For the quarter ended September 2026, Willis Towers Watson (WTW) reported revenue of $2.46 billion, up 7.5% over the same period last year. EPS came in at $3.63, compared to $3.07 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $2.48 billion, representing a surprise of -0.7%. The company delivered an EPS surprise of +0.83%, with the consensus EPS estimate being $3.60.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
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 Willis Towers Watson performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
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Revenue- Health, Wealth and Career: $1.35 billion compared to the $1.35 billion average estimate based on five analysts. The reported number represents a change of +7.1% year over year.
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Revenue- Reimbursable expenses and other: $21 million compared to the $24.84 million average estimate based on five analysts. The reported number represents a change of +50% year over year.
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Revenue- Segment Revenue: $2.44 billion versus $2.45 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +7.5% change.
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Revenue- Risk and Broking: $1.09 billion versus the five-analyst average estimate of $1.09 billion. The reported number represents a year-over-year change of +7.9%.
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Segment Operating Income- Risk and Broking: $216 million compared to the $215.09 million average estimate based on five analysts.
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Segment Operating Income- Health, Wealth and Career: $398 million versus the five-analyst average estimate of $386.31 million.
View all Key Company Metrics for Willis Towers Watson here>>>
Shares of Willis Towers Watson have returned +11.6% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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This article originally published on Zacks Investment Research (zacks.com).
