CBRE Sees Q4 Revenue at $11.66B, Adjusted EPS of $2.68

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CBRE reported Q3 revenue of $10.26 billion, up 13.5% year-on-year and surpassing consensus forecasts by 2.1%. Analysts forecast Q4 revenue growth of 12.1% to $11.66 billion with adjusted EPS of $2.68, following a two-year streak of average top-line beats of 2.4%.

1. Q3 Performance

CBRE delivered Q3 revenue of $10.26 billion, a 13.5% year-over-year increase, surpassing consensus forecasts by 2.1% and exceeding adjusted operating income and EPS estimates.

2. Q4 Expectations

Analysts project Q4 revenue growth of 12.1% to $11.66 billion and adjusted EPS of $2.68, representing a slowdown from the 16.3% increase reported in the same quarter last year.

3. Estimate Accuracy

Over the past two years, CBRE has missed revenue estimates only once and has averaged top-line beats of 2.4%, with analysts largely maintaining estimates over the past month.

4. Peer Comparison and Momentum

Zillow’s Q4 revenue rose 18.1% and Forestar’s grew 9%, while CBRE shares have gained 2.7% in the last month versus a 1.6% segment decline; the shares carry a $185.33 average analyst target.

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