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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Dividend Yield
You can ask Aime
What guidance did Zillow Group C's management provide for the next earnings period?What were the key takeaways from Zillow Group C's earnings call?What is the market's earnings forecast for Zillow Group C next quarter?What does Zillow Group C do and what are its main business segments?What is the revenue and EPS growth rate for Zillow Group C year over year?What is Zillow Group C's gross profit margin?What factors drove the changes in Zillow Group C's revenue and profit?What is Zillow Group C's latest dividend and current dividend yield?
