Every material Form 8-K CoStar filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
On October 27, 2026, CoStar Group signed a merger agreement through its subsidiaries to acquire Vexcel Group, a provider of aerial imagery and geospatial data, for $730 million in cash, subject to customary adjustments. Closing depends on antitrust waiting periods and other conditions, and the deal does not require CoStar stockholder approval or financing. The same day, CoStar reported third-quarter 2026 revenue of $952 million, up 14%, net income of $74 million versus a $31 million loss a year earlier, and raised its full-year 2026 Adjusted EBITDA guidance to $820 million to $840 million.
Vexcel purchase price is $730 million in cash; the agreement can be terminated if the deal is not completed by July 27, 2027.
Q3 2026 revenue was $952 million, up from $834 million; net income was $74 million and diluted EPS was $0.18.
Q3 Adjusted EBITDA was $229 million versus $114 million a year earlier; 2026 Adjusted EBITDA guidance raised to $820 million to $840 million and revenue guidance to $3.75 billion to $3.77 billion.
CoStar Group reported second-quarter 2026 revenue of $925 million, up 18% from $781 million a year earlier, and net income of $55 million, compared with $6 million. The company affirmed its full-year 2026 Adjusted EBITDA guidance of $780 million to $820 million and revised its full-year revenue guidance to $3.715 billion to $3.755 billion.
Q2 2026 revenue $925 million, up 18% year over year; diluted EPS $0.14 vs. $0.01
Adjusted EBITDA $184 million in Q2 2026, up 116% from $85 million
Full-year 2026 Adjusted EBITDA guidance affirmed at $780 million to $820 million; Q3 revenue expected at $935 million to $945 million
Full-year 2026 Adjusted EPS reaffirmed at $1.32 to $1.39
CoStar Group appointed Robin Rossmann, its Managing Director, Europe, as Chief Financial Officer effective July 31, 2026. He succeeds Christian Lown, who resigned to pursue an opportunity outside the company's industry, and the company says the resignation was not due to any disagreement on operations, policies or practices. The filing also details Rossmann's pay package, including a $2.5 million equity grant and a $500,000 relocation subsidy.
Robin Rossmann appointed CFO effective July 31, 2026, reporting to Founder and CEO Andy Florance
Christian Lown resigned as CFO effective July 31, 2026; he notified the company on July 7, 2026
Rossmann's base salary is £440,000, rising to $590,000 after relocation to Arlington, VA, with a target bonus of 100% of base salary
One-time equity grant valued at $2.5 million as of July 31, 2026, plus a $500,000 relocation subsidy
At its June 23, 2026 annual meeting, CoStar Group stockholders re-elected all eight director nominees, approved the 2026 Employee Stock Purchase Plan, ratified Ernst & Young LLP as auditor for fiscal 2026, and approved the advisory say-on-pay proposal. The 2026 plan authorizes 2,500,000 new shares and replaces the 2021 plan, which will issue no further shares. The filing reports vote tallies but no financial results.
Say-on-pay advisory vote passed with 71.38% of votes cast in favor (257,665,608 for, 103,277,424 against).
Director nominees received between 93.92% (Louise S. Sams) and 99.50% (Christine M. McCarthy) of votes for.
The 2026 ESPP authorizes 2,500,000 shares of common stock and was approved with 359,953,752 votes for.
Ernst & Young LLP was ratified as independent auditor for the year ending December 31, 2026, with 351,556,365 votes for.
CoStar Group agreed on May 28, 2026, through a subsidiary, to buy Zonda, a provider of new home construction data, homebuilder software and new home marketplaces, for $800 million in cash. The deal is expected to close in the second half of 2026, subject to regulatory approvals, and CoStar expects it to be accretive to adjusted EPS in the first full year of ownership.
Purchase price is $800 million in cash at closing, paid by a CoStar subsidiary under a Stock Purchase Agreement dated May 28, 2026
Closing is not subject to CoStar stockholder approval or a financing condition; it requires HSR and certain foreign regulatory clearances
Either party may terminate if the deal is not completed by May 28, 2027, subject to extension in certain circumstances
Zonda serves more than 3,000 customers and reports 104% net customer retention; the company expects the deal to be accretive to adjusted EPS in the first full year
CoStar Group reported first-quarter 2026 revenue of $897 million, up 23% from $732 million a year earlier, and net income of $3 million, or $0.01 per diluted share, compared with a net loss of $15 million in the prior-year quarter. The company raised its full-year 2026 Adjusted EBITDA guidance to $780 million to $820 million, an increase of $30 million at the midpoint, while reaffirming full-year revenue guidance of $3.78 billion to $3.82 billion.
Q1 2026 revenue was $897 million, up 23% from $732 million; net income was $3 million, or $0.01 per diluted share, versus a $15 million net loss a year earlier.
Q1 2026 Adjusted EBITDA was $132 million, up 100% from $66 million; Adjusted EPS was $0.23, up from $0.15.
Full-year 2026 Adjusted EBITDA guidance was raised to $780 million to $820 million; full-year Adjusted EPS guidance is $1.32 to $1.39.
Second-quarter 2026 revenue is expected at $922 million to $932 million, and Adjusted EBITDA at $160 million to $180 million. Repurchases of stock totaled $505 million in the first quarter.
CoStar Group said its Board appointed Nana Banerjee as an independent director effective immediately on March 15, 2026, expanding the Board to nine directors, eight of whom are independent. He has not been named to any Board committee, and the filing gives no financial figures.
Nana Banerjee appointed to the Board on March 15, 2026, effective immediately
Board expands to nine directors, eight of whom are independent
Banerjee previously served as President and CEO of Pelmorex Corp. and McGraw-Hill
No committee assignment at this time; he will join the director compensation program
CoStar Group reported fiscal 2025 revenue of $3.2 billion, up 19%, and fourth-quarter revenue of $900 million, up 27%. Full-year net income fell to $7 million from $139 million in 2024, reflecting acquisition costs tied to Matterport and Domain, while Adjusted EBITDA rose 83% to $442 million. The company affirmed its 2026 revenue and Adjusted EBITDA guidance and plans to repurchase $700 million of stock in 2026.
Full-year 2025 revenue was $3.2 billion, up 19% from $2.7 billion; fourth-quarter revenue was $900 million, up 27% from $709 million.
Full-year 2025 net income was $7 million, or $0.02 per diluted share, versus $139 million, or $0.34 per diluted share, in 2024.
Full-year 2025 Adjusted EBITDA was $442 million, up 83%; full-year Adjusted EPS was $0.87 versus $0.73.
2026 guidance was affirmed: revenue of $3.78 billion to $3.82 billion and Adjusted EBITDA of $740 million to $800 million.
On February 13, 2026, CoStar Group amended its Executive Severance Plan to remove a clause tied to board composition from the definition of "Change in Control." The company said the change was made at management's request to avoid the cost and distraction of a Delaware lawsuit tied to threatened proxy contests by Third Point LLC and D. E. Shaw & Co., L.P. The filing does not report any financial results or figures.
Amended Executive Severance Plan dated February 13, 2026, removes the board-composition "director clause" from the Change in Control definition
Company says the clause was designed to protect management continuity and was comparable to peer company programs
Board removed the clause to avoid cost and distraction from a threatened Delaware lawsuit linked to proxy contests by Third Point LLC and D. E. Shaw & Co., L.P.
All other plan terms remain unchanged; full plan filed as Exhibit 10.1
CoStar Group issued its 2026 financial outlook and medium-term targets and announced a new $1.5 billion share repurchase program and a new executive compensation program. The company expects 2026 revenue of $3.78 billion to $3.82 billion and Adjusted EBITDA of $740 million to $800 million, and plans to reduce net investment in Homes.com by more than $300 million in 2026. The filing also amends CEO Andrew Florance's employment agreement and adopts an Executive Severance Plan.
2026 revenue guidance of $3.78 billion to $3.82 billion, about 18% growth over the midpoint of prior 2025 guidance
2026 net income guidance of $175 million to $215 million, or $0.42 to $0.52 per diluted share; Adjusted EBITDA guidance of $740 million to $800 million
New $1.5 billion share repurchase program, following the accelerated completion of a $500 million program in 2025
Net investment in Homes.com expected to fall by more than $300 million in 2026, from $850 million in 2025; CEO employment agreement amended effective January 1, 2026 to delete a legacy tax gross-up provision
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every CoStar filing is on SEC EDGAR ↗. 8-K briefs of other companies →