Coca-Cola (KO Quick QuoteKO - Free Report) reported $13.35 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 7.6%. EPS of $0.91 for the same period compares to $0.82 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $12.93 billion, representing a surprise of +3.31%. The company delivered an EPS surprise of +4.6%, with the consensus EPS estimate being $0.87.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

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 Coca-Cola performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Net Operating Revenues- North America: $5.39 billion versus the four-analyst average estimate of $5.47 billion. The reported number represents a year-over-year change of +2.5%.
• Net Operating Revenues- Latin America: $1.96 billion compared to the $1.73 billion average estimate based on four analysts. The reported number represents a change of +24.5% year over year.
• Net Operating Revenues- Asia Pacific: $1.56 billion versus $1.46 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +3.8% change.
• Net Operating Revenues- Bottling investments: $1.52 billion versus $1.4 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +13.2% change.
• Net Operating Revenues- Europe, Middle East & Africa: $3.1 billion versus $3.08 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +3.6% change.
• Net Operating Revenues- Corporate: $38 million compared to the $34.43 million average estimate based on three analysts. The reported number represents a change of +11.8% year over year.
• Net Operating Revenues- Eliminations: $-192 million compared to the $-245.43 million average estimate based on three analysts. The reported number represents a change of -24.1% year over year.
• Operating Income- Europe, Middle East & Africa- Non-GAAP: $1.16 billion versus the four-analyst average estimate of $1.14 billion.
• Operating Income- Bottling Investments- Non-GAAP: $201 million versus the four-analyst average estimate of $72.61 million.
• Operating Income- Corporate- Non-GAAP: $-388 million versus the four-analyst average estimate of $-272.33 million.
• Operating income- North America- Non-GAAP: $1.73 billion versus $1.7 billion estimated by four analysts on average.
• Operating Income- Asia Pacific- Non-GAAP: $568 million versus $504.76 million estimated by four analysts on average.

View all Key Company Metrics for Coca-Cola here>>>

Shares of Coca-Cola have returned +6.3% over the past month versus the Zacks S&P 500 composite's -0.8% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.