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AI brief of an SEC Form 8-K · ZILLOW GROUP, INC. (ZG)

Zillow Group Q3 revenue up 7% to $724 million; GAAP net loss of $158 million

Mixed Impact 3 of 5 earnings Written later

Zillow Group reported third-quarter 2026 revenue of $724 million, up 7% from a year earlier, with Rentals revenue up 26%. The company posted a GAAP net loss of $158 million, or $0.70 per diluted share, after a $165 million charge for the ZO securities class action settlement, net of expected insurance recoveries, compared with net income of $10 million a year earlier. Shareholders face a mixed picture: revenue grew, while GAAP results swung to a loss.

Key points

  • Q3 revenue was $724 million, up 7% from $676 million in Q3 2025; For Sale revenue was flat at $489 million and Rentals revenue rose 26% to $220 million.
  • Net loss was $158 million, or $0.70 per diluted share, versus net income of $10 million, or $0.04 per diluted share, in Q3 2025.
  • Adjusted EBITDA was $182 million, a 25% margin, and diluted adjusted net income per share was $0.55, versus $0.44 a year earlier; both exclude the $165 million ZO settlement.
  • Average monthly unique users on Zillow's mobile apps and sites fell 3% year over year to 215 million in Q3.

The filing

CompanyZILLOW GROUP, INC. (ZG)
Form8-K, current report
Filed with the SECNov 4, 2026, 4:06 PM ET
Accession number0001617640-26-000068

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 8:38 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 04, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.