COSTAR GROUP, INC. (CSGP) Form 10-Q — Oct 28, 2026
CoStar Group reported Q3 2026 revenue of $952 million, up 14% from $834 million a year ago, and swung to net income of $74 million ($0.18 diluted EPS) versus a $31 million loss in Q3 2025. The quarter reflects the integration of recent acquisitions including Zonda ($815 million, closed August 2026), Domain (~$1.9 billion, 2025), and Matterport (~$1.9 billion, 2025), with goodwill rising to $5.4 billion. Subscription revenue remains 89% of the total. CoStar also disclosed a subsequent-event merger agreement signed October 26, 2026 to acquire aerial-imagery provider Vexcel Group for $730 million in cash, still subject to HSR and foreign regulatory clearance.
Key figures
- Eps
- 0.18
- Revenue
- 952
- Net Income
- 74
- Total Debt
- 994
- Revenue Yoy
- 14.1%
- Total Assets
- 10265
- Cash Position
- 500
- Shares Outstanding
- 402337328
- Senior notes
- $1.0 billion at 2.800% due July 15, 2030
- Q3 2025 revenue
- 834
- Adjusted ebitda q3
- 229
- Nine month revenue
- 2774
- Q3 operating income
- 84
- Buyback program size
- $1.5 billion
- Zonda purchase price
- $815 million
- Commercial revenue q3
- 492
- Vexcel purchase price
- $730 million cash (subsequent event, October 26, 2026)
- Ytd stock repurchases
- $668 million
- Residential revenue q3
- 460
- Subscription revenue pct
- 89%
- Domain total consideration
- $1.9 billion
- Matterport total consideration
- $1.9 billion
- Repurchase authorization remaining
- $832 million
AI analysis
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