Highlights

  • REA Group reported FY26 core Revenue of $1,793 million and EBITDA excluding associates of $1,088 million.
  • Core net profit increased to $650 million, while Earnings Per Share reached $4.93.
  • Australian residential revenue rose 12% as national listing volumes remained broadly in line with the prior year.
  • Premiere+ achieved record penetration, while customer adoption of Luxe and Audience Maximiser continued to expand.
  • Financial Services revenue increased 11%, supported by growth in submissions and settlements through Mortgage Choice.

REA Group Ltd (ASX:REA) is a multinational digital property Business whose Australian operations include realestate.com.au, realcommercial.com.au, Flatmates.com.au and property.com.au, alongside property data and financial services businesses. Its FY26 results show how higher residential Advertising yield, broader use of premium products and continued activity across financial services contributed to growth, while the company also expanded AI-enabled property experiences and customer tools during the year.

FY26 Earnings Reflect Higher Yield Across Core Operations

For the year ended 30 June 2026, REA Group reported core revenue of $1,793 million, up 7%, and EBITDA excluding associates of $1,088 million, up 12%. Core net profit reached $650 million, a 15% increase, while earnings per share rose to $4.93. The Board determined a fully franked final Dividend of $1.73 per share, taking the total FY26 dividend to $2.97 per share.

The Australian property market became more balanced through FY26. National listing volumes remained broadly in line with the previous year, yet Residential revenue increased 12%. This result indicates that revenue growth was supported not only by listing activity but also by the value generated from products and services used by agents and vendors.

Premium Products and Audience Engagement Support Residential Revenue

REA continued to expand its higher-value property advertising and customer products during FY26. Premiere+ reached record penetration, while uptake of Luxe continued to grow and Audience Maximiser also reached record penetration. Several agency groups signed enterprise-wide agreements for the Pro subscription, extending adoption of REA’s customer tools across larger networks.

The company also recorded 12.7 million average monthly visitors to realestate.com.au and 146.4 million average monthly visits during FY26. REA reported record seller leads and maintained broad consumer engagement while adding AI-powered and immersive property features. These included conversational search, an AI-led tool linked to realEstimate, and iGUIDE 3D virtual tours and floorplans.

Financial Services and Data Add Additional Revenue Streams

REA’s Financial Services business recorded an 11% revenue increase in FY26. Mortgage Choice settled $27 billion in loans, representing a 13% increase, with the company also reporting growth in submissions. PropTrack revenue increased as customer data contracts expanded, adding another source of recurring activity beyond property advertising.

The group also continued reshaping its portfolio during 2026. REA announced the sale of its remaining India business, Housing.com, in July 2026 following an earlier strategic review, while its Australian operations remained the central earnings base. The company also added capabilities through investments and acquisitions in areas such as property visualisation, Data Analytics and commercial lending.

Key Insights

REA Group’s FY26 performance reflects a business increasingly focused on extracting more value from its property audience through premium advertising, data, AI-enabled services and financial products. Residential revenue growth exceeded the change in national listing volumes, while platform engagement remained high. The key operating themes are therefore the sustainability of customer product adoption, continued audience engagement and execution across financial services and property data as REA develops its next phase of digital property services.