass.com","signal_types":["sec-10q"],"limit":20}'Same industry
10-Q at related companies
Questions about Compass 10-Q
When did Compass file its latest 10-Q?
What did Compass disclose in its latest 10-Q?
What did Compass say on its recent earnings calls?
Where can I read Compass's 10-Q filing?
Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .