DOUG Douglas Elliman Inc.

BEARISH Impact: 7/10 8-K
Horizon days Filed May 8, 2026 Processed 1mo ago SEC 0001878897-26-000027
8-K Item 2.02: Earnings release
Latest settled — T+5d
DOUG ▼ -11.83% at T+5d
SHORT call ✓ call won +11.83% · α vs SPY +11.74% · entry $1.86 → $1.64
Next anchor: T+20d due yesterday
Last close $1.71 (close Jun 8) · +8.06% from $1.86 entry (call sign-flipped)
Entry anchored
May 8, 2026
via day open
T+1d
-7.53%
call +7.53% · α +7.39%
$1.72
settled 4w ago
T+5d
-11.83%
call +11.83% · α +11.74%
$1.64
settled 26d ago
T+20d
—
call — · α —
—
due yesterday
T+60d
—
call — · α —
—
in 8w

Price Chart

Loading chart...

Executive Summary

Douglas Elliman reported Q1 2026 revenue of $214.3 million, down 15.4% YoY from $253.4 million, and a net loss of $16.3 million ($0.19/share) compared to a $6.0 million loss in Q1 2025. The decline reflects lower commissions and gross transaction value ($8.6B vs $9.9B), partly due to the property management divestiture and a tough prior-year comparison.

Actionable Insight

The sharp YoY decline in revenue and widening losses signal deteriorating brokerage activity. Watch for Q2 2026 guidance and housing market trends; the company's cost discipline and development pipeline may offer a recovery path if market conditions improve.

Key Facts

  • Q1 2026 revenue $214.3M vs $253.4M in Q1 2025, a 15.4% decline
  • Net loss widened to $16.3M from $6.0M, or $0.19 per diluted share vs $0.07
  • Operating loss tripled to $17.5M from $5.3M
  • Gross transaction value fell 13.1% to $8.6B from $9.9B
  • Cash and cash equivalents $96.0M, no long-term debt

Financial Impact

Revenue declined $39.1M YoY; net loss increased $10.3M

revenuenet incomeoperating incomegross transaction value

Risk Factors

  • Continued decline in housing transaction volumes and prices
  • Higher agent commission costs pressuring margins
  • Ability to retain top agents amid competitive consolidation

Market Snapshot

Exchange
NYSE
Sector
Real Estate Agents & Managers (For Others)
Analyst Consensus
86% bullish (7 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001878897-26-000027
Document: doug-20260508.htm0001878897-26-000027
Document: 0001878897-26-000027-index-headers.html0001878897-26-000027
Document: 0001878897-26-000027-index.html0001878897-26-000027
Document: 0001878897-26-000027.txt0001878897-26-000027
8-K Data (Synthetic)0001878897-26-000027
2 reports for DOUG
Performance horizon
Filters
Rows
Reports for DOUG — sortable, filterable
Type Now
May 8, 2026
4w ago
8-K
BEARISH ★ 7/10
$1.86 $1.64▲ +11.83%▲ +11.74%$1.71 (+8.06%)
Apr 24, 2026
6w ago
8-K
NEUTRAL ★ 5/10
$1.89 $1.90▲ +0.53%▲ +0.13%$1.71 (−9.52%)
Showing 2 of 2

US Market Status

Market Closed — Opens in 6h 54m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access