Compass, Inc. (COMP) Posts Q4 Loss, Exceeds Revenue Expectations

Compass, Inc. (COMP) Reports Quarterly Results

Compass, Inc. (COMP) recently announced a quarterly loss of $0.07 per share, which was slightly worse than the consensus estimate of a $0.06 loss. In comparison, the company reported a loss of $0.08 per share during the same period last year. These numbers exclude one-time items.

This quarter, the company missed expectations by 18.04%. In the previous quarter, Compass was anticipated to post a $0.02 loss per share but instead reported a $0.01 loss, resulting in a positive surprise of 50%.

Over the past four quarters, Compass has exceeded analysts’ earnings per share forecasts twice.

Operating within the Internet - Software sector, Compass generated $1.7 billion in revenue for the quarter ending December 2025, beating consensus estimates by 1.26%. This marks an increase from $1.38 billion in revenue a year earlier. The company has outperformed revenue expectations in three of the last four quarters.

The immediate movement of Compass’s stock price will likely be influenced by management’s insights during the earnings call, as well as future earnings projections.

Since the start of the year, Compass shares have declined by approximately 10%, while the S&P 500 has gained 1.5%.

What Lies Ahead for Compass?

Although Compass has lagged behind the broader market so far this year, investors are now considering what the future holds for the stock.

One important factor for investors is the company’s earnings outlook, which includes both current consensus estimates for upcoming quarters and any recent changes to those forecasts.

Research indicates that short-term stock price movements are closely linked to trends in earnings estimate revisions. Investors can monitor these changes themselves or use established rating systems like the Zacks Rank, which has a strong history of leveraging earnings estimate trends.

Prior to this earnings release, Compass’s estimate revisions were mixed. Following the latest results, the company currently holds a Zacks Rank #3 (Hold), suggesting the stock is expected to perform in line with the market in the near term.

It will be important to watch how earnings estimates for the next quarters and the current fiscal year evolve. The present consensus projects an EPS of -$0.19 on $2.61 billion in revenue for the next quarter, and $0.22 EPS on $14.09 billion in revenue for the full fiscal year.

Investors should also consider the broader industry outlook, as it can significantly affect individual stock performance. The Internet - Software industry currently ranks in the top 36% among over 250 Zacks industries. Historically, the top half of Zacks-ranked industries outperforms the bottom half by more than two to one.

Industry Update: MongoDB (MDB)

Another company in the same sector, MongoDB (MDB), has yet to announce its results for the quarter ending January 2026, with the release expected on March 2.

MongoDB is projected to report quarterly earnings of $1.47 per share, reflecting a 14.8% increase from the prior year. The consensus EPS estimate for this period has remained steady over the past month.

Revenue for MongoDB is anticipated to reach $668.19 million, which would be a 21.8% rise compared to the same quarter last year.

Is Compass, Inc. (COMP) a Good Investment?

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