NYSE$JLL

Jones Lang Lasalle Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

JLL's operating performance was reported for the third quarter of 2022, with strong top-line performance in annuity-based businesses offsetting softness in Capital Markets.

JLL reported a 10% increase in revenue in local currency, driven by outsourcing wins and continued project management demand in Work Dynamics, and stable Markets Advisory fee revenue. However, the company experienced margin contraction due to higher compensation expense and increased T&E and marketing costs, along with a slowdown in Capital Markets volumes.

  • Revenue increased by 10% in local currency, reaching $5.2 billion.
  • Diluted earnings per share decreased to $2.88, compared to $4.57 in the prior-year quarter.
  • Work Dynamics fee revenue increased by 14%, driven by outsourcing wins and project management demand.
  • Capital Markets experienced a 5% decline due to lower market volumes and elongated deal cycles.

Headline financials

Total Revenue

$5.18B

Previous: $4.89B+5.9%
EPS (adj)

$3.40

Previous: $4.56-25.4%
Adjusted EBITDA

$276M

Previous: $352M-21.5%
Free Cash Flow

$140M

Previous: $237M-40.9%
Net Income

$140M

Previous: $237M-40.9%
Operating Income

$203M

Previous: $293M-30.8%
Gross Profit

$5.18B

Previous: $4.89B+5.9%
Cash & Equivalents

$489M

Previous: $536M-8.7%
Total Assets

$15.4B

Previous: $15.4B-0.4%
Stock-Based Comp

$300K

Previous: $3.2M-90.6%

Revenue & EPS history

JLL · Revenue · Quarterly

$5.18B

Q3 2022+5.9%vs Q3 2021
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Revenue by segment

JLL · $595M total across 1 segment · Q3 2022

  • Capital Markets Services
    $595M+3.5%

Forward guidance

The commercial real estate industry experienced a more rapid slowdown in Capital Markets volumes than was expected three months ago, with elongated deal cycles and widened bid-ask spreads. Work Dynamics continued to show strength with double-digit fee revenue growth, and JLL aims to leverage its global platform and industry expertise to serve clients during a more challenging macro-economic period.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2022

Historical avgQ3 2022

+1.2%

Avg return

Earnings day

+1.6%

Avg return

5 days after

+2.2%

Avg return

30 days after

66%

45 / 68 earnings

Positive

+15.9%

Q3 2023

Best reaction

-14.6%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.7%-6.1%-16.7%
Q4 2025+9.8%+6.1%+2.4%
Q3 2025-3.8%+0.2%+9.6%
Q1 2025-0.6%+4.6%+0.1%
Q4 2024-0.9%-6.4%-11.2%
Q3 2024-5.1%-2.4%-0.9%
Q2 2024-0.9%+2.7%+7.5%
Q1 2024+2.6%+5.6%+7.8%
Q4 2023+0.4%+4.3%+5.5%
Q3 2023+15.9%+11.2%+23.5%
Q2 2023+1.7%+5.8%+6.2%
Q1 2023+0.8%-1.5%+10.0%
Q4 2022+4.2%+3.3%-16.1%
Q3 2022-14.6%-9.3%+3.0%
Q2 2022-5.1%-3.7%-8.0%
Q1 2022-4.0%-3.9%-8.3%
Q4 2021+0.8%-8.4%-0.3%
Q3 2021+1.9%+4.3%-6.8%
Q2 2021+12.5%+12.2%+10.2%
Q1 2021+1.1%+5.0%+6.0%
Q4 2020-1.5%-0.6%+11.8%
Q3 2020+2.1%+3.4%+19.8%
Q2 2020-1.5%+9.6%+7.2%
Q1 2020-4.5%+3.1%+15.4%
Q4 2019-1.3%-0.7%-29.1%
Q3 2019+4.6%+7.1%+11.6%
Q2 2019+2.7%+4.7%+1.2%
Q1 2019-6.8%-8.6%-14.2%
Q4 2018+11.9%+12.8%+10.6%
Q3 2018+5.4%+1.5%+0.2%
Q2 2018-9.1%-13.3%-15.5%
Q1 2018+1.5%+0.2%-1.5%
Q4 2017+2.8%+3.7%+17.2%
Q3 2017+6.7%+9.2%+11.9%
Q2 2017-1.4%-1.2%-3.0%
Q1 2017+4.7%+3.1%+0.7%
Q4 2016+0.4%+2.1%+9.2%
Q3 2016-8.1%-4.1%+4.3%
Q2 2016+5.5%+6.7%+5.8%
Q1 2016+2.1%
Q4 2015-12.4%
Q3 2015+9.6%
Q2 2015+3.0%
Q1 2015+3.1%
Q4 2014+8.5%
Q3 2014+2.7%
Q2 2014+0.6%
Q1 2014-0.2%
Q4 2013+7.2%
Q3 2013+13.0%
Q2 2013-3.6%
Q1 2013-0.4%
Q4 2012+0.7%
Q3 2012+3.4%
Q2 2012-2.8%
Q1 2012+6.4%
Q4 2011-0.9%
Q3 2011+1.2%
Q2 2011-14.4%
Q1 2010+0.2%
Q1 2011+5.0%
Q4 2010+4.0%
Q4 2008+4.0%
Q3 2010+1.4%
Q3 2009+1.4%
Q2 2010+2.1%
Q4 2009+2.1%
Q2 2009+2.1%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro