Compass Q4 Sales Jump 23.1% to $1.7B, Alliances to Add 500K Listings
Compass reported Q4 CY2025 revenue of $1.7B, up 23.1% year-over-year, beating estimates by 1.8%, with adjusted EBITDA of $58.3M. It also launched a three-year alliance with Rocket and Redfin to add over 500K listings and embed financing, broadening market reach and revenue opportunity.
1. Q4 CY2025 Results
Compass delivered record Q4 CY2025 revenue of $1.7 billion, rising 23.1% year-on-year and topping analyst forecasts by 1.8%, while adjusted EBITDA climbed to $58.3 million. The company reported a GAAP loss of $0.07 per share, missing estimates by 18.1%, and generated $45.3 million in operating cash flow.
2. Strategic Alliance with Rocket and Redfin
Compass entered a three-year strategic partnership with Rocket Companies and Redfin to syndicate over 500,000 Coming Soon and Private Exclusive listings on Redfin’s platform. The deal also embeds Rocket Mortgage financing within Compass’s technology, aims to drive more than 1 million buyer inquiries and expand Compass’s agent and lead pipeline.