Top-line COMP005 data for COMP360 phase 3 pivotal program in treatment-resistant depression expected in fourth quarter 2024 Gino Santini to join Board of Directors as Chairman Lori Englebert named new Chief Commercial Officer Cash position of $228.6 million Conference call August 1 at 8:00 am ET (1:00 pm UK) LONDON and NEW YORK, Aug. 01, 2024 (GLOBE NEWSWIRE) -- Compass Pathways plc (Nasdaq: CMPS) ("Compass"), a biotechnology company dedicated to accelerating access to evidence-based innovation in mental he ...

Compass, Inc. (COMP) came out with quarterly earnings of $0.04 per share, beating the Zacks Consensus Estimate of $0.01 per share. This compares to loss of $0.10 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 300%. A quarter ago, it was expected that this company would post a loss of $0.20 per share when it actually produced a loss of $0.27, delivering a surprise of -35%. Over the last four quarters, the company has surpasse ...

WESTPORT, Conn., July 31, 2024 (GLOBE NEWSWIRE) -- Compass Diversified (NYSE: CODI) ("CODI" or the "Company"), an owner of leading middle market businesses, announced today its consolidated operating results for the three months ended June 30, 2024. "I'm pleased to announce another strong quarter with results that exceeded our expectations, driven by continued strength in our consumer businesses," said Elias Sabo, CEO of Compass Diversified. "While Q2 saw deteriorating economic conditions that negatively im ...

文章核心观点 - 公司在市场低迷的情况下实现了历史最高的净收入和调整后EBITDA,并实现了4个季度中的3个季度的自由现金流正值 [1][2] - 公司通过收购和有机增长大幅增加了主要代理人数量,并提高了市场份额 [3] - 公司的端到端专有技术平台为公司在市场复苏时带来了重大优势 [3] 财务表现 - 第二季度收入同比增长14%,达到17亿美元,主要得益于代理人数量的增加 [2] - 第二季度实现了2070万美元的GAAP净收入,较上年同期亏损4780万美元大幅改善 [2] - 第二季度调整后EBITDA达到7740万美元,较上年同期增加4730万美元 [2] - 第二季度经营现金流和自由现金流分别为4500万美元和4040万美元 [2] - 公司现金余额增加至1.858亿美元 [2] 运营表现 - 第二季度市场份额提高至5.13%,较上年同期增加50个基点,较上一季度增加37个基点 [3] - 主要代理人数量达到16997人,较上年同期增加24% [3] - 第二季度交易量同比增长11.4%,而整个住宅房地产市场交易量下降3.3% [3] - 交易总额同比增长14.5%,而整个住宅房地产市场交易总额增长3.2% [3] - 公司专有技术平台持续升级,包括整合标题和托管业务、开发客户仪表板、推出"让我移动"工具等 [3] 展望 - 第三季度收入预计为14.25亿美元至15.25亿美元,调整后EBITDA预计为3000万美元至5000万美元 [4] - 2024年全年非GAAP营业费用预计为8.76亿美元至8.96亿美元 [5] - 预计2024年全年将实现自由现金流正值 [5]

Wall Street expects a year-over-year increase in earnings on higher revenues when Compass, Inc. (COMP) reports results for the quarter ended June 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 31. On ...

财务数据和关键指标变化 - 公司第三季度业绩强劲,所有地区表现良好 [4] - 新业务净增长已达到中间目标区间,客户保留率约96% [4] - 公司上调全年指引,预计全年基础营业利润增长超过15%,有机收入增长超过10% [4] 各条业务线数据和关键指标变化 - 公司各业务线包括商业和工业、体育和娱乐、高等教育等均呈现正增长态势 [37] 各个市场数据和关键指标变化 - 欧洲地区第三季度表现良好,没有一次性因素 [7] - 北美地区业务表现也很积极 [22] 公司战略和发展方向及行业竞争 - 公司在新业务拓展和客户保留方面保持良好势头,有望继续保持4%-5%的净新业务增长 [9][17] - 公司通过提供相对高街更有价值的服务,在当前宏观环境下保持了良好的客户吸引力 [23] - 公司正在积极关注制造业回流美国等行业趋势,认为自身有望从中获益 [22] - 公司正在积极推进资产组合优化,未来可能会有少量非核心资产退出 [24] - 公司保持积极的并购策略,包括大型收购和小型补充性收购 [31][32][43] 管理层对经营环境和未来前景的评论 - 管理层对公司未来12个月的价格和量的走势保持谨慎乐观态度,预计价格增长将从目前的4%左右逐步放缓至2%-3% [15][16] - 管理层有信心能够保持96%以上的客户保留率 [17] - 管理层认为公司有能力在未来实现中高单位数的有机增长 [10] 其他重要信息 - 公司在第四季度有较大规模的新业务投入,这可能会对利润率产生一定压力 [47] - 公司整体的原材料和人工成本通胀压力有所缓解,但仍有一些细分领域存在通胀压力 [47][48] 问答环节重要的提问和回答 问题1 **Jamie Rollo 提问** 询问推动第三季度强劲体量增长的原因,以及欧洲地区是否存在一次性因素 [6] **Dominic Blakemore 回答** 欧洲地区第三季度表现良好,没有一次性因素,主要得益于公司相对高街更有价值的服务定位 [7][8] 问题2 **Vicki Stern 提问** 询问公司对于明年价格增长、客户保留率以及未来资本配置的预期 [14] **Dominic Blakemore 和 Petros Parras 回答** 预计明年价格增长将从目前的4%左右逐步放缓至2%-3%,但仍将维持较高水平 [15][16] 有信心能够保持96%以上的客户保留率 [17] 未来将继续执行股票回购计划,同时也将考虑适当的并购机会 [18] 问题3 **Kean Marden 提问** 询问公司的新业务管线情况,以及未来并购计划 [27][28] **Dominic Blakemore 和 Petros Parras 回答** 新业务管线保持良好,一定程度上偏重于首次外包业务 [29][30] 未来将继续关注适当的小型并购机会,但整体并购对明年收入的影响预计为小幅负面 [31][32][33]

In conjunction with reporting second quarter 2024 results, CODI will host a conference call at 5:00 p.m. E.T. / 2:00 p.m. PT with the Company's Chief Executive Officer, Elias Sabo, the Company's Chief Financial Officer, Ryan Faulkingham, and Pat Maciariello the Chief Operating Officer of Compass Group Management. A live webcast of the call will be available on the Investor Relations section of CODI's website. To access the call by phone, please go to this link (registration link) and you will be provided wi ...

What is Implied Volatility? What do the Analysts Think? Given the way analysts feel about Compass right now, this huge implied volatility could mean there's a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected. Check out the simple yet high-powered approac ...

The Board also declared a quarterly cash distribution of $0.453125 per share on the Company's 7.250% Series A Preferred Shares (the "Series A Preferred Shares"). The distribution on the Series A Preferred Shares covers the period from, and including, April 30, 2024, up to, but excluding, July 30, 2024. The distribution for such period is payable on July 30, 2024, to all holders of record of Series A Preferred Shares as of July 15, 2024. The Board also declared a quarterly cash distribution of $0.4921875 per ...

Call details are as follows: 1 T. Velt, "eXp, Compass top 2024 RealTrends Verified brokerage rankings for the third year," Online, HW Media, 3/22/24, https://www.housingwire.com/articles/exp-compass-top-2024-realtrends-verified-brokeragerankings-again/ About Compass Compass is the largest residential real estate brokerage in the United States by sales volume. Founded in 2012 and based in New York City, Compass provides an end-to-end platform that empowers its residential real estate agents to deliver except ...