BlackRock (BLK Quick QuoteBLK - Free Report) reported $7.01 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 23.5%. EPS of $13.16 for the same period compares to $11.93 a year ago.

The reported revenue represents a surprise of +3.88% over the Zacks Consensus Estimate of $6.75 billion. With the consensus EPS estimate being $12.39, the company has not delivered EPS surprise.

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.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how BlackRock performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Net inflows: $341.71 billion compared to the $232.59 billion average estimate based on three analysts.
• Net inflows - Product Type - Cash management: $73.91 billion compared to the $38.38 billion average estimate based on three analysts.
• Assets under management - Cash management: $1,080.73 billion versus the three-analyst average estimate of $1,059.97 billion.
• Total Assets Under Management: $14,041.52 billion compared to the $13,989.59 billion average estimate based on three analysts.
• Revenue- Technology services revenue: $531 million compared to the $528.86 million average estimate based on three analysts. The reported number represents a change of +24.1% year over year.
• Revenue- Investment advisory, administration fees and securities lending revenue- Equity subtotal: $2.28 billion versus $2.28 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +6.5% change.
• Revenue- Total investment advisory, administration fees and securities lending revenue: $5.28 billion versus $5.3 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +19.5% change.
• Revenue- Distribution fees: $359 million versus the three-analyst average estimate of $371.59 million. The reported number represents a year-over-year change of +11.5%.
• Revenue- Investment advisory, administration fees and securities lending revenue- Long-Term: $4.95 billion versus the three-analyst average estimate of $4.96 billion. The reported number represents a year-over-year change of +20%.
• Revenue- Advisory and other revenue: $86 million versus $65.47 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +45.8% change.
• Revenue- Investment advisory, administration fees and securities lending revenue- Fixed income subtotal: $947 million compared to the $955.61 million average estimate based on three analysts. The reported number represents a change of -0.3% year over year.
• Revenue- Investment advisory, administration fees and securities lending revenue- Alternatives subtotal: $847 million compared to the $853.67 million average estimate based on three analysts. The reported number represents a change of +20% year over year.

View all Key Company Metrics for BlackRock here>>>

Shares of BlackRock have returned +2.5% over the past month versus the Zacks S&P 500 composite's +1.6% 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.