For the quarter ended December 2025, Willis Towers Watson (WTW) reported revenue of $2.94 billion, down 3.3% over the same period last year. EPS came in at $8.12, compared to $8.13 in the year-ago quarter.
The reported revenue represents a surprise of +2.51% over the Zacks Consensus Estimate of $2.86 billion. With the consensus EPS estimate being $7.92, the EPS surprise was +2.47%.
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.
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 Willis Towers Watson performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenue- Health, Wealth and Career: $1.65 billion compared to the $1.64 billion average estimate based on six analysts. The reported number represents a change of -11.1% year over year.
- Revenue- Reimbursable expenses and other: $31 million versus $26.16 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a -24.4% change.
- Revenue- Segment Revenue: $2.9 billion compared to the $2.84 billion average estimate based on six analysts. The reported number represents a change of -4.4% year over year.
- Revenue- Risk and Broking: $1.25 billion versus the six-analyst average estimate of $1.19 billion. The reported number represents a year-over-year change of +9.8%.
- Segment Operating Income- Risk and Broking: $435 million versus $408.38 million estimated by six analysts on average.
- Segment Operating Income- Health, Wealth and Career: $729 million versus $719.31 million estimated by six analysts on average.
View all Key Company Metrics for Willis Towers Watson here>>>
Shares of Willis Towers Watson have returned -5.4% over the past month versus the Zacks S&P 500 composite's +1.8% 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.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Willis Towers Watson Public Limited Company (WTW): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
