PepsiCo (PEP) Reports Q3 Earnings: What Key Metrics Have to Say

For the quarter ended September 2025, PepsiCo (PEP) reported revenue of $23.94 billion, up 2.7% over the same period last year. EPS came in at $2.29, compared to $2.31 in the year-ago quarter.The reported revenue represents a surprise of +0.25% over the Zacks Consensus Estimate of $23.88 billion. With the consensus EPS estimate being $2.27, the EPS surprise was +0.88%.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.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 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): $1.29 billion versus the four-analyst average estimate of $1.33 billion.Net Revenue- EMEA (Europe, Middle East and Africa): $5.02 billion versus the four-analyst average estimate of $5.02 billion.Net Revenue- PBNA (PepsiCo Beverages North America): $7.33 billion versus $7.24 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +2.1% change.Net Revenue- PFNA (PepsiCo Foods North America): $6.53 billion versus $6.53 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +907.1% change.Net Revenue- LatAm Foods: $2.66 billion versus the four-analyst average estimate of $2.62 billion. The reported number represents a year-over-year change of -8.9%.Net Revenue- Asia Pacific Foods: $1.12 billion compared to the $1.09 billion average estimate based on four analysts.Core Operating Profit, non-GAAP measure- PFNA: $1.57 billion versus $1.57 billion estimated by four analysts on average.Core Operating Profit, non-GAAP measure- PBNA: $975 million versus the four-analyst average estimate of $955.24 million.Core Operating Profit, non-GAAP measure- IB Franchise: $511 million versus the four-analyst average estimate of $496.64 million.Core Operating Profit, non-GAAP measure- Corporate unallocated: $-406 million compared to the $-312.67 million average estimate based on four analysts.Core Operating Profit, non-GAAP measure- LatAm Foods: $523 million versus $513.84 million estimated by four analysts on average.Core Operating Profit, non-GAAP measure- Asia Pacific Foods: $156 million compared to the $125 million average estimate based on four analysts.View all Key Company Metrics for PepsiCo here>>>Shares of PepsiCo have returned -2.7% over the past month versus the Zacks S&P 500 composite's +4% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.Quantum Computing Stocks Set To SoarArtificial intelligence has already reshaped the investment landscape, and its convergence with quantum computing could lead to the most significant wealth-building opportunities of our time.Today, you have a chance to position your portfolio at the forefront of this technological revolution. In our urgent special report, Beyond AI: The Quantum Leap in Computing Power, you'll discover the little-known stocks we believe will win the quantum computing race and deliver massive gains to early investors.Access the Report Free 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