Compass beats Q1 earnings estimates with $0.03 EPS and nearly doubles revenue to $2.7B, raising 2026 synergy and Q2 revenue outlook.

Compass reported a Q1 earnings per share of $0.03, significantly beating the expected loss of $0.21, and posted quarterly revenue of $2.7 billion, up 99% year-over-year, driven by the Anywhere acquisition. The company exceeded its adjusted EBITDA guidance with $61 million and increased its 2026 cost synergy forecast from $100 million to $200 million. Compass also raised its Q2 revenue forecast to $4.0–$4.2 billion, surpassing analyst estimates, signaling strong integration progress and operational discipline. This marks a major turnaround with a GAAP net income of $22 million compared to a loss last year, highlighting successful merger execution and growth momentum.