CoStar Group 3Q 2026: Revenue $952M, EPS $0.18— 10-Q Summary
CoStar Group reported 3Q 2026 revenue of $952M, up 14.1% YoY, and net income of $74M, reversing a prior-year loss. EPS was $0.18, compared to a loss of $0.07. Residential and commercial real estate revenues grew, but subscription revenue share declined. The company is expanding AI features and acquiring Vexcel for $730M.
How this was made

The 30-second read
Why it matters
The earnings beat may trigger short‑term buying interest and could influence peer valuations.
Market read
First report of Q3 2026 earnings, material for traders evaluating SaaS and data‑service stocks.
What to watch
Decline in subscription mix (89% vs 92%) may signal slower long‑term revenue stickiness.
Background
CoStar Group is a leading provider of commercial real‑estate information and analytics.
Ticker impact
CoStar Group reported Q3 2026 revenue of $952M (+14.1% YoY) and EPS of $0.18, reversing a prior-year loss.
upward pressure as the market prices in the earnings beat and revenue growth
The company posted a sizable revenue increase and turned a loss into profit, which is material new information for traders.
Market effects
Positive for commercial real‑estate data providers and subscription‑based SaaS firms.
U.S. tech and data‑services sector may see modest uplift.
Limited to investors tracking U.S. SaaS earnings trends.
Counterpoint
Higher borrowing costs could pressure future residential revenue growth.
Key entities
- companyCoStar Group
Provider of commercial real‑estate data and analytics.


