Cushman & Wakefield Limited (CWK) Cushman & Wakefield plc - Analyst/Investor Day Transcript
I stick to my existing "Buy" rating for Cushman & Wakefield after analyzing its strong quarterly results and encouraging full-year prospects. CWK's leasing segment revenue growth accelerated from 8% in 2Q25 to 9% for 3Q25, which drove a 4% bottom-line outperformance. Management lifted the midpoint of FY2025 EPS growth guidance to 32.5%; I believe this is realistic considering the services mix shift and data center opportunities.
If you are looking for stocks that have gained strong momentum recently but are still trading at reasonable prices, Cushman & Wakefield (CWK) could be a great choice. It is one of the several stocks that passed through our 'Fast-Paced Momentum at a Bargain' screen.
While the top- and bottom-line numbers for Cushman & Wakefield (CWK) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Cushman & Wakefield (CWK) came out with quarterly earnings of $0.29 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $0.23 per share a year ago.
Cushman & Wakefield (CWK) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Cushman & Wakefield (CWK) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
If you are looking for stocks that have gained strong momentum recently but are still trading at reasonable prices, Cushman & Wakefield (CWK) could be a great choice. It is one of the several stocks that passed through our 'Fast-Paced Momentum at a Bargain' screen.
I am raising Cushman & Wakefield's rating to buy after a strong Q2 beat driven by Capital Markets outperformance and successful recruitment efforts. FY25 bottom line guidance is raised to +30% growth, with Capital Markets' positive momentum expected to be sustained going forward. Deleveraging progress is notable; net debt/EBITDA is down by 0.7 turns YoY, finance costs are reduced, and there are no major refinancing risks in the FY25-27 period.
Cushman & Wakefield plc (NYSE:CWK ) Q2 2025 Earnings Conference Call August 5, 2025 9:00 AM ET Company Participants Megan McGrath - Senior Vice President of Investor Relations Michelle Marie MacKay - Global CEO & Director Neil O. Johnston - Executive VP & Global CFO Conference Call Participants Anthony Paolone - JPMorgan Chase & Co, Research Division Julien Blouin - Goldman Sachs Group, Inc., Research Division Mitchell Bradley Germain - Citizens JMP Securities, LLC, Research Division Peter Dylan Abramowitz - Jefferies LLC, Research Division Ronald Kamdem - Morgan Stanley, Research Division Seth Eugene Bergey - Citigroup Inc., Research Division Stephen Hardy Sheldon - William Blair & Company L.L.C.
The headline numbers for Cushman & Wakefield (CWK) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Cushman & Wakefield (CWK) came out with quarterly earnings of $0.3 per share, beating the Zacks Consensus Estimate of $0.22 per share. This compares to earnings of $0.2 per share a year ago.