NASDAQ$NMRK

Newmark Group Inc · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

Newmark reported strong third quarter 2025 results with double-digit revenue and earnings growth.

Newmark generated Q3 2025 total revenues of 852400000, representing solid year-over-year growth driven by continued strength in Capital Markets and resilient recurring revenues. GAAP net income available to common stockholders was 38200000, with GAAP EPS of 0.15 and Adjusted EPS of 0.38, reflecting operating leverage and margin expansion.

  • Total revenues reached 852400000 in Q3 2025, reflecting double-digit year-over-year growth.
  • GAAP EPS increased to 0.15, while Adjusted EPS rose to 0.38.
  • Capital Markets delivered strong performance with continued transaction momentum.
  • Adjusted EBITDA expanded year-over-year, supporting improved profitability.

Headline financials

Total Revenue

$852M

Previous: $686M+24.3%
EPS (adj)

$0.38

Previous: $0.10+280.0%
Adjusted EBITDA

$142M

Previous: $118M+20.3%
Post-tax Adjusted Earnings

$97M

Previous: $78M+24.4%
Fully Diluted Share Count

253.0M

No prior period
Total Corporate Debt

$670M

No prior period
Net Leverage Ratio

1

No prior period
Capital Expenditures

-$19.7M

Previous: -$25.5M+22.8%
Net Income

$38.2M

Previous: $17.8M+114.7%
Operating Income

$65M

Previous: $41.1M+58.3%

Revenue & EPS history

Newmark · Revenue · Quarterly

$852M

Q3 2025+24.3%vs Q3 2024
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Newmark · $241M total across 1 segment · Q2 2023

  • Management Services
    $241M+3.0%

Forward guidance

Newmark reaffirmed full-year 2025 guidance, expecting continued double-digit revenue growth and Adjusted EPS expansion supported by strong Capital Markets activity and resilient recurring revenues.

Tailwinds

  • Strong momentum in Capital Markets transactions.
  • Recurring revenue businesses provided stability.
  • Adjusted EBITDA margin expanded year-over-year.
  • Operating leverage improved profitability.
  • Healthy liquidity position entering Q4.

Headwinds

  • Macroeconomic uncertainty could impact transaction volumes.
  • Interest rate volatility may affect capital markets activity.
  • Compensation expenses increased alongside revenue growth.
  • Leasing activity remains uneven across certain markets.
  • Debt levels remain elevated relative to historical norms.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+0.3%

Avg return

Earnings day

+1.5%

Avg return

5 days after

+2.9%

Avg return

30 days after

39%

13 / 33 earnings

Positive

+20.1%

Q3 2023

Best reaction

-12.3%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.8%-6.1%
Q4 2025-0.5%-3.7%-2.9%
Q3 2025-3.1%-8.7%-9.4%
Q1 2025-0.6%+0.5%-0.5%
Q4 2024+6.3%+5.1%-10.3%
Q3 2024+0.7%+6.2%+5.3%
Q2 2024-9.5%-7.4%+8.6%
Q1 2024+1.2%+0.7%+4.3%
Q4 2023-1.0%+3.7%+5.1%
Q3 2023+20.1%+26.3%+48.3%
Q2 2023+1.5%+10.3%-3.4%
Q1 2023-8.8%-11.5%+2.0%
Q4 2022-4.8%-10.0%-25.1%
Q3 2022-12.3%-17.7%-9.5%
Q2 2022-7.4%-10.8%-11.3%
Q1 2022-10.4%-5.1%-15.8%
Q4 2021-3.7%+7.4%-6.0%
Q3 2021+3.4%+3.1%+3.8%
Q2 2021-2.4%+2.2%+0.0%
Q1 2021+18.2%+19.2%+19.0%
Q4 2020+14.7%+17.3%+24.2%
Q3 2020+13.3%+34.5%+56.9%
Q2 2020+5.2%+12.9%+2.4%
Q1 2020+19.1%+3.4%+82.1%
Q4 2019-5.0%-6.1%-45.5%
Q3 2019+6.9%+18.1%+31.4%
Q2 2019-4.5%-10.9%-12.0%
Q1 2019-5.0%-2.1%+1.8%
Q4 2018-3.9%-3.9%-16.7%
Q3 2018+1.1%-4.1%-5.8%
Q2 2018-4.7%-1.2%-7.1%
Q1 2018-5.6%-4.8%-11.6%
Q4 2017-7.8%-6.4%-8.6%
Q2 2017

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