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Sep 30, 2020

CBRE Q3 2020 Earnings Report

CBRE's third quarter performance highlighted the company's resilience and strategic expense management amidst the Covid-19 pandemic, with growth observed in specific sectors and regions.

Key Takeaways

CBRE Group, Inc. reported financial results for the third quarter ended September 30, 2020. The company's performance was impacted by the Covid-19 pandemic, particularly in the sales and leasing businesses. However, internal efforts to improve cash management resulted in increased free cash flow. GAAP EPS was $0.55 and adjusted EPS was $0.73 for the quarter.

Revenue was $5,645 million, a decrease of 4.7% from Q3 2019.

GAAP net income was $184 million, a decrease of 28.2% from Q3 2019.

Adjusted EBITDA was $442 million, a decrease of 2.8% from Q3 2019.

Free cash flow increased 101.4% to $798 million.

Total Revenue
$5.65B
Previous year: $5.93B
-4.7%
EPS
$0.73
Previous year: $0.79
-7.6%
Operating Margin
3.8%
Previous year: 2.7%
+40.7%
Leasing Revenue Growth
-31%
Property Sales Growth
-34%
Gross Profit
$1.08B
Previous year: $1.24B
-12.7%
Cash and Equivalents
$1.48B
Previous year: $577M
+156.6%
Free Cash Flow
$798M
Previous year: $396M
+101.4%
Total Assets
$16.3B
Previous year: $15B
+8.7%

CBRE

CBRE

CBRE Revenue by Segment

Forward Guidance

CBRE is navigating the Covid-19 pandemic by leveraging resilient aspects of its business, aligning expenses with market demand, and capitalizing on secular growth trends.

Positive Outlook

  • Capitalizing on occupier outsourcing trends.
  • Leveraging growth in industrial and logistics space.
  • Focusing on institutional-quality multifamily assets.
  • Expanding workplace experience services.
  • Positioning strategy and leadership to capitalize on new secular opportunities arising from Covid-19.

Challenges Ahead

  • Covid-19 is putting downward pressure on parts of CBRE's business.
  • Property leasing and sales are experiencing a sharp, Covid-driven fall.
  • Large occupiers are putting leasing decisions on hold.
  • Capital flows into commercial real estate remain severely disrupted.
  • The pandemic's continuing effects are causing some occupiers to extend their decision-making timelines or place some decisions temporarily on hold.

Revenue & Expenses

Visualization of income flow from segment revenue to net income