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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Jade Rahmani | KBW | 12 | 0% |
| Ron Kamdem | Morgan Stanley | 12 | 0% |
| Tony Paolone | JPMorgan | 12 | 0% |
| Julien Blouin | Goldman Sachs | 12 | 0% |
| Steve Sheldon | William Blair | 11 | 9% |
| Steve Sakwa | Evercore ISI | 10 | 0% |
| Seth Bergey | Citigroup | 9 | 0% |
| Alex Kramm | UBS | 8 | 0% |
| Peter Abramowitz | Jefferies | 5 | 0% |
| Mike Griffin | Evercore ISI | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Evercore ISI | 3 | 14 | 0% |
| JPMorgan | 1 | 12 | 0% |
| Morgan Stanley | 1 | 12 | 0% |
| Goldman Sachs | 1 |
| 12 |
| 0% |
| KBW | 1 | 12 | 0% |
| William Blair | 1 | 11 | 9% |
| Citigroup | 1 | 9 | 0% |
| UBS | 1 | 8 | 0% |
CBRE delivered exceptional Q1 results with services segments growing revenue 20% and operating profit nearly 30%, driven by critical infrastructure services reaching $580 million in quarterly revenue growing over 60%. Guidance was raised to $7.60-$7.80 reflecting over 20% growth at the midpoint. US property sales surged 64%, leasing grew 21%, and mortgage origination revenue increased 53%.
Capital Allocation | Margin | Revenue Growth | Competitive Dynamics | Demand | M&A | Innovation & R&D | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 3 | 4 | 2 | 3 | 1 | 1 | 2 |
| 2025Q1 | 5 | 3 | 3 | 1 | 2 | 3 | 5 | |
| 2025Q2 | 5 | 3 | 3 | 1 | 3 | 3 | 1 | 1 |
| 2025Q3 | 3 | 3 | 5 | 4 | 3 | 3 | 1 | |
| 2025Q4 | 3 | 4 | 4 | 1 | 2 | 5 | ||
| 2026Q1 | 3 | 2 | 2 | 3 | 2 | 1 | 5 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Capital Allocation | 6 | 5 | 5 | 3 | 3 | 3 |
| Margin | 3 | 3 | 3 | 3 | 4 | 2 |
| Revenue Growth | 4 | 3 | 3 | 5 | 2 | |
| Competitive Dynamics | 2 | 1 | 1 | 4 | 4 | 3 |
| Demand | 3 | 2 | 3 | 3 | 1 | 2 |
| M&A | 1 | 3 | 3 | 3 | 2 | 1 |
| Innovation & R&D | 1 | 1 | 5 | 5 | ||
| Macroeconomic | 2 | 5 | 1 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CBRE CBRE Group | 10 | +18.1% | |
| CSGP CoStar Group | 10 | +22.5% |