CBRE Earnings Prediction
The chart below shows how CBRE performed 10 days before and after its earnings report, based on data from the past quarters. Typically, CBRE sees a -2.99% change in stock price 10 days leading up to the earnings, and a +1.60% change 10 days following the report. On the earnings day itself, the stock moves by +2.82%. This data can give you a slight idea of what to expect for the next quarter's release.
CBRE Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
10.40B
16.25%
15.14%
Gross Margin
18.95%
-0.26%
5.87%
Operating Margin
7.49%
35.44%
36.18%
Net Margin
4.82%
-12.84%
77.86%
EPS
1.58
1.94%
116.44%
No Data Available
CBRE Earnings Analysis
CBRE Group Inc Corporation (CBRE.N) Earnings Conference Call
Positive
Record Core Earnings: Q4 of 2024 was CBRE's best quarter ever for core earnings and free cash flow, with broad strength across the business.
Net Revenue Growth: Resilient businesses grew net revenue by 16% in Q4 and 14% for the year, contributing nearly 60% of total SOP for the year.
Leasing Revenue Surge: Globally, leasing revenue grew 15%, with U.S. office leasing delivering a remarkable 28% revenue growth.
Property Sales Revenue Surge: Global property sales revenue growth accelerated to 35%, with strong performance across all asset classes.
Free Cash Flow Surge: Free cash flow exceeded expectations, increasing to more than $1.5 billion for the year, with free cash flow conversion reaching almost 100%.
Negative
Capital Markets Activity Decline: Transaction activity in capital markets remains significantly below historical levels, with current activity at only 40% of 2021 levels and not yet back to 2019 levels, indicating a muted recovery.
Flat Operating Profit Outlook: The investment management segment's operating profit is expected to be flat in 2025 compared to 2024, primarily due to the absence of a large incentive fee that boosted profits in the previous year.
Industrial Leasing Challenges: Despite a strong performance in leasing, the industrial leasing segment showed flat revenue growth in Q4, suggesting ongoing challenges in this area.
Currency Translation Headwind Impact: The company anticipates a currency translation headwind of 1% to 2% in its consolidated outlook for 2025, which could negatively impact overall earnings growth.
Restructuring and Integration Costs: The restructuring costs from the GWS segment, which were significant in 2024, are expected to largely disappear in 2025, but ongoing M&A integration costs will continue to affect financials.
CBRE FAQs
How does CBRE typically perform around its earnings report dates?
Is CBRE Group Inc (CBRE) Q4 2024 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
CBRE Earning Call Sentiment
Earnings call transcript: CBRE Q4 2024 beats forecasts, stock dips
CBRE.N
-4.33%Positive
The earnings call highlights strong financial performance, including record core earnings and free cash flow, along with positive guidance for 2025. The company is actively repurchasing shares, indicating confidence in undervaluation. Despite some concerns about integration risks and market volatility, the overall sentiment is positive, supported by significant growth in resilient businesses and strategic investments. The Q&A section reveals cautious optimism, with management addressing concerns and providing growth expectations. The positive aspects outweigh potential risks, suggesting a likely stock price increase in the short term.
