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Z

Zillow Group C·NASDAQ
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Z fundamentals

Zillow Group C (Z) released its earnings on Feb 10, 2026: revenue was 654.00M (YoY +18.05%), beat estimates; EPS was 0.39 (YoY +44.44%), missed estimates.
Revenue / YoY
654.00M
+18.05%
EPS / YoY
0.39
+44.44%
Report date
Feb 10, 2026
Z Earnings Call Summary for Q4,2025
  • Revenue Surge: Q4 2025 revenue up 18% YoY, with Rentals leading at 45% growth. Full-year For Sale revenue +9%, Rentals +39%.
  • Enhanced Markets Expansion: 44% of connections via enhanced markets, targeting 75% adoption. Zillow Home Loans adoption at 11%.
  • Profitability Milestone: Full-year GAAP net income of $23 million, EBITDA margin 24% (up 180 basis points YoY).
  • AI-Driven Innovation: Zillow Pro in beta, Follow Up Boss AI messages up to 7 million in 2025. Rentals market share 63%.
  • 2026 Outlook: Mid-teens revenue growth, 30% Rentals growth, and EBITDA margin expansion despite legal expenses.

Earnings

EPS
Revenue

Revenue & Expenses

Z has released its 2025 Q4 earnings report, with revenue of 654.00M, reflecting a YoY change of 18.05%, and net profit of 3.00M, showing a YoY change of 105.77%. The Sankey diagram below clearly presents Z's revenue sources and cost distribution.

Key Indicators

Zillow Group C (Z) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Zillow Group C (Z)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Balance Sheet

Zillow Group C (Z)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Cash Flow

Zillow Group C (Z)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Revenue Breakdown

Where does Zillow Group C (Z) generate its revenue? Explore its key revenue streams and top earning regions.
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Dividend

Track Zillow Group C (Z) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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