REA Group H1 FY26 Financial Information Released

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Stock REA Group Ltd (REA.ASX)
Release Time 6 Feb 2026, 8:20 a.m.
Price Sensitive Yes
 REA Group delivers strong yield growth in H1
Key Points
  • Revenue up 5% to $916m
  • EBITDA up 6% to $569m
  • Net profit up 9% to $341m
Full Summary

REA Group Ltd (ASX:REA) today announced its results for the half-year ended 31 December 2025. Key highlights include revenue of $916m (up 5%), EBITDA of $569m (up 6%), and net profit of $341m (up 9%). The company's core residential business saw strong Buy Yield growth of 14%, partially offsetting a 6% decline in national listings. Residential revenue increased 7%, with growth driven by the yield improvement. Commercial & New Homes revenue grew 10%, while Financial Services revenue was up 11%. REA's flagship site, realestate.com.au, extended its audience leadership, reaching record monthly visits and unique visitors. In India, the company simplified its business structure and is focusing on the Housing.com portal. Move, Inc. in North America saw a 10% revenue increase. Operating costs grew by 3%, or 8% adjusted for M&A activity. The company announced an on-market share buy-back of up to $200m and an interim dividend of $1.24 per share, up 13%.

Guidance

The company expects national residential Buy listing volumes to decline by 1-3%, with 12-14% residential Buy yield growth. It anticipates positive operating jaws, with Australian jaws anticipated to be open modestly. Expectations for mid single-digit operating expenses growth is unchanged.

Outlook

The Australian property market is experiencing strong buyer demand nationally. Supply has improved in Melbourne and Sydney, supporting strong new listings activity, while limited stock in other major cities is resulting in some vendors delaying listings. REA Group is well-positioned for further growth in the remainder of FY26 through innovation, new product features and capabilities, and ongoing strength in property market fundamentals.