SEMrush Q4 EPS Beats by 11.1% as Revenue Hits $117.7M
SEMrush reported Q4 adjusted EPS of $0.10, surpassing the $0.09 consensus by 11.1% and up from $0.07 a year ago. Revenue rose 14.7% year-over-year to $117.66 million but missed estimates by 0.7%.
1. Q4 Earnings Performance
SEMrush delivered adjusted EPS of $0.10 for the quarter ended December 2025, an 11.1% surprise versus the $0.09 consensus and up from $0.07 in the prior-year period. This marks the company’s first EPS beat in four quarters.
2. Revenue Growth and Miss
Total revenue reached $117.66 million, reflecting 14.7% year-over-year growth but falling 0.7% short of the $118.5 million expected. The company has topped revenue estimates twice in the last four quarters.
3. Future Estimates and Outlook
Consensus forecasts for the upcoming quarter call for $0.09 EPS on $120.33 million in revenue and $0.41 EPS on $508.38 million for the fiscal year. SEMrush shares are down 0.6% year-to-date versus a 0.5% gain in the S&P 500, highlighting sector underperformance.