What is Compass's franchise — deferred revenue?

Compass (COMP) reported franchise — deferred revenue of $51M in Q1 2026.

What does franchise — deferred revenue mean?

This represents the portion of franchise-related revenue that has been billed or collected but not yet earned under the terms of the franchise agreement. It reflects future performance obligations that the company must fulfill to recognize the revenue over the contract term.

Compass COMP Franchise — Deferred Revenue

Similar metrics at other companies

CMGDeferred licensing revenue — Unearned revenue

$1.97M—

YUMCUpfront Franchise Fees — Deferred Revenue

$56M+30.2%

FEDeferred Revenue

$254M+7.6%

CCIDeferred Revenue

$437M+1.6%

EXPEDeferred Revenue

$174M-1.1%

BSYDeferred Revenue

$265.98M+9.0%

Other financials

Income statement

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Revenue$2.7B+99.4%

Operating income-$351.0M-550%

Net income$22.0M+143%

EPS (diluted)$0.03+133%

Balance sheet

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Cash & equivalents$484.0M+281%

Total debt$3.9B+715%

Total equity$2.8B+344%

Total assets$8.1B+426%

Cash flow

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Operating cash flow-$157.0M-783%

CapEx$11.0M+175%

Free cash flow-$168.0M-984%

Valuation

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Market cap$7.48B+20.1%

Enterprise value$10.92B+81.9%

P/E526.7×—

P/S0.9×-0.2×

Profitability

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Operating margin-4.3%-7.5pp

Net margin0.2%+0.1pp

FCF margin0.2%-1.8pp

Returns & leverage

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Return on equity0.8%+0.4pp

Debt / equity1.4×+0.6×

Current ratio0.8×+0.3×

Where this comes from

Reported directly by Compass in its filing.

Tagged under the XBRL concept us-gaap:DeferredRevenue.

The official record: Compass’s 10-Q, filed May 8, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Compass's franchise — deferred revenue?: Compass (COMP) reported franchise — deferred revenue of $51M in Q1 2026.
What does franchise — deferred revenue mean?: This represents the portion of franchise-related revenue that has been billed or collected but not yet earned under the terms of the franchise agreement. It reflects future performance obligations that the company must fulfill to recognize the revenue over the contract term.