FirstEnergy (FE) reported $3.8 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 19.6%. EPS of $0.53 for the same period compares to $0.67 a year ago.
The reported revenue represents a surprise of +16.94% over the Zacks Consensus Estimate of $3.25 billion. With the consensus EPS estimate being $0.52, the EPS surprise was +1.92%.
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 FirstEnergy performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Total Electric Distribution Deliveries - Actual: 36,057.00 MWh compared to the 34,611.42 MWh average estimate based on two analysts.
- Revenues- Total Corporate/Other & Reconciling Adjustments: $-9 million versus $-12.85 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -25% change.
- Revenues- Integrated: $1.42 billion versus the two-analyst average estimate of $1.18 billion.
- External Revenues- FirstEnergy Consolidated: $3.8 billion compared to the $3.19 billion average estimate based on two analysts. The reported number represents a change of +19.6% year over year.
- Revenues- Stand-Alone Transmission: $470 million versus $461.72 million estimated by two analysts on average.
- External Revenues- Distribution: $1.91 billion versus the two-analyst average estimate of $1.62 billion. The reported number represents a year-over-year change of +17.5%.
- Revenues- Distribution: $1.92 billion compared to the $1.63 billion average estimate based on two analysts.
View all Key Company Metrics for FirstEnergy here>>>
Shares of FirstEnergy have returned +4.4% over the past month versus the Zacks S&P 500 composite's -1.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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FirstEnergy Corporation (FE): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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