Q1 26 EPS
$0.12
MISS 8.12%
Est. $0.13
Q1 26 Revenue
$206.8M
BEAT +2.30%
Est. $202.1M
Did LZ Beat Earnings? Q1 2026 Results
LegalZoom.com delivered a mixed first quarter for fiscal 2026, beating revenue expectations while falling short on earnings, as surging marketing costs weighed on the bottom line. Revenue climbed 12.9% year-over-year to $206.78 million, topping the $… Read more LegalZoom.com delivered a mixed first quarter for fiscal 2026, beating revenue expectations while falling short on earnings, as surging marketing costs weighed on the bottom line. Revenue climbed 12.9% year-over-year to $206.78 million, topping the $202.14 million consensus by 2.30%, with transaction revenue up 15% and subscription revenue rising 12% fueling the advance. Earnings per share, however, came in at $0.12, missing the $0.13 consensus by 8.12%, as sales and marketing expenses jumped to $78.67 million from $61.38 million a year ago, compressing GAAP net income sharply to $1.10 million from $5.13 million. Adjusted EBITDA of $36.46 million carried an 18% margin, down from 20% in the prior-year period. On the forward outlook, management raised full-year 2026 revenue guidance to $810 million to $830 million, up from the prior $805 million to $825 million range, while maintaining Adjusted EBITDA guidance of $190 million to $200 million, citing AI-driven efficiencies and an exclusive embedded legal services partnership with GoDaddy as growth catalysts heading into the back half of the year.
Key Takeaways
- • Growth in higher-value subscriptions
- • Increased seasonal strength in annual report filings from enhanced compliance offering
- • Growth in differentiated human-in-the-loop service offerings
- • Transaction unit growth of 10% YoY to 375,000
- • Business formations growth of 8% YoY to 142,000
- • Average order value increase of 5% YoY to $205
- • ARPU growth of 4% YoY to $263
LZ YoY Financials
Q1 2026 vs Q1 2025, source: SEC Filings
LZ Revenue by Segment
With YoY comparisons, source: SEC Filings
“LegalZoom delivered another strong quarter, clearly illustrating that our strategy is working.”
— Jeff Stibel, Q1 2026 Earnings Press Release
LZ Earnings Trends
LZ vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
LZ EPS Trend
Earnings per share: estimate vs actual
LZ Revenue Trend
Quarterly revenue: estimate vs actual
LZ Quarterly Results
6 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q2 26 BEAT | $0.15 | $0.16 | +6.95% | $205.3M | -0.27% |
| Q1 26 MISS | $0.13 | $0.12 | -8.12% | $206.8M | +2.30% |
| Q4 25 MISS FY | $0.18 | $0.17 | -4.17% | $190.3M | +2.93% |
| FY Full Year | $0.64 | $0.62 | -2.87% | $756.0M | +0.75% |
| Q3 25 MISS | $0.19 | $0.17 | -8.94% | $190.2M | +3.76% |
| Q2 25 BEAT | $0.15 | $0.15 | +0.87% | $192.5M | +5.49% |
| Q1 25 BEAT | $0.13 | $0.13 | +0.85% | $183.1M | +3.56% |