Merck (MRK) reported $16.4 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 5%. EPS of $2.04 for the same period compares to $1.72 a year ago.
The reported revenue represents a surprise of +1.33% over the Zacks Consensus Estimate of $16.19 billion. With the consensus EPS estimate being $2.03, the EPS surprise was +0.62%.
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 Merck performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Sales- Hospital Acute Care- Bridion - U.S.: $451 million versus $418.39 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +18.1% change.
- Sales- Oncology- Keytruda - International: $3.45 billion versus the three-analyst average estimate of $3.39 billion. The reported number represents a year-over-year change of +15%.
- Sales- Diabetes- Janumet - U.S.: $57 million versus the three-analyst average estimate of $69.57 million. The reported number represents a year-over-year change of -37.4%.
- Sales- Oncology- Alliance revenue- Lynparza - U.S.: $180 million versus the three-analyst average estimate of $176.62 million. The reported number represents a year-over-year change of +1.7%.
- Sales-Cardiovascular-Winrevair: $467 million versus the four-analyst average estimate of $452.86 million.
- Sales- Vaccines- Vaxneuvance: $140 million compared to the $178.52 million average estimate based on four analysts. The reported number represents a change of -13% year over year.
- Sales- Oncology- Welireg: $220 million versus the four-analyst average estimate of $195.53 million.
- Sales- Oncology- Keytruda: $8.34 billion versus the four-analyst average estimate of $8.31 billion. The reported number represents a year-over-year change of +6.4%.
- Sales- Oncology- Alliance revenue- Lenvima: $272 million versus $243.71 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +6.7% change.
- Sales- Vaccines- Gardasil: $1.03 billion compared to the $1.04 billion average estimate based on four analysts. The reported number represents a change of -33.5% year over year.
- Sales- Virology- Lagevrio: $57 million versus $45.95 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -52.9% change.
- Sales- Oncology- Alliance revenue- Reblozyl: $164 million compared to the $138.97 million average estimate based on three analysts. The reported number represents a change of +49.1% year over year.
View all Key Company Metrics for Merck here>>>
Shares of Merck have returned +5.5% over the past month versus the Zacks S&P 500 composite's +1.8% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Merck & Co., Inc. (MRK): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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