CBRE Group (CBRE)
NYSEReal EstateReal Estate - ServicesSnapshot 2026-09-04
$147.85-0.60%
Close 2026-09-04 · 1-day change
NYSEReal EstateReal Estate - ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · CBRE
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within real estate on a research-validated quality screen. As of 2026-09-04.
The screen ranks CBRE against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Real Estate names rated neutral grew net income 51% of the time over the next year (vs 56% for the rest of the cohort, n=3706).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue to grow core earnings per share through revenue growth and operational leverage across business segments.
Stated as a priority in 5 of last 5 quarters. Revenue grew from $8.9 billion in 2025-Q1 to $11.2 billion in 2026-Q2, while Core EPS increased by 30% in 2026-Q2 compared to prior year. Management consistently emphasized core EPS growth and the trajectory is delivering with strong revenue and earnings expansion.
“Core EPS up 30% on a 16% revenue increase”
“Core EPS up 81% to $1.61; Revenue up 19%”
“2025 Core EPS of $6.25 to $6.35, up more than 24% for the year”
“Core EPS up 34% to $1.61; Revenue up 14%”
“Core EPS up 30% and revenue growth noted”
Grow EBITDA contribution from digital and power infrastructure services businesses as a key growth area.
Stated in 3 of last 5 quarters. Management highlighted strong growth in critical infrastructure services revenue, up 68% in 2026-Q2, supported by the acquisition of Pearce Services in 2025-Q4. The company expects over $350 million Core EBITDA from these businesses in 2026. The trajectory shows delivering growth in this strategic area.
“Revenue from critical infrastructure services increased 68%, driven by data center solutions and Pearce Services.”
Manage capital allocation through debt issuance to support growth and liquidity needs.
Stated in 2 of last 5 quarters. Management completed a $750 million senior notes issuance in 2026-Q2 following an underwriting agreement in 2026-Q1. This supports capital allocation strategy and liquidity management. The trajectory shows active capital markets engagement consistent with stated priorities.
“Completed offering of $750 million 5.250% Senior Notes due 2036.”
Aim to generate significant Core EBITDA from digital and power infrastructure services.
Over the trailing year it converted -0.93x of net income into operating cash flow. Historically, Real Estate names rated fragile grew net income 30% of the time over the next year (vs 59% for the rest of the cohort, n=2211).
Most sensitive to the broad stock market and real (inflation-adjusted) rates.
Not enough signal to read sensitivity to long-term interest rates, the US dollar, Fed net liquidity (low R² over the window).
27 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Real Estate names rated volatile grew net income 54% of the time over the next year (vs 51% for the rest of the cohort, n=658).
Not investment advice. As of 2026-09-04.
“Critical infrastructure services revenue increased 71%, including Data Center Solutions and Pearce Services.”
“Acquired Pearce Services, a leading provider for digital and power infrastructure services.”
“Entered underwriting agreement for $750 million aggregate principal amount of Senior Notes.”