Earnings Surprises

Biggest EPS beats and misses, ranked by post-earnings price reaction. Free data, no paywall.

Q4 2026 Season
52% beat EPSAvg surprise: -3.9%Avg reaction: +1.3%0% raised guidance0% lowered21 reportedQ4 2026 · Oct–Dec
Biggest EPS Beats9

Ranked by EPS surprise % (highest first). Price reaction = day after report.

#SymbolCompanySectorDateEPS ActualEPS Est.SurprisePrice Reaction
1Neogen CorporationHealthcareOct 6, 2026$0.08$0.05+50.1%—
2Penguin Solutions, Inc.TechnologyOct 6, 2026$1.00$0.77+29.5%—
3Lamb Weston Holdings, Inc.Consumer DefensiveOct 6, 2026$0.75$0.59+27.8%—
4McCormick & Company, IncorporatedConsumer DefensiveOct 1, 2026$0.86$0.76+13.9%-3.7%
5McCormick & Company, IncorporatedConsumer DefensiveOct 1, 2026$0.86— Maintained$0.76+13.9%-0.6%
Brendan M. Foley, Chairman, President, and CEO

Third quarter results demonstrate the resilience and differentiated performance of our flavor-focused business model in a dynamic operating environment.

6NIKE, Inc.Consumer CyclicalOct 1, 2026$0.48~ Mixed$0.43+10.8%-4.3%
Elliott Hill, President and Chief Executive Officer, NIKE, Inc.

The Sport Offense is driving measurable progress across our performance business, and we introduced Pace to help us accelerate and scale that momentum across NIKE.

7Constellation Brands, Inc.Consumer DefensiveOct 6, 2026$3.74$3.55+5.3%—
8Acuity Brands, Inc.IndustrialsOct 1, 2026$5.77$5.57+3.6%-0.6%
Neil Ashe, Chairman, President and Chief Executive Officer of Acuity Inc.

We demonstrated solid execution in the fourth quarter of fiscal 2026. We grew sales and expanded our adjusted operating profit and adjusted operating profit margin.

9Accenture plcTechnologyOct 1, 2026$3.29$3.18+3.5%+8.5%
NEOG logo1NEOGNeogen CorporationOct 6, 2026
Mkt Cap$2.6B
EPS Act.$0.08
EPS Est.$0.05
Surprise+50.1%
Reaction—
SectorHealthcare
PENG logo2PENGPenguin Solutions, Inc.Oct 6, 2026
Mkt Cap$3.3B
EPS Act.$1.00
EPS Est.$0.77
Surprise+29.5%
Reaction—
SectorTechnology
LW logo3LWLamb Weston Holdings, Inc.Oct 6, 2026
Mkt Cap$6.6B
EPS Act.$0.75
EPS Est.$0.59
Surprise+27.8%
Reaction—
SectorConsumer Defensive
MKC logo4MKCMcCormick & Company, IncorporatedOct 1, 2026
Mkt Cap$12.2B
EPS Act.$0.86
EPS Est.$0.76
Surprise+13.9%
Reaction-3.7%
SectorConsumer Defensive
MKC-V logo5MKC-VMcCormick & Company, IncorporatedOct 1, 2026
Mkt Cap$12.6B
EPS Act.$0.86
EPS Est.$0.76
Surprise+13.9%
Reaction-0.6%
SectorConsumer Defensive
Brendan M. Foley, Chairman, President, and CEO

Third quarter results demonstrate the resilience and differentiated performance of our flavor-focused business model in a dynamic operating environment.

NKE logo6NKENIKE, Inc.Oct 1, 2026
Mkt Cap$51.2B
EPS Act.$0.48
EPS Est.$0.43
Surprise+10.8%
Reaction-4.3%
SectorConsumer Cyclical
Elliott Hill, President and Chief Executive Officer, NIKE, Inc.

The Sport Offense is driving measurable progress across our performance business, and we introduced Pace to help us accelerate and scale that momentum across NIKE.

STZ logo7STZConstellation Brands, Inc.Oct 6, 2026
Mkt Cap$19.8B
EPS Act.$3.74
EPS Est.$3.55
Surprise+5.3%
Reaction—
SectorConsumer Defensive
AYI logo8AYIAcuity Brands, Inc.Oct 1, 2026
Mkt Cap$9.1B
EPS Act.$5.77
EPS Est.$5.57
Surprise+3.6%
Reaction-0.6%
SectorIndustrials
Neil Ashe, Chairman, President and Chief Executive Officer of Acuity Inc.

We demonstrated solid execution in the fourth quarter of fiscal 2026. We grew sales and expanded our adjusted operating profit and adjusted operating profit margin.

ACN logo9ACNAccenture plcOct 1, 2026
Mkt Cap$118B
EPS Act.$3.29
EPS Est.$3.18
Surprise+3.5%
Reaction+8.5%
SectorTechnology
Biggest EPS Misses2

Ranked by EPS miss % (worst first). Price reaction = day after report.

#SymbolCompanySectorDateEPS ActualEPS Est.SurprisePrice Reaction
1Hub Group, Inc.IndustrialsOct 1, 2026-$0.04$0.20-117%+0.6%
2Worthington Steel, Inc.Basic MaterialsOct 6, 2026$0.57$0.92-38.0%—
HUBG logo1HUBGHub Group, Inc.Oct 1, 2026
Mkt Cap$1.7B
EPS Act.-$0.04
EPS Est.$0.20
Surprise-117%
Reaction+0.6%
SectorIndustrials
WS logo2WSWorthington Steel, Inc.Oct 6, 2026
Mkt Cap$1.9B
EPS Act.$0.57
EPS Est.$0.92
Surprise-38.0%
Reaction—
SectorBasic Materials