Ziff Davis Q3 2026 EPS Tops Estimates at $1.39, but Revenue Misses at $289.3M

Ziff Davis (ZD) posted mixed third-quarter 2026 results, with adjusted EPS above the estimate and revenue below it. Revenue was $289.3 million, down 20% from a year earlier, below the $295.3 million estimate, and adjusted EPS was $1.39, down 21% from a year earlier, above the $1.20 estimate.

Shares fell 3.3% in after-hours trading as of 6:00 p.m. ET, to $52.51 from a $54.28 close.

Q3 2026 scorecard

By our calculation, revenue was $6.0 million below the estimate and adjusted EPS was $0.19 above it. The QoQ column compares with the previous quarter's revenue of $286.7 million and adjusted EPS of $1.03. The YoY column compares with $363.7 million and $1.76 in the same quarter a year earlier.

Track record

• EPS record. Adjusted EPS beat the estimate in 6 of the last 8 reports, including this one.
• Revenue record. Revenue beat the estimate in 2 of the last 8 reports.
• Revenue trend. Revenue over the last 5 reports, oldest first: $363.7 million, $406.7 million, $267.6 million, $286.7 million and $289.3 million.

What to watch

• Next-quarter estimates. Consensus calls for EPS of $2.20 and revenue of $340.0 million next quarter, based on 3 analysts.
• Revenue growth. Whether revenue stabilizes after this quarter's 20% decline from a year earlier to $289.3 million.
• Estimate record. Whether Ziff Davis extends a record of beating EPS estimates in 6 of its last 8 reports.
• Related coverage. See our reports on Dorchester Minerals, Regency Centers, James Hardie Industries and Wheaton Precious Metals.

Sources: Results are from Ziff Davis's Nov. 5, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from Ziff Davis's earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.