For the quarter ended December 2025, TKO Group Holdings (TKO) reported revenue of $1.04 billion, up 61.7% over the same period last year. EPS came in at -$0.08, compared to $0.35 in the year-ago quarter.
The reported revenue represents a surprise of +1.37% over the Zacks Consensus Estimate of $1.02 billion. With the consensus EPS estimate being $0.14, the EPS surprise was -157.97%.
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 TKO Group performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net Revenue- WWE: $359.6 million versus the four-analyst average estimate of $346.68 million. The reported number represents a year-over-year change of +20.6%.
- IMG Revenue- Partnerships and marketing: $28.5 million versus the four-analyst average estimate of $12.1 million.
- IMG Revenue- Consumer products licensing and other: $3.8 million compared to the $5.92 million average estimate based on four analysts.
- Net Revenue- UFC: $401.4 million versus the four-analyst average estimate of $382.79 million. The reported number represents a year-over-year change of +16.7%.
- Net Revenue- UFC- Media rights, production and content: $222.6 million versus $223.56 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +12.4% change.
- Net Revenue- UFC- Live events and hospitality: $72.2 million versus the four-analyst average estimate of $72.78 million. The reported number represents a year-over-year change of +11.8%.
- Net Revenue- UFC- Partnerships and marketing: $93.4 million versus the four-analyst average estimate of $72.15 million. The reported number represents a year-over-year change of +39.2%.
- Net Revenue- UFC- Consumer products licensing and other: $13.2 million compared to the $14.31 million average estimate based on four analysts. The reported number represents a change of -7% year over year.
- Net Revenue- WWE- Media rights, production and content: $221.2 million compared to the $226.25 million average estimate based on four analysts. The reported number represents a change of +41.5% year over year.
- Net Revenue- WWE- Live events and hospitality: $68.3 million versus the four-analyst average estimate of $61.41 million. The reported number represents a year-over-year change of -26.6%.
- Net Revenue- WWE- Partnerships and marketing: $35.8 million versus the four-analyst average estimate of $32.02 million. The reported number represents a year-over-year change of +57%.
- Net Revenue- WWE- Consumer products licensing and other: $34.3 million compared to the $27.04 million average estimate based on four analysts. The reported number represents a change of +31.4% year over year.
View all Key Company Metrics for TKO Group here>>>
Shares of TKO Group have returned +5.1% over the past month versus the Zacks S&P 500 composite's -0.3% 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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TKO Group Holdings, Inc. (TKO): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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