| CBRE |
Report |
Core EPS (Q2) |
BEAT |
pred ~$1.56 vs. cons $1.49 |
HIGH |
| CBRE |
Report |
Revenue (Q2) |
BEAT |
pred ~$11.5B vs. cons $11.2B |
MEDIUM |
| CBRE |
Report |
Core EBITDA (Q2) |
BEAT |
pred ~$730M vs. cons ~$700M |
MEDIUM |
| CBRE |
Guide |
FY2026 core EPS guidance |
BETTER |
guide ~$7.75-$8.00 (mid ~$7.88) vs. cons ~$7.78 (FY2026) |
MEDIUM |
| CBRE |
Guide |
H2 Advisory/capital-markets growth commentary (tough comps) |
LOWER |
guide H2 Advisory decel to ~high-single/low-double-digit growth vs. cons ~mid-teens (H2 2026) |
MEDIUM |
| CBRE |
Guide |
Critical Infrastructure Services (BOE) growth |
BETTER |
guide >60% growth (~$2.7B) vs. cons ~55% (FY2026) |
MEDIUM |
| CBRE |
Guide |
Real Estate Investments SOP (H2/Q2, post Q1 pull-forward) |
LOWER |
guide Q2 REI SOP ~$40-60M vs. cons ~$90M (Q2 2026); FY unchanged ~$300M |
MEDIUM |
| CBRE |
Guide |
Q2 buybacks (opportunistic into sub-$130 dip) |
BETTER |
pred ~$400-600M repurchased vs. cons ~$250M (Q2 2026) |
LOW |
| CBRE |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
LOW |
| CBRE |
Return |
5-day cumulative residual |
-1.5% (FADE) |
Another sizable EPS beat plus a likely FY raise should spark an initial pop, but the stock came in hot (+18% off the June low, +5% in the final 3 sessions to $147), lifting the bar and inviting sell-the-news. The out-period math is the swing: much of any raise is 'banking' the Q2 beat, while management-flagged H2 Advisory deceleration against tough comps, a lighter REI quarter (Q1 data-center land pull-forward), and the unresolved AI-disintermediation overhang push H2 estimates down even after the print. Net: day-1 gain largely given back as revisions to out-quarters are trimmed and the AI debate re-anchors sentiment. |
LOW |