CBRE Group (CBRE)
NYSEReal EstateReal Estate - ServicesSnapshot 2026-11-04
$136.35-3.37%
Close 2026-11-05 · 1-day change
NYSEReal EstateReal Estate - ServicesSnapshot 2026-11-04
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 2026-11-04.
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=3680).
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.
Strategically, we continued to advance both our Critical Infrastructure Services business line as well as the broader infrastructure services work we perform across the company.”
Stated in 3 of 5 supplied quarters. Management reported: “• Revenue from critical infrastructure services surged 80% (same local currency), driven by continued strong growth in data center services solutions and contributions from Pearce Services, acquired in November 2025.” “Notably, our work related to infrastructure assets, consisting of the services we perform for data centers as well as power, telecom and transportation assets, among others, has become a source of significant profits and growth spanning all four business segments,” Mr. Sulentic added.”
“Strategically, we continued to advance both our Critical Infrastructure Services business line as well as the broader infrastructure services work we perform across the company.””
“Notably, our work related to infrastructure assets, consisting of the services we perform for data centers as well as power, telecom and transportation assets, among others, has become a source of si…”
““We are taking advantage of this circumstance to streamline our operations, while investing to ensure this growth continues further into the future.””
Key Highlights: • GAAP EPS up 26% to $1.52 and Core EPS up 28% to $2.05 • Revenue up 13% to $11.5 billion • Infrastructure services revenue up 50% to $4.5 billion on a trailing 12-month basis • Cash…
Stated in 5 of 5 supplied quarters. Management reported: “Key Highlights: • GAAP EPS up 26% to $1.52 and Core EPS up 28% to $2.05 • Revenue up 13% to $11.5 billion • Infrastructure services revenue up 50% to $4.5 billion on a trailing 12-month basis • Cash flow from operations of $1.4 billion and free cash flow of $1.8 billion, both on a trailing 12-month basis “CBRE produced another quarter of strong financial results and continued to make strategic gains in targeted areas of our business,” said Bob Sulentic, CBRE’s chair and chief executive officer.” ““Resources and investments are being productively directed into areas that drive current growth and position us for long-term growth.””
• Stock Repurchase Program – Year-to-date, the company repurchased nearly $1.0 billion worth of shares.
Stated in 2 of 5 supplied quarters. Management reported: “• Stock Repurchase Program – Year-to-date, the company repurchased nearly $1.0 billion worth of shares.” “Capital Allocation Overview • Free Cash Flow – Free cash flow totaled nearly $1.7 billion for the 12 months ended June 30, 2026.”
“• Stock Repurchase Program – Year-to-date, the company repurchased nearly $1.0 billion worth of shares.”
“Resources and investments are being productively directed into areas that drive current growth and position us for long-term growth.”
Stated in 2 of 5 supplied quarters. Management reported: ““We are taking advantage of this circumstance to streamline our operations, while investing to ensure this growth continues further into the future.”” ““Resources and investments are being productively directed into areas that drive current growth and position us for long-term growth.””
““Resources and investments are being productively directed into areas that drive current growth and position us for long-term growth.””
Expand critical infrastructure services across data centers and power infrastructure through organic growth, acquisitions and broader global capabilities.
Over the trailing year it converted -0.93x of net income into operating cash flow. Historically, Real Estate names rated fragile grew net income 31% of the time over the next year (vs 60% for the rest of the cohort, n=2193).
Most sensitive to the broad stock market and real (inflation-adjusted) rates.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity (low R² over the window).
28 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Real Estate names rated volatile grew net income 55% of the time over the next year (vs 55% for the rest of the cohort, n=2851).
Not investment advice. As of 2026-11-04.
“Key Highlights: • GAAP EPS up 26% to $1.52 and Core EPS up 28% to $2.05 • Revenue up 13% to $11.5 billion • Infrastructure services revenue up 50% to $4.5 billion on a trailing 12-month basis • Cash…”
““Resources and investments are being productively directed into areas that drive current growth and position us for long-term growth.””
“Key Highlights: • GAAP EPS up 98% to $1.07 and Core EPS up 81% to $1.61 • Revenue up 19% to $10.5 billion • Resilient Businesses (1) revenue up 18% • Transactional Businesses (1) revenue up 22% • Cas…”
“Key Highlights: • Q4 GAAP EPS of $1.39 and Core EPS of $2.73 • 2025 GAAP EPS of $3.85 and Core EPS of $6.38 • Revenue up 12% to $11.6 billion for Q4 and 13% to $40.6 billion for 2025 • Resilient Busi…”
“Key Highlights: • GAAP EPS up 66% to $1.21; Core EPS up 34% to $1.61 • Revenue up 14% to $10.3 billion • Resilient Businesses (1) revenue up 14% to $8.4 billion; Transactional Businesses (1) revenue…”
“Key Highlights: • GAAP EPS up 98% to $1.07 and Core EPS up 81% to $1.61 • Revenue up 19% to $10.5 billion • Resilient Businesses (1) revenue up 18% • Transactional Businesses (1) revenue up 22% • Cas…”
““We are taking advantage of this circumstance to streamline our operations, while investing to ensure this growth continues further into the future.””