For the quarter ended September 2026, Plug Power (PLUG Quick QuotePLUG - Free Report) reported revenue of $200.6 million, up 13.3% over the same period last year. EPS came in at -$0.12, compared to -$0.12 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $195.4 million, representing a surprise of +2.66%. The company delivered an EPS surprise of -71.43%, with the consensus EPS estimate being -$0.07.

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

• Net revenue- Sales of equipment, related infrastructure and other: $105.74 million versus $92.13 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +9.3% change.
• Net revenue- Services performed on fuel cell systems and related infrastructure: $29.01 million compared to the $29.46 million average estimate based on three analysts. The reported number represents a change of +47% year over year.
• Net revenue- Other: $0.03 million compared to the $0.4 million average estimate based on three analysts. The reported number represents a change of +25% year over year.
• Net revenue- Fuel delivered to customers and related equipment: $38.11 million versus the three-analyst average estimate of $36.85 million. The reported number represents a year-over-year change of +6.1%.
• Net revenue- Power purchase agreements: $27.71 million versus the three-analyst average estimate of $27.35 million. The reported number represents a year-over-year change of +12.6%.
• Gross profit- Sales of equipment, related infrastructure and other: $-0.38 million compared to the $11.28 million average estimate based on three analysts.
• Gross profit- Services performed on fuel cell systems and related infrastructure: $8.86 million versus the three-analyst average estimate of $9.34 million.
• Gross profit- Power purchase agreements: $-4.47 million versus $-3.47 million estimated by three analysts on average.
• Gross profit- Fuel delivered to customers and related equipment: $-19.78 million versus $-11.23 million estimated by three analysts on average.
• Gross profit- Other: $0.01 million versus $0.22 million estimated by two analysts on average.

View all Key Company Metrics for Plug Power here>>>

Shares of Plug Power have returned -13.7% over the past month versus the Zacks S&P 500 composite's -5.6% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.