JLL reported strong Q4 2025 earnings, with revenue up 10% year-over-year and full-year revenue increasing by 11% from 2024, largely driven by transactional businesses like leasing and capital markets. This positive performance led to a jump in JLL’s stock, counteracting recent investor anxieties about AI disruption in commercial real estate services. The company emphasized its proprietary data and technology as a competitive advantage, suggesting that embracing technology enhances efficiency rather than diminishes relationship-driven services.
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JLL Earnings Beat Helps Push Back Against AI Scare in CRE Stocks
JLL reported strong Q4 2025 earnings, with revenue up 10% year-over-year and full-year revenue increasing by 11% from 2024, largely driven by transactional businesses like leasing and capital markets. This positive performance led to a jump in JLL’s stock, counteracting recent investor anxieties about AI disruption in commercial real estate services. The company emphasized its proprietary data and technology as a competitive advantage, suggesting that embracing technology enhances efficiency rather than diminishes relationship-driven services.