Compass Tops Q3 2026 Estimates as Revenue Rises 111% to $3.897B

Compass (COMP) topped estimates for the third quarter of 2026. Revenue was $3.897 billion, up 111% from a year earlier, in line with the $3.898 billion estimate, and adjusted EPS was $0.07 above the $0.04 estimate.

Shares fell 1.1% in after-hours trading as of 4:05 p.m. ET, to $9.11 from a $9.21 close.

Q3 2026 scorecard

By our calculation, adjusted EPS was $0.03 above it. The QoQ column compares with the previous quarter's revenue of $4.306 billion and adjusted EPS of $0.11. The YoY column compares with $1.846 billion and -$0.01 in the same quarter a year earlier.

Track record

• EPS record. Adjusted EPS beat the estimate in 6 of the last 8 reports, including this one.
• Revenue record. Revenue beat the estimate in 5 of the last 8 reports.
• Revenue trend. Revenue over the last 5 reports, oldest first: $1.846 billion, $1.700 billion, $2.704 billion, $4.306 billion and $3.897 billion.

What to watch

• Next-quarter estimates. Consensus calls for EPS of -$0.08 and revenue of $3.43 billion next quarter, based on 3 analysts.
• Revenue growth. Whether revenue keeps growing from a year earlier after this quarter's 111% increase to $3.897 billion.
• Estimate record. Whether Compass extends a record of beating EPS estimates in 6 of its last 8 reports.
• Related coverage. See our reports on Century Aluminum, A10 Networks, Astrana Health and Alarm.com.

Sources: Results are from Compass's Nov. 5, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from Compass's earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.