For the quarter ended September 2025, Plug Power (PLUG) reported revenue of $177.06 million, up 1.9% over the same period last year. EPS came in at -$0.12, compared to -$0.25 in the year-ago quarter.
The reported revenue represents a surprise of +4.14% over the Zacks Consensus Estimate of $170.02 million. With the consensus EPS estimate being -$0.13, the EPS surprise was +7.69%.
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 Plug Power performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net revenue- Sales of equipment, related infrastructure and other: $96.77 million versus $98.03 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -9.7% change.
- Net revenue- Services performed on fuel cell systems and related infrastructure: $19.74 million compared to the $15.47 million average estimate based on five analysts. The reported number represents a change of +39.5% year over year.
- Net revenue- Power purchase agreements: $24.6 million compared to the $21.2 million average estimate based on five analysts. The reported number represents a change of +20.3% year over year.
- Net revenue- Fuel delivered to customers and related equipment: $35.91 million versus $32.53 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +20.6% change.
- Net revenue- Other: $0.02 million versus the three-analyst average estimate of $0.77 million. The reported number represents a year-over-year change of -98.9%.
- Gross profit- Power purchase agreements: $-20.97 million versus the five-analyst average estimate of $-14.39 million.
- Gross profit- Fuel delivered to customers and related equipment: $-28.48 million versus $-19.54 million estimated by five analysts on average.
- Gross profit- Other: $0.01 million versus the three-analyst average estimate of $0.35 million.
View all Key Company Metrics for Plug Power here>>>
Shares of Plug Power have returned -22.5% over the past month versus the Zacks S&P 500 composite's +0.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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Plug Power, Inc. (PLUG): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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