Q2 Holdings (QTWO) reported $201.7 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 15.3%. EPS of $0.57 for the same period compares to $0.28 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $197.46 million, representing a surprise of +2.15%. The company delivered an EPS surprise of +3.64%, with the consensus EPS estimate being $0.55.
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 Q2 Holdings performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenue- Subscription: $165.22 million compared to the $162.33 million average estimate based on four analysts.
- Revenue- Services and other: $18.6 million versus $18.57 million estimated by four analysts on average.
- Revenue- Transactional: $17.89 million versus $16.64 million estimated by four analysts on average.
View all Key Company Metrics for Q2 Holdings here>>>
Shares of Q2 Holdings have returned -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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Q2 Holdings, Inc. (QTWO): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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