Q2 Holdings (QTWO Quick QuoteQTWO - Free Report) reported $225.77 million in revenue for the quarter ended September 2026, representing a year-over-year increase of 11.9%. EPS of $0.74 for the same period compares to $0.57 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $221.52 million, representing a surprise of +1.92%. The company delivered an EPS surprise of +4.23%, with the consensus EPS estimate being $0.71.

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 Q2 Holdings performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Subscription ARR: $846 million versus the three-analyst average estimate of $853.15 million.
• Revenue- Subscription: $188.16 million versus the four-analyst average estimate of $187.06 million. The reported number represents a year-over-year change of +13.9%.
• Revenue- Services and other: $19.56 million versus the four-analyst average estimate of $17.03 million. The reported number represents a year-over-year change of +5.1%.
• Revenue- Transactional: $18.06 million compared to the $17.31 million average estimate based on four analysts. The reported number represents a change of +1% year over year.

View all Key Company Metrics for Q2 Holdings here>>>

Shares of Q2 Holdings have returned +23.6% over the past month versus the Zacks S&P 500 composite's -0.2% 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.