For the quarter ended September 2025, Check Point Software (CHKP) reported revenue of $677.5 million, up 6.7% over the same period last year. EPS came in at $3.94, compared to $2.25 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $674.28 million, representing a surprise of +0.48%. The company delivered an EPS surprise of +60.82%, with the consensus EPS estimate being $2.45.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Check Point performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Calculated Billings: $672 million versus $602.2 million estimated by six analysts on average.
- Revenues- Total revenues from products and security subscriptions: $435.8 million versus $433.46 million estimated by 10 analysts on average. Compared to the year-ago quarter, this number represents a +10.1% change.
- Revenues- Software updates and maintenance: $241.7 million versus the 10-analyst average estimate of $240.59 million. The reported number represents a year-over-year change of +1%.
- Revenues- Products and licenses: $130.4 million versus the nine-analyst average estimate of $127.57 million. The reported number represents a year-over-year change of +9.7%.
- Revenues- Security Subscriptions: $305.4 million versus the nine-analyst average estimate of $306.16 million. The reported number represents a year-over-year change of +10.3%.
View all Key Company Metrics for Check Point here>>>
Shares of Check Point have returned -6.8% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Check Point Software Technologies Ltd. (CHKP): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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