Earnings Surprises
Biggest EPS beats and misses, ranked by post-earnings price reaction. Free data, no paywall.
Ranked by EPS surprise % (highest first). Price reaction = day after report.
| # | Symbol | Company | Sector | Date | EPS Actual | EPS Est. | Surprise | Price Reaction |
|---|---|---|---|---|---|---|---|---|
| 1 | XPeng Inc. | Consumer Cyclical | Mar 20, 2026 | $0.06 | $0.00 | +4186% | -1.5% | |
| 2 | Lindblad Expeditions Holdings, Inc. | Consumer Cyclical | May 5, 2026 | $0.09— Maintained | $0.01 | +800% | +21.6% | |
In a complex macro and geopolitical environment, our team delivered another record quarter, achieving 93% occupancy- highest in the Company’s history, record yields, and 16% EBITDA growth. | ||||||||
| 3 | FIGS, Inc. | Consumer Cyclical | Feb 26, 2026 | $0.10 | $0.02 | +400% | +41.0% | |
| 4 | Hyatt Hotels Corporation | Consumer Cyclical | Feb 12, 2026 | $1.33 | $0.29 | +359% | -1.9% | |
| 5 | Macy's, Inc. | Consumer Cyclical | Jun 3, 2026 | $0.13↑ Raised | $0.03 | +325% | +0.6% | |
Tony Spring, chairman and chief executive officer of Macy’s, Inc. We’re off to a strong start to the year, exceeding expectations for the fifth consecutive quarter as our Bold New Chapter strategy continues to build momentum. | ||||||||
| 6 | Carvana Co. | Consumer Cyclical | Feb 18, 2026 | $0.84 | $0.23 | +265% | -5.2% | |
| 7 | Ford Motor Company | Consumer Cyclical | Apr 29, 2026 | $0.66↑ Raised | $0.18 | +261% | -2.5% | |
Jim Farley, President and CEO Our strong first-quarter results and raised full-year guidance reflect the momentum of the Ford+ plan. | ||||||||
| 8 | Carter's, Inc. | Consumer Cyclical | May 6, 2026 | $0.39— Maintained | $0.13 | +212% | +7.2% | |
We saw strong demand for our brands during the first quarter across each of our U.S. Retail, U.S. Wholesale and International channels. | ||||||||
| 9 | FIGS, Inc. | Consumer Cyclical | May 7, 2026 | $0.03↑ Raised | $0.01 | +200% | -19.8% | |
Our outperformance in the first quarter shows that our broad-based momentum from 2025 has continued into 2026. Our excellent top line growth was driven by both acceleration in our active customer base, which surpassed three million for the first time in our history, and strong repeat dynamics. | ||||||||
| 10 | Douglas Dynamics, Inc. | Consumer Cyclical | May 4, 2026 | $0.36↑ Raised | $0.12 | +200% | +10.0% | |
The strength of our first-quarter results reflects increased snowfall driven demand, disciplined execution, and continued progress against our strategic priorities. | ||||||||
| 11 | National Vision Holdings, Inc. | Consumer Cyclical | Mar 4, 2026 | $0.15 | $0.06 | +149% | +9.2% | |
| 12 | MINISO Group Holding Limited | Consumer Cyclical | May 22, 2026 | $0.59 | $0.24 | +148% | -5.7% | |
| 13 | Olaplex Holdings, Inc. | Consumer Cyclical | Mar 5, 2026 | $0.01 | $0.00 | +127% | -24.4% | |
| 14 | Hilton Grand Vacations Inc. | Consumer Cyclical | Apr 30, 2026 | $0.99 | $0.44 | +125% | +5.9% | |
| 15 | PENN Entertainment, Inc. | Consumer Cyclical | Apr 23, 2026 | $0.11 | $0.05 | +120% | +16.7% | |
| 16 | Advance Auto Parts, Inc. | Consumer Cyclical | Feb 13, 2026 | $0.86 | $0.41 | +110% | +0.7% | |
| 17 | Frontdoor, Inc. | Consumer Cyclical | Feb 26, 2026 | $0.23 | $0.11 | +109% | +21.8% | |
| 18 | Victoria's Secret & Co. | Consumer Cyclical | Jun 2, 2026 | $0.60 | $0.29 | +107% | +37.5% | |
| 19 | Olaplex Holdings, Inc. | Consumer Cyclical | May 11, 2026 | $0.02 | $0.01 | +100% | +0.3% | |
We delivered a solid start to the year with positive quarterly sell-through led by the successful launch of No. 3 PLUS. Through the disciplined operational execution of our transformation priorities, our higher sales translated to a strong quarter. | ||||||||
| 20 | Advance Auto Parts, Inc. | Consumer Cyclical | May 21, 2026 | $0.77— Maintained | $0.39 | +97.4% | +13.1% | |
Shane O'Kelly, president and chief executive officer "2026 is off to a solid start and we remain on track to execute our strategic priorities for the year," | ||||||||
| 21 | GameStop Corp. | Consumer Cyclical | Jun 2, 2026 | $0.30 | $0.16 | +87.5% | +3.8% | |
| 22 | Capri Holdings Limited | Consumer Cyclical | May 27, 2026 | $0.22↑ Raised | $0.12 | +86.4% | +6.8% | |
John D. Idol, Chairman and Chief Executive Officer Looking at fiscal 2026 we were encouraged by the progress we made executing against the strategic initiatives introduced last year to maximize the full potential of our two iconic fashion luxury houses, Michael Kors and Jimmy Choo. | ||||||||
| 23 | Columbia Sportswear Company | Consumer Cyclical | Apr 30, 2026 | $0.65 | $0.35 | +85.7% | +3.9% | |
| 24 | Amazon.com, Inc. | Consumer Cyclical | Apr 29, 2026 | $2.78 | $1.63 | +70.5% | +2.1% | |
Andy Jassy, President and CEO We're making customers' lives easier and better every day across all our businesses, and their response is driving significant growth. | ||||||||
| 25 | Dutch Bros Inc. | Consumer Cyclical | Feb 12, 2026 | $0.17 | $0.10 | +70.0% | -0.6% | |
In a complex macro and geopolitical environment, our team delivered another record quarter, achieving 93% occupancy- highest in the Company’s history, record yields, and 16% EBITDA growth.
We’re off to a strong start to the year, exceeding expectations for the fifth consecutive quarter as our Bold New Chapter strategy continues to build momentum.
Our strong first-quarter results and raised full-year guidance reflect the momentum of the Ford+ plan.
We saw strong demand for our brands during the first quarter across each of our U.S. Retail, U.S. Wholesale and International channels.
Our outperformance in the first quarter shows that our broad-based momentum from 2025 has continued into 2026. Our excellent top line growth was driven by both acceleration in our active customer base, which surpassed three million for the first time in our history, and strong repeat dynamics.
The strength of our first-quarter results reflects increased snowfall driven demand, disciplined execution, and continued progress against our strategic priorities.
We delivered a solid start to the year with positive quarterly sell-through led by the successful launch of No. 3 PLUS. Through the disciplined operational execution of our transformation priorities, our higher sales translated to a strong quarter.
"2026 is off to a solid start and we remain on track to execute our strategic priorities for the year,"
Looking at fiscal 2026 we were encouraged by the progress we made executing against the strategic initiatives introduced last year to maximize the full potential of our two iconic fashion luxury houses, Michael Kors and Jimmy Choo.
We're making customers' lives easier and better every day across all our businesses, and their response is driving significant growth.
Ranked by EPS miss % (worst first). Price reaction = day after report.
| # | Symbol | Company | Sector | Date | EPS Actual | EPS Est. | Surprise | Price Reaction |
|---|---|---|---|---|---|---|---|---|
| 1 | Whirlpool Corporation | Consumer Cyclical | May 6, 2026 | -$0.56— Maintained | $0.43 | -230% | -11.0% | |
We acted decisively to address pricing and costs in the face of rapid deterioration in macroeconomic conditions. Now, with Section 232 changes in favor of domestic manufacturers, Whirlpool Corporation is structurally positioned to win with our American-made products. | ||||||||
| 2 | Coupang, Inc. | Consumer Cyclical | Feb 26, 2026 | -$0.01 | $0.03 | -134% | +3.9% | |
| 3 | MINISO Group Holding Limited | Consumer Cyclical | Mar 31, 2026 | -$0.07 | $0.27 | -125% | +6.5% | |
| 4 | MINISO Group Holding Limited | Consumer Cyclical | May 26, 2026 | -$0.07 | $0.27 | -125% | -7.8% | |
| 5 | Arcos Dorados Holdings Inc. | Consumer Cyclical | Mar 19, 2026 | -$0.04 | $0.20 | -120% | -0.3% | |
| 6 | Shake Shack Inc. | Consumer Cyclical | May 7, 2026 | -$0.00 | $0.11 | -101% | -27.3% | |
| 7 | Alibaba Group Holding Limited | Consumer Cyclical | May 13, 2026 | $0.09 | $1.02 | -91.2% | +4.8% | |
| 8 | Stellantis N.V. | Consumer Cyclical | Apr 30, 2026 | $0.16 | $1.49 | -89.2% | -7.4% | |
| 9 | Tri Pointe Homes, Inc. | Consumer Cyclical | Apr 29, 2026 | $0.08 | $0.30 | -73.3% | -0.1% | |
| 10 | Tripadvisor, Inc. | Consumer Cyclical | Feb 12, 2026 | $0.04 | $0.15 | -73.3% | -21.0% | |
| 11 | Dana Incorporated | Consumer Cyclical | Apr 29, 2026 | $0.14 | $0.32 | -56.3% | -3.1% | |
| 12 | G-III Apparel Group, Ltd. | Consumer Cyclical | Mar 12, 2026 | $0.30 | $0.57 | -47.4% | -10.8% | |
| 13 | Dream Finders Homes, Inc. | Consumer Cyclical | Apr 30, 2026 | $0.11 | $0.20 | -45.5% | +7.7% | |
| 14 | O-I Glass, Inc. | Consumer Cyclical | Apr 28, 2026 | $0.05 | $0.09 | -44.4% | -18.4% | |
| 15 | Hesai Group | Consumer Cyclical | May 19, 2026 | $0.02 | $0.03 | -42.7% | -8.0% | |
| 16 | PDD Holdings Inc. | Consumer Cyclical | May 27, 2026 | $1.38 | $2.40 | -42.5% | -10.4% | |
| 17 | Leggett & Platt, Incorporated | Consumer Cyclical | May 7, 2026 | $0.15 | $0.26 | -42.3% | -11.5% | |
In aggregate, first quarter sales were in line with our expectations, and restructuring actions implemented over the past two years continued to deliver EBIT benefits, reflecting continued progress in structurally improving our earnings profile. | ||||||||
| 18 | Lucky Strike Entertainment Corporation | Consumer Cyclical | May 6, 2026 | $0.10— Maintained | $0.17 | -41.2% | -3.5% | |
This is our first back-to-back positive comp performance since 2024, achieved despite two major winter storms and a deterioration in consumer sentiment following the escalation of conflict in the Middle East. | ||||||||
| 19 | United Parks & Resorts Inc. | Consumer Cyclical | Feb 26, 2026 | $0.28 | $0.46 | -39.1% | +3.0% | |
| 20 | Alibaba Group Holding Limited | Consumer Cyclical | Mar 19, 2026 | $1.01 | $1.65 | -38.8% | -9.0% | |
| 21 | Allison Transmission Holdings, Inc. | Consumer Cyclical | May 4, 2026 | $1.33— Maintained | $2.07 | -35.8% | -2.9% | |
Encouraging momentum in key end markets supported solid demand for both Allison business units in the first quarter. Despite ongoing geopolitical uncertainty, we will look to capitalize on further improvement in end markets conditions throughout the year. | ||||||||
| 22 | Harley-Davidson, Inc. | Consumer Cyclical | May 5, 2026 | $0.22— Maintained | $0.34 | -35.3% | +2.7% | |
We're pleased with our first quarter results, which reflect actions we've taken to drive demand and improve dealer health. We saw a 14% increase in retail performance in North America, which drove global retail sales growth of 8% | ||||||||
| 23 | Rh | Consumer Cyclical | Mar 31, 2026 | $1.53 | $2.21 | -30.8% | -14.7% | |
| 24 | OPENLANE, Inc. | Consumer Cyclical | Feb 18, 2026 | $0.21 | $0.30 | -30.0% | +0.8% | |
| 25 | American Eagle Outfitters, Inc. | Consumer Cyclical | Mar 4, 2026 | $0.50 | $0.71 | -29.6% | -13.1% | |
We acted decisively to address pricing and costs in the face of rapid deterioration in macroeconomic conditions. Now, with Section 232 changes in favor of domestic manufacturers, Whirlpool Corporation is structurally positioned to win with our American-made products.
In aggregate, first quarter sales were in line with our expectations, and restructuring actions implemented over the past two years continued to deliver EBIT benefits, reflecting continued progress in structurally improving our earnings profile.
This is our first back-to-back positive comp performance since 2024, achieved despite two major winter storms and a deterioration in consumer sentiment following the escalation of conflict in the Middle East.
Encouraging momentum in key end markets supported solid demand for both Allison business units in the first quarter. Despite ongoing geopolitical uncertainty, we will look to capitalize on further improvement in end markets conditions throughout the year.
We're pleased with our first quarter results, which reflect actions we've taken to drive demand and improve dealer health. We saw a 14% increase in retail performance in North America, which drove global retail sales growth of 8%