NASDAQ$OPEN

Opendoor Technologies Inc · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Opendoor reported Q3 2025 revenue of $1.12B with a net loss of $94M and diluted loss per share of $0.09.

Revenue was $1.12 billion for the quarter ended September 30, 2025, as the iBuyer scaled inventory turns amid housing market volatility. Net loss was $94 million ($0.09 per share). Contribution margin and inventory management remain focal points as management pursues path to profitability.

  • Q3 revenue $1.12B; net loss $94M.
  • Housing turnover and pricing affect home-sale economics.
  • Inventory and margin discipline central to unit economics.
  • Liquidity supports market-share goals in iBuying.

Headline financials

Total Revenue

$915M

Previous: $1.38B-33.6%
EPS (adj)

-$0.09

Previous: -$0.11+18.2%
Gross Margin

7.2%

Previous: 7.6%-5.3%
Homes Sold

2.6K

Previous: 3.6K-29.0%
Homes Purchased

1.2K

Previous: 3.5K-66.6%
Homes in Inventory

3.1K

Previous: 6.3K-50.1%
Inventory Balance

$1.05B

Previous: $2.15B-50.9%
Contribution Profit

$20M

Previous: $52M-61.5%
Contribution Margin

2.2%

Previous: 3.8%-42.1%
Adjusted EBITDA

-$33M

Previous: -$38M+13.2%
Adjusted EBITDA Margin

-3.6%

Previous: -2.8%-28.6%
Adjusted Net Loss

-$61M

Previous: -$70M+12.9%
% Homes >120 Days

51.0%

Previous: 23.0%+121.7%
Capital Expenditures

-$9M

Previous: -$22M+59.1%
Net Income

-$90M

Previous: -$78M-15.4%
Operating Income

-$68M

Previous: -$67M-1.5%
Gross Profit

$66M

Previous: $105M-37.1%

Revenue & EPS history

Opendoor · Revenue · Quarterly

$915M

Q3 2025-33.6%vs Q3 2024
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Forward guidance

The release discusses Opendoor Technologies's outlook, capital allocation, and key risks for upcoming quarters, including guidance ranges or operating priorities where disclosed.

Tailwinds

  • Management provided quantitative forward revenue or EBITDA/EPS ranges.
  • Opendoor Technologies cites demand and execution supporting the near-term outlook.
  • Liquidity and balance-sheet capacity support operations and shareholder returns.

Headwinds

  • GAAP profitability remained under pressure in Q3 2025.
  • Macro, input costs, and FX may pressure margins quarter to quarter.
  • Segment mix and one-time items can affect comparability versus prior periods.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

-5.3%

Avg return

Earnings day

-7.8%

Avg return

5 days after

-3.7%

Avg return

30 days after

36%

10 / 28 earnings

Positive

+33.6%

Q1 2023

Best reaction

-25.9%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.0%-13.7%-17.3%
Q4 2025-5.8%+7.1%+5.6%
Q3 2025+17.2%+42.8%+9.0%
Q1 2025+24.4%+0.9%-3.0%
Q4 2024-6.3%-14.0%-21.0%
Q3 2024+3.9%-0.6%+23.6%
Q2 2024-19.8%-26.1%-7.3%
Q1 2024+10.5%+12.5%+9.0%
Q4 2023-12.8%-18.6%-22.3%
Q3 2023+10.6%+9.5%+75.7%
Q2 2023-25.9%-25.7%-18.6%
Q1 2023+33.6%+60.4%+85.1%
Q4 2022-13.5%-22.2%-10.3%
Q3 2022-11.8%-28.4%-25.3%
Q2 2022+9.8%+4.2%-21.3%
Q1 2022-16.3%-26.9%-6.2%
Q4 2021-8.5%-10.7%-6.2%
Q3 2021+7.4%+7.4%-28.7%
Q2 2021+21.1%+9.8%+26.3%
Q1 2021-9.5%-9.8%+3.1%
Q2 2019-23.8%-25.0%-24.6%
Q1 2019-23.8%-25.0%-24.6%
Q4 2020-23.8%-25.0%-24.6%
Q4 2019-23.8%-25.0%-24.6%
Q4 2018-23.8%-25.0%-24.6%
Q3 2019-23.8%-25.0%-24.6%
Q2 2020-23.8%-25.0%-24.6%
Q3 2020+11.2%-0.7%+19.1%
Q1 2020
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2012
Q3 2012
Q2 2012

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