Earnings Surprises

Biggest EPS beats and misses, ranked by post-earnings price reaction. Free data, no paywall.

Q2 2026 Season
52% beat EPSAvg surprise: -43.9%Avg reaction: +0.2%15% raised guidance1% lowered4,810 reportedLast 12 Months
Biggest EPS Beats25

Ranked by EPS surprise % (highest first). Price reaction = day after report.

#SymbolCompanySectorDateEPS ActualEPS Est.SurprisePrice Reaction
1Walker & Dunlop, Inc.Financial ServicesMay 7, 2026$1.02— Maintained$0.06+1600%+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.

2Embraer S.A.Financial ServicesMar 6, 2026$0.83$0.17+388%-3.1%
3Chime Financial, Inc. Class A Common StockFinancial ServicesMay 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.

4ProAssurance CorporationFinancial ServicesFeb 23, 2026$0.82$0.22+273%-0.1%
5Mizuho Financial Group, Inc.Financial ServicesMay 15, 2026$0.21$0.07+200%-3.5%
6Circle Internet GroupFinancial ServicesFeb 25, 2026$0.43$0.16+162%+42.1%
7Hamilton Insurance Group, Ltd.Financial ServicesFeb 19, 2026$1.65$0.69+139%-0.3%
8Sumitomo Mitsui Financial Group, Inc.Financial ServicesMay 13, 2026$0.24$0.11+118%-1.8%
9Hagerty, Inc.Financial ServicesFeb 26, 2026$0.08$0.04+100%+1.0%
10Oaktree Capital Group, LLCFinancial ServicesMar 18, 2026$1.36$0.75+81.3%+2.7%
11Oaktree Capital Group, LLC 6.625% PFD UT AFinancial ServicesMar 18, 2026$1.35$0.75+80.0%+2.0%
12Donnelley Financial Solutions, Inc.Financial ServicesFeb 17, 2026$0.70$0.40+75.0%+26.2%
13Universal Insurance Holdings, Inc.Financial ServicesFeb 24, 2026$2.17$1.30+66.9%+8.2%
14Assured Guaranty Ltd.Financial ServicesMay 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

15TWFG, Inc. Common StockFinancial ServicesFeb 25, 2026$0.30$0.18+66.7%+12.7%
16Mitsubishi UFJ Financial Group, Inc.Financial ServicesMay 21, 2026$0.33$0.20+64.2%+0.1%
17Mercury General CorporationFinancial ServicesMay 5, 2026$3.50$2.15+62.8%+0.6%
18Berkshire Hathaway Inc.Financial ServicesFeb 28, 2026$8.90$5.51+61.5%-4.9%
19EZCORP, Inc.Financial ServicesApr 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.

20EZCORP, Inc.Financial ServicesMay 6, 2026$0.58$0.36+61.1%-1.6%
21Employers Holdings, Inc.Financial ServicesFeb 19, 2026$0.66$0.41+61.0%-7.1%
22Genworth Financial, Inc.Financial ServicesMay 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,

23Banco BBVA Argentina S.A.Financial ServicesMay 26, 2026$0.27$0.17+58.8%+14.4%
24Trupanion, Inc.Financial ServicesApr 30, 2026$0.11$0.07+57.1%-3.0%
Margi Tooth, Chief Executive Officer and President

The gap between the cost of veterinary care and what pet parents can reasonably plan for continues to widen. Trupanion is uniquely positioned to meet this moment. Fueled by strong, compounding growth in discretionary profit, we are investing with discipline to broaden our offering, strengthen our competitive positioning, expand choice, and create enduring value for pet parents, veterinarians, and shareholders.

25Sprott Inc.Financial ServicesFeb 19, 2026$1.11$0.71+55.2%+16.1%
WD logo1WDWalker & Dunlop, Inc.May 7, 2026
Mkt Cap$1.9B
EPS Act.$1.02
EPS Est.$0.06
Surprise+1600%
Reaction+2.7%
SectorFinancial Services

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.

EMBJ logo2EMBJEmbraer S.A.Mar 6, 2026
Mkt Cap$11.5B
EPS Act.$0.83
EPS Est.$0.17
Surprise+388%
Reaction-3.1%
SectorFinancial Services
CHYM logo3CHYMChime Financial, Inc. Class A Common StockMay 6, 2026
Mkt Cap$8.2B
EPS Act.$0.13
EPS Est.$0.03
Surprise+333%
Reaction-8.6%
SectorFinancial Services

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.

PRA logo4PRAProAssurance CorporationFeb 23, 2026
Mkt Cap$1.3B
EPS Act.$0.82
EPS Est.$0.22
Surprise+273%
Reaction-0.1%
SectorFinancial Services
MFG logo5MFGMizuho Financial Group, Inc.May 15, 2026
Mkt Cap$117B
EPS Act.$0.21
EPS Est.$0.07
Surprise+200%
Reaction-3.5%
SectorFinancial Services
CRCL logo6CRCLCircle Internet GroupFeb 25, 2026
Mkt Cap$16.7B
EPS Act.$0.43
EPS Est.$0.16
Surprise+162%
Reaction+42.1%
SectorFinancial Services
HG logo7HGHamilton Insurance Group, Ltd.Feb 19, 2026
Mkt Cap$3.4B
EPS Act.$1.65
EPS Est.$0.69
Surprise+139%
Reaction-0.3%
SectorFinancial Services
SMFG logo8SMFGSumitomo Mitsui Financial Group, Inc.May 13, 2026
Mkt Cap$91.4B
EPS Act.$0.24
EPS Est.$0.11
Surprise+118%
Reaction-1.8%
SectorFinancial Services
HGTY logo9HGTYHagerty, Inc.Feb 26, 2026
Mkt Cap$4.1B
EPS Act.$0.08
EPS Est.$0.04
Surprise+100%
Reaction+1.0%
SectorFinancial Services
OAK-PB logo10OAK-PBOaktree Capital Group, LLCMar 18, 2026
Mkt Cap$2.5B
EPS Act.$1.36
EPS Est.$0.75
Surprise+81.3%
Reaction+2.7%
SectorFinancial Services
OAK-PA logo11OAK-PAOaktree Capital Group, LLC 6.625% PFD UT AMar 18, 2026
Mkt Cap$2.5B
EPS Act.$1.35
EPS Est.$0.75
Surprise+80.0%
Reaction+2.0%
SectorFinancial Services
DFIN logo12DFINDonnelley Financial Solutions, Inc.Feb 17, 2026
Mkt Cap$1.0B
EPS Act.$0.70
EPS Est.$0.40
Surprise+75.0%
Reaction+26.2%
SectorFinancial Services
UVE logo13UVEUniversal Insurance Holdings, Inc.Feb 24, 2026
Mkt Cap$1.2B
EPS Act.$2.17
EPS Est.$1.30
Surprise+66.9%
Reaction+8.2%
SectorFinancial Services
AGO logo14AGOAssured Guaranty Ltd.May 7, 2026
Mkt Cap$3.5B
EPS Act.$2.50
EPS Est.$1.50
Surprise+66.7%
Reaction-8.5%
SectorFinancial Services

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

TWFG logo15TWFGTWFG, Inc. Common StockFeb 25, 2026
Mkt Cap$1.4B
EPS Act.$0.30
EPS Est.$0.18
Surprise+66.7%
Reaction+12.7%
SectorFinancial Services
MUFG logo16MUFGMitsubishi UFJ Financial Group, Inc.May 21, 2026
Mkt Cap$225B
EPS Act.$0.33
EPS Est.$0.20
Surprise+64.2%
Reaction+0.1%
SectorFinancial Services
MCY logo17MCYMercury General CorporationMay 5, 2026
Mkt Cap$5.9B
EPS Act.$3.50
EPS Est.$2.15
Surprise+62.8%
Reaction+0.6%
SectorFinancial Services
BRK-B logo18BRK-BBerkshire Hathaway Inc.Feb 28, 2026
Mkt Cap$1.1T
EPS Act.$8.90
EPS Est.$5.51
Surprise+61.5%
Reaction-4.9%
SectorFinancial Services
EZPW logo19EZPWEZCORP, Inc.Apr 27, 2026
Mkt Cap$2.0B
EPS Act.$0.58
EPS Est.$0.36
Surprise+61.1%
Reaction+1.2%
SectorFinancial Services
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.

EZPW logo20EZPWEZCORP, Inc.May 6, 2026
Mkt Cap$2.0B
EPS Act.$0.58
EPS Est.$0.36
Surprise+61.1%
Reaction-1.6%
SectorFinancial Services
EIG logo21EIGEmployers Holdings, Inc.Feb 19, 2026
Mkt Cap$1.2B
EPS Act.$0.66
EPS Est.$0.41
Surprise+61.0%
Reaction-7.1%
SectorFinancial Services
GNW logo22GNWGenworth Financial, Inc.May 5, 2026
Mkt Cap$3.6B
EPS Act.$0.28
EPS Est.$0.17
Surprise+60.0%
Reaction+3.4%
SectorFinancial Services

Genworth is off to a solid start in 2026, with first quarter results demonstrating disciplined execution across our businesses,

BBAR logo23BBARBanco BBVA Argentina S.A.May 26, 2026
Mkt Cap$4.0B
EPS Act.$0.27
EPS Est.$0.17
Surprise+58.8%
Reaction+14.4%
SectorFinancial Services
TRUP logo24TRUPTrupanion, Inc.Apr 30, 2026
Mkt Cap$1.1B
EPS Act.$0.11
EPS Est.$0.07
Surprise+57.1%
Reaction-3.0%
SectorFinancial Services
Margi Tooth, Chief Executive Officer and President

The gap between the cost of veterinary care and what pet parents can reasonably plan for continues to widen. Trupanion is uniquely positioned to meet this moment. Fueled by strong, compounding growth in discretionary profit, we are investing with discipline to broaden our offering, strengthen our competitive positioning, expand choice, and create enduring value for pet parents, veterinarians, and shareholders.

SII logo25SIISprott Inc.Feb 19, 2026
Mkt Cap$2.9B
EPS Act.$1.11
EPS Est.$0.71
Surprise+55.2%
Reaction+16.1%
SectorFinancial Services
Biggest EPS Misses25

Ranked by EPS miss % (worst first). Price reaction = day after report.

#SymbolCompanySectorDateEPS ActualEPS Est.SurprisePrice Reaction
1Coinbase Global, Inc.Financial ServicesMay 7, 2026-$1.49$0.06-2435%+1.6%
2Hagerty, Inc.Financial ServicesMay 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.

3Oxford Lane Capital Corp. 7.95% Notes due 2032Financial ServicesMay 22, 2026-$6.23$2.26-376%-0.0%
4Coinbase Global, Inc.Financial ServicesFeb 12, 2026-$2.49$0.99-351%+7.3%
5Apollo Global Management, Inc.Financial ServicesApr 30, 2026-$3.24$2.14-251%+0.1%
6Gladstone Investment CorporationFinancial ServicesMay 12, 2026-$0.27$0.21-226%-0.2%
7Fidelis Insurance Holdings LimitedFinancial ServicesMay 13, 2026-$0.41$0.75-155%+15.3%
8Safety Insurance Group, Inc.Financial ServicesMay 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.

9Erie Indemnity CompanyFinancial ServicesFeb 23, 2026-$0.33$1.59-121%-5.9%
10Upstart Holdings, Inc.Financial ServicesMay 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

11Kemper Corporation 5.875% FixedFinancial ServicesMay 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.

12Genworth Financial, Inc.Financial ServicesFeb 23, 2026$0.02$0.16-87.5%-2.6%
13Brookfield Business CorporationFinancial ServicesMay 8, 2026$0.19$1.31-85.5%-5.4%
14Freedom Holding Corp.Financial ServicesJun 1, 2026$0.13$0.87-85.1%+10.5%
15Walker & Dunlop, Inc.Financial ServicesFeb 26, 2026$0.28$1.23-77.2%-21.9%
16Kemper CorporationFinancial ServicesMay 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.

17Kemper Corporation 5.875% FixedFinancial ServicesMay 6, 2026$0.21$0.79-73.5%-0.9%
18Futu Holdings LimitedFinancial ServicesMay 28, 2026$0.77$2.89-73.4%-4.8%
19Oaktree Capital Group, LLCFinancial ServicesMay 12, 2026$0.27$0.98-72.5%-2.0%
20Oaktree Capital Group, LLC 6.625% PFD UT AFinancial ServicesMay 12, 2026$0.27$0.98-72.5%-1.4%
21Bitmine Immersion Technologies, Inc.Financial ServicesApr 14, 2026$0.05$0.18-72.2%+3.9%
22Perella Weinberg PartnersFinancial ServicesMay 1, 2026$0.05$0.17-69.7%-14.9%
23Figure Technology Solutions, Inc. Class A Common StockFinancial ServicesFeb 26, 2026$0.06$0.13-53.9%-27.1%
24Hercules Capital IncFinancial ServicesApr 30, 2026$0.23$0.48-52.0%-0.2%
25Prudential Financial, Inc. 5.62Financial ServicesMay 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.

COIN logo1COINCoinbase Global, Inc.May 7, 2026
Mkt Cap$38.5B
EPS Act.-$1.49
EPS Est.$0.06
Surprise-2435%
Reaction+1.6%
SectorFinancial Services
HGTY logo2HGTYHagerty, Inc.May 6, 2026
Mkt Cap$4.1B
EPS Act.-$0.04
EPS Est.$0.01
Surprise-500%
Reaction+0.1%
SectorFinancial Services

First quarter results and the breadth of momentum across our ecosystem give us increasing confidence in our full year outlook that we reaffirmed today.

OXLCG logo3OXLCGOxford Lane Capital Corp. 7.95% Notes due 2032May 22, 2026
Mkt Cap$2.4B
EPS Act.-$6.23
EPS Est.$2.26
Surprise-376%
Reaction-0.0%
SectorFinancial Services
COIN logo4COINCoinbase Global, Inc.Feb 12, 2026
Mkt Cap$38.5B
EPS Act.-$2.49
EPS Est.$0.99
Surprise-351%
Reaction+7.3%
SectorFinancial Services
APOS logo5APOSApollo Global Management, Inc.Apr 30, 2026
Mkt Cap$14.8B
EPS Act.-$3.24
EPS Est.$2.14
Surprise-251%
Reaction+0.1%
SectorFinancial Services
GAINI logo6GAINIGladstone Investment CorporationMay 12, 2026
Mkt Cap$1.0B
EPS Act.-$0.27
EPS Est.$0.21
Surprise-226%
Reaction-0.2%
SectorFinancial Services
FIHL logo7FIHLFidelis Insurance Holdings LimitedMay 13, 2026
Mkt Cap$2.4B
EPS Act.-$0.41
EPS Est.$0.75
Surprise-155%
Reaction+15.3%
SectorFinancial Services
SAFT logo8SAFTSafety Insurance Group, Inc.May 6, 2026
Mkt Cap$1.1B
EPS Act.-$0.72
EPS Est.$1.45
Surprise-150%
Reaction-2.0%
SectorFinancial Services

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.

ERIE logo9ERIEErie Indemnity CompanyFeb 23, 2026
Mkt Cap$11.1B
EPS Act.-$0.33
EPS Est.$1.59
Surprise-121%
Reaction-5.9%
SectorFinancial Services
UPST logo10UPSTUpstart Holdings, Inc.May 5, 2026
Mkt Cap$3.4B
EPS Act.-$0.07
EPS Est.$0.39
Surprise-118%
Reaction-10.6%
SectorFinancial Services

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

KMPB logo11KMPBKemper Corporation 5.875% FixedMay 5, 2026
Mkt Cap$1.4B
EPS Act.-$0.03
EPS Est.$0.79
Surprise-104%
Reaction+0.0%
SectorFinancial Services

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.

GNW logo12GNWGenworth Financial, Inc.Feb 23, 2026
Mkt Cap$3.6B
EPS Act.$0.02
EPS Est.$0.16
Surprise-87.5%
Reaction-2.6%
SectorFinancial Services
BBUC logo13BBUCBrookfield Business CorporationMay 8, 2026
Mkt Cap$2.1B
EPS Act.$0.19
EPS Est.$1.31
Surprise-85.5%
Reaction-5.4%
SectorFinancial Services
FRHC logo14FRHCFreedom Holding Corp.Jun 1, 2026
Mkt Cap$8.0B
EPS Act.$0.13
EPS Est.$0.87
Surprise-85.1%
Reaction+10.5%
SectorFinancial Services
WD logo15WDWalker & Dunlop, Inc.Feb 26, 2026
Mkt Cap$1.9B
EPS Act.$0.28
EPS Est.$1.23
Surprise-77.2%
Reaction-21.9%
SectorFinancial Services
KMPR logo16KMPRKemper CorporationMay 6, 2026
Mkt Cap$1.6B
EPS Act.$0.21
EPS Est.$0.81
Surprise-74.1%
Reaction-10.6%
SectorFinancial Services

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.

KMPB logo17KMPBKemper Corporation 5.875% FixedMay 6, 2026
Mkt Cap$1.4B
EPS Act.$0.21
EPS Est.$0.79
Surprise-73.5%
Reaction-0.9%
SectorFinancial Services
FUTU logo18FUTUFutu Holdings LimitedMay 28, 2026
Mkt Cap$13.1B
EPS Act.$0.77
EPS Est.$2.89
Surprise-73.4%
Reaction-4.8%
SectorFinancial Services
OAK-PB logo19OAK-PBOaktree Capital Group, LLCMay 12, 2026
Mkt Cap$2.5B
EPS Act.$0.27
EPS Est.$0.98
Surprise-72.5%
Reaction-2.0%
SectorFinancial Services
OAK-PA logo20OAK-PAOaktree Capital Group, LLC 6.625% PFD UT AMay 12, 2026
Mkt Cap$2.5B
EPS Act.$0.27
EPS Est.$0.98
Surprise-72.5%
Reaction-1.4%
SectorFinancial Services
BMNR logo21BMNRBitmine Immersion Technologies, Inc.Apr 14, 2026
Mkt Cap$7.6B
EPS Act.$0.05
EPS Est.$0.18
Surprise-72.2%
Reaction+3.9%
SectorFinancial Services
PWP logo22PWPPerella Weinberg PartnersMay 1, 2026
Mkt Cap$1.6B
EPS Act.$0.05
EPS Est.$0.17
Surprise-69.7%
Reaction-14.9%
SectorFinancial Services
FIGR logo23FIGRFigure Technology Solutions, Inc. Class A Common StockFeb 26, 2026
Mkt Cap$5.6B
EPS Act.$0.06
EPS Est.$0.13
Surprise-53.9%
Reaction-27.1%
SectorFinancial Services
HCXY logo24HCXYHercules Capital IncApr 30, 2026
Mkt Cap$3.5B
EPS Act.$0.23
EPS Est.$0.48
Surprise-52.0%
Reaction-0.2%
SectorFinancial Services
PRS logo25PRSPrudential Financial, Inc. 5.62May 5, 2026
Mkt Cap$7.7B
EPS Act.$1.72
EPS Est.$3.36
Surprise-48.8%
Reaction+0.3%
SectorFinancial Services

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.