For the quarter ended September 2025, Merck (MRK) reported revenue of $17.28 billion, up 3.7% over the same period last year. EPS came in at $2.58, compared to $1.57 in the year-ago quarter.
The reported revenue represents a surprise of +1.24% over the Zacks Consensus Estimate of $17.06 billion. With the consensus EPS estimate being $2.36, the EPS surprise was +9.32%.
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 Merck performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Sales- Hospital Acute Care- Bridion - U.S.: $392 million versus $379.07 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +15.6% change.
- Sales- Oncology- Keytruda - International: $3.26 billion versus the three-analyst average estimate of $3.33 billion. The reported number represents a year-over-year change of +11.4%.
- Sales- Diabetes- Janumet - U.S.: $78 million versus $42.82 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +420% change.
- Sales- Oncology- Alliance revenue- Lynparza - U.S.: $184 million versus the three-analyst average estimate of $156.52 million. The reported number represents a year-over-year change of +14.3%.
- Sales- Animal health: $1.62 billion versus the four-analyst average estimate of $1.56 billion. The reported number represents a year-over-year change of +8.6%.
- Sales-Cardiovascular-Winrevair: $360 million versus $426.29 million estimated by four analysts on average.
- Sales- Oncology- Keytruda: $8.14 billion versus $8.4 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +9.6% change.
- Sales- Oncology- Welireg: $196 million versus $174.05 million estimated by four analysts on average.
- Sales- Virology- Lagevrio: $138 million compared to the $144.08 million average estimate based on four analysts. The reported number represents a change of -64% year over year.
- Sales- Oncology- Alliance Revenue- Lynparza: $379 million versus $343.6 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +12.5% change.
- Sales- Vaccines- Gardasil: $1.75 billion compared to the $1.75 billion average estimate based on four analysts. The reported number represents a change of -24.2% year over year.
- Sales- Oncology- Alliance revenue- Lenvima: $258 million versus $242.44 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +2.8% change.
View all Key Company Metrics for Merck here>>>
Shares of Merck have returned -3.9% 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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Merck & Co., Inc. (MRK): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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