Zillow Q3 2025: Rentals & Mortgages Surge Amid Regulatory Risks

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Издатель Nov 3, 2025

Zillow Group's Q3 2025 earnings reveal strong operational growth with revenue hitting $676 million, a 16% year-over-year increase, and adjusted EBITDA rising to $165 million, marking a 24% margin. The standout performance comes from the Rentals segment, surging 41% driven by a 62% increase in multifamily properties, and Mortgages, which grew 36% with purchase originations jumping 57% to $1.3 billion. Despite the solid financials, market reaction remains cautious due to ongoing regulatory challenges and a still-soft housing market.

The company's integrated transaction strategy shows promising traction, with 34% of connections now running through enhanced markets, aiming for a 75% long-term target. Innovations like the Zillow app integration with ChatGPT and new agent tools such as Zillow Pro and Zillow Preferred are designed to deepen engagement and drive revenue growth, particularly in the for-sale segment. These initiatives highlight Zillow's pivot to a capital-light, software-plus-services platform that captures more value across the real estate transaction journey.

Looking ahead, Zillow projects continued growth with Q4 revenue guidance of $645 to $655 million and accelerated growth in Rentals and Mortgages segments. However, the FTC complaint concerning the Redfin rentals partnership poses a regulatory overhang. Investors are weighing these risks against Zillow's robust execution and strategic innovation, making it a compelling case of operational strength tempered by external uncertainties in the evolving real estate technology landscape.

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