ZILLOW GROUP, INC. — Form 8-K
Filed August 5, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
Zillow reported Q2 2026 total revenue of $772 million (+18% YoY), beating outlook. For Sale revenue grew 14% to $549M; Mortgages revenue surged 75% to $84M on $2.2B purchase loan originations (+95%). Rentals revenue up 31% to $209M. GAAP net loss was $4M; Adjusted net income was $118M ($0.52 diluted EPS vs. $0.40 prior year). Adjusted EBITDA was $176M (23% margin). Company repurchased 5.6M shares for $200M. Management restructured organization, appointed Jeremy Hofmann as combined COO/CFO, and hired Cassandra Knight as chief legal policy officer.
Why this rating
Strong quarterly beat on revenue and profitability with strategic progress on Preferred/integrated model. Leadership reshuffle and restructuring are routine adjustments. Relative to $14.9B market cap, results are solid but not transformational.
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