Compass Reports Strong Q1 2026 Growth

Compass reported strong first-quarter 2026 results, highlighting continued growth, expanding market share, and major progress following its integration with Anywhere Real Estate earlier this year.

The company posted $2.70 billion in revenue for Q1 2026, nearly doubling last year’s first-quarter revenue. Compass also reported $22 million in GAAP net income and $61 million in adjusted EBITDA, outperforming its own guidance expectations.

Compass increased its 2026 cost synergy targets, now expecting $300 million in actioned synergies and $200 million in realized savings this year alone. The company also ended the quarter with $484 million in cash and no balance on its revolving credit facility.

 

Key Q1 2026 Stats

• Revenue increased 99% year over year to $2.70 billion

• Brokerage GTV increased 7.3% year over year

• Compass closed more than 99,500 brokerage transactions in Q1

• Agent retention reached 94%

• Compass One usage grew to 31.5% of all closed transactions

• “Make Me Sell” inventory reached approximately 24,700 entries nationwide

 

The report showed Compass continuing to outperform the broader U.S. housing market. On a pro forma basis, brokerage transaction volume increased 2.6% year over year, compared to just 0.2% growth across the national market. Gross transaction value increased 7.3% year over year, compared to 1.5% market growth nationally.

Technology remained a major focus during the quarter. Compass reported growing adoption of tools designed to help agents identify buyer demand, surface off-market inventory, and market listings more strategically.

For markets like San Francisco, where inventory and competition remain key factors, the report reflects how larger technology-driven brokerages are continuing to invest in integrated client experiences, operational efficiency, and expanded agent tools.

Looking ahead, Compass expects second-quarter 2026 revenue between $4.0 billion and $4.2 billion, alongside adjusted EBITDA guidance of $310 million to $350 million.

 

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Source: compass.com