NMRK NEWMARK GROUP, INC.

BULLISH Impact: 8/10 8-K
Horizon months Filed Feb 25, 2026 Processed 3mo ago SEC 0001628280-26-011408
8-K Item 2.02: Earnings release
Final — all horizons settled through T+60d
NMRK ▼ -1.08% at T+60d
LONG call ✗ call lost -1.08% · α vs SPY -8.03% · entry $14.62 → $14.46
Last close $14.69 (close Jun 8) · +0.49% from $14.62 entry
Entry anchored
Feb 24, 03:59 PM ET
via Databento tick
T+1d
+1.64%
call +1.64% · α +2.18%
$14.86
settled 3mo ago
T+5d
+2.94%
call +2.94% · α +4.03%
$15.05
settled 3mo ago
T+20d
+2.88%
call +2.88% · α +8.12%
$15.04
settled 3mo ago
T+60d
-1.08%
call -1.08% · α -8.03%
$14.46
settled 20d ago

Price Chart

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Executive Summary

Newmark Group reported strong Q4 and full-year 2025 results, achieving record revenues of $3.29 billion (up 20.3% YoY) and $1.62 Adjusted EPS (up 31.7% YoY). The company delivered double-digit growth across all major service lines and provided bullish 2026 guidance, projecting another year of double-digit top- and bottom-line growth with Adjusted EPS of $1.82-$1.92.

Key Financial Metrics

Revenue
$3.3B
+20.3% YoY
Adj. EPS
$1.62
GAAP: $0.68
Guidance
$3.7B-$3.8B
raised
Free Cash Flow
$142.6M

Actionable Insight

The combination of strong organic growth across all business segments, record volumes, and confident double-digit growth guidance suggests Newmark is gaining market share in commercial real estate services. Traders should monitor whether the company can maintain this momentum in a potentially challenging macro environment.

Key Facts

  • Record Q4 revenue of $1.006 billion (up 15.3% YoY) and full-year revenue of $3.294 billion (up 20.3% YoY)
  • Adjusted EPS of $0.68 in Q4 (up 24% YoY) and $1.62 for full-year 2025 (up 31.7% YoY)
  • All three major service lines (Management & Servicing, Leasing, Capital Markets) surpassed $1 billion in annual revenue
  • 2026 guidance calls for $3.7-$3.8 billion revenue (12-15% growth) and $1.82-$1.92 Adjusted EPS (12-19% growth)
  • Company expects over 90% of 2026 earnings growth to be organic

Financial Impact

Revenue growth of $400-500 million and Adjusted EPS growth of $0.20-$0.30 in 2026

revenueepsguidance

Segment Breakdown

SegmentRevenueGrowth
Management Services, Servicing Fees, and Other$1.2B+12.4%
Leasing and Other Commissions$1.0B+16.9%
Capital Markets$1.0B+35.3%

Risk Factors

  • Commercial real estate market downturn could impact transaction volumes
  • Guidance assumes no meaningful changes in stock price and excludes acquisitions after Q1 2026
  • Equity-based compensation costs could increase if stock price rises

Market Snapshot

Exchange
Nasdaq

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001628280-26-011408
Document: nmrk-20260225.htm0001628280-26-011408
Document: 0001628280-26-011408-index-headers.html0001628280-26-011408
Document: 0001628280-26-011408-index.html0001628280-26-011408
Document: 0001628280-26-011408.txt0001628280-26-011408
4 reports for NMRK
Performance horizon
Filters
Rows
Reports for NMRK — sortable, filterable
Type Now
May 22, 2026
18d ago
8-K
NEUTRAL ★ 3/10
$14.60 $13.98▼ −4.25%▼ −5.92%$14.69 (+0.62%)
Apr 30, 2026
5w ago
10-K/A
NEUTRAL ★ 3/10
$16.12 $16.60▲ +2.98%▲ +1.25%$14.69 (−8.87%)
Apr 21, 2026
7w ago
8-K
NEUTRAL ★ 4/10
$16.18 $16.41▲ +1.42%▲ +0.34%$14.69 (−9.21%)
Feb 25, 2026
14w ago
8-K
BULLISH ★ 8/10
$14.62 $15.05▲ +2.94%▲ +4.03%$14.69 (+0.49%)
Showing 4 of 4

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