Oatly Group (OTLY) Reports Q4 Earnings: What Key Metrics Have to Say

Oatly Group AB Sponsored ADR (OTLY) reported $233.78 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 9.1%. EPS of -$0.61 for the same period compares to -$1.20 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $217.25 million, representing a surprise of +7.61%. The company delivered an EPS surprise of -12.96%, with the consensus EPS estimate being -$0.54.

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.

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

• Revenue- Greater China: $35.65 million versus $28.55 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +1.1% change.
• Revenue- North America: $64.39 million versus the two-analyst average estimate of $65.13 million. The reported number represents a year-over-year change of -8.8%.
• Revenue- Europe & International: $133.74 million compared to the $123.57 million average estimate based on two analysts. The reported number represents a change of +23.3% year over year.

View all Key Company Metrics for Oatly Group here>>>

Shares of Oatly Group have returned -0.6% over the past month versus the Zacks S&P 500 composite's -0.3% 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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This article originally published on Zacks Investment Research (zacks.com).

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