Core Insights - The performance of CBRE Group's international operations is critical for understanding its financial resilience and growth potential [1][2][3] Revenue Performance - CBRE's total revenue for the quarter reached $11.63 billion, reflecting an 11.8% increase from the same quarter last year [4] - Revenue from the United Kingdom was $1.64 billion, accounting for 14.1% of total revenue, surpassing analyst expectations of $1.6 billion [5] - Revenue from all other countries contributed $3.57 billion, representing 30.7% of total revenue, exceeding the consensus estimate of $3.35 billion [6] Future Projections - Analysts project CBRE's total revenue for the current fiscal quarter to be $9.97 billion, indicating an 11.9% increase year-over-year [7] - For the full year, total revenue is expected to reach $44.55 billion, a 9.9% increase from the previous year, with the UK and other countries contributing 13.4% and 27.9% respectively [8] Conclusion - The reliance on global markets presents both opportunities and challenges for CBRE, making the analysis of international revenue trends essential for forecasting future performance [9][10]

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for CBRE Group, with a focus on how actual results compare to estimates impacting stock price [1][2] Earnings Expectations - CBRE is expected to report quarterly earnings of $2.66 per share, reflecting a +14.7% change year-over-year [3] - Revenues are projected to reach $11.51 billion, which is a 10.7% increase from the previous year [3] Estimate Revisions - The consensus EPS estimate has been revised 0.39% higher in the last 30 days, indicating a reassessment by analysts [4] - A negative Earnings ESP of -0.19% suggests analysts have become bearish on CBRE's earnings prospects [12] Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive reading is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank of 1, 2, or 3 [10] - CBRE currently holds a Zacks Rank of 3, making it challenging to predict an earnings beat [12] Historical Performance - In the last reported quarter, CBRE exceeded earnings expectations by +9.52%, with a surprise history of beating consensus EPS estimates in the last four quarters [13][14] Conclusion - While CBRE does not appear to be a compelling earnings-beat candidate, investors should consider other factors before making investment decisions [17]

Core Insights - Cardinal Capital Management, Inc. sold 44,619 shares of Brookfield Corporation for an estimated transaction value of $2.92 million during the third quarter of 2025, reducing its position in Brookfield to 4.3% of its assets under management [1][2][3] Company Overview - Brookfield Corporation reported a total revenue of $77.5 billion and a net income of $2.9 billion for the trailing twelve months (TTM) [4] - The company has a dividend yield of 0.51% and was priced at $68.09 as of October 6, 2025 [4] - Brookfield specializes in alternative asset management and real estate investment management, focusing on sectors such as real estate, renewable power, infrastructure, private equity, and venture capital [5] Investment Position - After the recent sale, Brookfield remains one of Cardinal Capital's top five holdings, valued at $148.58 million, indicating continued positive sentiment towards the company [3][7] - The top holdings of Cardinal Capital as of September 30, 2025, include GIL ($156.46 million), SU ($152.47 million), MFC ($149.40 million), BN ($148.58 million), and CM ($146.45 million) [3] Market Performance - As of October 6, 2025, Brookfield shares have increased by 29% over the past 12 months, outperforming the S&P 500 by 11 percentage points [3]