Lumen (LUMN) reported $3.04 billion in revenue for the quarter ended December 2025, representing a year-over-year decline of 8.7%. EPS of $0.23 for the same period compares to $0.09 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $3.08 billion, representing a surprise of -1.4%. The company delivered an EPS surprise of +209.52%, with the consensus EPS estimate being -$0.21.
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.
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 Lumen performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Operating Revenues- Total Business Segment Revenue: $2.43 billion versus $2.47 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -8.8% change.
- Operating Revenues- Total Mass Markets Revenue: $616 million versus the two-analyst average estimate of $617.38 million. The reported number represents a year-over-year change of -8.1%.
- Operating Revenues- Total Business Segment Revenue- Wholesale: $661 million versus $672.36 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -7.7% change.
- Operating Revenues- International and Other- Total: $77 million versus the two-analyst average estimate of $85.7 million. The reported number represents a year-over-year change of -16.3%.
- Mid-Market Enterprise- Total: $472 million versus the two-analyst average estimate of $483.11 million. The reported number represents a year-over-year change of +4.4%.
- Public Sector- Total: $457 million versus $485.35 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -17.5% change.
- Large Enterprise- Total: $758 million versus the two-analyst average estimate of $740.71 million. The reported number represents a year-over-year change of -10.3%.
View all Key Company Metrics for Lumen here>>>
Shares of Lumen have returned +18% 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.
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Lumen Technologies, Inc. (LUMN): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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