Compass just announced its strongest third quarter in company history — setting new records for revenue, profitability, and agent growth. With $1.85 billion in revenue (a 23.6% increase year over year), more than 850 new principal agents joining the company, and seven consecutive quarters of positive cash flow, Compass continues to lead the industry as both a technology innovator and the largest residential brokerage in the United States.
According to the Compass, in Q3 2025, Compass achieved record highs in revenue, adjusted EBITDA, free cash flow, and agent engagement on its platform. Total transactions grew by 22%, far outpacing the national market’s 2% growth rate, while Compass’ market share climbed to 5.63%. The company’s strong performance reflects both strategic acquisitions and robust organic growth, demonstrating Compass’ ability to outperform the broader real estate industry even in a shifting market environment.
Compass Founder and CEO Robert Reffkin credited this success to the company’s continued investment in its agents and technology, noting that “Compass delivered the strongest Q3 results in our history.”
Empowering Agents Through Innovation
Behind the numbers lies Compass’ continued focus on empowering agents with cutting-edge tools that enhance client experiences and drive results. This quarter saw major growth in usage of Compass One, the company’s all-in-one client dashboard, and strong adoption of One-Click Title & Escrow, which simplifies transactions. The much-anticipated Buyer Demand tool officially launched in October after a successful beta, offering real-time insight into active buyer interest across price points — helping sellers make smarter, faster decisions.
Compass also continued expanding its “Make Me Sell” feature, which allows homeowners to share an aspirational price that might compel them to move — a creative way to identify off-market opportunities for Compass clients.
Financial Strength and Continued Growth
Compass’ financial foundation remains solid. Operating cash flow grew 102% year over year, reaching $75.5 million, while free cash flow increased 124% to $73.6 million. With no outstanding debt on its revolving credit facility and $170 million in cash on hand, Compass enters Q4 with exceptional momentum. Looking ahead, the company projects continued revenue strength and remains confident in positive free cash flow for the full year.
Bottom Line:
Compass’ record-breaking quarter reinforces what many of us already see at the local level — innovation, expertise, and collaboration driving real results. As part of the Compass network, we’re proud to bring clients the benefits of this momentum: smarter technology, stronger data insights, and the industry’s most trusted professionals. Whether you’re buying, selling, or exploring your options, now is the perfect time to experience the Compass difference firsthand.
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Source: compass.com
