For the quarter ended September 2025, Block (XYZ) reported revenue of $6.11 billion, up 2.3% over the same period last year. EPS came in at $0.54, compared to $0.88 in the year-ago quarter.
The reported revenue represents a surprise of -3.58% over the Zacks Consensus Estimate of $6.34 billion. With the consensus EPS estimate being $0.63, the EPS surprise was -14.29%.
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.
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 Block performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Gross Payment Volume (GPV): $69.28 billion versus $68.62 billion estimated by seven analysts on average.
- Gross Payment Volume (GPV) - Square: $67.15 billion compared to the $66.51 billion average estimate based on six analysts.
- Gross Payment Volume (GPV) - Cash App: $2.13 billion versus $2.16 billion estimated by six analysts on average.
- Cash App Monthly Transacting Actives: 58 million versus 57.59 million estimated by two analysts on average.
- Revenue- Bitcoin: $1.97 billion compared to the $2.32 billion average estimate based on eight analysts. The reported number represents a change of -19% year over year.
- Revenue- Subscription and services-based: $2.2 billion compared to the $2.17 billion average estimate based on eight analysts. The reported number represents a change of +22.6% year over year.
- Revenue- Hardware: $70.19 million compared to the $37.02 million average estimate based on eight analysts. The reported number represents a change of +90.5% year over year.
- Revenue- Transaction-based: $1.87 billion versus $1.87 billion estimated by eight analysts on average. Compared to the year-ago quarter, this number represents a +9.4% change.
- Revenue- Square- Total: $2.24 billion versus the six-analyst average estimate of $2.22 billion. The reported number represents a year-over-year change of +12%.
- Revenue- Cash App- Total: $3.8 billion versus the five-analyst average estimate of $4.06 billion. The reported number represents a year-over-year change of -3.3%.
- Revenue- Square- Hardware: $40.65 million versus the four-analyst average estimate of $37.3 million. The reported number represents a year-over-year change of +10.7%.
- Revenue- Square- Subscription and services-based: $382.18 million versus the four-analyst average estimate of $369.25 million. The reported number represents a year-over-year change of +18.5%.
View all Key Company Metrics for Block here>>>
Shares of Block have returned -9.2% over the past month versus the Zacks S&P 500 composite's +1.3% 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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Block, Inc. (XYZ): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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