Pfizer (PFE) reported $17.56 billion in revenue for the quarter ended December 2025, representing a year-over-year decline of 1.2%. EPS of $0.66 for the same period compares to $0.63 a year ago.
The reported revenue represents a surprise of +4.26% over the Zacks Consensus Estimate of $16.84 billion. With the consensus EPS estimate being $0.57, the EPS surprise was +16.81%.
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.
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 Pfizer performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenues- Oncology- Ibrance- United States: $686 million versus $665.8 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -3.8% change.
- Revenues- Specialty Care- Xeljanz- Total International: $131 million versus $112.62 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +2.3% change.
- Revenues- Oncology- Xtandi- United States: $592 million compared to the $622.1 million average estimate based on three analysts. The reported number represents a change of +4.8% year over year.
- Revenues- Specialty Care- Inflectra- United States: $157 million compared to the $150.8 million average estimate based on three analysts. The reported number represents a change of +145.3% year over year.
- Revenues- Oncology- Ibrance- Worldwide: $1.04 billion versus $1.03 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -5% change.
- Revenues- Specialty Care- Xeljanz- Worldwide: $324 million versus the three-analyst average estimate of $335.3 million. The reported number represents a year-over-year change of -7.2%.
- Revenues- Specialty Care- Inflectra- Worldwide: $181 million versus the three-analyst average estimate of $173.25 million. The reported number represents a year-over-year change of +42.5%.
- Revenues- Oncology- Xtandi- Worldwide: $592 million versus $622.1 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +4.8% change.
- Revenues- Oncology- Inlyta- Worldwide: $235 million compared to the $188.27 million average estimate based on three analysts. The reported number represents a change of -2.9% year over year.
- Revenues- Specialty Care- Worldwide: $4.77 billion versus the three-analyst average estimate of $4.66 billion. The reported number represents a year-over-year change of +7.5%.
- Revenues- Primary Care- Worldwide: $7.94 billion versus $7.55 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -10.9% change.
- Revenues- Primary Care- Eliquis- Worldwide: $2.02 billion versus the three-analyst average estimate of $2.13 billion. The reported number represents a year-over-year change of +10.3%.
View all Key Company Metrics for Pfizer here>>>
Shares of Pfizer have returned +5.9% over the past month versus the Zacks S&P 500 composite's +1.8% change. The stock currently has a Zacks Rank #5 (Strong Sell), indicating that it could underperform the broader market in the near term.
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Pfizer Inc. (PFE): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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