Jones Lang Lasalle Inc. (JLL)
NYSE:JLL
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Earnings Data
Report Date
Aug 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
4.47Last Year’s EPS
3.3Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong top- and bottom-line momentum driven by advisory and capital markets outperformance, healthy leasing demand, increased AI/data adoption, disciplined capital returns and improved leverage. Notable near-term challenges include Property Management contract churn (particularly in APAC), discretionary technology spend pullbacks, working capital and CapEx timing pressures on free cash flow, commission-tier impacts on leasing margins, and macro/geopolitical uncertainty (Middle East) that could affect the back half. Overall, the positives — broad-based organic growth, margin expansion, robust Capital Markets performance, and balance sheet flexibility — substantially outweigh the headwinds.Company Guidance
Revenue Growth
Total revenue increased 11% year-over-year (includes ~200 bps foreign currency benefit) and was almost entirely organic, driven by advisory and resilient businesses.
Strong Profitability Expansion
Adjusted EBITDA grew 24% and adjusted EPS increased 56% year-over-year, reflecting operating leverage from revenue growth and disciplined cost management.
Capital Markets Outperformance
Investment sales revenue grew 27%, debt advisory revenue increased 30% and equity advisory revenue rose 75%; 2-year stacked growth of 42% (investment sales) and 81% (debt advisory) signaling strong momentum.
Leasing Momentum
Global Leasing Advisory delivered robust demand with office and industrial strength; leasing revenue on a 2-year stacked basis was up 29%, and full-year target is high single-digit growth.
Resilient & Project Management Growth
Resilient revenues collectively grew high single digits; Project Management delivered double-digit revenue growth, aided by higher U.S. volumes and new data center wins.
Balance Sheet Strength & Capital Return
Net leverage improved to 1.0x; the company repurchased $300 million of shares in Q1 (including a $200 million ASR), reduced share count nearly 2% and expanded repurchase authorization to $3.0 billion (275% increase).
AI and Data Adoption
High adoption of AI/data capabilities: ~75% adoption across core enablement products, ~25,000 employees using enterprise AI apps daily (60% YoY increase), driving productivity and competitive differentiation.
Strategic Investment in LaSalle
Committed EUR 100 million to the LaSalle Encore+ fund and launched a decarbonization fund (initial target size $300 million) to pursue retrofit and high-efficiency building opportunities, reflecting strategic AUM growth and cross-platform synergies.
Full-Year Financial Targets
Management targets adjusted EPS of $21.80 to $23.50 for 2026 (~20% growth at midpoint), leasing high single-digit revenue growth, Capital Markets low double-digit top-line growth, and free cash flow conversion target consistent with long-term >80% objective.
JLL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
JLL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $338.66 | $318.13 | -6.06% |
Feb 18, 2026 | $286.83 | $314.42 | +9.62% |
Nov 05, 2025 | $299.04 | $287.62 | -3.82% |
Aug 06, 2025 | $273.02 | $275.24 | +0.81% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Jones Lang Lasalle Inc. (JLL) report earnings?
Jones Lang Lasalle Inc. (JLL) is schdueled to report earning on Aug 12, 2026, Before Open (Confirmed).
What is Jones Lang Lasalle Inc. (JLL) earnings time?
Jones Lang Lasalle Inc. (JLL) earnings time is at Aug 12, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is JLL EPS forecast?
JLL EPS forecast for the fiscal quarter 2026 (Q2) is 4.47.