Filing Flows › Compass (COMP) › How it makes money
How Compass (COMP) makes money
Compass (COMP) made $3.9B of revenue in the third quarter 2026 (Q3 2026), +111% from a year earlier. Gross commission income brought in $3.6B (92%); Service revenue brought in $192M (5%); Franchise brought in $108M (3%). Of every dollar of revenue, 2¢ was left as operating profit, 2¢ was left as net earnings.
Drawing the Sankey…
Revenue by segment, Q3 2026
| Segment | Revenue | Share | Q/Q | Y/Y |
|---|---|---|---|---|
| Gross commission income | $3.6B | 91.5% | -10% | +99% |
| Service revenue | $192M | 4.9% | -6% | +433% |
| Franchise | $108M | 2.8% | -9% | 14× |
| Other | $30.0M | 0.8% | -14% | +329% |
Where each dollar of revenue goes
| Line | Q3 2026 | % of revenue |
|---|---|---|
| Revenue | $3.9B | 100.0% |
| Operating profit | $87.0M | 2.2% |
| Net earnings | $63.0M | 1.6% |
| Operating cash flow | $248M | 6.4% |
| Free cash flow | $240M | 6.2% |
Revenue, quarter by quarter
| Quarter | Revenue | Y/Y |
|---|---|---|
| Q3 2026 | $3.9B | +111% |
| Q2 2026 | $4.3B | +109% |
| Q1 2026 | $2.7B | +99% |
| Q4 2025 | $1.7B | +23% |
| Q3 2025 | $1.8B | +24% |
| Q2 2025 | $2.1B | +21% |
| Q1 2025 | $1.4B | +29% |
From Compass' 10-Q filed Nov 6, 2026 (on EDGAR).
Questions
How does Compass make money?
Compass (COMP) made $3.9B of revenue in the third quarter 2026 (Q3 2026), +111% from a year earlier. Gross commission income brought in $3.6B (92%); Service revenue brought in $192M (5%); Franchise brought in $108M (3%). Of every dollar of revenue, 2¢ was left as operating profit, 2¢ was left as net earnings.
What is Compass' biggest business?
Gross commission income: $3.6B in the third quarter 2026, 92% of revenue, +99% from a year earlier.
What is Compass' profit margin?
Net earnings were $63.0M, 1.6% of revenue, in the third quarter 2026; the operating margin was 2.2%.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.