REMAX RMAX Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Fri, February 20, 2026 astatine 8:50 AM CST 26 min read

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Feb. 20, 2026 astatine 8:30 a.m. ET

• Chief Executive Officer — Erik Carlson

• Chief Financial Officer — Karri R. Callahan

• Senior Vice President, Finance and Investor Relations — Joe Schwartz

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Erik Carlson: Thank you, Joe, and acknowledgment to each of you who person joined america today. In 2025, we built a beardown strategical instauration and we are opening to spot the payoff. We person made large advancement successful enhancing our brand, our wide worth proposition, and we presumption 2026 a twelvemonth of tremendous accidental for our company, our franchisees, our agents, and our indebtedness originators. We accomplished each of this contempt 2025 being the 3rd consecutive twelvemonth of a historically dilatory lodging market.

We entered the caller twelvemonth with beardown momentum crossed some of our networks, driven by increasing the RE/MAX web to an all-time high, our champion 4th fourth of U.S. cause number show since 2021, and a renewed excitement for the RE/MAX brand. What is more, 2026 began with a large win, arsenic successful January, we had the largest brokerage conversion successful RE/MAX history. An Ontario household of visionary entrepreneurs and their astir 1,200 agents joined RE/MAX Canada, adding to the market-leading beingness enjoyed from seashore to coast. Engagement passim the RE/MAX web reflects increasing enthusiasm for our strategical investments successful the brand, reaffirming the spot of our wide direction.

At the aforesaid time, we proceed to run the concern with discipline, arsenic evidenced by our 4th fourth nett and borderline performance, which came successful astatine the precocious extremity of our expectations. Given the productivity and professionalism of our web and the resilience of our model, we judge we are well-positioned to capitalize connected a recovering market. We are continuing to enactment our affiliates successful increasing their concern and expanding their profitability.

In presumption of lodging information and user insights, contempt a typically dilatory commencement of the twelvemonth successful January, we proceed to spot the lodging marketplace normalizing successful assorted ways, and that is simply a steadfast development. According to our latest RE/MAX National Housing Report, inventory and caller listings stay higher than a twelvemonth ago, and the wide fundamentals suggest we volition person a much balanced marketplace this year. Across galore markets, we are seeing aboriginal signs of a much adjacent playing field. Seller concessions are becoming much common, negotiations are much thoughtful, and involvement rates are trending downward, which helps enactment purchaser activity.