Compared to Estimates, Rapid7 (RPD) Q4 Earnings: A Look at Key Metrics
For the quarter ended December 2025, Rapid7 (RPD) reported revenue of $217.39 million, up 0.5% over the same period last year. EPS came in at $0.44, compared to $0.48 in the year-ago quarter.
The reported revenue represents a surprise of +1.14% over the Zacks Consensus Estimate of $214.93 million. With the consensus EPS estimate being $0.40, the EPS surprise was +8.8%.
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 Rapid7 performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Annualized recurring revenue: $840 billion versus the six-analyst average estimate of $837.94 billion. Number of customers: 11,500 versus 11,683 estimated by two analysts on average. ARR per customer: $72,000.00 compared to the $71,902.55 average estimate based on two analysts. Revenue- Professional services: $8.24 million compared to the $6.55 million average estimate based on eight analysts. The reported number represents a change of -17% year over year. Revenue- Product subscriptions: $209.15 million compared to the $208.38 million average estimate based on eight analysts. The reported number represents a change of +1.4% year over year. Non-Gaap Gross Profit- Professional services: $1.57 million versus the eight-analyst average estimate of $1.17 million. Non-Gaap Gross Profit- Product subscriptions: $155.07 million versus $156.35 million estimated by eight analysts on average.View all Key Company Metrics for Rapid7 here>>>
Shares of Rapid7 have returned -22.7% over the past month versus the Zacks S&P 500 composite's no change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.Just Released: Zacks Top 10 Stocks for 2026
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Rapid7, Inc. (RPD): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
