Proptech Earnings Radar – Q3 2026
Q3 results are in for proptech’s public companies.
In part 1, we shared earnings summaries for each of the the ten companies we deem as the most important players in the broader category. Part 2 is the wrap-up that includes a table covering the performance of the 26 companies in the GEM Proptech Index.
The 26 companies covered in the table below represent a combined market cap of $248.920B (as of November 13, 2026). Since Q2’s report (August 12, 2026), the GEM Proptech Index is down 6.94% sequentially and 5.97% YoY. (For comparison, Q2 FY26’s report had a combined market cap of $267.479B, while last year’s Q3 report from November 10th, 2025 totaled $264.738B.)
The “Core 4”, Airbnb, CoStar, Zillow, and Rocket, gained market share, increasing 177 bps from Q2 (64.76%) to represent 66.53% of the total index value ($165.613B), and 317 bps YoY from Q3 2025 (63.36%).
Full summaries, chart, top 5 winners and losers (share price YoY), & takeaways are available on our Crystal newsletter…
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