Compared to Estimates, Willis Towers Watson (WTW) Q4 Earnings: A Look at Key Metrics

Core Insights - Willis Towers Watson (WTW) reported a revenue of $2.94 billion for the quarter ended December 2025, reflecting a decrease of 3.3% year-over-year, while EPS was $8.12, slightly down from $8.13 in the previous year [1] - The revenue exceeded the Zacks Consensus Estimate of $2.86 billion by 2.51%, and the EPS also surpassed the consensus estimate of $7.92 by 2.47% [1] Revenue Breakdown - Health, Wealth and Career segment revenue was $1.65 billion, slightly above the average estimate of $1.64 billion, but down 11.1% year-over-year [4] - Reimbursable expenses and other revenue reached $31 million, exceeding the estimated $26.16 million, but showed a significant decline of 24.4% compared to the previous year [4] - Total segment revenue was reported at $2.9 billion, surpassing the average estimate of $2.84 billion, with a year-over-year decline of 4.4% [4] - Risk and Broking segment revenue was $1.25 billion, exceeding the average estimate of $1.19 billion, and showed a year-over-year increase of 9.8% [4] Operating Income - Segment Operating Income for Risk and Broking was $435 million, higher than the estimated $408.38 million [4] - Segment Operating Income for Health, Wealth and Career was reported at $729 million, slightly above the average estimate of $719.31 million [4] Stock Performance - Over the past month, shares of Willis Towers Watson have returned -5.4%, contrasting with the Zacks S&P 500 composite's +1.8% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]