REA Group Ltd (DE:R9C)
FRANKFURT:R9C
Earnings Data
Report Date
May 07, 2026TBA (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
―Last Year’s EPS
1.42Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented solid financial results (revenue +5%, EBITDA +6%, NPAT +9%), strong audience and engagement gains, clear momentum in AI adoption and product innovation, and proactive capital returns (dividend +13% and $200m buyback). Offsetting these positives were persistent listing volume weakness (notably in smaller capitals), geo mix uncertainty that could affect yield, increased operating costs from wage inflation and tech/licensing, and continued losses in India. On balance the company showed operational strength, disciplined capital management and confidence in AI-driven product levers, while acknowledging near-term regional listing challenges and cost pressures.Company Guidance
Revenue, EBITDA and Profit Growth
Group revenue increased 5% year-on-year to $916 million; EBITDA excluding associates rose 6% to $569 million; net profit after tax grew 9% to $341 million (H1 FY26).
Shareholder Returns and Strong Balance Sheet
Interim dividend of $1.24 per share (fully franked), up 13% on prior corresponding period; announced on-market buyback of up to $200 million; closing cash balance of $478 million and operating cash flows of $373 million for the half.
Record Audience and Engagement
Record average of 12.7 million unique people visited realestate.com.au each month and 146.1 million average monthly visits; buyer inquiries surged to four-year highs; seller leads grew 38% year-on-year, indicating deeper consumer engagement.
Strong Yield and Product Penetration in Residential
Australian residential buy yield increased 14% for the half (13% controllable excluding geo mix); Premiere+ price up ~7% on average; record Premiere+ depth penetration and early traction for Luxe (penetration doubled from FY25 to H1 FY26).
AI Adoption and Product Innovation
Rapid rollout of AI capabilities: natural language search to ~50% of web visitors and conversational search trial to ~10% of web audience; ~90% of Australian employees completed foundational AI training, 85% regularly use the internal AI assistant, and 90% of global tech team use AI daily. Launched video hub, AI conversational assistant, and AI features within Ignite and realAssist.
Commercial, New Homes and Financial Services Momentum
Commercial & New Homes revenue up 10% to $121 million; realcommercial.com.au monthly audience averaged 2.9 million (up 90% YoY) and commercial Ignite monthly active users up 59% YoY; Financial Services revenue up 11% to $58 million, Mortgage Choice settlements up 14%, submissions up 24%, and PropTrack revenue up 11%.
International & Strategic Acquisitions Showing Early Returns
iGUIDE (Planitar) consolidated from Oct 2025 generated $6 million revenue with like-for-like growth of 23% in H1; Canadian business revenue up 23% in H1 across markets (residential, insurance, construction, commercial); Move (realtor.com) revenue up 10% and lead volumes turned positive (+5% H1, +13% Q2).
DE:R9C 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
DE:R9C Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 05, 2026 | €105.18 | €97.74 | -7.08% |
Nov 06, 2025 | €116.09 | €114.11 | -1.71% |
Aug 05, 2025 | €128.28 | €138.15 | +7.69% |
May 08, 2025 | €138.15 | €135.19 | -2.14% |
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 REA Group Ltd (DE:R9C) report earnings?
REA Group Ltd (DE:R9C) is schdueled to report earning on May 07, 2026, TBA (Confirmed).
What is REA Group Ltd (DE:R9C) earnings time?
REA Group Ltd (DE:R9C) earnings time is at May 07, 2026, TBA (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 the P/E ratio of REA Group Ltd stock?
The P/E ratio of REA Group Ltd is N/A.
What is DE:R9C EPS forecast?
Currently, no data Available