The binary compatibility will be broken if the public interface has been changed:
Method removed, property get/let/set removed, enum removed, typedefs removed, arguments/return values changed etc.
In short EVERYTHING that used to be there must still be there and it must be EXACTLY the same as it was before. If only the slightest bit is changed, then your binary compatability has been broken.
Any client referencing a COM server whose bin comp has been broken will have to be recompiled against the new public interface.
Greetings,
Rick