Jones Lang LaSalle (JLL)
NYSEReal EstateReal Estate - ServicesSnapshot 2026-09-04
$362.36+0.02%
Close 2026-09-04 · 1-day change
NYSEReal EstateReal Estate - ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · JLL
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 JLL 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 2 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.
Met or beat guidance 100% of the last 1 guided quarters · 3.0% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue executing the Accelerate 2030 strategy focusing on data & AI advantage, platform excellence, client relationships, and core leadership acceleration.
Stated as a priority in 3 quarters including 2026-Q1 and 2026-Q2. Revenue grew 11% from $6.25B in 2025-Q2 to $6.93B in 2026-Q2, and adjusted diluted EPS increased 59% year-over-year in 2026-Q2. Management consistently emphasizes the Accelerate 2030 strategy as the framework for sustainable growth and expanding returns, indicating delivery on this priority.
“Accelerate 2030 strategy underpinned by a decade of progress and strong results”
“CEO: 'Our Accelerate 2030 strategy positions JLL for long-term sustainable growth and expanding returns as we build on our data and AI advantage and scale our core services.'”
Achieve record and growing diluted and adjusted diluted earnings per share through revenue growth, margin expansion, and platform leverage.
Stated as a priority in at least 4 quarters including 2025-Q4 through 2026-Q2. Diluted EPS nearly doubled from $2.32 in 2025-Q2 to $4.59 in 2026-Q2, with adjusted diluted EPS rising 59% over the same period. Management has consistently highlighted record EPS achievements and upward revisions to EPS guidance, demonstrating delivery on this priority.
“Record second-quarter diluted EPS of $4.59, up 100% versus prior-year quarter”
Maintain disciplined capital allocation with significant share repurchase programs and strong free cash flow generation.
Stated as a priority in 3 quarters including 2025-Q4 through 2026-Q2. The company completed a $200 million ASR in 2026-Q2 and total share repurchases reached $410 million in the first half of 2026. Free cash flow improved 52% year-over-year to $438 million in 2026-Q2, supporting disciplined capital allocation and demonstrating delivery on this priority.
“Completed $200 million Accelerated Share Repurchase program in Q2 2026”
Grow Advisory revenues including Leasing and Capital Markets, and Resilient revenues such as Workplace and Project Management.
Stated as a priority in 3 quarters including 2025-Q4 through 2026-Q2. Leasing Advisory revenue increased 24% year-over-year to $836.9 million in 2026-Q2, and Capital Markets Services revenue grew 19% to $620.2 million. Management highlights broad-based growth across Advisory and Resilient segments, indicating delivery on this priority.
“Leasing Advisory revenues up 24% in local currency; Capital Markets Services up 19% in local currency”
Focus on disciplined strategy execution and capital allocation to enhance shareholder value.
Over the trailing year it converted -3.23x 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.
Not enough signal to read sensitivity to real (inflation-adjusted) rates, long-term interest rates, the US dollar, Fed net liquidity (low R² over the window).
2 material management or governance events in the past 24 months, led by executive changes. Historically, Real Estate names rated stable grew net income 43% of the time over the next year (vs 55% for the rest of the cohort, n=685).
Not investment advice. As of 2026-09-04.
“Record first-quarter diluted EPS of $3.33, up 207% versus prior-year quarter”
“Fourth-quarter diluted EPS was $8.34, up 66% versus prior-year quarter”
“Diluted EPS was $4.61 in 2025-Q3”
“Share repurchases were $300 million in Q1 2026, including $200 million ASR launched in March”
“Share repurchases were $80.3 million in Q4 2025, bringing full-year repurchases to $211.5 million”
“Advisory revenues grew 17% led by Leasing Advisory up 16% and Capital Markets Services up 21%”
“Transactional revenues grew 15%, led by Investment Sales, Debt/Equity Advisory and Leasing up 17%”