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Zillow Group Earnings Calls
| Release date | May 06, 2026 |
| EPS estimate | $0.430 |
| EPS actual | $0.530 |
| EPS Surprise | 23.26% |
| Revenue estimate | 705.175M |
| Revenue actual | 708M |
| Revenue Surprise | 0.401% |
| Release date | Feb 10, 2026 |
| EPS estimate | $0.420 |
| EPS actual | $0.390 |
| EPS Surprise | -7.14% |
| Revenue estimate | 650.507M |
| Revenue actual | 654M |
| Revenue Surprise | 0.537% |
| 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% |
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 | 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% |
| Release date | Feb 10, 2026 |
| Price on release | $54.42 |
| EPS estimate | $0.420 |
| EPS actual | $0.390 |
| EPS surprise | -7.14% |
| Date | Price |
|---|---|
| Feb 04, 2026 | $56.66 |
| Feb 05, 2026 | $53.72 |
| Feb 06, 2026 | $54.49 |
| Feb 09, 2026 | $53.94 |
| Feb 10, 2026 | $54.42 |
| Feb 11, 2026 | $45.10 |
| Feb 12, 2026 | $43.70 |
| Feb 13, 2026 | $43.30 |
| Feb 17, 2026 | $43.99 |
| 4 days before | -3.95% |
| 4 days after | -19.17% |
| On release day | -17.13% |
| Change in period | -22.36% |
| Release date | May 06, 2026 |
| Price on release | $44.83 |
| EPS estimate | $0.430 |
| EPS actual | $0.530 |
| EPS surprise | 23.26% |
| Date | Price |
|---|---|
| Apr 30, 2026 | $44.61 |
| May 01, 2026 | $45.50 |
| May 04, 2026 | $44.27 |
| May 05, 2026 | $43.88 |
| May 06, 2026 | $44.83 |
| May 07, 2026 | $44.04 |
| May 08, 2026 | $41.94 |
| May 11, 2026 | $40.65 |
| May 12, 2026 | $39.84 |
| 4 days before | 0.493% |
| 4 days after | -11.13% |
| On release day | -1.76% |
| Change in period | -10.69% |
Zillow Group Earnings Call Transcript Summary of Q1 2026
Zillow reported a strong Q1 2026 with revenue of $708M, up 18% YoY and near the high end of guidance, EBITDA of $182M (26% margin) above outlook, and net income of $46M (6% margin). Key growth drivers: For Sale revenue up 12% (residential +8%, mortgages +56%) with Zillow Home Loans origination volume +96% YoY, and Rentals revenue up 42% (multifamily +57%) as Zillow expands to 76,000 multifamily properties and 2.7M average monthly rental listings. Management emphasized its competitive advantages — content, context and integration — and is actively rolling out an AI mode (live to ~5% of users) to deepen engagement and drive higher-intent conversions. New product momentum includes Zillow Preview (pre-market listings) and an agreement to extend Preview visibility with realtor.com; Showcase and Follow Up Boss traction also cited. CFO highlighted margin progress: Q1 free cash flow $127M (+44% YoY), share repurchases of $626M in the quarter (shares outstanding reduced), cash & investments $788M and total liquidity ~$1.3B including undrawn revolver. Guidance: Q2 revenue $750–765M (midpoint ~16% YoY growth), EBITDA $150–165M (includes ~$20M incremental legal costs and ~$16M incremental advertising); full-year outlook unchanged for mid-teens revenue growth, ~30% rentals growth and continued margin expansion with back-half improvement expected as variable investments and legal headwinds ease. Risks/near-term headwinds called out: legal/FTC trial-related costs, higher Q2 advertising spend tied to product launches, and a housing market assumed to remain essentially flat (management is not counting on macro recovery).
