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Sentiment · FY2026 Q2
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 |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $10.40B | +16.2% | $1.58 | +1.9% | 5.7% | 4.7% | $1.29B |
| FY2025 Q1 | $8.91B | +12.3% | $0.54 | +31.7% | 3.1% | 1.8% | $-610M |
| FY2025 Q2 | $9.75B | +16.2% | $0.72 | +71.4% | 3.8% | 2.2% | $-17M |
| FY2025 Q3 | $10.26B | +13.5% | $1.21 | +65.8% | 4.7% | 3.5% | $743M |
| FY2025 Q4 | $11.63B | +11.8% | $1.39 | -12.0% | 1.9% | 3.6% | $1.08B |
| FY2026 Q1 | $10.53B | +18.1% | $1.07 | +98.1% | 4.9% | 3.0% | $-906M |
| FY2026 Q2 | $11.23B | +15.1% | $0.70 | -2.8% | 3.3% | 1.8% | $0 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| 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 | 14 (0%) |
| Anthony Paolone | JPMorgan | 14 (0%) |
| Julien Blouin | Goldman Sachs | 14 (0%) |
| Jade Rahmani | KBW | 14 (0%) |
| Stephen Sheldon | William Blair | 13 (8%) |
| Steve Sakwa | Evercore ISI | 12 (0%) |
| Seth Bergey | Citigroup | 9 (0%) |
| Alex Kramm | UBS | 8 (0%) |
| Peter Abramowitz | Deutsche Bank | 5 (0%) |
| Brendan Lynch | Barclays | 4 (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 | 16 (0%) |
| JPMorgan | 1 | 14 (0%) |
| Morgan Stanley | 1 | 14 (0%) |
| KBW | 1 |
What CBRE and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“to recruit, train and place technical people to support Meta's data center initiative”
CBRE has an enduring partnership recruiting and training technical staff across multiple U.S. cities to support Meta's data center operations, a recurring critical-infrastructure services stream.
| 14 (0%) |
| Goldman Sachs | 1 | 14 (0%) |
| William Blair | 1 | 13 (8%) |
| Citigroup | 1 | 9 (0%) |
| UBS | 1 | 8 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CBRE CBRE Group | 10 | +18.1% | |
| CSGP CoStar Group | 10 | +22.5% |