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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Peter Christiansen | Citigroup | 4 (0%) |
| Stephen Sheldon | William Blair | 4 (0%) |
| Ryan Tomasello | KBW | 4 (75%) |
| George Tong | Goldman Sachs | 3 (33%) |
| Alexei Gogolev | JPMorgan | 3 (0%) |
| Jeff Meuler | Robert W. Baird | 3 (67%) |
| Curtis Nagle | Bank of America | 3 (0%) |
| John Campbell | Stephens | 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. |
|---|---|---|
| William Blair | 1 | 4 (0%) |
| Citigroup | 1 | 4 (0%) |
| KBW | 1 | 4 (75%) |
| JPMorgan | 1 |
| Bank of America | 1 | 3 (0%) |
| Robert W. Baird | 1 | 3 (67%) |
| Stephens | 2 | 3 (0%) |
| Goldman Sachs | 1 | 3 (33%) |
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.
Subscriber Growth | Pricing | Revenue Growth | Competitive Dynamics | Capex Investment | Product Launch | Capital Allocation | Regulation Policy | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 2 | 2 | 2 | 1 | 1 | 1 | 1 | |
| 2025Q1 | 2 | 1 | 1 | 2 | 1 | 1 | 2 | |
| 2025Q2 | 4 | 3 | 2 | 1 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | |
|---|---|---|---|
| Subscriber Growth | 2 | 2 | 4 |
| Pricing | 2 | 1 | 3 |
| Revenue Growth | 2 | 1 | 2 |
| Competitive Dynamics | 1 | 2 | 1 |
| Capex Investment | 1 | 1 | 1 |
| Product Launch | 1 | 1 | |
| Capital Allocation | 1 | 1 | |
| Regulation Policy | 2 |
| 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 |
What CSGP 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.
“In Q3, realtor.com averaged 5.3 visits per unique user compared to only 3.5 visits at Zillow, 2.9 visits at Redfin and 1.9 visits at Homes.com.”
News Corp cited Comscore data showing realtor.com with far higher visits per user than CoStar's Homes.com, a competitive read-through on the portal.
“now has more new home listings than Rightmove.”
CoStars OnTheMarket now carries more new-home listings than UK market leader Rightmove.
“OnTheMarket has eclipsed Zoopla”
CoStars OnTheMarket has eclipsed rival Zoopla as the UKs number two portal by inventory.
“The growth was accelerated by signing the Connells Group”
OnTheMarket signed the Connells Group, the UKs largest estate agent, as a customer.
“we significantly expanded our relationship with eXp Realty, the largest residential firm by transaction size”
CoStar expanded its Homes.com partnership with eXp Realty, letting eXp agents display coming-soon listings.
“Zillow plus Realtor plus Redfin, was down 3%”
CoStar notes Zillows expanded rental network including Redfin was down 3% year-over-year, contrasting with Apartments.com growth.
“Zillow has now seen unique visitors decline year-over-year for 15 consecutive quarters.”
CoStar contrasts Apartments.com traffic growth with rival Zillow, whose unique visitors have declined year-over-year for 15 consecutive months.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CSGP CoStar Group | 10 | +22.5% | |
| CBRE CBRE Group | 10 | +18.1% |