Penumbra (PEN) reported $354.69 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 17.8%. EPS of $0.97 for the same period compares to $0.85 a year ago.
The reported revenue represents a surprise of +4.12% over the Zacks Consensus Estimate of $340.66 million. With the consensus EPS estimate being $0.90, the EPS surprise was +7.78%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
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 Penumbra performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Geographic Revenue- United States: $275.03 million versus the four-analyst average estimate of $265.01 million. The reported number represents a year-over-year change of +21.5%.
- Geographic Revenue- International: $79.66 million compared to the $76.07 million average estimate based on four analysts. The reported number represents a change of +6.6% year over year.
- Revenue- Embolization and Access - International: $35.23 million versus $33.32 million estimated by four analysts on average.
- Revenue- Thrombectomy - International: $44.43 million compared to the $42.74 million average estimate based on four analysts.
- Revenue- Embolization and Access - United States: $83.04 million versus $71.86 million estimated by four analysts on average.
- Revenue- Thrombectomy - United States: $191.99 million versus the four-analyst average estimate of $193.15 million.
- Revenue- Embolization and Access: $118.26 million versus $105.18 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +22.1% change.
- Revenue- Thrombectomy: $236.42 million compared to the $235.9 million average estimate based on four analysts. The reported number represents a change of +15.8% year over year.
View all Key Company Metrics for Penumbra here>>>
Shares of Penumbra have returned -5.6% over the past month versus the Zacks S&P 500 composite's +1% 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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Penumbra, Inc. (PEN): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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