COSTAR GROUP, INC. — Form 8-K
Filed July 28, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
CoStar reported Q2 2026 revenue of $925M (up 18% YoY from $781M), net income of $55M (vs. $6M prior year), and Adjusted EBITDA of $184M (up 116% YoY from $85M). Residential segment turned Adjusted EBITDA positive for the first time ($12M vs. -$76M prior year). Company reaffirmed full-year 2026 Adjusted EBITDA guidance of $780–$820M and revised revenue guidance to $3.715–$3.755B (growth ~15% YoY).
Why this rating
Strong profitability inflection with >100% Adjusted EBITDA growth and residential turnaround are material. However, at $33.9B market cap, Q2 incremental EBITDA of ~$100M relative to prior year is ~0.3% of equity value—meaningful operational progress but not transformational at company scale.
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