Loading
Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“The big news is that the small floor leasing market this quarter was made by CBRE who took multiple small floors at Lever House earlier this month at rents that position our offering at 510 Madison as a great value in the market.”
CBRE's leasing of multiple small floors at nearby Lever House sets a market rent benchmark that BXP says favorably positions its own 510 Madison availability as a comparative value.
“CBRE comes to mind. Already signed up a deal with CBRE in that space.”
Zimmer Biomet cites a signed partnership with CBRE supporting its push into the ambulatory surgical center (ASC) space.
“An example is the Pearce Services acquisition in November, which expanded our technical services capabilities in the digital infrastructure market.”
CBRE acquired Pearce Services in November to expand its technical services capabilities in the digital infrastructure and data center market.
“We have a data center services business that includes an M&A deal we did called Direct Line which provides some additional technical services that go beyond what we had done historically. Very good quarter for that business. That acquisition is meaningfully outperforming underwriting.”
Direct Line is a data-center technical-services acquisition that is meaningfully outperforming CBRE's underwriting expectations.
“with strength across facilities management, property management and contributions from Industrious which we acquired at the beginning of this year.”
Industrious (flexible workspace provider) was acquired by CBRE and closed mid-January, contributing to BOE segment growth for most of Q1 and performing as expected.
“Within this business, we fortified our technical services capabilities with last year’s acquisition of Direct Line Global, which serves a large base of hyperscale clients.”
CBRE's prior-year acquisition of Direct Line Global strengthened its facilities-management technical services capability and hyperscale data-center client base, supporting the segment's push into data center facilities management.
“First, we acquired Industrious, the premium flex workplace provider. This advances our ability to meet office occupier and landlord demand for flexibility and an elevated experience.”
CBRE's acquisition of flex-workplace provider Industrious became the catalyst for consolidating all building management businesses into the new Building Operations & Experience segment, with Industrious' CEO Jamie Hodari leading it.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Ron Kamdem | Morgan Stanley | 12 (0%) |
| Tony Paolone | JPMorgan | 12 (0%) |
| Julien Blouin | Goldman Sachs | 12 (0%) |
| Jade Rahmani | KBW | 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%) |
| Manus Ebbecke | Evercore ISI | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage 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 record Q4 revenue and core EPS with double-digit growth, though GAAP earnings were reduced by $279 million in one-time UK charges including a pension plan buyout and fire safety remediation. Core EBITDA rose 19% and core EPS increased 18% for the quarter. The company introduced FY2026 core EPS guidance of $7.30-$7.60 reflecting 17% growth, and Data Center Solutions was reaching a $2 billion revenue run rate.
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% |