NASDAQ$NMRK

Newmark Group Inc · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Newmark's growth accelerated, generating double-digit top line improvement across all major business lines, with significant gains in Management and Servicing, Capital Markets, and Leasing. The company's pipeline remains robust, positioning it for continued revenue and earnings growth.

Newmark reported strong fourth-quarter results, driven by double-digit revenue growth across all major business lines. Management and Servicing grew by 21%, Capital Markets by 20%, and Leasing by 15%. The company's Capital Markets platform significantly outperformed the industry, expanding its market share.

  • Newmark's Management and Servicing grew by 21% year-over-year.
  • Capital Markets increased by 20% year-over-year, significantly outpacing the industry.
  • Leasing grew by 15% year-over-year, driven by strong double-digit growth in office leasing.
  • The company increased total Capital Markets volumes by 113.2%, excluding Signature transactions.

Headline financials

Total Revenue

$888M

Previous: $747M+18.8%
EPS (adj)

$0.55

Previous: $0.46+19.6%
Adjusted EBITDA

$183M

No prior period
Post-tax Adjusted Earnings

$139M

No prior period
Capital Expenditures

-$6.13M

Previous: $11.5M-153.1%
Net Income

$65.7M

Previous: $52.9M+24.2%
Operating Income

$104M

Previous: $79.4M+30.8%

Revenue & EPS history

Newmark · Revenue · Quarterly

$888M

Q4 2024+18.8%vs Q4 2023
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 anticipates continued growth in 2025, with revenue expected to range from $2.9 billion to $3.1 billion and Adjusted EPS between $1.40 and $1.50. The company targets an Adjusted EBITDA margin improvement and expects annual share count growth of 2% or less.

Tailwinds

  • Total Revenues (millions): $2,900 - $3,100 (5% - 13% YoY Change)
  • Adjusted Earnings Per Share: $1.40 - $1.50 (14% - 22% YoY Change)
  • Adjusted Earnings Tax Rate: 14% - 16%
  • Adjusted EBITDA (millions): $495 - $545 (11% - 22% YoY Change)
  • Approximately 110 basis point improvement in its full year Adjusted EBITDA margin as industry transactions continue to recover in 2025 and the Company's Management and Servicing businesses generate further solid growth.

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 Q4 2024

Historical avgQ4 2024

+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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