Compass, Inc.

This Quarterly Report contains forward-looking statements within the meaning of Section 27A of the federal Securities Act of 1933, as amended, or the Securities Act, and Section 21E of the Securities Exchange Act of 1934, as amended, or the Exchange Act. All statements contained in this Quarterly Report, other than statements of historical fact, including statements regarding our future operating results and financial position, our business strategy and plans, market growth, and our objectives for future operations are forward-looking statements. Words such as “believes,” “may,” “will,” “estimates,” “potential,” “continues,” “expects,” “could,” “should,” “would,” “plans,” “targets,” and variations of such words and similar expressions are intended to identify forward-looking statements. Forward-looking statements are based upon various estimates and assumptions, as well as information known to us as of the date hereof, and are subject to risks and uncertainties, including but not limited to:

•General economic conditions, economic and industry downturns, the effects of geopolitical conflicts, the health of the U.S. real estate industry, and risks generally incident to the ownership of residential real estate;

•The effect of monetary policies of the federal government and its agencies;

•High mortgage interest rates;

•Low home inventory levels;

•Our ability to successfully integrate Anywhere’s business and realize cost synergies and other anticipated benefits of the Anywhere Merger;

•The rapid advancement and integration of AI technologies in real estate, which could result in potential disintermediation of real estate professionals, increased competitive pressure and a variety of operational, ethical and regulatory challenges, and our ability to adapt to any changes driven by AI technologies in a timely and effective manner;

•The significant debt (and increased interest expense) we incurred in connection with the Anywhere Merger, including its impact on our business, cash flow and operations;

•An event of default under our material debt agreements would adversely affect our operations and our ability to satisfy obligations under our indebtedness;

•Our ability to raise capital to grow our business or refinance or restructure our existing debt on terms acceptable to us, or at all;

•Our ability to recruit and retain real estate professionals at the same rate as in the past;

•Review of the Anywhere Merger by regulatory authorities and private parties and any challenges and resulting actions that could adversely affect our business;

•Ongoing industry antitrust class action litigation (including the antitrust lawsuits filed against us and Anywhere) or any related regulatory activities;

•Decreases in our gross commission income or the percentage of commissions that we or our franchisees collect;

•Risks related to the significant increase in our franchise business following the Anywhere Merger;

•Our ability to carefully manage our expense structure;

•Adverse economic, real estate or business conditions in geographic areas where our business is concentrated and/or impacting high-end markets;

•Our ability to continuously innovate, improve and expand our technology offerings to create value for our real estate professionals;

•Our ability to expand our operations and to offer additional integrated services;

•Our ability to realize the expected benefits from our joint ventures, including mortgage and title underwriting;

•Our ability to compete successfully;

•Our ability to attract and retain real estate professionals at our owned-brokerage and expand our franchisees;

•Fluctuations in our quarterly results and other operating metrics;

•The loss of one or more of our key personnel and our ability to attract and retain other highly qualified personnel;

•Actions by real estate professionals, employees or franchisees that could adversely affect our reputation and subject us to liability;

•Our ability to pursue acquisitions that are successful and integrated into our existing operations;

•Our ability to maintain or establish relationships with MLSs and third-party listing providers;

•The impact of cybersecurity incidents and the potential loss of critical and confidential information;

•The reliability of our fraud detection processes;

•Depository banks not honoring our escrow and trust deposits;

•Any impairment of our goodwill and other long-lived assets;

•Liabilities arising out of Anywhere’s frozen pension plan;

•Exposure to risks inherent to international markets;

•Our ability to develop and maintain an effective system of internal control over financial reporting;

•Our ability to use net operating losses and other tax attributes may be limited;

•Our reliance on assumptions, estimates and business data to calculate our key performance indicators;

•Changes in, and our reliance on, accounting standards, assumptions, estimates and business data;

•Our ability to continue to securitize certain assets of Cartus;

•The dependability of our platform, technology offerings and software;

•Our ability to maintain our company culture;

•Our ability to obtain or maintain adequate insurance coverage;

•Disruption or delay in service from third-party service providers;

•Our ability to generate high-quality leads for real estate professionals and franchisees;

•A loss of our largest real estate benefit program client or continued reduction in spending on relocation services;

•Investor expectations related to corporate responsibility, environmental, social and governance factors;

•Natural disasters and catastrophic events, including war, military action and international instability;

•The effect of claims, lawsuits, government investigations, and other proceedings;

•Changes in federal or state laws regarding the classification of real estate professionals as independent contractors;

•Compliance with privacy laws and regulations;

•Compliance with applicable laws and regulations and changes to applicable laws and regulations;

•Our ability to protect our intellectual property rights, and our reliance on the intellectual property rights of third parties;

•Our use of open source software;

•The impact of having a multi-class structure of common stock;

•Volatility in our trading price;

•The content of securities analysts reports and/or change in our debt rating by a rating agency;

•Our charter provisions may make us more difficult to acquire, may limit stockholder attempts to remove or replace management and/or obtain a favorable judicial forum for disputes with us or our directors, officers or employees;

•Our plan to continue to retain earnings rather than pay dividends for the foreseeable future;

•The impact of the accounting method for the Company’s 0.25% Convertible Senior Notes due 2031 (the "Convertible Notes") on our reported financial results;

•Potential for common stock dilution or stock price depression related to the Convertible Notes;

•Counterparty risk with respect to the privately negotiated capped call transactions (the “Capped Call Transactions”) entered into in connection with the pricing of the Convertible Notes; and

•Other factors set forth under Part I, Item 1A, “Risk Factors” in our Annual Report on Form 10-K filed with the SEC on February 27, 2026, which we refer to as our 2025 Form 10-K.

We have based these forward-looking statements on our current expectations and projections as of the date of this filing about future events and trends that we believe may affect our financial condition, results of operations, business strategy, short-term and long-term business operations and objectives and financial needs. These forward-looking statements speak only as of the date of this filing and are subject to a number of known and unknown risks, uncertainties and assumptions, including, but not limited to, the important factors discussed in Part II, Item 1A, “Risk Factors” in this Quarterly Report and in Part I, Item 1A, “Risk Factors” in our 2025 Form 10-K. Readers are urged to carefully review and consider the various disclosures made in this filing, our 2025 Form 10-K and in other documents we file from time to time with the SEC that disclose risks and uncertainties that may affect our business. Moreover, we operate in a very competitive and rapidly changing environment. New risk factors and uncertainties may emerge from time to time, and it is not possible for management to predict all risk factors and uncertainties, nor can we assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results to differ materially from those contained in any forward-looking statements we may make. In light of these risks, uncertainties, and assumptions, the future events and circumstances discussed in this filing may not occur and actual results could differ materially and adversely from those anticipated or implied in the forward-looking statements.

You should completely read this filing and the documents that we reference herein and have filed with the SEC as exhibits to this Quarterly Report with the understanding that our actual future results, performance, and events and circumstances may be materially different from what we expect. We qualify all of our forward-looking statements by these cautionary statements. The forward-looking statements in this Quarterly Report are made as of the date of this filing, and we do not undertake, and expressly disclaim any duty, to update such statements for any reason after the date of this filing or to conform statements to actual results or revised expectations, except as required by law.