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 | 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. | ||||||||
| 2 | Embraer S.A. | Financial Services | Mar 6, 2026 | $0.83 | $0.17 | +388% | -3.1% | |
| 3 | 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. | ||||||||
| 4 | ProAssurance Corporation | Financial Services | Feb 23, 2026 | $0.82 | $0.22 | +273% | -0.1% | |
| 5 | Circle Internet Group | Financial Services | Feb 25, 2026 | $0.43 | $0.16 | +162% | +42.1% | |
| 6 | Hamilton Insurance Group, Ltd. | Financial Services | Feb 19, 2026 | $1.65 | $0.69 | +139% | -0.3% | |
| 7 | Hagerty, Inc. | Financial Services | Feb 26, 2026 | $0.08 | $0.04 | +100% | +1.0% | |
| 8 | Oaktree Capital Group, LLC | Financial Services | Mar 18, 2026 | $1.36 | $0.75 | +81.3% | +2.7% | |
| 9 | Oaktree Capital Group, LLC 6.625% PFD UT A | Financial Services | Mar 18, 2026 | $1.35 | $0.75 | +80.0% | +2.0% | |
| 10 | Universal Insurance Holdings, Inc. | Financial Services | Feb 24, 2026 | $2.17 | $1.30 | +66.9% | +8.2% | |
| 11 | 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 | ||||||||
| 12 | Mercury General Corporation | Financial Services | May 5, 2026 | $3.50 | $2.15 | +62.8% | +0.6% | |
| 13 | Berkshire Hathaway Inc. | Financial Services | Feb 28, 2026 | $8.90 | $5.51 | +61.5% | -4.9% | |
| 14 | EZCORP, Inc. | Financial Services | Apr 27, 2026 | $0.58 | $0.36 | +61.1% | +1.2% | |
Lachie Given, Chief Executive Officer The second quarter was another exceptional period for EZCORP, delivering record revenue, record PLO, and a 76% increase in adjusted EBITDA. This growth was driven by disciplined execution across all segments, sustained customer demand for immediate cash solutions and high-quality, affordable secondhand goods, together with favorable gold prices and the contribution from SMG. | ||||||||
| 15 | Genworth Financial, Inc. | Financial Services | May 5, 2026 | $0.28 | $0.17 | +60.0% | +3.4% | |
Genworth is off to a solid start in 2026, with first quarter results demonstrating disciplined execution across our businesses, | ||||||||
| 16 | Sprott Inc. | Financial Services | Feb 19, 2026 | $1.11 | $0.71 | +55.2% | +16.1% | |
| 17 | Triumph Financial, Inc. | Financial Services | Apr 21, 2026 | $0.23 | $0.15 | +53.3% | -5.9% | |
| 18 | Encore Capital Group, Inc. | Financial Services | Feb 25, 2026 | $3.37 | $2.20 | +53.2% | +10.2% | |
| 19 | Assured Guaranty Ltd. | Financial Services | Feb 26, 2026 | $2.32 | $1.54 | +50.6% | -0.0% | |
| 20 | Hamilton Insurance Group, Ltd. | Financial Services | Apr 30, 2026 | $1.64 | $1.09 | +50.5% | -1.2% | |
| 21 | Stewart Information Services Corporation | Financial Services | Apr 22, 2026 | $0.78 | $0.52 | +50.0% | +5.5% | |
Fred Eppinger, chief executive officer I am proud of our first quarter results as they reflect the momentum we have built in each of our businesses. | ||||||||
| 22 | Western Alliance Bancorporation | Financial Services | Apr 21, 2026 | $2.22 | $1.48 | +50.0% | -1.4% | |
Kenneth A. Vecchione, President and Chief Executive Officer Western Alliance achieved solid first quarter results featuring robust deposit growth, net interest margin expansion, and core earnings momentum, while taking decisive action to resolve two fraud-related credits, partially offset by gains from a series of well-executed security sales. | ||||||||
| 23 | HCI Group, Inc. | Financial Services | Feb 25, 2026 | $7.25 | $4.87 | +48.9% | +8.7% | |
| 24 | Prudential plc | Financial Services | Mar 18, 2026 | $2.08 | $1.42 | +46.5% | -2.0% | |
| 25 | The Allstate Corporation | Financial Services | Apr 29, 2026 | $10.65 | $7.31 | +45.7% | +0.4% | |
Tom Wilson, who leads The Allstate Corporation Allstate's strategy and execution capabilities generated strong earnings and increased growth in the first quarter. | ||||||||
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.
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
The second quarter was another exceptional period for EZCORP, delivering record revenue, record PLO, and a 76% increase in adjusted EBITDA. This growth was driven by disciplined execution across all segments, sustained customer demand for immediate cash solutions and high-quality, affordable secondhand goods, together with favorable gold prices and the contribution from SMG.
Genworth is off to a solid start in 2026, with first quarter results demonstrating disciplined execution across our businesses,
I am proud of our first quarter results as they reflect the momentum we have built in each of our businesses.
Western Alliance achieved solid first quarter results featuring robust deposit growth, net interest margin expansion, and core earnings momentum, while taking decisive action to resolve two fraud-related credits, partially offset by gains from a series of well-executed security sales.
Allstate's strategy and execution capabilities generated strong earnings and increased growth in the first quarter.
Ranked by EPS miss % (worst first). Price reaction = day after report.
| # | Symbol | Company | Sector | Date | EPS Actual | EPS Est. | Surprise | Price Reaction |
|---|---|---|---|---|---|---|---|---|
| 1 | Coinbase Global, Inc. | Financial Services | May 7, 2026 | -$1.49 | $0.06 | -2435% | +1.6% | |
| 2 | American Bitcoin Corp | Financial Services | May 6, 2026 | -$0.08 | $0.01 | -900% | -4.1% | |
| 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 | American Bitcoin Corp | Financial Services | Feb 26, 2026 | -$0.07 | $0.02 | -450% | -2.9% | |
| 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 | Burford Capital Limited | Financial Services | May 8, 2026 | -$0.17 | $0.17 | -199% | -7.7% | |
| 8 | 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. | ||||||||
| 9 | Erie Indemnity Company | Financial Services | Feb 23, 2026 | -$0.33 | $1.59 | -121% | -5.9% | |
| 10 | 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. | ||||||||
| 11 | Genworth Financial, Inc. | Financial Services | Feb 23, 2026 | $0.02 | $0.16 | -87.5% | -2.6% | |
| 12 | Brookfield Business Corporation | Financial Services | May 8, 2026 | $0.19 | $1.31 | -85.5% | -5.4% | |
| 13 | Walker & Dunlop, Inc. | Financial Services | Feb 26, 2026 | $0.28 | $1.23 | -77.2% | -21.9% | |
| 14 | 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. | ||||||||
| 15 | Perella Weinberg Partners | Financial Services | May 1, 2026 | $0.05 | $0.17 | -69.7% | -14.9% | |
| 16 | Figure Technology Solutions, Inc. Class A Common Stock | Financial Services | Feb 26, 2026 | $0.06 | $0.13 | -53.9% | -27.1% | |
| 17 | Hercules Capital, Inc. | Financial Services | Apr 30, 2026 | $0.23 | $0.48 | -52.0% | -0.2% | |
| 18 | Prudential Financial, Inc. 5.62 | Financial Services | May 5, 2026 | $1.72 | $3.36 | -48.8% | +0.3% | |
We delivered a solid first quarter, reflecting the progress we have made over the past year to operate with greater consistency and discipline, said Andy Sullivan, Chairman and Chief Executive Officer of Prudential Financial. | ||||||||
| 19 | Prudential Financial, Inc. 5.95 | Financial Services | May 5, 2026 | $1.72 | $3.36 | -48.8% | -0.0% | |
| 20 | Banco BBVA Argentina S.A. | Financial Services | Mar 4, 2026 | $0.18 | $0.34 | -47.1% | +2.3% | |
| 21 | Embraer S.A. | Financial Services | May 8, 2026 | $0.16 | $0.29 | -44.8% | -11.0% | |
| 22 | Aegon Ltd. | Financial Services | Mar 26, 2026 | $0.27 | $0.48 | -43.7% | -3.0% | |
| 23 | Aegon Ltd. | Financial Services | Feb 19, 2026 | $0.27 | $0.48 | -43.7% | -3.5% | |
| 24 | The Western Union Company | Financial Services | Apr 24, 2026 | $0.25— Maintained | $0.40 | -37.5% | +0.4% | |
Devin McGranahan, President and Chief Executive Officer First quarter results reflect the continued challenges in our Americas retail business as well as a few discrete items affecting the quarter, | ||||||||
| 25 | CNA Financial Corporation | Financial Services | May 4, 2026 | $0.83 | $1.30 | -36.1% | -7.2% | |
In the first quarter we achieved $225 million of core income buoyed by strong investment income and reinforcing our unwavering focus on underwriting discipline. The fundamentals of our business remain strong as we execute deliberate strategies to optimize our portfolio at a time when the industry is experiencing pressure on growth, rate and loss cost trends. | ||||||||
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.
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.
We delivered a solid first quarter, reflecting the progress we have made over the past year to operate with greater consistency and discipline, said Andy Sullivan, Chairman and Chief Executive Officer of Prudential Financial.
First quarter results reflect the continued challenges in our Americas retail business as well as a few discrete items affecting the quarter,
In the first quarter we achieved $225 million of core income buoyed by strong investment income and reinforcing our unwavering focus on underwriting discipline. The fundamentals of our business remain strong as we execute deliberate strategies to optimize our portfolio at a time when the industry is experiencing pressure on growth, rate and loss cost trends.