Full-year revenue guidance is $468 to $472 million, representing 4% to 5% growth. ZipRecruiter reported third-quarter revenue of $124.4 million, up 8% year-over-year, and adjusted EBITDA of $20.8 million at a 17% margin.
ZIP · Ziprecruiter, Inc.
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ZipRecruiter reported revenue of $124.4 million, up 8%, and net income of $5.1 million for the three months ended September 30, 2026, versus $115.0 million and a $9.8 million net loss in 2025. Adjusted EBITDA rose to $20.8 million.
ZipRecruiter reported Q3 2026 revenue of $124.4 million, up 8% year-over-year, and Adjusted EBITDA of $20.8 million at a 17% margin. Full-year 2026 revenue growth is expected at 4 to 5%, with Adjusted EBITDA margin of 13 to 14%.
ZipRecruiter appointed Jeffrey Liaw as an independent Class III director after Emily McEvilly resigned, both effective October 29, 2026. Liaw will receive a $50,000 annual retainer, a $200,000 initial RSU award and a $133,333 annual RSU award.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q2 FY26 earnings call · Aug 5, 2026TL;DR. ZipRecruiter's Q2 revenue grew 5% YoY to $118.1M, beating guidance by $6M, with Adjusted EBITDA margin expanding to 12% from 8% a year ago. Management raised the full-year outlook to low-single-digit revenue growth (from prior flat expectation) and 12%-14% Adjusted EBITDA margins, supported by product-driven gains in qualified applications and a $65M-discount debt repurchase that reduced the debt burden.
- + Q2 revenue beat the midpoint of guidance by $6M while Adjusted EBITDA margin expanded to 12% from 8% a year ago.
- + Management raised the full-year outlook to low-single-digit revenue growth and 12%-14% Adjusted EBITDA margins, up from prior expectation of flat revenue and 9% in 2025.
- + Next-gen search and matching engine drove a 34% QoQ increase in qualified application volume and doubled the employer response rate per application YoY.
- + Repurchased $294.6M of senior unsecured notes at a ~$65M discount, retiring over half of outstanding debt while preserving $173.8M in cash.
- − Revenue per Paid Employer declined 1% YoY to $1,669 as new employers joined partway through the quarter.
- − Cash, cash equivalents and marketable securities fell to $173.8M from $393.5M sequentially as maturities were used to fund the debt repurchase.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
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Guidance & track record
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $14.6M | Q2 2026 | — |
GAAP → non-GAAP reconciliationGAAP GAAP net income (loss) 43.43M
+7.37M Stock-based compensation
+3.05M Depreciation and amortization
+6.69M Interest expense
-59.26M Gain on debt extinguishment
-3.14M Other (income) expense, net
+16.43M Income tax expense (benefit)
= Adjusted EBITDA 14.56M
|
|||
| Adjusted EBITDA Margin non-GAAP | 12% | Q2 2026 | — |
| Quarterly Paid Employers | 70.7K | Q2 2026 | — |
| Revenue per Paid Employer | $1,669 | Q2 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Internet Content & Information — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ZIP
this stock
Ziprecruiter, Inc.
|
$450.00M | +41.3% | -5.3% | 10.6 | 3.8% |
|
GOOGL
Alphabet Inc.
|
$3.64T | -5.5% | +15.1% | 15.4 | 0.7% |
|
META
Meta Platforms, Inc.
|
$1.64T | -2.8% | +47.1% | 21.9 | 3.0% |
|
SPOT
Spotify Technology S.A.
|
$125.91B | +5.5% | — | — | 1.5% |
|
NBIS
Nebius Group N.V.
|
$33.94B | +38.4% | +479.0% | — | 17.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Nov 9, 2026
- This year
- 17
ZipRecruiter reported Q3 2026 revenue of $124.4 million, up 8% year-over-year, and Adjusted EBITDA of $20.8 million at a 17% margin. Full-year 2026 revenue growth is expected at 4 to 5%, with Adjusted EBITDA margin of 13 to 14%.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ZIP | +46.5% | +24.9% | +73.3% | +31.2% | +41.3% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +44.0% | +26.1% | +72.8% | +31.4% | +30.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.