JLL Earnings

JLL reported its earnings on 2026-02-18, showcasing a revenue of 7.61B against an estimate of 7.33B, resulting in a 3.8% surprise. The EPS was 8.71, surpassing the expected 7.25 by 20.14%. The stock experienced a 9.62% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following JLL's earnings announcement on 2026-02-18, the stock price moved by 9.62% on the day of the release. Over the subsequent five days, it saw a 0% change. Historically, JLL's stock price tends to shift by an average of -0.87% in the 10 days leading up to earnings and 2.28% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate JLL's annual revenue to reach 7.45B, while the EPS is projected at 7.29. These estimates reflect recent revisions, with revenue estimates revised downward by -0.14% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between JLL's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised downward by -0.14%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, JLL's stock price typically moves by -0.87% in the 10 days before its earnings and 2.28% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 7.29 and revenue of 7.45B.

The earnings call reveals a stable yet cautious outlook. Positive elements include a strong liquidity position and confidence in achieving guidance for core FFO, supported by stable operational outcomes. However, concerns arise from tight acquisition markets and management's reluctance to provide specific guidance on noncore commercial dispositions. The Q&A section highlights management's confidence but also points to some uncertainties and lack of clarity in responses. Overall, the sentiment is balanced, with no strong positive or negative factors dominating, leading to a neutral prediction for the stock price.