| CSGP |
Report |
Revenue |
IN-LINE |
pred ~$936M vs. cons $929M |
MEDIUM |
| CSGP |
Report |
Adjusted EBITDA |
BEAT |
pred ~$184M vs. cons $172M |
MEDIUM |
| CSGP |
Report |
Adjusted EPS |
BEAT |
pred ~$0.32 vs. cons $0.29 |
MEDIUM |
| CSGP |
Guide |
Full-year 2026 adjusted EBITDA guidance |
BETTER |
guide ~$810M vs. cons $803M (FY2026) |
MEDIUM |
| CSGP |
Guide |
Third-quarter revenue guidance |
UNCHANGED |
guide ~$953M vs. cons $952M (3Q26) |
LOW |
| CSGP |
Guide |
Third-quarter adjusted EBITDA guidance |
BETTER |
guide ~$211M vs. cons $206M (3Q26) |
MEDIUM |
| CSGP |
Guide |
Homes.com/Residential adjusted EBITDA commentary |
BETTER |
guide ~$15M vs. cons $8M (3Q26) |
LOW |
| CSGP |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.0% |
— |
MEDIUM |
| CSGP |
Return |
5-day cumulative residual |
+6.5% (FOLLOW-THROUGH) |
A ~$12M EBITDA beat versus consensus and a FY2026 EBITDA guide of ~$810M versus ~$803M support upward out-period EBITDA/EPS revisions; positive Residential EBITDA and Homes.com monetization should reduce the perceived execution risk in the second-half margin bridge. |
MEDIUM |