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 | Kinetik Holdings Inc. | Energy | Feb 25, 2026 | $2.16 | $0.27 | +692% | +6.4% | |
| 2 | Natural Resource Partners L.P. | Energy | May 6, 2026 | $1.44 | $0.25 | +476% | -4.2% | |
NRP generated $34 million of free cash flow in the first quarter of 2026 and $167 million of free cash flow over the last twelve months before accounting for the $39 million investment we made in our soda ash business. | ||||||||
| 3 | Global Partners LP | Energy | May 8, 2026 | $1.85 | $0.33 | +461% | +0.1% | |
Solid execution across all operating segments drove strong first-quarter results for Global. Performance this quarter reflects the advantages of our integrated platform in a dynamic market environment. | ||||||||
| 4 | Centrus Energy Corp. | Energy | May 5, 2026 | $1.05↑ Raised | $0.33 | +218% | +11.8% | |
The first quarter was marked by numerous wins and great operational progress as we accelerated our drive to restore America's ability to enrich uranium at scale, including securing historic federal funding and launching a major expansion of our centrifuge manufacturing plant. | ||||||||
| 5 | RPC, Inc. | Energy | May 7, 2026 | $0.03 | $0.01 | +200% | -7.9% | |
During the first quarter we experienced modest revenue increases despite weather impacts to start the year. Our Technical Services segment revenues increased 7% sequentially. Within Technical Services, Cudd Energy Services’ pressure pumping saw the largest percentage increase at 20% followed by Cudd Pressure Control’s nitrogen service line which increased 13%. Thru Tubing Solutions’ downhole tools increased 11% driven by higher activity supported by new technologies. Our Support Services segment | ||||||||
| 6 | Cheniere Energy, Inc. | Energy | Feb 26, 2026 | $10.71 | $3.80 | +182% | +6.8% | |
| 7 | HF Sinclair Corporation | Energy | Feb 18, 2026 | $1.20 | $0.44 | +173% | -13.0% | |
| 8 | World Kinect Corporation | Energy | Apr 23, 2026 | $0.75↑ Raised | $0.31 | +142% | +12.6% | |
Ira M. Birns, Chief Executive Officer We delivered a strong start to the year, reflecting the strength of our team and ability to execute in a volatile market environment. | ||||||||
| 9 | Marathon Petroleum Corporation | Energy | May 5, 2026 | $1.65— Maintained | $0.74 | +123% | -2.7% | |
Our first-quarter results underscore the strength and reliability of our integrated system and our disciplined approach to capital deployment. | ||||||||
| 10 | Cheniere Energy Partners, L.P. | Energy | Feb 26, 2026 | $2.38 | $1.11 | +114% | +4.3% | |
| 11 | Vermilion Energy Inc. | Energy | Mar 4, 2026 | $0.63 | $0.30 | +110% | -0.7% | |
| 12 | TETRA Technologies, Inc. | Energy | Apr 29, 2026 | $0.06— Maintained | $0.03 | +100% | -2.3% | |
Brady Murphy, President and Chief Executive Officer We are pleased to start 2026 with one of the strongest first quarter performances in the company's past ten years. | ||||||||
| 13 | Occidental Petroleum Corporation | Energy | Feb 18, 2026 | $0.31 | $0.16 | +88.0% | +13.1% | |
| 14 | Occidental Petroleum Corporation | Energy | May 5, 2026 | $1.06 | $0.60 | +76.4% | -8.7% | |
Our first quarter results reflect our strong operational performance and the outstanding work of our teams executing across our portfolio. Even with the challenges in the Middle East, everyone - from our staff to our partn | ||||||||
| 15 | Crescent Energy Company | Energy | Feb 25, 2026 | $0.49 | $0.28 | +75.0% | +4.7% | |
| 16 | Archrock, Inc. | Energy | Feb 24, 2026 | $0.69 | $0.40 | +72.5% | +6.7% | |
| 17 | Seadrill Limited | Energy | Feb 25, 2026 | $0.12 | $0.07 | +71.4% | -4.3% | |
| 18 | Sunoco LP | Energy | May 5, 2026 | $2.85 | $1.72 | +65.7% | -2.0% | |
| 19 | Mach Natural Resources LP | Energy | Mar 12, 2026 | $0.43 | $0.26 | +65.4% | +2.2% | |
| 20 | DHT Holdings, Inc. | Energy | May 5, 2026 | $1.01 | $0.62 | +63.7% | +1.9% | |
| 21 | Tsakos Energy Navigation Limited | Energy | Mar 6, 2026 | $1.70 | $1.07 | +58.9% | +6.1% | |
| 22 | Permian Resources Corporation | Energy | Feb 25, 2026 | $0.45 | $0.28 | +58.5% | +1.9% | |
| 23 | International Seaways, Inc. | Energy | May 7, 2026 | $3.90 | $2.48 | +57.3% | +6.8% | |
We delivered an excellent first quarter, our strongest since the fourth quarter of 2022, with meaningful contributions from both our crude and product tankers. Following the highest dividend in our history last quarter, we more than doubled our dividend this quarter | ||||||||
| 24 | Valaris Limited | Energy | Feb 19, 2026 | $0.79 | $0.51 | +54.9% | +5.2% | |
| 25 | Transportadora de Gas del Sur S.A. | Energy | Mar 25, 2026 | $0.67 | $0.44 | +52.3% | -0.6% | |
NRP generated $34 million of free cash flow in the first quarter of 2026 and $167 million of free cash flow over the last twelve months before accounting for the $39 million investment we made in our soda ash business.
Solid execution across all operating segments drove strong first-quarter results for Global. Performance this quarter reflects the advantages of our integrated platform in a dynamic market environment.
The first quarter was marked by numerous wins and great operational progress as we accelerated our drive to restore America's ability to enrich uranium at scale, including securing historic federal funding and launching a major expansion of our centrifuge manufacturing plant.
During the first quarter we experienced modest revenue increases despite weather impacts to start the year. Our Technical Services segment revenues increased 7% sequentially. Within Technical Services, Cudd Energy Services’ pressure pumping saw the largest percentage increase at 20% followed by Cudd Pressure Control’s nitrogen service line which increased 13%. Thru Tubing Solutions’ downhole tools increased 11% driven by higher activity supported by new technologies. Our Support Services segment
We delivered a strong start to the year, reflecting the strength of our team and ability to execute in a volatile market environment.
Our first-quarter results underscore the strength and reliability of our integrated system and our disciplined approach to capital deployment.
We are pleased to start 2026 with one of the strongest first quarter performances in the company's past ten years.
Our first quarter results reflect our strong operational performance and the outstanding work of our teams executing across our portfolio. Even with the challenges in the Middle East, everyone - from our staff to our partn
We delivered an excellent first quarter, our strongest since the fourth quarter of 2022, with meaningful contributions from both our crude and product tankers. Following the highest dividend in our history last quarter, we more than doubled our dividend this quarter
Ranked by EPS miss % (worst first). Price reaction = day after report.
| # | Symbol | Company | Sector | Date | EPS Actual | EPS Est. | Surprise | Price Reaction |
|---|---|---|---|---|---|---|---|---|
| 1 | Cosan S.A. | Energy | May 14, 2026 | -$0.31 | $0.00 | -20767% | -5.8% | |
| 2 | Cosan S.A. | Energy | Mar 9, 2026 | -$0.16 | $0.01 | -1858% | +11.8% | |
| 3 | Cosan S.A. | Energy | Mar 10, 2026 | -$0.16 | $0.01 | -1858% | +3.6% | |
| 4 | Baytex Energy Corp. | Energy | Mar 5, 2026 | -$0.31 | $0.02 | -1650% | -0.8% | |
| 5 | Baytex Energy Corp. | Energy | Mar 4, 2026 | -$0.31 | $0.02 | -1650% | +3.1% | |
| 6 | Baytex Energy Corp. | Energy | May 7, 2026 | -$0.08 | $0.01 | -900% | -3.0% | |
| 7 | NGL Energy Partners LP | Energy | May 28, 2026 | -$0.71 | $0.18 | -494% | +5.0% | |
| 8 | Cheniere Energy, Inc. | Energy | May 7, 2026 | -$16.65↑ Raised | $4.25 | -492% | -8.2% | |
2026 is off to an excellent start, thanks to the Cheniere team's commitment to safety, operational excellence and seamless execution. We are raising our 2026 financial guidance as a result of an increase in our LNG production forecast and higher market margins for the year, as well as the contribution from optimization activities achieved year-to-date. | ||||||||
| 9 | Vermilion Energy Inc. | Energy | May 6, 2026 | -$0.67 | $0.22 | -405% | -13.0% | |
| 10 | YPF Sociedad Anónima | Energy | Feb 26, 2026 | -$1.67 | $0.77 | -317% | -5.2% | |
| 11 | Kosmos Energy Ltd. | Energy | May 5, 2026 | -$0.07— Maintained | $0.08 | -191% | -11.6% | |
Earlier this year, we set four goals for 2026: increase production from our core assets; lower costs; reduce debt; and advance our high‑quality growth portfolio with minimal capital. We are delivering strongly on all four of these goals. | ||||||||
| 12 | GasLog Partners LP | Energy | Feb 27, 2026 | -$0.29 | $0.54 | -154% | +0.5% | |
| 13 | Transocean Ltd. | Energy | May 4, 2026 | -$0.03 | $0.07 | -143% | -8.7% | |
| 14 | Genesis Energy, L.P. | Energy | May 7, 2026 | -$0.06— Maintained | $0.16 | -138% | -0.3% | |
Our first quarter results for 2026 in the aggregate came in slightly below our internal expectations. Most of our businesses performed in line with our expectations, with the exception of our offshore pipeline transportation segment, despite being up 40% year over year. | ||||||||
| 15 | Kinetik Holdings Inc. | Energy | May 6, 2026 | -$0.07— Maintained | $0.22 | -132% | -3.9% | |
Kinetik delivered a strong start to 2026, reflecting the strategic positioning of the business, as well as successful commercial and operational execution. | ||||||||
| 16 | Sunoco LP | Energy | Feb 17, 2026 | $0.09 | $1.64 | -94.5% | +3.2% | |
| 17 | Permian Resources Corporation | Energy | May 6, 2026 | $0.05↑ Raised | $0.38 | -86.0% | -10.4% | |
We delivered a strong first quarter across the board, with record-low D&C costs per foot, 2% oil production growth quarter-over-quarter and more than $500 million of free cash flow. | ||||||||
| 18 | Genesis Energy, L.P. | Energy | Feb 12, 2026 | $0.04 | $0.28 | -85.7% | +0.9% | |
| 19 | Tidewater Inc. | Energy | May 4, 2026 | $0.12— Maintained | $0.75 | -84.0% | -3.2% | |
The first quarter of 2026 exceeded our expectations across all key financial and operational measures, with revenue, gross margin, day rate and utilization all outperforming. | ||||||||
| 20 | Kimbell Royalty Partners, LP | Energy | May 7, 2026 | $0.04— Maintained | $0.23 | -82.6% | -0.3% | |
We are pleased to report another strong quarter with robust drilling activity across our acreage. Kimbell’s production exceeded the midpoint of guidance, showing once again the resilience of our high quality, diversified and low decline production base. | ||||||||
| 21 | Dnow Inc. | Energy | May 7, 2026 | $0.01 | $0.05 | -80.0% | -3.2% | |
I am pleased with our achievements in the quarter as we completed our first full quarter with MRC Global. We advanced the integration of our upstream and midstream operations, delivered sequential revenue growth in the midstream and gas utility sectors and are beginning to see early traction from new data center related awards. | ||||||||
| 22 | Transocean Ltd. | Energy | Feb 19, 2026 | $0.02 | $0.09 | -77.8% | +4.8% | |
| 23 | Expro Group Holdings N.V. | Energy | Feb 19, 2026 | $0.05 | $0.21 | -75.8% | +6.2% | |
| 24 | LandBridge Company LLC | Energy | May 6, 2026 | $0.23↑ Raised | $0.70 | -67.1% | -3.4% | |
We’re pleased to have delivered first quarter results that reflect strong year-over-year growth and solid commercial momentum heading into the second quarter, with second-half growth drivers on track. | ||||||||
| 25 | Kodiak Gas Services, Inc. | Energy | May 11, 2026 | $0.20↑ Raised | $0.53 | -62.5% | +7.9% | |
Kodiak is off to a fantastic start in 2026, with record contract services revenue and adjusted gross margin percentage driving record quarterly adjusted EBITDA. Our contract compression business continues to outperform expectations, and our new power business has tremendous growth potential. | ||||||||
2026 is off to an excellent start, thanks to the Cheniere team's commitment to safety, operational excellence and seamless execution. We are raising our 2026 financial guidance as a result of an increase in our LNG production forecast and higher market margins for the year, as well as the contribution from optimization activities achieved year-to-date.
Earlier this year, we set four goals for 2026: increase production from our core assets; lower costs; reduce debt; and advance our high‑quality growth portfolio with minimal capital. We are delivering strongly on all four of these goals.
Our first quarter results for 2026 in the aggregate came in slightly below our internal expectations. Most of our businesses performed in line with our expectations, with the exception of our offshore pipeline transportation segment, despite being up 40% year over year.
Kinetik delivered a strong start to 2026, reflecting the strategic positioning of the business, as well as successful commercial and operational execution.
We delivered a strong first quarter across the board, with record-low D&C costs per foot, 2% oil production growth quarter-over-quarter and more than $500 million of free cash flow.
The first quarter of 2026 exceeded our expectations across all key financial and operational measures, with revenue, gross margin, day rate and utilization all outperforming.
We are pleased to report another strong quarter with robust drilling activity across our acreage. Kimbell’s production exceeded the midpoint of guidance, showing once again the resilience of our high quality, diversified and low decline production base.
I am pleased with our achievements in the quarter as we completed our first full quarter with MRC Global. We advanced the integration of our upstream and midstream operations, delivered sequential revenue growth in the midstream and gas utility sectors and are beginning to see early traction from new data center related awards.
We’re pleased to have delivered first quarter results that reflect strong year-over-year growth and solid commercial momentum heading into the second quarter, with second-half growth drivers on track.
Kodiak is off to a fantastic start in 2026, with record contract services revenue and adjusted gross margin percentage driving record quarterly adjusted EBITDA. Our contract compression business continues to outperform expectations, and our new power business has tremendous growth potential.