Q2 FY2026 EarningsQ2 FY26 results were mixed relative to consensus: revenue of $772M beat the $758.4M expectation (+1.80%), driven by strong Rentals (+31% YoY) and Mortgages (+75% YoY) growth. However, GAAP Net Income of -$4M missed the $21.7M mean estimate significantly due to $36M in restructuring costs and higher-than-expected lead acquisition costs via the Redfin syndication. GAAP EPS was -$0.02 vs. $0.086 expected. Management announced a 7% headcount reduction to optimize the cost structure for FY27.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Zillow(ZG) the Revenue is 772 M (+17.86%), Beat estimate;the EBIT is -10 M (+9.09%), Miss estimate;the EPS is -0.02 (-300%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.77B17.86%
0.76B15.78%
+0.01B2.08%
EBITMiss expectations
-0.01B9.09%
0.01B191.90%
-0.02B182.81%
EPSMiss expectations
-0.02300.00%
0.0864764.20%
-0.10641,064.20%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf