$CSGP 8-K earnings — Q2 FY26

CoStar reported Q2 adjusted EPS of $0.32, beating consensus of $0.29 by 10.3%, on revenue of $925M that also exceeded expectations. Revenue guidance was revised to $3.715-$3.755B (15% YoY growth at midpoint), while full-year Adjusted EBITDA guidance was raised $30M to $780-$820M. The key nuance: the residential segment turned Adjusted EBITDA positive for the first time, a $41M QoQ improvement, signaling the profitability inflection is real and not just from cost controls.

CoStar reported Q2 adjusted EPS of $0.32, beating consensus of $0.29 by 10.3%, on revenue of $925M that also exceeded expectations. Revenue guidance was revised to $3.715-$3.755B (15% YoY growth at midpoint), while full-year Adjusted EBITDA guidance was raised $30M to $780-$820M. The key nuance: the residential segment turned Adjusted EBITDA positive for the first time, a $41M QoQ improvement, signaling the profitability inflection is real and not just from cost controls.