The company’s total intermediary trading volume increased 7.3% during the quarter, compared to a 1.5% increase in market trading volume.
Compass International Holdings Inc.’s financial report released Tuesday shows that the giant brokerage firm’s focus on high-yielding agents is helping it outperform the market.
The report provides the first glimpse of what Compass will look like after it acquired Anywhere Real Estate on January 9 and began integrating tens of thousands of additional agents into its systems and technology.
The company said that even considering the overnight growth the deal brought, agency productivity accelerated, resulting in a profit of $22 million in the first three months of the first quarter, compared to a loss of $51 million in the year-ago period.
Compass CEO Robert Refkin said in a statement that Compass’ pro forma brokered transactions increased 2.6% year-over-year in the first three months of this year. In comparison, market transactions increased by 0.2% year-on-year.
Total securities trading volume rose 7.3% in the quarter, while market trading volume rose 1.5%, Levkin said.
The company’s total revenue for the quarter was $2.7 billion, which Compass said was an all-time high and up 99% from a year ago.
Pro forma metrics will appear as if the Anywhere merger was completed on January 1st instead of eight days later.
Compass ended 2025 with 36,990 agents. As of March 2026, the number of securities agents was 84,187, an increase of 128%. A brokerage agent is an agent who works for a company that is owned by the company, as opposed to a franchise.
The company said in the report that the retention rate was 94 percent. Compass said it retained 97% of its distributors after removing distributors that did not generate sales volume. Compass said it retained 98% of its agents after excluding agents who had transactions with total commission income of $20,000 or less.
The company said Anywhere is working to separate from non-production distributors, a sign of the company’s emphasis on retaining its top producers. Compass reported a total of 5,041 job departures in the first quarter.
In a conference call with investors late Tuesday, Mr. Levkin laid out how Compass intends to engage with broker owners who operate franchises that are part of the Anywhere brand.
“Historically, we have served real estate professionals as agents with the goal of making them more profitable, serving them as entrepreneurs, and helping them realize their entrepreneurial potential,” Levkin said. “We now have a second customer base as broker owners who are franchise affiliate businesses. They have exactly the same goal as real estate agents: to become more profitable and realize their entrepreneurial potential.”
“We’re giving them the same benefits that helped grow Compass,” he added.
Compass CFO Scott Wahlers explained how Compass has been working to separate from non-production agencies in recent years, and how Anywhere is now following suit.
“We’ve really operated on this methodology of focusing on production agencies that are doing well and agencies that are underperforming. If they pay their fees and are in good standing, including amounts owed to their intermediaries, then we’ll continue with them,” he said. “But if they’re not producing and they’re not paying their bills on time, we take them out of business. Everywhere these days is operating at the same capacity. They’re just catching up to us a little bit.”
Compass announced that it will begin offering an end-to-end agent platform for Anywhere brokerage agents in the third quarter. The platform, called the Home Platform, will be made available to Anywhere’s franchise network early next year.
The company shared some insights into the cost efficiencies associated with incorporating Anywhere Real Estate into Compass. Compass announced more than $250 million in cost savings in less than three months after becoming a single company.
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