Here's What Key Metrics Tell Us About Xerox (XRX) Q4 Earnings

Zacks Zacks
Here's What Key Metrics Tell Us About Xerox (XRX) Q4 Earnings

Xerox Holdings Corporation (XRX) reported $2.03 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 25.7%. EPS of -$0.10 for the same period compares to $0.36 a year ago.

The reported revenue represents a surprise of -2.6% over the Zacks Consensus Estimate of $2.08 billion. With the consensus EPS estimate being $0.15, the EPS surprise was -168.97%.

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 Xerox performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Revenues- Sales: $1.07 billion versus the two-analyst average estimate of $1.14 billion. The reported number represents a year-over-year change of +62.8%. Revenue- Equipment Sales- Entry: $168 million versus the two-analyst average estimate of $68.35 million. The reported number represents a year-over-year change of +180%. Revenue- Equipment Sales- Mid-range: $258 million versus $257.67 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -0.8% change. Revenue- Equipment Sales- High-end: $52 million versus the two-analyst average estimate of $58.85 million. The reported number represents a year-over-year change of -23.5%. Revenue- Print and Other- Equipment sales: $485 million versus the two-analyst average estimate of $389.52 million. The reported number represents a year-over-year change of +24.7%. Revenue- Equipment sales: $485 million versus $389.52 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +23.4% change. Revenue- Print and Other: $1.87 billion versus $1.72 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +21.6% change. Revenue- Equipment Sales- Other: $7 million compared to the $4.65 million average estimate based on two analysts. The reported number represents a change of +40% year over year. Revenue- IT Solutions: $158 million compared to the $365.32 million average estimate based on two analysts. Revenues- Services, maintenance and rentals: $960 million versus $977.67 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +3.9% change. Revenue- Print and Other- Post sale revenue: $1.39 billion versus the two-analyst average estimate of $1.34 billion. The reported number represents a year-over-year change of +22.3%.

View all Key Company Metrics for Xerox here>>>

Shares of Xerox have returned -1.7% over the past month versus the Zacks S&P 500 composite's +0.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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