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
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -8.7% |
| Our one-year growth estimate | diamond | 10.3% |
Growth built into the price is above our model estimate.
The price assumes 18.9 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Model as of 2026-09-04 · Compared with 12 industry peers · Company calendar date is not available
Review the full earnings evidenceWhy it matters: A drop in net income margin could indicate rising costs or weakening demand.
Worry ifNet income margin is expected to be below 2.5% in the next quarters.
Less concerning ifNet income margin remains above 2.5% in upcoming quarters.
Why it matters: More share repurchases show strong cash flow. This shows a commitment to giving value to shareholders.
Supportive ifTotal share repurchases reach $500 million by the end of 2026.
Worry ifShare repurchases will stay below $300 million by the end of 2026.
Why it matters: Strong growth in Capital Markets Services shows high investment activity. This shows market confidence.
Supportive ifCapital Markets Services revenue growth exceeds 15% year over year in Q3.
Worry ifCapital Markets Services revenue growth falls below 10% year over year in Q3.
Why it matters: Faster share repurchases show trust in the company’s finances and help EPS growth.
Supportive ifThere is an announcement for an extra $500 million in share repurchases.
Worry ifThere are no new announcements about buying back shares or cutting planned buybacks.
Why it matters: If sector revenue growth speeds up, it may help JLL's performance and market position.
Watch forSector revenue growth is speeding up again, now above 8%.
Also watch forSector revenue growth remains below 5%.
Why it matters: Adjusted EPS growth shows how well the company makes money. High growth means good cost control and sales.
Supportive ifAdjusted EPS growth exceeds 30% year over year in Q3.
Worry ifAdjusted EPS growth falls below 20% year over year in Q3.
Why it matters: Real estate management services revenue growth is key to JLL's overall performance. It reflects client demand.
Watch forReal estate management services revenue grows more than 9% year over year in Q2.
Also watch forReal estate management services revenue growth is below 5% year over year in Q2.
Why it matters: Achieving record EPS would show strong financial performance and support growth goals.
Supportive ifQ2 EPS reported above the previous record of $X.
Worry ifQ2 EPS reported below the previous record of $X.
Why it matters: Higher EPS guidance would indicate strong expected performance and growth.
Supportive ifManagement guides for Q2 EPS above $3.50.
Worry ifManagement guides for Q2 EPS below $3.50.
Why it matters: Earnings guidance shows how JLL is doing. It also gives a view of future challenges.
Watch forEarnings release shows revenue growth or positive guidance for the upcoming quarters.
Also watch forEarnings release shows falling revenue or bad guidance.
Why it matters: If operating income stays the same or goes up, it means good cost control. This happens while revenue rises.
Supportive ifOperating income went up compared to last year in Q2 2026.
Worry ifOperating income decreases year over year in Q2 2026.
Why it matters: Strong growth in Advisory revenue shows that JLL is doing well with its Accelerate 2030 plan. It shows JLL can meet market demand.
Supportive ifAdvisory revenue growth exceeds 20% year over year in Q3.
Worry ifAdvisory revenue growth falls below 15% year over year in Q3.
Why it matters: More share repurchases show confidence in cash flow and how money is used. It shows management wants to give value back to shareholders.
Supportive ifShare repurchases exceed $200 million in Q3.
Worry ifShare repurchases fall below $100 million in Q3.
Why it matters: A higher Adjusted EBITDA margin means better profits and efficiency. It supports the idea of steady growth.
Supportive ifAdjusted EBITDA margin is over 16% in Q3.
Worry ifAdjusted EBITDA margin falls below 15% in Q3.
Why it matters: Slower growth in net income may show problems in keeping profits. It might reflect issues in the sector.
Worry ifNet income growth is below 80% year over year in Q3.
Less concerning ifNet income growth exceeds 90% year over year in Q3.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$140 on $10,000 · ±1.4% | How much price usually moves either way. |
| Bad day | $311 loss on $10,000 · 3.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,189 loss on $10,000 · 21.9% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.