PepsiCo (PEP) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

For the quarter ended December 2025, PepsiCo (PEP) reported revenue of $29.34 billion, up 5.6% over the same period last year. EPS came in at $2.26, compared to $1.96 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $29 billion, representing a surprise of +1.18%. The company delivered an EPS surprise of +1.09%, with the consensus EPS estimate being $2.24.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 PepsiCo performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Net Revenue- IB Franchise (International Beverages Franchise): $1.58 billion versus $1.55 billion estimated by four analysts on average.Net Revenue- EMEA (Europe, Middle East and Africa): $6.08 billion versus the four-analyst average estimate of $6.03 billion.Net Revenue- PBNA (PepsiCo Beverages North America): $8.2 billion versus $8.14 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +3.7% change.Net Revenue- PFNA (PepsiCo Foods North America): $8.31 billion versus the four-analyst average estimate of $8.22 billion. The reported number represents a year-over-year change of +851.1%.Net Revenue- LatAm Foods: $3.68 billion versus the four-analyst average estimate of $3.58 billion. The reported number represents a year-over-year change of -0.2%.Net Revenue- Asia Pacific Foods: $1.49 billion versus $1.46 billion estimated by four analysts on average.Core Operating Profit, non-GAAP measure- PFNA: $1.91 billion compared to the $1.91 billion average estimate based on four analysts.Core Operating Profit, non-GAAP measure- PBNA: $721 million versus $729.64 million estimated by four analysts on average.Core Operating Profit, non-GAAP measure- IB Franchise: $528 million versus the four-analyst average estimate of $544.86 million.Core Operating Profit, non-GAAP measure- Corporate unallocated: $-738 million versus $-723.95 million estimated by four analysts on average.Core Operating Profit, non-GAAP measure- LatAm Foods: $725 million versus the four-analyst average estimate of $722.5 million.Core Operating Profit, non-GAAP measure- Asia Pacific Foods: $54 million versus the four-analyst average estimate of $70.19 million.View all Key Company Metrics for PepsiCo here>>>Shares of PepsiCo have returned +10.9% over the past month versus the Zacks S&P 500 composite's +1.8% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.Radical New Technology Could Hand Investors Huge GainsQuantum Computing is the next technological revolution, and it could be even more advanced than AI.While some believed the technology was years away, it is already present and moving fast. Large hyperscalers, such as Microsoft, Google, Amazon, Oracle, and even Meta and Tesla, are scrambling to integrate quantum computing into their infrastructure.Senior Stock Strategist Kevin Cook reveals 7 carefully selected stocks poised to dominate the quantum computing landscape in his report, Beyond AI: The Quantum Leap in Computing Power.Kevin was among the early experts who recognized NVIDIA's enormous potential back in 2016. Now, he has keyed in on what could be "the next big thing" in quantum computing supremacy. Today, you have a rare chance to position your portfolio at the forefront of this opportunity.See Top Quantum Stocks Now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report PepsiCo, Inc. (PEP): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks