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 | Fomento Económico Mexicano, S.A.B. de C.V. | Consumer Defensive | Jul 28, 2026 | $0.93 | $0.06 | +1405% | -8.4% | |
| 2 | TAL Education Group | Consumer Defensive | Jul 30, 2026 | $0.75 | $0.16 | +369% | +14.8% | |
| 3 | Youdao, Inc. | Consumer Defensive | Aug 20, 2026 | $0.11 | $0.02 | +362% | +10.2% | |
| 4 | Fresh Del Monte Produce Inc. | Consumer Defensive | Feb 18, 2026 | $0.70 | $0.28 | +150% | +3.9% | |
| 5 | Grocery Outlet Holding Corp. | Consumer Defensive | May 13, 2026 | $0.05 | $0.02 | +150% | -3.6% | |
| 6 | e.l.f. Beauty, Inc. | Consumer Defensive | Aug 5, 2026 | $1.75↑ Raised | $0.71 | +145% | +5.1% | |
Tarang Amin, Chairman and Chief Executive Officer I’m proud of the e.l.f. Beauty team for achieving another quarter of industry-leading results. In Q1, we delivered 36% net sales growth, marking our 30th consecutive quarter – over seven continuous years – of net sales growth. | ||||||||
| 7 | Dollar Tree, Inc. | Consumer Defensive | Aug 27, 2026 | $2.70↑ Raised | $1.15 | +135% | -3.9% | |
Mike Creedon, Chief Executive Officer What continues to set Dollar Tree apart is our ability to deliver value, convenience, and the excitement of discovery all in one shopping trip. | ||||||||
| 8 | Newell Brands Inc. | Consumer Defensive | Jul 31, 2026 | $0.42 | $0.20 | +112% | +23.7% | |
| 9 | Bunge Global S.A. | Consumer Defensive | Apr 29, 2026 | $1.83↑ Raised | $0.88 | +107% | +0.6% | |
Greg Heckman, Chief Executive Officer The Bunge team delivered a strong first quarter, executing with the discipline and speed that define this organization, while navigating one of the more rapidly changing market environments in recent years. | ||||||||
| 10 | TAL Education Group | Consumer Defensive | Apr 23, 2026 | $0.45 | $0.22 | +105% | -6.6% | |
| 11 | McGraw Hill, Inc. | Consumer Defensive | Jun 11, 2026 | $0.32↑ Raised | $0.17 | +92.9% | -3.4% | |
Philip Moyer, President and Chief Executive Officer McGraw Hill’s growth in fiscal year 2026 underscores the strength of our strategy, the speed of our innovation and the depth of trust that we have from the education community. | ||||||||
| 12 | Spectrum Brands Holdings, Inc. | Consumer Defensive | Aug 7, 2026 | $2.79↑ Raised | $1.46 | +91.1% | -0.4% | |
David Maura, Chairman and Chief Executive Officer We are pleased with our results this quarter, with all three businesses delivering top-line growth, highlighted by a record-setting quarter in our Home & Garden business. | ||||||||
| 13 | Freshpet, Inc. | Consumer Defensive | Aug 5, 2026 | $0.42↑ Raised | $0.24 | +75.0% | +7.0% | |
Billy Cyr, Chief Executive Officer Our second quarter performance demonstrates the strength and resilience of our business model. It also reinforces our belief that fresh is the future of pet food and that Freshpet is uniquely positioned to win in that segment. | ||||||||
| 14 | Target Corporation | Consumer Defensive | Aug 19, 2026 | $4.11↑ Raised | $2.35 | +74.9% | +4.3% | |
Michael Fiddelke, Chief Executive Officer Second quarter results build on the encouraging momentum we saw in the first quarter, giving us increasing confidence that our strategy is resonating with our guests and strengthening our leadership position in style, design, and value. | ||||||||
| 15 | The Chefs' Warehouse, Inc. | Consumer Defensive | Apr 29, 2026 | $0.40— Maintained | $0.23 | +73.9% | +20.8% | |
Christopher Pappas, Chairman and Chief Executive Officer First quarter 2026 business activity displayed typical seasonal cadence as revenue trends coming out of January increased steadily into February and March. | ||||||||
| 16 | Universal Technical Institute, Inc. | Consumer Defensive | Aug 5, 2026 | $0.04 | $0.02 | +73.2% | -34.0% | |
| 17 | Molson Coors Beverage Company | Consumer Defensive | Apr 30, 2026 | $0.62— Maintained | $0.36 | +72.2% | -0.6% | |
Rahul Goyal, President and Chief Executive Officer We delivered a solid start to the year while executing our strategy in a dynamic external environment with limited near-term visibility. | ||||||||
| 18 | Darling Ingredients Inc. | Consumer Defensive | Jul 30, 2026 | $2.41— Maintained | $1.40 | +72.1% | +3.5% | |
Randall C. Stuewe, Chairman and Chief Executive Officer Momentum continues to build across our business, which is reflected in our strong second quarter performance. We stayed focused on the things we can control, including strong operational execution and margin management, which enabled us to generate strong cash flow, pay down debt, repurchase shares and further strengthen our financial position. | ||||||||
| 19 | Grocery Outlet Holding Corp. | Consumer Defensive | Aug 12, 2026 | $0.20↑ Raised | $0.13 | +58.6% | +9.9% | |
Jason Potter, President and CEO We delivered second-quarter results ahead of our outlook, as efforts to strengthen our opportunistic offering and value perception gained traction. | ||||||||
| 20 | Turning Point Brands, Inc. | Consumer Defensive | Aug 4, 2026 | $0.18 | $0.12 | +55.2% | +4.1% | |
| 21 | Cal-Maine Foods, Inc. | Consumer Defensive | Apr 1, 2026 | $1.06 | $0.70 | +52.3% | -1.2% | |
| 22 | Freshpet, Inc. | Consumer Defensive | Feb 23, 2026 | $0.64 | $0.43 | +48.8% | +8.6% | |
| 23 | Darling Ingredients Inc. | Consumer Defensive | Apr 30, 2026 | $0.83 | $0.56 | +48.2% | +1.5% | |
| 24 | The Vita Coco Company, Inc. | Consumer Defensive | Jul 23, 2026 | $0.82 | $0.56 | +47.5% | -11.4% | |
| 25 | The Vita Coco Company, Inc. | Consumer Defensive | Apr 29, 2026 | $0.50↑ Raised | $0.34 | +47.1% | +27.8% | |
Martin Roper, Chief Executive Officer Our healthy first quarter shipment performance was driven by very strong branded retail growth in all our major markets, reflective of solid underlying consumer demand and favorable promotional timing differences. | ||||||||
I’m proud of the e.l.f. Beauty team for achieving another quarter of industry-leading results. In Q1, we delivered 36% net sales growth, marking our 30th consecutive quarter – over seven continuous years – of net sales growth.
What continues to set Dollar Tree apart is our ability to deliver value, convenience, and the excitement of discovery all in one shopping trip.
The Bunge team delivered a strong first quarter, executing with the discipline and speed that define this organization, while navigating one of the more rapidly changing market environments in recent years.
McGraw Hill’s growth in fiscal year 2026 underscores the strength of our strategy, the speed of our innovation and the depth of trust that we have from the education community.
We are pleased with our results this quarter, with all three businesses delivering top-line growth, highlighted by a record-setting quarter in our Home & Garden business.
Our second quarter performance demonstrates the strength and resilience of our business model. It also reinforces our belief that fresh is the future of pet food and that Freshpet is uniquely positioned to win in that segment.
Second quarter results build on the encouraging momentum we saw in the first quarter, giving us increasing confidence that our strategy is resonating with our guests and strengthening our leadership position in style, design, and value.
First quarter 2026 business activity displayed typical seasonal cadence as revenue trends coming out of January increased steadily into February and March.
We delivered a solid start to the year while executing our strategy in a dynamic external environment with limited near-term visibility.
Momentum continues to build across our business, which is reflected in our strong second quarter performance. We stayed focused on the things we can control, including strong operational execution and margin management, which enabled us to generate strong cash flow, pay down debt, repurchase shares and further strengthen our financial position.
We delivered second-quarter results ahead of our outlook, as efforts to strengthen our opportunistic offering and value perception gained traction.
Our healthy first quarter shipment performance was driven by very strong branded retail growth in all our major markets, reflective of solid underlying consumer demand and favorable promotional timing differences.
Ranked by EPS miss % (worst first). Price reaction = day after report.
| # | Symbol | Company | Sector | Date | EPS Actual | EPS Est. | Surprise | Price Reaction |
|---|---|---|---|---|---|---|---|---|
| 1 | Cal-Maine Foods, Inc. | Consumer Defensive | Jul 22, 2026 | -$0.76 | $0.08 | -1021% | +1.0% | |
| 2 | Adecoagro S.A. | Consumer Defensive | May 11, 2026 | -$0.24 | $0.25 | -197% | -0.5% | |
| 3 | Universal Corporation | Consumer Defensive | Aug 5, 2026 | -$0.18 | $0.25 | -172% | -3.0% | |
| 4 | Universal Corporation | Consumer Defensive | May 28, 2026 | -$0.46 | $1.08 | -143% | +1.4% | |
| 5 | Chagee Holdings Limited American Depositary Shares | Consumer Defensive | Feb 25, 2026 | $0.29 | $1.54 | -81.0% | +3.8% | |
| 6 | Adecoagro S.A. | Consumer Defensive | Aug 11, 2026 | $0.13 | $0.54 | -76.1% | -3.8% | |
| 7 | Chagee Holdings Limited American Depositary Shares | Consumer Defensive | Mar 31, 2026 | $0.07 | $0.27 | -74.4% | -4.7% | |
| 8 | RLX Technology Inc. | Consumer Defensive | Aug 14, 2026 | $0.03 | $0.09 | -67.4% | -3.0% | |
| 9 | Brown-Forman Corporation | Consumer Defensive | Jun 4, 2026 | $0.12 | $0.31 | -61.2% | +2.8% | |
| 10 | Embotelladora Andina S.A. | Consumer Defensive | Jul 28, 2026 | $0.26 | $0.60 | -56.5% | -1.6% | |
| 11 | Turning Point Brands, Inc. | Consumer Defensive | Mar 2, 2026 | $0.42 | $0.87 | -51.7% | -21.5% | |
| 12 | Fomento Económico Mexicano, S.A.B. de C.V. | Consumer Defensive | Feb 25, 2026 | $0.92 | $1.50 | -38.7% | +1.2% | |
| 13 | Jbs N.V. | Consumer Defensive | Aug 10, 2026 | $0.20 | $0.31 | -35.0% | -8.5% | |
Gilberto Tomazoni, Global CEO In 2Q26, JBS once again reported a record revenue, reflecting the strength of the Company’s multi-geography and multi-protein platform. Compared to last year, profitability was pressured by a tough comparison base, as the poultry operations had posted record results in 2Q25. | ||||||||
| 14 | Freshpet, Inc. | Consumer Defensive | May 6, 2026 | $0.04~ Mixed | $0.06 | -33.3% | -7.2% | |
We are encouraged by our strong start to 2026, delivering first quarter sales growth in excess of our 2026 guidance and reinforcing our confidence in Freshpet's long-term growth opportunity. | ||||||||
| 15 | The Vita Coco Company, Inc. | Consumer Defensive | Feb 18, 2026 | $0.09 | $0.13 | -30.8% | -9.1% | |
| 16 | Pilgrim's Pride Corporation | Consumer Defensive | Apr 29, 2026 | $0.51 | $0.69 | -26.1% | +0.7% | |
Fabio Sandri, President and CEO "Our investments in Mexico will drive growth and diversification through more value-added offerings and expanded geographic presence in the live commodity market," said Sandri. | ||||||||
| 17 | The Boston Beer Company, Inc. | Consumer Defensive | Jul 23, 2026 | $3.65— Maintained | $4.83 | -24.4% | +3.6% | |
Jim Koch, Chairman, Founder and CEO As we continue to navigate a challenging operating environment, we are managing the business with discipline while investing behind our category-leading brands and bringing innovation to market | ||||||||
| 18 | Compañía Cervecerías Unidas S.A. | Consumer Defensive | Feb 24, 2026 | $0.32 | $0.41 | -22.1% | -1.6% | |
| 19 | Albertsons Companies, Inc. | Consumer Defensive | Jul 23, 2026 | $0.42↓ Lowered | $0.54 | -21.9% | -24.4% | |
Susan Morris, Chief Executive Officer In the first quarter, our digital and pharmacy businesses continued to deliver strong growth, while core grocery faced increasing pressure from softer industry unit trends and a more cautious consumer. | ||||||||
| 20 | Unilever PLC | Consumer Defensive | Feb 12, 2026 | $1.37 | $1.75 | -21.7% | +1.8% | |
| 21 | Graham Holdings Company | Consumer Defensive | Feb 25, 2026 | $11.45 | $14.05 | -18.5% | -0.3% | |
| 22 | The Boston Beer Company, Inc. | Consumer Defensive | Apr 30, 2026 | $1.64↓ Lowered | $1.96 | -16.3% | -9.4% | |
Jim Koch, Chairman, Founder and CEO We were encouraged by early signs of improvement in the total beer category in the first quarter. | ||||||||
| 23 | Coca-Cola FEMSA, S.A.B. de C.V. | Consumer Defensive | Apr 29, 2026 | $1.18 | $1.41 | -16.3% | +0.5% | |
| 24 | National Beverage Corp. | Consumer Defensive | Sep 10, 2026 | $0.50 | $0.59 | -15.5% | +2.7% | |
| 25 | Celsius Holdings, Inc. | Consumer Defensive | Aug 6, 2026 | $0.36 | $0.41 | -13.0% | -4.7% | |
John Fieldly, Chairman and CEO During the second quarter of 2026, we made meaningful progress in advancing Celsius Holdings as a scaled portfolio of leading brands. We delivered a double-digit increase in second quarter revenue, completing the Rockstar integration, and maintained gross margin near first-quarter levels despite a challenging commodity environment. | ||||||||
In 2Q26, JBS once again reported a record revenue, reflecting the strength of the Company’s multi-geography and multi-protein platform. Compared to last year, profitability was pressured by a tough comparison base, as the poultry operations had posted record results in 2Q25.
We are encouraged by our strong start to 2026, delivering first quarter sales growth in excess of our 2026 guidance and reinforcing our confidence in Freshpet's long-term growth opportunity.
"Our investments in Mexico will drive growth and diversification through more value-added offerings and expanded geographic presence in the live commodity market," said Sandri.
As we continue to navigate a challenging operating environment, we are managing the business with discipline while investing behind our category-leading brands and bringing innovation to market
In the first quarter, our digital and pharmacy businesses continued to deliver strong growth, while core grocery faced increasing pressure from softer industry unit trends and a more cautious consumer.
We were encouraged by early signs of improvement in the total beer category in the first quarter.
During the second quarter of 2026, we made meaningful progress in advancing Celsius Holdings as a scaled portfolio of leading brands. We delivered a double-digit increase in second quarter revenue, completing the Rockstar integration, and maintained gross margin near first-quarter levels despite a challenging commodity environment.