CBCBREEarnings Analysis财报电话会Source pending来源待核by InvestLog AIInvestLog AI 整理
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CBRE earnings call: We are maintaining our previously stated 2026 core EPS guidance in the range of $7.80 to $7.90, reflecting 23% growth at the midpoint.CBRE Group, Inc. (CBRE) 电话会：我们维持此前公布的2026年核心每股收益指引区间为7.80美元至7.90美元，按中点计算增长率为23%。
Management remarks
Call period: 2026 Q3 · 2026-10-22
Guidance: Emma Giamartino: We are maintaining our previously stated 2026 core EPS guidance in the range of $7.80 to $7.90, reflecting 23% growth at the midpoint.
Demand and orders: Emma Giamartino: The drivers were strong hyperscaler demand for our data center services solutions as well as contributions from last November's Pearce acquisition.
Analyst Q&A
Analyst Anthony Paolone asked: My first question is with regards to the path to 2027 growth. What do you think most likely gets you there now in comparison to maybe what you thought the components were a few months ago? Management Emma Giamartino answered: Of course, we're seeing pressure on our real estate capital markets business, but that is being offset in a big way by outsized growth in our resilient businesses, notably infrastructure services and data centers. And I want to reiterate a number that we put in our press release around Onnec. Next year in 2027, we're expecting our critical infrastructure services revenue to reach $4.5 billion and our infrastructure revenue to reach $7 billion. So there's a tremendous amount of growth there.
