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Compass, Inc. (COMP) Q2 2026 Earnings Call Transcript

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Compass, Inc. (COMP) Q2 2026 Earnings Call August 4, 2026 5:00 PM EDT

Company Participants

Soham Bhonsle – Head of Investor Relations
Robert Reffkin – Founder, Chairman & CEO
Scott Wahlers – CFO & Principal Financial Officer

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Conference Call Participants

Elizabeth Langan – Barclays Bank PLC, Research Division
Jason Helfstein – Oppenheimer & Co. Inc., Research Division
Kunal Madhukar – Deutsche Bank AG, Research Division
Ryan McKeveny – Zelman & Associates LLC
Alec Brondolo – Wells Fargo Securities, LLC, Research Division

Presentation

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Operator

Good day, everyone. Welcome to the Compass Inc. 2026 Q2 Earnings Call Conference Call. [Operator Instructions] This call is being recorded. If you have any objections, please disconnect at this time. I would now like to turn our call over to Soham Bhonsle, Head of Investor Relations. Please go ahead.

Soham Bhonsle
Head of Investor Relations

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Thank you very much, operator, and good afternoon, everybody, and thank you for joining the Compass Second Quarter 2026 Earnings Call. Joining us today will be Robert Reffkin, our Founder and CEO; and Scott Wahlers, our Chief Financial Officer. In discussing our company’s performance, we will refer to some non-GAAP measures and discuss some metrics on a non-GAAP pro forma basis. You can find the reconciliation of the non-GAAP measures to the most directly comparable GAAP measures and supplemental non-GAAP pro forma information for prior quarters in our second quarter 2026 earnings release posted on our Investor Relations website.

We will also make forward-looking statements that are based on our current expectations, forecasts and assumptions and involve risks and uncertainties. These statements include our guidance for the third quarter of 2026 and full year 2026 and comments related to our expectations for realizing cost synergies and operational achievements. Our actual results may differ materially from these statements. For more information, see our most recent annual report on Form 10-K and

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