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Unlocking CBRE (CBRE) International Revenues: Trends, Surprises, and Prospects
CBRECBRE(US:CBRE) ZACKSยท2025-08-04 14:17

Core Insights - CBRE Group's international operations are crucial for understanding its financial strength and growth potential, with a total revenue of $9.75 billion for the quarter ending June 2025, reflecting a 16.2% year-over-year increase [4]. Revenue Breakdown - Revenue from "All other countries" reached $2.84 billion, accounting for 29.1% of total revenue, surpassing the consensus estimate of $2.7 billion by 5.23%. This segment contributed $2.51 billion (28.1%) in the previous quarter and $2.53 billion (30.1%) in the same quarter last year [5]. - The United Kingdom generated $1.39 billion, representing 14.2% of total revenue, exceeding the projected $1.29 billion by 7.32%. In comparison, it contributed $1.23 billion (13.9%) in the previous quarter and $1.2 billion (14.2%) in the year-ago quarter [6]. Future Revenue Forecasts - Analysts project total revenue of $9.97 billion for the current fiscal quarter, indicating a 10.3% increase from the previous year. Contributions from "All other countries" and the United Kingdom are expected to be 28.6% ($2.85 billion) and 13.7% ($1.36 billion), respectively [7]. - For the entire year, total revenue is forecasted at $39.73 billion, an 11.1% improvement from the previous year, with "All other countries" contributing 28.6% ($11.35 billion) and the United Kingdom 13.8% ($5.46 billion) [8]. Market Context - The reliance on international markets presents both opportunities and risks for CBRE, making it essential to monitor international revenue trends for forecasting the company's prospects [9]. - In the context of increasing global interdependencies and geopolitical disputes, analysts are closely tracking these trends to refine earnings predictions [10]. Stock Performance - Over the past month, CBRE's stock has increased by 7.5%, outperforming the S&P 500's 0.6% rise, and has gained 21.6% over the past three months compared to the S&P 500's 11.7% increase [14].