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Zillow Group Earnings Calls
| Release date | Oct 30, 2025 |
| EPS estimate | $0.423 |
| EPS actual | $0.440 |
| EPS Surprise | 3.95% |
| Revenue estimate | 670.09M |
| Revenue actual | 676M |
| Revenue Surprise | 0.88% |
| Release date | Aug 06, 2025 |
| EPS estimate | $0.440 |
| EPS actual | $0.400 |
| EPS Surprise | -9.09% |
| Revenue estimate | 666.203M |
| Revenue actual | 655M |
| Revenue Surprise | -1.68% |
| Release date | May 07, 2025 |
| EPS estimate | $0.430 |
| EPS actual | $0.410 |
| EPS Surprise | -4.65% |
| Revenue estimate | 589.405M |
| Revenue actual | 598M |
| Revenue Surprise | 1.46% |
| Release date | Feb 11, 2025 |
| EPS estimate | $0.260 |
| EPS actual | $0.270 |
| EPS Surprise | 3.85% |
| Revenue estimate | 546.676M |
| Revenue actual | 554M |
| Revenue Surprise | 1.34% |
Last 4 Quarters for Zillow Group
Below you can see how ZG performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 11, 2025 |
| Price on release | $83.84 |
| EPS estimate | $0.260 |
| EPS actual | $0.270 |
| EPS surprise | 3.85% |
| Date | Price |
|---|---|
| Feb 05, 2025 | $83.10 |
| Feb 06, 2025 | $84.07 |
| Feb 07, 2025 | $84.46 |
| Feb 10, 2025 | $85.29 |
| Feb 11, 2025 | $83.84 |
| Feb 12, 2025 | $74.87 |
| Feb 13, 2025 | $75.40 |
| Feb 14, 2025 | $76.89 |
| Feb 18, 2025 | $77.30 |
| 4 days before | 0.89% |
| 4 days after | -7.80% |
| On release day | -10.67% |
| Change in period | -6.98% |
| Release date | May 07, 2025 |
| Price on release | $66.44 |
| EPS estimate | $0.430 |
| EPS actual | $0.410 |
| EPS surprise | -4.65% |
| Date | Price |
|---|---|
| May 01, 2025 | $66.14 |
| May 02, 2025 | $67.63 |
| May 05, 2025 | $66.98 |
| May 06, 2025 | $66.06 |
| May 07, 2025 | $66.44 |
| May 08, 2025 | $66.75 |
| May 09, 2025 | $66.78 |
| May 12, 2025 | $70.08 |
| May 13, 2025 | $69.24 |
| 4 days before | 0.454% |
| 4 days after | 4.21% |
| On release day | 0.467% |
| Change in period | 4.69% |
| Release date | Aug 06, 2025 |
| Price on release | $81.51 |
| EPS estimate | $0.440 |
| EPS actual | $0.400 |
| EPS surprise | -9.09% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $76.75 |
| Aug 01, 2025 | $77.16 |
| Aug 04, 2025 | $80.39 |
| Aug 05, 2025 | $79.25 |
| Aug 06, 2025 | $81.51 |
| Aug 07, 2025 | $81.11 |
| Aug 08, 2025 | $77.51 |
| Aug 11, 2025 | $76.12 |
| Aug 12, 2025 | $77.03 |
| 4 days before | 6.20% |
| 4 days after | -5.50% |
| On release day | -0.491% |
| Change in period | 0.365% |
| Release date | Oct 30, 2025 |
| Price on release | $68.75 |
| EPS estimate | $0.423 |
| EPS actual | $0.440 |
| EPS surprise | 3.95% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $74.27 |
| Oct 27, 2025 | $74.14 |
| Oct 28, 2025 | $72.83 |
| Oct 29, 2025 | $68.87 |
| Oct 30, 2025 | $68.75 |
| Oct 31, 2025 | $71.53 |
| Nov 03, 2025 | $71.44 |
| Nov 04, 2025 | $69.92 |
| Nov 05, 2025 | $70.13 |
| 4 days before | -7.43% |
| 4 days after | 2.01% |
| On release day | 4.04% |
| Change in period | -5.57% |
Zillow Group Earnings Call Transcript Summary of Q3 2025
Zillow reported a strong Q3 2025: total revenue of $676M (up 16% YoY), EBITDA of $165M with a 24% margin (expanded >200 bps YoY), and GAAP net income of $10M. For Sale revenue grew 10% (residential +7%, mortgages +36%) driven by adoption of integrated transaction products (Showcase, Follow Up Boss, Zillow Home Loans, enhanced markets). Rentals accelerated 41% YoY (multifamily +62%), with 69,000 multifamily properties and 2.5M average monthly active rental listings, supported by syndication deals (Redfin, Realtor.com) and new product features. Product innovation highlighted: Zillow app inside ChatGPT, AI virtual staging, enhanced messaging/co-shopping, verified digital pre-approval, BuyAbility (2.9M enrolled), Zillow Pro (agent membership) and Zillow Preferred (evolution of Flex). CFO emphasized solid cash generation (YTD free cash flow $295M), $1.4B cash & investments, $2.4B in buybacks to date, and disciplined cost control (fixed costs +5% YoY, SBC down 8% in Q3). Guidance: Q4 revenue $645–655M (+16–18% YoY), EBITDA $145–155M (≈23% margin), For Sale growth high single-digits, Rentals growth >45% YoY; reiterated full-year 2025 targets (mid‑teens revenue growth, expanded EBITDA margins, full‑year GAAP profitability) and mid‑cycle ambitions ($1B+ incremental For Sale revenue from integrated playbook, $1B+ annual Rentals). Management flagged regulatory noise (FTC case re: syndication) but called current syndication arrangements pro‑consumer and pro‑partner. Overall takeaway: execution and product-led integration continue to drive outperformance and margin expansion, with focus on scaling enhanced markets, Rentals, and agent monetization (Pro/Preferred) while remaining vigilant on regulatory/legal risk.
