Newmark Group Inc (NMRK)
NASDAQ:NMRK
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Earnings Data
Report Date
Jul 31, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.39Last Year’s EPS
0.31Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple material operational and financial positives: strong top‑line growth (27%+), outsized EPS improvement (57%+), significant free cash flow expansion (+111.7%), raised full‑year guidance, active share repurchases and a dividend increase. These highlights are balanced against notable but manageable headwinds including a 24.5% rise in expenses, leasing comps that temper leasing guidance, tax rate uncertainty, short‑term drag from international hiring/garden‑leave, and execution risks around complex transactions and data center power/permitting. Overall, the favorable revenue, earnings, cash flow and guidance momentum substantially outweigh the lowlights, supporting a constructive outlook.Company Guidance
Strong Revenue and Earnings Growth
Total revenues rose 27.2% year-over-year to $846.5M (Q1 2026 vs Q1 2025). Adjusted EPS increased 57.1% to $0.33 from $0.21. Adjusted EBITDA grew 35.8% to $121.2M (from $89.2M). Adjusted EBITDA margin improved by 91 basis points.
Robust Cash Generation and Shareholder Returns
Trailing 12-month adjusted free cash flow increased 111.7% to $361.5M, representing 82.4% of adjusted earnings (top of 65%-85% target range). Repurchased 10.4M shares for $151.1M at an average price of $14.58. Increased quarterly dividend from $0.03 to $0.06 (first raise since 2022).
Broad-Based Segment Strength
Management & servicing revenues grew 21.2%, leasing fees rose 20.2%, and capital markets revenues jumped 45.5%. Capital markets volumes increased 67.6%, led by a 112.3% improvement in total debt. Servicing book expanded to over $220B.
Raised Full‑Year 2026 Guidance
Updated full-year revenue guidance of $3.775B–$3.875B (+15% to +18%). Adjusted EBITDA guidance raised to $656M–$694M (+17% to +23%). Adjusted EPS guide increased to $1.87–$1.98 (+15% to +22%).
International Expansion and M&A Momentum
Non-U.S. (outside U.S./U.K.) growth accelerating ~37.9% while U.S. grew ~26.6%. Integrated acquisitions (e.g., Real Foundations) and expanded advisory/M&A capabilities; ranked #4 in real estate M&A in 2025 among full-service intermediaries.
Strategic Positioning in Data Centers, Advanced Manufacturing and AI
Active data center leasing pipeline and pursuit of 'powered land' opportunities; seeing early synergies between hyperscalers and advanced manufacturing. Company pursuing broad AI adoption to boost producer productivity and margins.
NMRK 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
NMRK Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $15.77 | $16.12 | +2.22% |
Feb 25, 2026 | $14.69 | $14.62 | -0.48% |
Oct 30, 2025 | $18.55 | $18.00 | -2.95% |
Jul 30, 2025 | $14.36 | $14.81 | +3.19% |
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 Newmark Group Inc (NMRK) report earnings?
Newmark Group Inc (NMRK) is schdueled to report earning on Jul 31, 2026, Before Open (Confirmed).
What is Newmark Group Inc (NMRK) earnings time?
Newmark Group Inc (NMRK) earnings time is at Jul 31, 2026, Before Open (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 NMRK EPS forecast?
NMRK EPS forecast for the fiscal quarter 2026 (Q2) is 0.39.