Douglas Elliman Inc. (DOUG)
NYSE:DOUG
Earnings Data
Report Date
May 12, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-0.03Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mix of encouraging strategic and financial progress alongside clear near-term operating challenges. Positive elements include revenue growth (3.8% FY), stronger luxury pricing and transaction volume (average price +11.4%; +25% homes >$5M; +28% homes >$10M), a robust $25.3B development pipeline, improved adjusted EBITDA (from -$24.1M to -$14.0M), and a strengthened balance sheet with $115.5M cash and no long-term debt after redeeming convertible notes. Offsetting these positives are continued adjusted losses, deterioration in Q4 adjusted metrics (Q4 adjusted EBITDA worsened), reliance on an $81.7M one-time gain to produce GAAP profitability, Jan–Feb 2026 cash receipts declines (existing home sales -11%, total brokerage -12.4%), expense pressures from inflation and personnel, and notable noncash fair-value volatility. Overall, the company shows tangible progress and strategic positioning but still faces meaningful operational and near-term demand headwinds, making the tone of the call balanced.Company Guidance
Full-Year Revenue Growth
Total revenues for FY2025 increased 3.8% year-over-year to $1.033 billion. Excluding the disposed property management business, revenues rose 4.4% to approximately $1.0 billion (from $958.8 million in 2024).
Large Improvement in Operating Income
Reported operating income for 2025 was $45.5 million versus an operating loss of $68.8 million in 2024, reflecting a substantial turnaround (note: includes an $81.7 million gain from the sale of the property management business).
Adjusted EBITDA Progress
Adjusted EBITDA (excluding the disposed property management business) improved to a loss of $14.0 million in 2025 from a loss of $24.1 million in 2024, an improvement of $10.1 million (~42% improvement versus prior-year loss).
Strength in Luxury Transactions and Pricing
Average price per transaction rose to $1.86 million in 2025 from $1.67 million in 2024 (an ~11.4% increase). Homes sold over $5M totaled 1,282 in 2025 (up 25% YoY); homes sold over $10M totaled 392 in 2025 (up 28% YoY). Q4 2025 included 282 transactions >$5M and 102 transactions >$10M (Q4 YoY increases of 25% and 31% respectively for the >$5M and >$10M categories).
Development Marketing Momentum and Pipeline
Development marketing revenue increased to $80.4 million in 2025 from $67.8 million in 2024 (up $12.6 million, ~18.6%). Active project pipeline aggregates $25.3 billion in gross transaction value (including $17.5 billion in Florida) with $7.5 billion expected to come to market through December 2026.
Strengthened Balance Sheet and Liquidity
Cash and cash equivalents were approximately $115.5 million at December 31, 2025, and the company reported no long-term debt after redeeming its convertible notes (aggregate payment of $95 million), positioning the company with enhanced financial flexibility.
Strategic Expansion and Product/Platform Investments
Business expansion initiatives include new geographic entries (French Alps, continued presence in Bordeaux, French Riviera and Monaco), operation in nine U.S. markets, launch of Elliman Capital (NY), two new growth teams, senior executive hires (CSO, CMO, CTO), and investments in tech and market intelligence such as Elli AI and a new market data program.
DOUG 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
DOUG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 13, 2026 | $2.32 | $1.70 | -26.72% |
Nov 04, 2025 | $2.46 | $2.41 | -2.03% |
Jul 31, 2025 | $2.75 | $2.12 | -22.91% |
May 01, 2025 | $1.68 | $1.83 | +8.93% |
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 Douglas Elliman Inc. (DOUG) report earnings?
Douglas Elliman Inc. (DOUG) is schdueled to report earning on May 12, 2026, After Close (Confirmed).
What is Douglas Elliman Inc. (DOUG) earnings time?
Douglas Elliman Inc. (DOUG) earnings time is at May 12, 2026, After Close (Confirmed).
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What is DOUG EPS forecast?
Currently, no data Available