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High materiality7/10

Zillow Q2 earnings beat on revenue but full-year guidance miss

Aug 5, 2026, 5:51 PM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting

The stock sold off after hours due to full-year guidance below consensus and modest Q3 guidance; investors may fear slower growth in a volatile housing cycle, despite a strong quarter. Similar past reactions occur when forward guidance underwhelms, even with solid quarterly results; could lead to a short-term repricing until clearer housing-market cues emerge.

AI summary

What happened, with direct paths to the underlying reporting

Zillow beat on Q2 revenue and adjusted EPS, with mortgage and rentals leading growth. However, guidance for 2026 revenue and Q3 revenue came in below consensus, triggering a roughly 10% after-hours drop. The near-term action hinges on housing demand signals and whether the guidance undershoot is temporary or indicative of a weaker housing cycle.

  • Q2 revenue $772m vs est $758.04m; adj EPS 52c vs 44c.
  • Total revenue +18% YoY; residential +7%, mortgages +75%, rentals +31%.
  • Growth outpaced housing market, which grew 6%.
  • Q3 guidance $745–760m; full-year 2026 revenue $2.92–2.96b vs est $2.98b; after-hours -10%.

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StockNews.AI groups source reporting, classifies the event, and measures subsequent price movement. This is informational research, not investment advice. Prices may be delayed or unavailable.

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