Gogo (GOGO) reported $230.56 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 67.3%. EPS of -$0.01 for the same period compares to $0.07 a year ago.
The reported revenue represents a surprise of +3.36% over the Zacks Consensus Estimate of $223.07 million. With the consensus EPS estimate being $0.02, the EPS surprise was -166.67%.
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 Gogo performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Aircraft online - Total ATG: 6,402 compared to the 6,292 average estimate based on three analysts.
- ATG units sold: 472 compared to the 295 average estimate based on three analysts.
- Average monthly connectivity service revenue per aircraft online - ATG: $3,378.00 versus the three-analyst average estimate of $3,416.36.
- Revenue- Service revenue: $191.86 million versus the four-analyst average estimate of $187.19 million. The reported number represents a year-over-year change of +61.5%.
- Revenue- Equipment revenue: $38.7 million versus $35.89 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +103.8% change.
View all Key Company Metrics for Gogo here>>>
Shares of Gogo have returned -4.2% over the past month versus the Zacks S&P 500 composite's -0.5% 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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Gogo Inc. (GOGO): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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