Epam (EPAM) reported $1.39 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 19.4%. EPS of $3.08 for the same period compares to $3.12 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.37 billion, representing a surprise of +1.44%. The company delivered an EPS surprise of +1.99%, with the consensus EPS estimate being $3.02.
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 Epam performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Headcount: 62,350 versus the two-analyst average estimate of 62,119.
- Delivery professionals: 56,100 compared to the 55,898 average estimate based on two analysts.
- Revenues by Customer Location- Americas: $808.63 million versus $823.87 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +16% change.
- Revenues by Customer Location- APAC: $30 million versus $27.92 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +17.7% change.
- Revenues by Customer Location- EMEA: $555.74 million versus the two-analyst average estimate of $516.68 million. The reported number represents a year-over-year change of +24.9%.
- Revenues by Industry Verticals- Financial Services: $337.8 million versus $330.03 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +32.7% change.
- Revenues by Industry Verticals- Software & Hi-Tech: $212.16 million versus the two-analyst average estimate of $209.85 million. The reported number represents a year-over-year change of +19.1%.
- Revenues by Industry Verticals- Life Sciences & Healthcare: $159.19 million versus the two-analyst average estimate of $163.54 million. The reported number represents a year-over-year change of +11.9%.
- Revenues by Industry Verticals- Emerging Verticals: $241.57 million versus $217.66 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +38.9% change.
- Revenues by Industry Verticals- Consumer Goods, Retail & Travelr: $276.03 million versus $274.77 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +9.9% change.
- Revenues by Contract Type- Time-and-material: $1.12 billion compared to the $1.15 billion average estimate based on two analysts. The reported number represents a change of +15.6% year over year.
- Revenues by Contract Type- Fixed-price: $268.1 million versus $186.39 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +40% change.
View all Key Company Metrics for Epam here>>>
Shares of Epam have returned +6.5% 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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EPAM Systems, Inc. (EPAM): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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