Ziprecruiter (ZIP) Q3 FY2026 earnings: revenue $124 million, up 8.2% on the year

Ziprecruiter, Inc. (ZIP) reported revenue of $124 million for Q3 FY2026, the quarter ended 30 September 2026, up 8.2% on the same quarter a year earlier. Net income was $5 million, and diluted earnings per share $0.06. The figures are the company's own, from the 10-Q it filed with the SEC on 9 November 2026.

Revenue

$124 million

+8.2% on the year · +5.4% on the quarter

Q4 FY2024Q3 FY2026

Operating margin

8.7%

-4.4% a year earlier

Q4 FY2024Q3 FY2026

Net income

$5 million

-88.2% on the quarter

Q4 FY2024Q3 FY2026

Diluted EPS

$0.06

-88.7% on the quarter

Q4 FY2024Q3 FY2026

this quarterthe same quarter a year earlierHover a bar for its figure.

What management said

Guidance figures: 2 raised, 2 new.

Revenue rose 8% year-over-year: Revenue of $124.4 million rose 8% year-over-year and 5% quarter-over-quarter, driven by more Quarterly Paid Employers and higher job-posting activity from product changes.
Results came above guidance range: Revenue and Adjusted EBITDA both came above the high end of guidance. Q3 guidance was $118 million to $124 million revenue and $13 million to $19 million Adjusted EBITDA.
Adjusted EBITDA margin expanded 9 points: Adjusted EBITDA was $20.8 million, a 17% margin, up from $9.2 million and an 8% margin a year earlier and from a 12% margin in Q2’26.

Read the earnings call summary

Income statement (profit and loss)

$ million	Q3 FY2026	Q2 FY2026	Q3 FY2025	On the quarter	On the year
Revenue	124	118	115	+5.4%	+8.2%
Cost of revenue	12.7	12.6	12.5	+0.7%	+1.3%
Gross profit	112	105	102	+6.0%	+9.1%
Gross margin	89.8%	89.3%	89.1%
Research and development	25.3	26.4	30.9	-3.9%	-17.9%
Operating income	10.9	4.1	-5.0	+162.6%
Operating margin	8.7%	3.5%	-4.4%
Interest expense	3.3	6.7	7.4	-50.2%	-55.0%
Pre-tax income	9.7	59.9	-8.3	-83.8%
Income tax	4.6	16.4	1.5	-72.0%	+204.6%
Effective tax rate	47.4%	27.5%	n/a
Net income	5.1	43.4	-9.8	-88.2%
Net margin	4.1%	36.8%	-8.5%
Diluted EPS	$0.06	$0.53	-$0.11	-88.7%

$ million except per share.

Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Those four are arithmetic on the filed numbers; everything else is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and share counts are as they are.

Cash flow

$ million	Q3 FY2026	Q2 FY2026	Q3 FY2025	On the quarter	On the year
Operating cash flow	15.3	15.4	2.6	-0.5%	+487.1%
Capital expenditure	0.1	0.2	0.4	-37.2%	-61.2%
Free cash flow	15.2	15.2	2.2	+0.1%	+578.8%
Free cash flow margin	12.2%	12.9%	1.9%
Cash from investing	42.3	96.7	18.4	-56.3%	+130.1%
Cash from financing	-12.9	-231	-12.6
Depreciation and amortisation	2.9	3.0	3.2	-5.4%	-10.3%
Share-based compensation	7.0	7.4	11.1	-4.6%	-36.5%
Buybacks	4.5	0.0	10.0		-55.1%
Diluted shares, weighted	83m	83m	86m	+0.7%	-3.5%
Shares outstanding at period end	82m	82m	86m	-0.7%	-4.5%

Cash flow lines for the quarter; where the company files them year to date, the quarter is the difference between two filings.

Balance sheet

$ million	Q3 FY2026	Q2 FY2026	Q3 FY2025	On the quarter	On the year
Shareholders' equity	-27.3	-33.8	-76.1
Debt	249	253	544	-1.8%	-54.3%
Operating lease liabilities	8.9	9.5	11.3	-6.1%	-21.2%
Other liabilities	88.4	92.4	93.9	-4.3%	-5.9%
Total liabilities and equity	319	321	574	-0.8%	-44.4%
Fixed assets	3.7	3.9	4.3	-5.3%	-15.7%
Goodwill	8.5	8.5	8.5	0.0%	0.0%
Intangible assets	n/a	n/a	3.9
Investments	0.0	44.1	199
Cash and equivalents	175	130	212	+34.7%	-17.5%
Receivables	29.6	26.4	24.9	+11.9%	+18.8%
Other assets	102	109	121	-6.0%	-15.5%
Total assets	319	321	574	-0.8%	-44.4%

Questions

What was Ziprecruiter's revenue in Q3 FY2026?

Ziprecruiter (ZIP) reported revenue of $124 million for Q3 FY2026, the quarter ended 30 September 2026, up 8.2% on the same quarter a year earlier.

How much did Ziprecruiter earn in Q3 FY2026?

Net income for Q3 FY2026 was $5 million, and diluted earnings per share $0.06.

When did Ziprecruiter report Q3 FY2026 results?

Ziprecruiter filed its 10-Q for the quarter ended 30 September 2026 with the SEC on 9 November 2026.

Quarterly results, the last 20 quarters

	Q4 FY2021 *	Q1 FY2022	Q2 FY2022	Q3 FY2022	Q4 FY2022 *	Q1 FY2023	Q2 FY2023	Q3 FY2023	Q4 FY2023 *	Q1 FY2024	Q2 FY2024	Q3 FY2024	Q4 FY2024 *	Q1 FY2025	Q2 FY2025	Q3 FY2025	Q4 FY2025 *	Q1 FY2026	Q2 FY2026	Q3 FY2026
Revenue	220	227	240	227	210	184	170	156	136	122	124	117	111	110	112	115	112	108	118	124
Cost of revenue	19.8	21.6	21.8	21.8	21.1	20.6	15.7	14.5	13.5	13.3	12.9	12.4	11.5	11.7	12.0	12.5	12.1	12.0	12.6	12.7
Gross profit	200	206	218	205	189	163	155	141	122	109	111	105	99.5	98.4	100	102	99.5	95.6	105	112
Gross margin	91%	90%	91%	90%	90%	89%	91%	91%	90%	89%	90%	89%	90%	89%	89%	89%	89%	89%	89%	90%
R&D	28.4	29.6	30.9	33.0	34.2	38.3	38.6	32.1	32.8	36.1	33.3	33.7	31.7	33.3	32.1	30.9	28.4	26.1	26.4	25.3
Operating income	25.5	14.2	25.1	29.5	28.4	11.0	22.5	32.7	13.3	-0.9	9.4	-3.2	-4.0	-11.7	-6.7	-5.0	4.0	-1.5	4.1	10.9
Operating margin	12%	6%	10%	13%	14%	6%	13%	21%	10%	-1%	8%	-3%	-4%	-11%	-6%	-4%	4%	-1%	4%	9%
Interest expense	0.2	6.3	7.5	7.4	7.3	7.3	7.3	7.4	7.4	7.4	7.4	7.5	7.4	7.4	7.4	7.4	7.4	7.4	6.7	3.3
Pre-tax income	25.3	7.9	17.6	22.4	26.1	8.6	20.2	30.0	11.7	-3.4	7.7	-4.4	-6.4	-13.7	-9.1	-8.3	0.5	-5.6	59.9	9.7
Tax rate	17%	-6%	26%	8%	26%	42%	29%	20%	52%	n/a	8%	n/a	n/a	n/a	n/a	n/a	263%	n/a	27%	47%
Net income	21.0	8.4	13.1	20.6	19.4	5.0	14.4	24.1	5.6	-6.5	7.0	-2.6	-10.8	-12.8	-9.5	-9.8	-0.8	-4.7	43.4	5.1
Net margin	10%	4%	5%	9%	9%	3%	8%	15%	4%	-5%	6%	-2%	-10%	-12%	-8%	-9%	-1%	-4%	37%	4%
Diluted EPS	$0.30	$0.07	$0.11	$0.17	$0.16	$0.05	$0.14	$0.23	$0.04	-$0.07	$0.07	-$0.03	-$0.10	-$0.13	-$0.10	-$0.11	n/a	-$0.06	$0.53	$0.06
Operating cash flow	54.4	14.4	40.7	29.3	44.5	6.4	33.1	29.3	34.4	2.0	21.9	9.3	12.5	-9.9	10.5	2.6	7.7	-3.5	15.4	15.3
Capital expenditure	0.4	1.0	0.7	0.6	0.5	0.4	0.0	0.4	0.1	0.1	0.2	0.2	0.4	0.3	0.3	0.4	0.1	0.1	0.2	0.1
Free cash flow	54.0	13.4	40.0	28.7	44.0	6.0	33.0	28.9	34.3	1.9	21.7	9.2	12.0	-10.2	10.2	2.2	7.6	-3.6	15.2	15.2
Buybacks	0.0	62.3	82.9	53.5	141	58.7	52.1	28.3	8.4	6.4	8.6	22.6	2.7	27.5	56.6	10.0	8.0	9.5	0.0	4.5
Shares outstanding	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	99m	93m	87m	86m	71m	82m	82m	82m
Filing	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q

Each quarter as filed, linked to its filing.

* The fourth quarter is the full year less the first three quarters, because the company files the year and not the quarter on its own. A blank figure marked on a quarter is one the filings do not give on their own: the quarters as filed do not add to the year the company filed, or the year and its quarters stand on different share counts. Each quarter's page says which. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and the share count are as they are. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Cash flow lines filed year to date are the difference between two filings. Shares outstanding are at the period end where the balance sheet tags them, otherwise the count on the filing's cover page. A derived fourth-quarter EPS is left blank when a split in the year makes the arithmetic meaningless.

10-Q for the period ended 30 September 2026, filed 9 November 2026: the filing.