Zillow Group (ZG) reported $708 million in revenue for the quarter ended March 2026, representing a year-over-year increase of 18.4%. EPS of $0.53 for the same period compares to $0.41 a year ago.
The reported revenue represents a surprise of +0.53% over the Zacks Consensus Estimate of $704.27 million. With the consensus EPS estimate being $0.43, the EPS surprise was +23.26%.
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.
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: 220 million versus 229.65 million estimated by three analysts on average. Mobile Applications and Websites - Visits: 2.3 billion versus the three-analyst average estimate of 2.36 billion. Revenue- Residential: $450 million versus $453.41 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +7.9% change. Revenue- Other: $11 million versus $11.51 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a 0% change. Revenue- Mortgages: $64 million compared to the $58.08 million average estimate based on four analysts. The reported number represents a change of +56.1% year over year. Revenue- Rentals: $183 million compared to the $181.02 million average estimate based on four analysts. The reported number represents a change of +41.9% year over year.View all Key Company Metrics for Zillow here>>>
Shares of Zillow have returned +7.2% over the past month versus the Zacks S&P 500 composite's +10.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.7 Best Stocks for the Next 30 Days
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Zillow Group, Inc. (ZG): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).