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 | Chime Financial, Inc. Class A Common Stock | Financial Services | Aug 5, 2026 | $0.07↑ Raised | $0.00 | +5285% | +25.3% | |
Chris Britt, CEO and Co-founder We delivered another strong quarter, with accelerating revenue growth, expanding margins, and a second consecutive quarter of GAAP profitability. | ||||||||
| 2 | Walker & Dunlop, Inc. | Financial Services | May 7, 2026 | $0.46— Maintained | $0.06 | +667% | +2.7% | |
The strength of our first-quarter transaction volumes and earnings is due to the W&D team, our brand, and our market position as one of the very best commercial real estate capital markets firms in the world. | ||||||||
| 3 | Embraer S.A. | Financial Services | Mar 6, 2026 | $0.83 | $0.17 | +388% | -3.1% | |
| 4 | Chime Financial, Inc. Class A Common Stock | Financial Services | May 6, 2026 | $0.13↑ Raised | $0.03 | +333% | -8.6% | |
We’re off to a strong start in 2026, exceeding the high end of our revenue guidance, delivering strong incremental margins, and achieving our first quarter of GAAP profitability as a public company. | ||||||||
| 5 | ProAssurance Corporation | Financial Services | Feb 23, 2026 | $0.82 | $0.22 | +273% | -0.1% | |
| 6 | Perella Weinberg Partners | Financial Services | Jul 31, 2026 | $0.20 | $0.06 | +264% | +15.2% | |
Andrew Bednar, Chief Executive Officer and Chairman Momentum continues to build across our business – the pace of our announced transactions has accelerated and our booked revenue plus announced and pending backlog stands well above the level this time last year. We remain focused on our clear and simple strategy to scale our business by continuing to add senior talent, and we expect to close our acquisition of Gleacher Shacklock in the third quarter. | ||||||||
| 7 | Circle Internet Group | Financial Services | Feb 25, 2026 | $0.43 | $0.16 | +162% | +42.1% | |
| 8 | Hamilton Insurance Group, Ltd. | Financial Services | Feb 19, 2026 | $1.65 | $0.69 | +139% | -0.3% | |
| 9 | Embraer S.A. | Financial Services | Aug 10, 2026 | $1.22 | $0.61 | +100% | -2.2% | |
| 10 | Hagerty, Inc. | Financial Services | Feb 26, 2026 | $0.08 | $0.04 | +100% | +1.0% | |
| 11 | Accelerant Holdings | Financial Services | Aug 13, 2026 | $0.32 | $0.16 | +96.4% | +43.9% | |
Jeff Radke, Chairman and CEO Accelerant has been building the preeminent specialty insurance marketplace since our founding in 2018, said Jeff Radke, Chairman and CEO. I am proud of what the Accelerant teams has accomplished, and I believe partnering with Thoma Bravo with their expertise, and vast financial and strategic resources will further position our unique, data fueled platform to be the rails on which specialty insurance runs. | ||||||||
| 12 | Zions Bancorporation, National Association | Financial Services | Jul 20, 2026 | $3.05 | $1.57 | +94.3% | -4.5% | |
| 13 | Mitsubishi UFJ Financial Group, Inc. | Financial Services | May 21, 2026 | $0.38 | $0.20 | +90.0% | +0.1% | |
| 14 | United Fire Group, Inc. | Financial Services | Aug 3, 2026 | $1.30 | $0.69 | +87.6% | +4.5% | |
Kevin Leidwinger, President and CEO UFG delivered another quarter of outstanding results, achieving our best second-quarter combined ratio in more than 15 years, record net income, record net written premium, and the highest investment income in over 10 years. | ||||||||
| 15 | The Travelers Companies, Inc. | Financial Services | Jul 17, 2026 | $10.04 | $5.41 | +85.6% | +9.1% | |
| 16 | Oaktree Capital Group, LLC | Financial Services | Mar 18, 2026 | $1.36 | $0.75 | +81.3% | +2.7% | |
| 17 | Oaktree Capital Group, LLC 6.625% PFD UT A | Financial Services | Mar 18, 2026 | $1.35 | $0.75 | +80.0% | +2.0% | |
| 18 | Donnelley Financial Solutions, Inc. | Financial Services | Feb 17, 2026 | $0.70 | $0.40 | +75.0% | +26.2% | |
| 19 | Sumitomo Mitsui Financial Group, Inc. | Financial Services | May 13, 2026 | $0.19 | $0.11 | +72.7% | -1.8% | |
| 20 | Mizuho Financial Group, Inc. | Financial Services | May 15, 2026 | $0.12 | $0.07 | +71.4% | -3.5% | |
| 21 | Universal Insurance Holdings, Inc. | Financial Services | Feb 24, 2026 | $2.17 | $1.30 | +66.9% | +8.2% | |
| 22 | Assured Guaranty Ltd. | Financial Services | May 7, 2026 | $2.50 | $1.50 | +66.7% | -8.5% | |
Assured Guaranty began 2026 with a strong first quarter, said Dominic Frederico, President and CEO. In new business production, year-over-year, we doubled first quarter GWP to $70 million and nearly doubled first | ||||||||
| 23 | Heritage Insurance Holdings, Inc. | Financial Services | Aug 5, 2026 | $2.05 | $1.25 | +64.0% | +18.1% | |
| 24 | Mercury General Corporation | Financial Services | May 5, 2026 | $3.50 | $2.15 | +62.8% | +0.6% | |
| 25 | Berkshire Hathaway Inc. | Financial Services | Feb 28, 2026 | $8.90 | $5.51 | +61.5% | -4.9% | |
We delivered another strong quarter, with accelerating revenue growth, expanding margins, and a second consecutive quarter of GAAP profitability.
The strength of our first-quarter transaction volumes and earnings is due to the W&D team, our brand, and our market position as one of the very best commercial real estate capital markets firms in the world.
We’re off to a strong start in 2026, exceeding the high end of our revenue guidance, delivering strong incremental margins, and achieving our first quarter of GAAP profitability as a public company.
Momentum continues to build across our business – the pace of our announced transactions has accelerated and our booked revenue plus announced and pending backlog stands well above the level this time last year. We remain focused on our clear and simple strategy to scale our business by continuing to add senior talent, and we expect to close our acquisition of Gleacher Shacklock in the third quarter.
Accelerant has been building the preeminent specialty insurance marketplace since our founding in 2018, said Jeff Radke, Chairman and CEO. I am proud of what the Accelerant teams has accomplished, and I believe partnering with Thoma Bravo with their expertise, and vast financial and strategic resources will further position our unique, data fueled platform to be the rails on which specialty insurance runs.
UFG delivered another quarter of outstanding results, achieving our best second-quarter combined ratio in more than 15 years, record net income, record net written premium, and the highest investment income in over 10 years.
Assured Guaranty began 2026 with a strong first quarter, said Dominic Frederico, President and CEO. In new business production, year-over-year, we doubled first quarter GWP to $70 million and nearly doubled first
Ranked by EPS miss % (worst first). Price reaction = day after report.
| # | Symbol | Company | Sector | Date | EPS Actual | EPS Est. | Surprise | Price Reaction |
|---|---|---|---|---|---|---|---|---|
| 1 | Marathon Digital Holdings, Inc. | Financial Services | Aug 6, 2026 | -$1.60 | $0.17 | -1060% | -10.2% | |
| 2 | Banc of California, Inc. | Financial Services | Jul 29, 2026 | -$1.61 | $0.40 | -505% | -11.1% | |
| 3 | Hagerty, Inc. | Financial Services | May 6, 2026 | -$0.04— Maintained | $0.01 | -500% | +0.1% | |
First quarter results and the breadth of momentum across our ecosystem give us increasing confidence in our full year outlook that we reaffirmed today. | ||||||||
| 4 | Oxford Lane Capital Corp. 7.95% Notes due 2032 | Financial Services | May 22, 2026 | -$6.23 | $2.26 | -376% | -0.0% | |
| 5 | Coinbase Global, Inc. | Financial Services | Feb 12, 2026 | -$2.49 | $0.99 | -351% | +7.3% | |
| 6 | Apollo Global Management, Inc. | Financial Services | Apr 30, 2026 | -$3.24 | $2.14 | -251% | +0.1% | |
| 7 | Gladstone Investment Corporation | Financial Services | May 12, 2026 | -$0.27 | $0.21 | -226% | -0.2% | |
| 8 | Bitmine Immersion Technologies, Inc. | Financial Services | Jul 15, 2026 | -$0.15 | $0.13 | -220% | -5.2% | |
| 9 | Coinbase Global, Inc. | Financial Services | May 7, 2026 | -$0.24 | $0.36 | -167% | +1.6% | |
| 10 | Fidelis Insurance Holdings Limited | Financial Services | May 13, 2026 | -$0.41 | $0.75 | -155% | +15.3% | |
| 11 | Safety Insurance Group, Inc. | Financial Services | May 6, 2026 | -$0.72 | $1.45 | -150% | -2.0% | |
The first quarter results were significantly impacted by two winter weather events. Beginning on January 23, 2026, the Northeast region experienced a nor’easter storm, bringing blizzard conditions including excess snowfall, subzero windchill temperatures, and wind gusts reaching seventy-five miles per hour. | ||||||||
| 12 | Erie Indemnity Company | Financial Services | Feb 23, 2026 | -$0.33 | $1.59 | -121% | -5.9% | |
| 13 | Upstart Holdings, Inc. | Financial Services | May 5, 2026 | -$0.07— Maintained | $0.39 | -118% | -10.6% | |
In Q1, we grew originations 61% and revenue 44% year-over-year - putting us comfortably on track to deliver on our full year outlook. We advanced our AI models, applied for a national bank charter, and grew rapidly in home | ||||||||
| 14 | Kemper Corporation 5.875% Fixed | Financial Services | May 5, 2026 | -$0.03 | $0.79 | -104% | +0.0% | |
Our results this quarter reflect continued pressure in parts of the business, particularly California personal auto, while other areas of the portfolio are performing well and contributing positively. We are taking decisive actions across underwriting, claims, and expense to return the business to profitability. | ||||||||
| 15 | Genworth Financial, Inc. | Financial Services | Feb 23, 2026 | $0.02 | $0.16 | -87.5% | -2.6% | |
| 16 | Brookfield Business Corporation | Financial Services | Jul 31, 2026 | $0.18 | $1.26 | -85.7% | -1.2% | |
| 17 | Brookfield Business Corporation | Financial Services | May 8, 2026 | $0.19 | $1.31 | -85.5% | -5.4% | |
| 18 | Freedom Holding Corp. | Financial Services | Jun 1, 2026 | $0.13 | $0.87 | -85.1% | +10.5% | |
| 19 | Walker & Dunlop, Inc. | Financial Services | Feb 26, 2026 | $0.28 | $1.23 | -77.2% | -21.9% | |
| 20 | Kemper Corporation | Financial Services | May 6, 2026 | $0.21 | $0.81 | -74.1% | -10.6% | |
Our results this quarter reflect continued pressure in parts of the business, particularly California personal auto, while other areas of the portfolio are performing well and contributing positively. | ||||||||
| 21 | Kemper Corporation 5.875% Fixed | Financial Services | May 6, 2026 | $0.21 | $0.79 | -73.5% | -0.9% | |
| 22 | Futu Holdings Limited | Financial Services | May 28, 2026 | $0.77 | $2.89 | -73.5% | -4.8% | |
| 23 | Oaktree Capital Group, LLC | Financial Services | May 12, 2026 | $0.27 | $0.98 | -72.5% | -2.0% | |
| 24 | Oaktree Capital Group, LLC 6.625% PFD UT A | Financial Services | May 12, 2026 | $0.27 | $0.98 | -72.5% | -1.4% | |
| 25 | Perella Weinberg Partners | Financial Services | May 1, 2026 | $0.05 | $0.17 | -69.7% | -14.9% | |
First quarter results and the breadth of momentum across our ecosystem give us increasing confidence in our full year outlook that we reaffirmed today.
The first quarter results were significantly impacted by two winter weather events. Beginning on January 23, 2026, the Northeast region experienced a nor’easter storm, bringing blizzard conditions including excess snowfall, subzero windchill temperatures, and wind gusts reaching seventy-five miles per hour.
In Q1, we grew originations 61% and revenue 44% year-over-year - putting us comfortably on track to deliver on our full year outlook. We advanced our AI models, applied for a national bank charter, and grew rapidly in home
Our results this quarter reflect continued pressure in parts of the business, particularly California personal auto, while other areas of the portfolio are performing well and contributing positively. We are taking decisive actions across underwriting, claims, and expense to return the business to profitability.
Our results this quarter reflect continued pressure in parts of the business, particularly California personal auto, while other areas of the portfolio are performing well and contributing positively.