Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for CoStar Group (CSGP) is 10/10.
CoStar Group reported Q1 FY2026 revenue up approximately 23% year-over-year, with GAAP EPS turning positive at $0.23 from a prior-year loss of $0.31, demonstrating the residential profitability inflection. GAAP operating income surged over 107%, and the company raised FY2026 EBITDA guidance significantly to $780 to $820 million, a 7.1% midpoint increase, along with EPS guidance of $1.32 to $1.39. AI engagement multiplied user activity, and capital return acceleration commenced alongside global expansion progress.
Scored from CoStar Group’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $709M | +10.8% | $0.15 | -37.5% | 80.1% | 5.6% | 8.4% | $16M |
| FY2025 Q1 | $732M | +11.5% | $-0.04 | -320.1% | 79.1% | -5.8% | -2.0% | $-26M |
| FY2025 Q2 | $781M | +15.3% | $0.01 |
| -69.0% |
| 78.5% |
| -3.5% |
| 0.8% |
| $-59M |
| FY2025 Q3 | $834M | +20.4% | $-0.07 | -156.6% | 79.3% | -6.1% | -3.7% | $353M |
| FY2025 Q4 | $900M | +26.9% | $0.11 | -26.7% | 73.9% | 5.5% | 5.2% | $-151M |
| FY2026 Q1 | $897M | +22.5% | $0.01 | +119.9% | 78.1% | 0.3% | 0.3% | $98M |
| FY2026 Q2 | $925M | +18.4% | $0.14 | +858.9% | 74.8% | 8.2% | 5.9% | $12M |