For the quarter ended September 2025, Plug Power (PLUG) reported revenue of $177.06 million, up 1.9% over the same period last year. EPS came in at -$0.12, compared to -$0.25 in the year-ago quarter.
The reported revenue represents a surprise of +4.14% over the Zacks Consensus Estimate of $170.02 million. With the consensus EPS estimate being -$0.13, the EPS surprise was +7.69%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
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 Plug Power performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:- Net revenue- Sales of equipment, related infrastructure and other: $96.77 million versus $98.03 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -9.7% change.
- Net revenue- Services performed on fuel cell systems and related infrastructure: $19.74 million compared to the $15.47 million average estimate based on five analysts. The reported number represents a change of +39.5% year over year.
- Net revenue- Power purchase agreements: $24.6 million compared to the $21.2 million average estimate based on five analysts. The reported number represents a change of +20.3% year over year.
- Net revenue- Fuel delivered to customers and related equipment: $35.91 million versus $32.53 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +20.6% change.
- Net revenue- Other: $0.02 million versus the three-analyst average estimate of $0.77 million. The reported number represents a year-over-year change of -98.9%.
- Gross profit- Power purchase agreements: $-20.97 million versus the five-analyst average estimate of $-14.39 million.
- Gross profit- Fuel delivered to customers and related equipment: $-28.48 million versus $-19.54 million estimated by five analysts on average.
- Gross profit- Other: $0.01 million versus the three-analyst average estimate of $0.35 million.
View all Key Company Metrics for Plug Power here>>>
Shares of Plug Power have returned -22.5% over the past month versus the Zacks S&P 500 composite's +0.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.5 Stocks Set to Double
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This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
