Zillow

Q3 FY2026 EarningsQ3 FY26 revenue of $724M missed the $754.3M consensus due to mortgage rate pressures affecting residential volume, despite a 26% YoY surge in Rentals. GAAP EPS was a significant miss at -$0.70 vs. $0.15 expected, primarily driven by a one-time $165M Zillow Offers securities settlement. While Adjusted EBITDA of $182M remained within the outlook range, the overall results reflect a challenging housing environment only partially offset by growth in diversified segments like Mortgages and multifamily rentals.