Colliers International Group Inc. reported its fourth‑quarter 2025 results on February 13, 2026, posting consolidated revenue of $1.61 billion and an adjusted earnings per share of $2.34.
Revenue rose 7% year‑over‑year from $1.50 billion in Q4 2024, driven by strong performance in the Real Estate Services and Engineering segments. The company’s recent acquisitions in Canada, the United States, and Australia added to the top line, allowing it to slightly beat consensus revenue estimates of $1.60 billion to $1.61 billion.
Adjusted EPS of $2.34 fell short of the consensus estimate of $2.39 by $0.05, a 2.1% miss. Compared with Q3 2025, when EPS was $1.64, the growth is modest, and the miss signals margin pressure and potential cost inflation.
Management reaffirmed its guidance for mid‑teens growth in 2026, emphasizing the strength of recurring revenue streams and continued cost discipline. No change to full‑year guidance was announced, but the company highlighted its focus on maintaining profitability while pursuing strategic acquisitions.
Investors focused on the EPS miss as a key concern for profitability, even as revenue beat expectations. Analysts noted that margin compression and the need for ongoing cost control were central to the market’s reaction.
The results suggest a deceleration in revenue growth—from a 23% year‑over‑year increase in Q3 to 7% in Q4—and an EPS miss that underscores potential headwinds. Management highlighted the role of Engineering acquisitions and recurring revenue as growth drivers, but the EPS miss points to the importance of managing costs and protecting margins in the coming quarters.
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