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.
EPS
Actual | -0.25 | -0.17 | 0.37 | 0.41 | 0.44 | 0.44 | -0.95 | -0.42 | 0.55 | 0.465 | 0.4087 | 0.21 | 0.35 | 0.39 | 0.3515 | 0.2 | 0.36 | 0.414 | 0.3888 | 0.27 | 0.41 | 0.4 | 0.44 | 0.39 | |||||||||||
Forecast | -0.3311 | -0.4756 | 0.1195 | 0.2775 | 0.2639 | 0.2429 | 0.1576 | -0.9082 | 0.2453 | 0.3473 | 0.1362 | 0.0566 | 0.1148 | 0.1888 | 0.2251 | 0.1187 | 0.3091 | 0.2554 | 0.2857 | 0.2692 | 0.3698 | 0.4238 | 0.4281 | 0.4017 | |||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +24.49% | +64.26% | +209.62% | +47.75% | +66.73% | +81.14% | -702.79% | +53.75% | +124.22% | +33.89% | +200.07% | +271.02% | +204.88% | +106.57% | +56.15% | +68.49% | +16.47% | +62.10% | +36.09% | +0.30% | +10.87% | -5.62% | +2.78% | -2.91% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.13B | 768.35M | 656.69M | 788.95M | 1.22B | 1.31B | 1.74B | 3.88B | 4.26B | 1.01B | 483.00M | 435.00M | 469.00M | 506.00M | 496.00M | 474.00M | 529.00M | 572.00M | 581.00M | 554.00M | 598.00M | 655.00M | 676.00M | 654.00M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.05B | 615.19M | 572.69M | 740.52M | 1.10B | 1.28B | 2.00B | 3.01B | 3.36B | 984.79M | 458.11M | 414.52M | 425.05M | 472.59M | 480.78M | 451.66M | 508.63M | 538.35M | 555.40M | 547.03M | 589.15M | 647.99M | 670.84M | 650.44M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +7.42% | +24.90% | +14.67% | +6.54% | +10.46% | +2.50% | -13.35% | +29.01% | +26.70% | +2.46% | +5.43% | +4.94% | +10.34% | +7.07% | +3.17% | +4.95% | +4.00% | +6.25% | +4.61% | +1.27% | +1.50% | +1.08% | +0.77% | +0.55% |
Earnings Call
You can ask Aime
Did Zillow Group C beat or miss consensus estimates last quarter?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 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 were the key takeaways from Zillow Group C's earnings call?What is Zillow Group C's gross profit margin?What is Zillow Group C's latest dividend and current dividend yield?
