Lumen (LUMN) reported $3.09 billion in revenue for the quarter ended September 2025, representing a year-over-year decline of 4.2%. EPS of -$0.20 for the same period compares to -$0.13 a year ago.
The reported revenue represents a surprise of +1.39% over the Zacks Consensus Estimate of $3.04 billion. With the consensus EPS estimate being -$0.31, the EPS surprise was +35.48%.
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.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Lumen performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Large Enterprise- Total: $752 million compared to the $713.56 million average estimate based on two analysts. The reported number represents a change of -10.4% year over year.
- Mid-Market Enterprise- Total: $488 million compared to the $498.4 million average estimate based on two analysts. The reported number represents a change of +3.6% year over year.
- Public Sector- Total: $478 million versus $458 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +11.9% change.
- Mass Markets Segment by Product Category- Fiber Broadband: $225 million versus the two-analyst average estimate of $225.16 million. The reported number represents a year-over-year change of +18.4%.
- Operating Revenues- Total Business Segment Revenue- Wholesale: $658 million compared to the $672.64 million average estimate based on two analysts. The reported number represents a change of -6.8% year over year.
- Mass Markets Segment by Product Category- Voice and Other: $176 million versus the two-analyst average estimate of $164 million. The reported number represents a year-over-year change of -17.4%.
- Operating Revenues- International and Other- Total: $80 million versus the two-analyst average estimate of $85.59 million. The reported number represents a year-over-year change of -14%.
- Operating Revenues- Total Business Segment Revenue: $2.46 billion versus $2.43 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -3.2% change.
- Operating Revenues- Total Mass Markets Revenue: $631 million versus the two-analyst average estimate of $615.9 million. The reported number represents a year-over-year change of -7.9%.
- Mass Markets Segment by Product Category- Other Broadband: $230 million versus $227.24 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -18.4% change.
View all Key Company Metrics for Lumen here>>>
Shares of Lumen have returned +81.2% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Lumen Technologies, Inc. (LUMN): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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