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Lumen (LUMN) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
ZACKS· 2026-02-04 03:00
Core Insights - Lumen reported a revenue of $3.04 billion for Q4 2025, reflecting an 8.7% year-over-year decline, while EPS increased to $0.23 from $0.09 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $3.08 billion, resulting in a surprise of -1.4%, but the EPS exceeded expectations with a surprise of +209.52% compared to the consensus estimate of -$0.21 [1] Financial Performance Metrics - Total Business Segment Revenue was $2.43 billion, below the estimated $2.47 billion, marking an 8.8% decline year-over-year [4] - Total Mass Markets Revenue reached $616 million, slightly below the estimated $617.38 million, with an 8.1% year-over-year decrease [4] - Wholesale Business Segment Revenue was $661 million, compared to the estimated $672.36 million, reflecting a 7.7% decline year-over-year [4] - International and Other Revenue totaled $77 million, below the estimated $85.7 million, showing a significant year-over-year decline of 16.3% [4] - Mid-Market Enterprise Revenue was $472 million, slightly below the estimated $483.11 million, but showed a year-over-year increase of 4.4% [4] - Public Sector Revenue was $457 million, below the estimated $485.35 million, representing a 17.5% decline year-over-year [4] - Large Enterprise Revenue reached $758 million, exceeding the estimated $740.71 million, but still reflecting a 10.3% year-over-year decline [4] Stock Performance - Lumen's shares have returned +18% over the past month, outperforming the Zacks S&P 500 composite, which saw a +1.8% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]