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Zillow (ZG) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

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Zillow Group (ZG - Free Report) reported $772 million in revenue for the quarter ended June 2026, representing a year-over-year increase of 17.9%. EPS of $0.52 for the same period compares to $0.40 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $759.49 million, representing a surprise of +1.65%. The company delivered an EPS surprise of +18.18%, with the consensus EPS estimate being $0.44.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Zillow performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Mobile Applications and Websites - Average Monthly Unique Users: 239 million versus 242.24 million estimated by three analysts on average.
  • Mobile Applications and Websites - Visits: 2.53 billion versus the three-analyst average estimate of 2.54 billion.
  • Revenue- Residential: $465 million versus $462.97 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +7.1% change.
  • Revenue- Other: $14 million versus $14.86 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a 0% change.
  • Revenue- Mortgages: $84 million versus $74.87 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +75% change.
  • Revenue- Rentals: $209 million compared to the $207.15 million average estimate based on four analysts. The reported number represents a change of +31.5% year over year.

View all Key Company Metrics for Zillow here>>>

Shares of Zillow have returned +13.3% over the past month versus the Zacks S&P 500 composite's +3.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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