Block (XYZ Quick QuoteXYZ - Free Report) reported $6.72 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 9.9%. EPS of $1.13 for the same period compares to $0.54 a year ago.

The reported revenue represents a surprise of +1.5% over the Zacks Consensus Estimate of $6.62 billion. With the consensus EPS estimate being $1.02, the EPS surprise was +10.78%.

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

• Cash App Monthly Transacting Actives: 60 million compared to the 59.39 million average estimate based on four analysts.
• Inflows Per Transacting Active: $1,446.00 versus the four-analyst average estimate of $1,506.02.
• Gross Payment Volume (GPV) - Square: $76.36 billion versus $75.46 billion estimated by four analysts on average.
• Commerce Enablement Volume: $56.90 billion compared to the $56.67 billion average estimate based on three analysts.
• Revenue- Bitcoin ecosystem revenue: $1.8 billion compared to the $1.73 billion average estimate based on four analysts. The reported number represents a change of -8.3% year over year.
• Revenue- Financial solutions revenue: $1.44 billion versus $1.4 billion estimated by four analysts on average.
• Revenue- Commerce enablement revenue: $3.48 billion versus $3.41 billion estimated by four analysts on average.
• Revenue- Square- Total: $2.59 billion versus the four-analyst average estimate of $2.56 billion. The reported number represents a year-over-year change of +15.8%.
• Revenue- Corporate and Other- Total: $52 million versus the three-analyst average estimate of $100.7 million. The reported number represents a year-over-year change of -30.3%.
• Revenue- Cash App- Total: $4.07 billion versus $4.03 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +7.2% change.
• Revenue- Square - Bitcoin ecosystem revenue: $35 million versus the two-analyst average estimate of $33.5 million.
• Revenue- Cash App - Commerce enablement revenue: $1.2 billion versus the two-analyst average estimate of $1.13 billion.

View all Key Company Metrics for Block here>>>

Shares of Block have returned +1.1% over the past month versus the Zacks S&P 500 composite's -2.3% 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.