earnings
confidence high
sentiment positive
materiality 0.80
Zillow Q2 revenue up 15% to $655M, GAAP net income $2M, guidance raised
ZILLOW GROUP, INC.
2025-Q2 EPS reported
$0.04
revenue$1,253,000,000
- Revenue $655M (+15% YoY) exceeded outlook; For Sale up 9% to $482M, Rentals up 36% to $159M.
- GAAP net income $2M (vs -$17M YoY); Adjusted EBITDA $155M, margin 24% at high end of outlook.
- Mortgage origination volume jumped 48% to $1.1B; purchase loans drove 41% growth.
- Cash & investments $1.2B after settling $419M convertible notes and $150M share repurchases.
- Full-year 2025 revenue growth now expected at mid-teens, higher end of prior low- to mid-teens guidance.