Compared to Estimates, Progyny (PGNY) Q4 Earnings: A Look at Key Metrics

For the quarter ended December 2025, Progyny (PGNY) reported revenue of $318.4 million, up 6.7% over the same period last year. EPS came in at $0.48, compared to $0.42 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $303.93 million, representing a surprise of +4.76%. The company delivered an EPS surprise of +25.49%, with the consensus EPS estimate being $0.38.

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

• Utilization - Female Only: 0.5% versus the two-analyst average estimate of 0.5%.
• Average Members: 6,707 versus the two-analyst average estimate of 6,586.
• Revenue- Pharmacy benefit services revenue: $109.8 million versus $110.78 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -1.1% change.
• Revenue- Fertility benefit services revenue: $208.6 million versus the three-analyst average estimate of $192.06 million. The reported number represents a year-over-year change of +11.3%.

View all Key Company Metrics for Progyny here>>>

Shares of Progyny have returned -13.1% over the past month versus the Zacks S&P 500 composite's +0.6% 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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