Jones Lang LaSalle (JLL) Investor Day 2026 summary

Strategic vision and growth imperatives

• Accelerate 2030 targets organic revenue growth of 8%, Adjusted EBITDA growth of 12%, and Adjusted EPS growth of 16% through 2030, with free cash flow conversion above 80%.

• Six imperatives guide the strategy: core market leadership, deepening client relationships, platform excellence, data and AI acceleration, people advantage, and brand strength.

• Growth will be primarily organic, with targeted M&A to fill capability gaps or accelerate entry into high-growth segments like data centers.

• One JLL approach emphasizes cross-segment collaboration, data-driven insights, and programmatic client engagement to drive enterprise relationships.

• Significant runway exists in under-penetrated markets and cross-selling to existing clients, especially among Fortune 500 and top investor clients.

Financial performance and guidance

• Achieved 8% average annual revenue growth and 12% adjusted EBITDA growth since 2016, with over $5 billion in free cash flow generated.

• EBITDA margin expanded by 340 basis points since 2016, reaching 16.2% in 2025, exceeding prior targets.

• 80% of revenue now comes from resilient business lines, supporting stability through cycles and rapid recovery from downturns.

• Accelerate 2030 expects to generate nearly $6 billion in cash over five years, with a continued focus on margin expansion and high cash conversion.

• Net leverage at 0.2x and $3.9B in liquidity as of December 2025, supporting strategic flexibility.

Technology, data, and AI as structural advantages

• Proprietary data platform covers nearly 2 million properties, with 75%+ adoption of core tech products and digitized workflows.

• AI and data integration are embedded across all business lines, driving productivity, client outcomes, and new service models.

• Investments in PropTech and acquisitions like Raise (LeasingOS) and SKAE have accelerated tech-enabled service delivery and data generation.

• AI-driven tools (e.g., Azara, Debt Insights, Project Intelligence) enhance decision-making, operational efficiency, and client value.

• Data and AI are seen as key differentiators, enabling deeper client penetration, multi-line growth, and a defensible competitive moat.