Back to top

Image: Bigstock

Zillow (ZG) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

Read MoreHide Full Article

Zillow Group (ZG - Free Report) reported $724 million in revenue for the quarter ended September 2026, representing a year-over-year increase of 7.1%. EPS of $0.55 for the same period compares to $0.44 a year ago.

The reported revenue represents a surprise of -4.01% over the Zacks Consensus Estimate of $754.27 million. With the consensus EPS estimate being $0.60, the EPS surprise was -8.33%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

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: 215 million versus the three-analyst average estimate of 246.94 million.
  • Mobile Applications and Websites - Visits: 2.3 billion versus the three-analyst average estimate of 2.48 billion.
  • Revenue- Residential: $419 million versus the five-analyst average estimate of $436.78 million. The reported number represents a year-over-year change of -3.7%.
  • Revenue- Other: $15 million versus the five-analyst average estimate of $14.38 million. The reported number represents a year-over-year change of +7.1%.
  • Revenue- Mortgages: $70 million versus the five-analyst average estimate of $81.02 million. The reported number represents a year-over-year change of +32.1%.
  • Revenue- Rentals: $220 million versus the five-analyst average estimate of $222.41 million. The reported number represents a year-over-year change of +26.4%.

View all Key Company Metrics for Zillow here>>>

Shares of Zillow have returned +10.5% over the past month versus the Zacks S&P 500 composite's -2% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

Published in