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12:30
Jul 29 ◎

CBRE FY2026 Q2 Watch

CBRE Group Inc (CBRE) FY2026 Q2 Earnings Call

CBRE ▾

Bob Sulentic

Management raised full-year 2026 core EPS guidance and provided an explicit outlook for at least 15% growth in 2027, signaling continued confidence in the durable growth of resilient businesses like data center infrastructure services and project management.

"We now expect to earn in the range of $7.80 to $7.90, equating to 23% growth at the midpoint."

CBRE WATCH

HIGH

12:30
Apr 23 ◎

CBRE FY2026 Q1 Watch

CBRE Group Inc (CBRE) FY2026 Q1 Earnings Call

CBRE VRT ETN GEV PLD ▾

Bob Selentik

Guidance was raised on strong Q1 outperformance, sustained momentum in infrastructure services, and stronger-than-expected pipelines across advisory and BOE segments.

"Considering this, we are upgrading our EPS expectations to a range of $7.60 to $7.80 for the year, which would result in more than 20% growth at the midpoint of the range."

CBRE WATCH

Emma Giammartino

Data center leasing revenue more than tripled YoY, underscoring the acceleration in physical data center supply chain activity. — Signals continued robust hyperscaler capex on physical data center infrastructure, benefiting electrical and cooling equipment suppliers.

"data center leasing revenue more than tripled from last year's first quarter"

VRT WATCH ETN WATCH GEV WATCH

Emma Giammartino

First-generation big-box industrial leasing is surging as occupiers act ahead of tightening supply, signaling a supply-constrained market. — Indicates strength for industrial REITs with first-gen box inventory and potential pricing power on renewals.

"Industrial leasing grew 24% in the U.S. as occupiers continued to act ahead of tightening supply for first-generation big box facilities."

PLD WATCH FR WATCH RHP WATCH

Bob Selentik

CBRE's training partnership with Meta signals a deep, expanding relationship that provides recurring services revenue and highlights Meta's continued aggressive data center build-out.

"We're building a capability there in multiple cities around the U.S. to recruit, train, and place technical people to support Meta's data center initiative"

META WATCH

HIGH

13:30
Feb 12 ◎

CBRE FY2025 Q4 Watch

CBRE Group Inc (CBRE) FY2025 Q4 Earnings Call

PLD DELL SMCI CBRE ▾

Emma Giammartino

Demand for big-box logistics facilities, a key CBRE segment, is accelerating with 3PLs expanding and large occupiers upgrading space ahead of lease expirations. — Indicates strength in industrial real estate demand, a positive indicator for major industrial REITs like Prologis.

"Demand for big box logistics facilities, a market segment where CBRE has a deep presence, accelerated meaningfully, while 3PLs continued to exhibit a strong appetite for space."

PLD WATCH

Bob Selentik

CBRE's data center solutions business is expected to reach $2 billion in revenue by 2026, growing at 20% per year, and the company is struggling to find talent to keep up with demand. — Sustained high growth in data center construction signals continued strong demand for the physical infrastructure and servers that go into them, benefiting hardware vendors.

"We are having trouble keeping up. And others that do what we do are having trouble keeping up. And based just on the duration of the work that's out there today, that's going to go on for a few years."

DELL WATCH SMCI WATCH

Bob Selentik

Management is confident in sustained strong growth, driven by secular tailwinds in data centers and continued recovery in transactional businesses. They are investing for growth while guiding to strong double-digit EPS growth.

"We expect another good year in 2026 with core EPS in the range of $7.30 to $7.60, reflecting 17% growth at the midpoint of the range. This will be driven by healthy growth in both our resilient and transactional businesses."

CBRE WATCH

HIGH

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