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Exp World Holdings (EXPI)
NASDAQ:EXPI
Earnings Data
Report Date
May 06, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.02Last Year’s EPS
-0.07Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized solid top-line growth (4% FY, 9% Q4), strong international expansion (67% YoY), improved agent productivity and materially better attrition metrics, plus a healthy cash balance and constructive 2026 guidance aimed at margin expansion via AI and automation. Offsetting these positives are margin compression driven by capped-agent mix, higher investments and legal costs that pressured operating results (operating loss and lower adjusted EBITDA), a loss in the SUCCESS segment during replatforming, and a cautious capital allocation posture due to the NAR settlement. Overall, operational momentum, clear strategic investments in AI/platforms, and forward guidance targeting improved EBITDA suggest the highlights outweigh the lowlights.Company Guidance
Strong International Revenue Growth and Expansion
International revenue increased 67% year-over-year to $147 million; company expanded into 7 new countries in 2025 and Q4 international revenue rose nearly 51%.
Full-Year and Quarter Revenue Growth
Total revenue for 2025 was $4.8 billion, up 4% year-over-year; Q4 revenue accelerated to $1.2 billion, up 9% year-over-year.
Improved Agent Productivity and Transactions
Productivity per person (PPP) was 5.3 for the year; PPP increased 6% year-over-year in Q4. Sales transactions rose 6% in Q4 (+110,000 transactions) and totaled over 440,000 in 2025; volume accelerated to 8% in Q4 and 5% for the full year.
Attrition Improvement and Team Adoption
Worldwide agent attrition improved 17% year-over-year and U.S. attrition improved 23% year-over-year. Teams drove productivity: agents on teams are ~78% more productive and 40% of new agents in Q4 joined on teams.
Successful Agent Programs and Education Adoption
Co-sponsorship launched across 28 countries; in U.S./Canada 14% of new agents joined with a co-sponsor. Agents joining with co-sponsors are 64% more productive and have 19% lower attrition. FastCAP had ~20,000 registrations; AI-accelerated 8-week series generated ~4,000 views; FastATTRACT pilot delivered a 24% relative lift in recruiting.
Segment Leadership and Operational Wins
North America Realty remained the largest segment (Q4 revenue $1.1B; FY $4.6B). Launch costs for international expansion were 37% lower than prior efforts, validating a more efficient go-to-market approach.
Positive Cash Position and Profitability Progress
Ended 2025 with $124.2 million in cash. Gross profit for 2025 was $333.6 million; adjusted EBITDA remained positive at $33.2 million for the year (though down YoY).
Forward Guidance Targeting Margin Improvement
Provided 2026 outlook: revenue $4.85B–$5.15B and adjusted EBITDA $50M–$75M, reflecting planned leverage from AI and automation investments and anticipated margin expansion.
Technology and Platform Enhancements
Launched AI Copilot (Mira) in My eXp, eXp Hub (early adoption ~13% of agents), Live portal expansion, listing intelligence, and an App Store marketplace — positioning for higher personalization and productivity.
EXPI 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
EXPI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | $7.47 | $7.30 | -2.28% |
Nov 06, 2025 | $9.70 | $10.80 | +11.34% |
Jul 31, 2025 | $10.73 | $9.37 | -12.62% |
May 06, 2025 | $8.57 | $7.38 | -13.96% |
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 Exp World Holdings (EXPI) report earnings?
Exp World Holdings (EXPI) is schdueled to report earning on May 06, 2026, TBA (Confirmed).
What is Exp World Holdings (EXPI) earnings time?
Exp World Holdings (EXPI) earnings time is at May 06, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is EXPI EPS forecast?
EXPI EPS forecast for the fiscal quarter 2026 (Q1) is -0.02.