Online real estate marketplace Zillow (NASDAQ:ZG) will be announcing earnings results this Tuesday after market close. Here’s what you need to know.
Zillow beat analysts’ revenue expectations by 0.8% last quarter, reporting revenues of $676 million, up 16.4% year on year. It was a strong quarter for the company, with a solid beat of analysts’ adjusted operating income estimates and revenue guidance for next quarter slightly topping analysts’ expectations.
Is Zillow a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Zillow’s revenue to grow 17.4% year on year to $650.3 million, in line with the 16.9% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.40 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Zillow has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 3.1% on average.
Looking at Zillow’s peers in the consumer discretionary segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Forestar Group delivered year-on-year revenue growth of 9%, beating analysts’ expectations by 2.1%, and MasterCraft reported revenues up 13.2%, topping estimates by 4.1%. Forestar Group traded down 6.2% following the results while MasterCraft was up 8.6%.
Read our full analysis of Forestar Group’s results here and MasterCraft’s results here.
Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the consumer discretionary stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 2.2% on average over the last month. Zillow is down 18.8% during the same time and is heading into earnings with an average analyst price target of $86.04 (compared to the current share price of $54.17).
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