Earnings To Watch: Compass (COMP) Reports Q4 Results Tomorrow

Real estate technology company Compass (NYSE:COMP) will be announcing earnings results this Thursday after market close. Here’s what to look for.

Compass beat analysts’ revenue expectations last quarter, reporting revenues of $1.85 billion, up 23.6% year on year. It was a very strong quarter for the company, with EBITDA guidance for next quarter exceeding analysts’ expectations and an impressive beat of analysts’ EBITDA estimates. It reported 67,886 transactions, up 21.5% year on year.

Is Compass a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, the market is expecting Compass’s revenue to grow 21% year on year, slowing from the 25.9% increase it recorded in the same quarter last year.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Compass has missed Wall Street’s revenue estimates multiple times over the last two years.

Looking at Compass’s peers in the consumer discretionary - real estate services segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Howard Hughes Holdings’s revenues decreased 36.5% year on year, beating analysts’ expectations by 5.5%, and Marcus & Millichap reported revenues up 1.6%, topping estimates by 6.3%. Howard Hughes Holdings traded down 8.3% following the results while Marcus & Millichap was up 3.4%.

Read our full analysis of Howard Hughes Holdings’s results here and Marcus & Millichap’s results here.

Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the consumer discretionary - real estate services stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 2.3% on average over the last month. Compass is down 30.9% during the same time and is heading into earnings with an average analyst price target of $14.45 (compared to the current share price of $9.39).

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