Westlake (WLK) reported $2.53 billion in revenue for the quarter ended December 2025, representing a year-over-year decline of 10.9%. EPS of -$0.25 for the same period compares to $0.06 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $2.57 billion, representing a surprise of -1.34%. The company delivered an EPS surprise of +82.59%, with the consensus EPS estimate being -$1.44.
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.
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 Westlake performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net external sales- Performance and Essential Materials: $1.63 billion compared to the $1.6 billion average estimate based on five analysts. The reported number represents a change of -12.4% year over year.
- Net external sales- Housing and Infrastructure Products: $901 million versus $980.05 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -8.2% change.
- Net external sales- Performance and Essential Materials- Performance Materials: $930 million compared to the $925.47 million average estimate based on four analysts. The reported number represents a change of -17% year over year.
- Net external sales- Performance and Essential Materials- Essential Materials: $702 million versus $666.44 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -5.3% change.
- Net external sales- Housing and Infrastructure Products- Housing Products: $767 million versus the three-analyst average estimate of $831.68 million. The reported number represents a year-over-year change of -6.2%.
- Net external sales- Housing and Infrastructure Products- Infrastructure Products: $134 million compared to the $162.32 million average estimate based on three analysts. The reported number represents a change of -17.8% year over year.
- EBITDA- Housing and Infrastructure Products: $130 million compared to the $155.74 million average estimate based on four analysts.
View all Key Company Metrics for Westlake here>>>
Shares of Westlake have returned +10.5% over the past month versus the Zacks S&P 500 composite's -1% 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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Westlake Corporation (WLK): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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