For the quarter ended December 2025, Check Point Software (CHKP) reported revenue of $744.9 million, up 5.9% over the same period last year. EPS came in at $3.40, compared to $2.70 in the year-ago quarter.
The reported revenue represents a surprise of -0.15% over the Zacks Consensus Estimate of $746.02 million. With the consensus EPS estimate being $2.77, the EPS surprise was +22.85%.
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 Check Point performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Calculated Billings: $1.04 billion versus $1.03 billion estimated by six analysts on average.
- Revenues- Total revenues from products and security subscriptions: $496.9 million versus $501.88 million estimated by 11 analysts on average. Compared to the year-ago quarter, this number represents a +7.4% change.
- Revenues- Software updates and maintenance: $248 million versus the 11-analyst average estimate of $243.79 million. The reported number represents a year-over-year change of +3%.
- Revenues- Products and licenses: $171.8 million compared to the $179.58 million average estimate based on 10 analysts. The reported number represents a change of +0.7% year over year.
- Revenues- Security Subscriptions: $325.1 million compared to the $322.68 million average estimate based on 10 analysts. The reported number represents a change of +11.3% year over year.
View all Key Company Metrics for Check Point here>>>
Shares of Check Point have returned -6.2% 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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Check Point Software Technologies Ltd. (CHKP): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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