Compared to Estimates, Progyny (PGNY) Q4 Earnings: A Look at Key Metrics

Financial Performance - Progyny reported revenue of $318.4 million for the quarter ended December 2025, reflecting a 6.7% increase year-over-year [1] - Earnings per share (EPS) for the quarter was $0.48, up from $0.42 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $303.93 million by 4.76% [1] - The company delivered an EPS surprise of 25.49%, with the consensus EPS estimate being $0.38 [1] Key Metrics - Utilization for female-only services was 0.5%, matching the two-analyst average estimate [4] - Average members reached 6,707, surpassing the two-analyst average estimate of 6,586 [4] - Revenue from pharmacy benefit services was $109.8 million, slightly below the estimated $110.78 million, representing a year-over-year decrease of 1.1% [4] - Revenue from fertility benefit services was $208.6 million, exceeding the three-analyst average estimate of $192.06 million, with a year-over-year increase of 11.3% [4] Stock Performance - Progyny's shares have returned -13.1% over the past month, while the Zacks S&P 500 composite has increased by 0.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]