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Compass Q3 revenue in line with forecasts, but guidance falls short of consensus

Compass reported Q3 2026 revenue of $3.9 billion, matching estimates, while its next-quarter revenue guidance came in below analysts' consensus.

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what happened

According to stockstory.org, real estate technology company Compass posted third-quarter 2026 revenue of $3.90 billion, matching analysts' consensus. Revenue rose 111% year on year.

Adjusted EBITDA reached $306 million against expected $279.2 million, and GAAP earnings per share came in at $0.07 versus an estimate of $0.04. The operating margin improved to 2.2% from -0.4% a year earlier.

The outlook disappointed, however. The midpoint of fourth-quarter revenue guidance was $3.25 billion against a consensus of $3.44 billion, and EBITDA guidance of $115 million trailed the expected $170.1 million. Shares held at $9.25 after the report.

why it matters

For the market, the forecast was the decisive factor: weak expectations for revenue and EBITDA in the coming quarter outweighed better earnings and margins. With a market capitalization of about $7.61 billion, such guidance can meaningfully move the stock.

market impact

Compass shares: guidance below expectations outweighs the solid quarter, pressuring the stock

  • Compass shares (COMP) pressure down — fourth-quarter revenue and EBITDA guidance below consensus

tags

EarningsStockUnited States

instruments

COMP ↗US real estate tech stocks

sources

  1. Compass (NYSE:COMP) reports Q3 2026 in line with expectations but quarterly revenue guidance misses expectations — stockstory.org, 5 November 2026 at 22:46 UTC
  2. AGNT (NASDAQ:AGNT) reports Q3 2026 in line with expectations but full-year sales guidance misses expectations — stockstory.org, 6 November 2026 at 00:37 UTC

prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.

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