FirstEnergy (FE) reported $3.8 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 19.6%. EPS of $0.53 for the same period compares to $0.67 a year ago.
The reported revenue represents a surprise of +16.94% over the Zacks Consensus Estimate of $3.25 billion. With the consensus EPS estimate being $0.52, the EPS surprise was +1.92%.
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 FirstEnergy performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:- Total Electric Distribution Deliveries - Actual: 36,057.00 MWh compared to the 34,611.42 MWh average estimate based on two analysts.
- Revenues- Total Corporate/Other & Reconciling Adjustments: $-9 million versus $-12.85 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -25% change.
- Revenues- Integrated: $1.42 billion versus the two-analyst average estimate of $1.18 billion.
- External Revenues- FirstEnergy Consolidated: $3.8 billion compared to the $3.19 billion average estimate based on two analysts. The reported number represents a change of +19.6% year over year.
- Revenues- Stand-Alone Transmission: $470 million versus $461.72 million estimated by two analysts on average.
- External Revenues- Distribution: $1.91 billion versus the two-analyst average estimate of $1.62 billion. The reported number represents a year-over-year change of +17.5%.
- Revenues- Distribution: $1.92 billion compared to the $1.63 billion average estimate based on two analysts.
View all Key Company Metrics for FirstEnergy here>>>
Shares of FirstEnergy have returned +4.4% over the past month versus the Zacks S&P 500 composite's -1.3% 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.
