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CBRE Group Stock Rises on Q2 Earnings Beat, 2025 EPS Outlook Raised

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Key Takeaways

  • Boosting shares over 8%, CBRE's Q2 core EPS jumped 46.9% to $1.19, topping estimates.
  • Global leasing and property sales revenues rose double digits across major regions.
  • 2025 EPS outlook raised to $6.10-$6.20, above prior guidance range of $5.80-$6.10.

CBRE Group Inc. (CBRE - Free Report) reported second-quarter 2025 core earnings per share (EPS) of $1.19, ahead of the Zacks Consensus Estimate of $1.05. The reported figure also increased 46.9% year over year.

Reflecting positive sentiments, shares of CBRE were up more than 8% so far today. Results reflect year-over-year revenue growth across most of its business segments except the Real Estate Investments segment. CBRE’s resilient businesses generated net revenue growth of 17%, surpassing the 15% increase in its transactional businesses.

Quarterly revenues increased 16.2% year over year to $9.75 billion. The metric outpaced the Zacks Consensus Estimate of $9.37 billion.

Adjusted net revenues increased 14% (12.9% in local currency) year over year to $5.67 billion. Core EBITDA rose 30.3% (28.9% in local currency) to $658 million.

CBRE’s Quarter in Detail

CBRE Group’s Advisory Services segment reported a year-over-year revenue increase of 14.4% (13.8% in local currency) to $2 billion.

Global leasing revenue rose 14% (13% in local currency), driven by double-digit leasing revenues growth in the United States, Asia Pacific (APAC) and Europe, the Middle East & Africa (EMEA) regions.

Global property sales revenues grew 20% (19% in local currency) year over year, with the United States, APAC and EMEA registering 25%, 24% and 19% growth, respectively. Moreover, mortgage origination revenues rose 44% (same in local currency) due to strong lending by government agencies, as well as debt funds and CMBS lenders.

The Building Operations & Experience segment registered a year-over-year increase of 18.7% (17.5% in local currency) in revenues to $5.76 billion.

Facilities management revenues rose 17% (16% in local currency), with strong growth across Enterprise and Local businesses. Property management revenues increased 30% (same in local currency), led by the contributions from Industrious, which was acquired in January 2025.

Project Management segment revenues grew 14.3% (12.9% in local currency) to $1.79 billion year over year, led by mid-teens revenue growth from Turner & Townsend’s legacy business and low-double digit revenue growth from the CBRE Project Management legacy business.

However, the Real Estate Investments segment experienced a decrease of 7.3% (9.1% local currency) in revenues to $215 million.

At the end of the second quarter of 2025, assets under management increased $6.2 billion from the first quarter of 2025 to $155.3 billion due to favorable foreign currency movement.

Balance Sheet Position for CBRE

CBRE Group exited the second quarter of 2025 with cash and cash equivalents of $1.40 billion, up from $1.38 billion as of Mar 31, 2025.

As of June 30, 2025, the total liquidity increased to $4.7 billion from $3.5 billion reported in the first quarter of 2025, due to new financing activity completed in the second quarter of 2025. The total liquidity comprised $1.4 billion in cash in addition to the ability to borrow a total of approximately $3.3 billion under its revolving credit facilities and commercial paper program.

The company’s net leverage ratio was 1.47X as of the same date, significantly less than CBRE’s primary debt covenant of 4.25X.

Since year-end 2024, the company repurchased approximately 5.2 million shares for $663 million. As of June 30, 2025, it had $5.2 billion of stock-repurchase capacity remaining under its authorized stock repurchase program.

Outlook

For 2025, CBRE increased its core EPS guidance in the range of $6.10-$6.20 compared to $5.80-$6.10 in the prior guidance. The Zacks Consensus Estimate for the same is currently pegged at $5.94, which is below the guided range.

Currently, CBRE Group carries a Zacks Rank #3 (Hold).

 

CBRE Group, Inc. Price, Consensus and EPS Surprise

CBRE Group, Inc. Price, Consensus and EPS Surprise

CBRE Group, Inc. price-consensus-eps-surprise-chart | CBRE Group, Inc. Quote

 

Upcoming Releases

It’s time to look forward to two stocks from the real estate operation industry, Newmark Group (NMRK - Free Report) and Jones Lang LaSalle (JLL - Free Report) . Newmark and Jones Lang are slated to report quarterly numbers on July 30 and Aug. 6, respectively.

The Zacks Consensus Estimate for Newmark’s second-quarter 2025 EPS is pegged at 26 cents, which implies an 18.2% increase year over year. NMRK currently carries a Zacks Rank of 2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The Zacks Consensus Estimate for Jones Lang LaSalle’s second-quarter 2025 EPS stands at $3.20, which suggests an increase of 25.5% on a year-over-year basis. JLL currently carries a Zacks Rank of 3.


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