Wex (WEX) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Wex (WEX) reported $672.9 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 5.7%. EPS of $4.11 for the same period compares to $3.57 a year ago.

The reported revenue represents a surprise of +1.5% over the Zacks Consensus Estimate of $662.93 million. With the consensus EPS estimate being $3.91, the EPS surprise was +5.12%.

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 Wex performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Mobility - Payment processing transactions: 132.5 million compared to the 135.05 million average estimate based on five analysts.
• Corporate Payments - Purchase volume: $19.34 billion versus the five-analyst average estimate of $18.19 billion.
• Benefits - Purchase volume: $1.73 billion versus the five-analyst average estimate of $1.73 billion.
• Mobility - Average US fuel price: 3.29 $/gal versus 3.21 $/gal estimated by five analysts on average.
• Revenues- Corporate Payments: $122.9 million versus $112.2 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +17.8% change.
• Revenues- Benefits: $204.9 million compared to the $200.46 million average estimate based on six analysts. The reported number represents a change of +9.6% year over year.
• Revenues- Mobility: $345.1 million versus $350.6 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a 0% change.
• Revenues- Corporate Payments- Payment processing: $102.8 million compared to the $88.57 million average estimate based on four analysts. The reported number represents a change of +20.2% year over year.
• Revenues- Mobility- Payment processing: $157.8 million versus the four-analyst average estimate of $166.08 million. The reported number represents a year-over-year change of -3.4%.
• Revenues- Benefits- Other: $67.2 million versus $63.02 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +19.8% change.
• Revenues- Benefits- Payment processing: $23.4 million compared to the $23.05 million average estimate based on four analysts. The reported number represents a change of +10.4% year over year.
• Revenues- Benefits- Account servicing: $114.2 million compared to the $114.12 million average estimate based on four analysts. The reported number represents a change of +4.1% year over year.

View all Key Company Metrics for Wex here>>>

Shares of Wex have returned -4.9% over the past month versus the Zacks S&P 500 composite's +0.9% 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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This article originally published on Zacks Investment Research (zacks.com).

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