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 | Mercury Systems, Inc. | Industrials | May 5, 2026 | $0.27 | $0.06 | +350% | +16.7% | |
We delivered third quarter fiscal 2026 results that were ahead of our expectations, with significant year-over-year growth in backlog, revenue, and adjusted EBITDA. | ||||||||
| 2 | Arcosa, Inc. | Industrials | Apr 30, 2026 | $0.51↑ Raised | $0.13 | +292% | +7.1% | |
Antonio Carrillo, President and Chief Executive Officer Our first quarter results reflect strong execution in our continuing businesses, with 10 percent growth in Adjusted EBITDA outpacing revenue growth. | ||||||||
| 3 | Genco Shipping & Trading Limited | Industrials | May 6, 2026 | $0.26↑ Raised | $0.07 | +259% | 0.0% | |
Following a strong end to 2025, we are pleased to have continued our positive momentum in 2026. The first quarter marked another period of strong execution of our Comprehensive Value Strategy and significant progress increasing our earnings power and dividend capacity. | ||||||||
| 4 | Bloom Energy Corporation | Industrials | Apr 28, 2026 | $0.44↑ Raised | $0.12 | +255% | +22.7% | |
KR Sridhar, Founder, Chairman and Chief Executive Officer We at Bloom are ushering in the era of digital power for the digital age. Bloom is rapidly becoming the standard and “go-to choice” for on-site power. | ||||||||
| 5 | CECO Environmental Corp. | Industrials | Apr 28, 2026 | $0.36↑ Raised | $0.12 | +200% | +11.7% | |
Todd Gleason, Chief Executive Officer I am pleased to highlight the tremendous topline growth and steady EBITDA margin expansion we continue to deliver at CECO. This is the first time our quarter-end backlog has eclipsed $1 billion, which reflects our incredible 2.2 book-to-bill ratio during the first quarter. | ||||||||
| 6 | Loar Holdings Inc. | Industrials | May 7, 2026 | $0.34↑ Raised | $0.15 | +127% | -3.3% | |
Loar had a strong start to the year with net sales, Adjusted EBITDA and Adjusted EBITDA Margin achieving record highs. As a result of these first quarter results, with further evaluation of orders to date, and considering the proprietary content of our portfolio, we have increased our guidance for 2026. | ||||||||
| 7 | AGCO Corporation | Industrials | May 5, 2026 | $0.94↑ Raised | $0.44 | +114% | -0.9% | |
AGCO delivered healthy first‑quarter sales and margin results, reflecting disciplined execution in a demanding agricultural market and dynamic global environment. | ||||||||
| 8 | Casella Waste Systems, Inc. | Industrials | Apr 30, 2026 | $0.20 | $0.10 | +100% | +11.2% | |
| 9 | Energizer Holdings, Inc. | Industrials | May 5, 2026 | $0.94— Maintained | $0.47 | +100% | -1.9% | |
Our strategic priorities in Fiscal 2026 remain clear: restoring growth, rebuilding margins impacted by tariffs, and returning the business to its long‑term historical cash flow profile. | ||||||||
| 10 | Willdan Group, Inc. | Industrials | Feb 26, 2026 | $1.57 | $0.79 | +98.7% | -23.9% | |
| 11 | Vestis Corporation | Industrials | May 12, 2026 | $0.16— Maintained | $0.09 | +77.8% | +21.0% | |
| 12 | Corporación América Airports S.A. | Industrials | Mar 17, 2026 | $0.65 | $0.37 | +75.7% | -0.5% | |
| 13 | Argan, Inc. | Industrials | Mar 26, 2026 | $3.47 | $1.99 | +74.4% | +29.5% | |
| 14 | CNH Industrial N.V. | Industrials | Feb 17, 2026 | $0.19 | $0.11 | +72.7% | -0.6% | |
| 15 | Xometry, Inc. | Industrials | May 7, 2026 | $0.12↑ Raised | $0.07 | +71.4% | +41.9% | |
In the first quarter, we delivered 36% revenue growth year-over-year, underscoring the strength of our marketplace innovation and expanding global network. | ||||||||
| 16 | CompoSecure, Inc. | Industrials | Mar 4, 2026 | $0.27 | $0.16 | +68.8% | +4.1% | |
| 17 | Grupo Aeroméxico, S.A.B. de C.V. | Industrials | Feb 17, 2026 | $0.75 | $0.46 | +63.0% | +13.9% | |
| 18 | PROG Holdings, Inc. | Industrials | Apr 29, 2026 | $1.24 | $0.78 | +59.0% | +24.1% | |
| 19 | NWPX Infrastructure, Inc. | Industrials | Apr 29, 2026 | $1.08↑ Raised | $0.68 | +58.8% | +13.2% | |
Scott Montross, President and Chief Executive Officer of NWPX Infrastructure We delivered a strong start to 2026 with first quarter results reflecting meaningful growth and margin expansion across both of our segments. | ||||||||
| 20 | Sterling Infrastructure, Inc. | Industrials | May 4, 2026 | $3.59↑ Raised | $2.29 | +56.8% | +51.3% | |
We are off to an exceptional start in 2026, with first quarter adjusted net income increasing 122% to deliver adjusted diluted EPS of $3.59. | ||||||||
| 21 | AAON, Inc. | Industrials | May 7, 2026 | $0.48↑ Raised | $0.31 | +54.8% | +42.1% | |
First-quarter results demonstrate strong earnings growth driven by higher volume, improved execution, and continued share gains. | ||||||||
| 22 | Comfort Systems USA, Inc. | Industrials | Apr 23, 2026 | $10.51 | $6.81 | +54.3% | -0.1% | |
| 23 | Air Lease Corporation | Industrials | Feb 12, 2026 | $2.12 | $1.38 | +53.6% | +0.1% | |
| 24 | The GEO Group, Inc. | Industrials | May 6, 2026 | $0.29↑ Raised | $0.19 | +52.6% | +15.6% | |
We are very pleased with our first quarter results and improved full year outlook. Our strong performance has been driven by the new growth opportunities we captured in 2025 and are normalizing in 2026. | ||||||||
| 25 | AerCap Holdings N.V. | Industrials | Apr 29, 2026 | $5.39 | $3.59 | +50.1% | +3.7% | |
We delivered third quarter fiscal 2026 results that were ahead of our expectations, with significant year-over-year growth in backlog, revenue, and adjusted EBITDA.
Our first quarter results reflect strong execution in our continuing businesses, with 10 percent growth in Adjusted EBITDA outpacing revenue growth.
Following a strong end to 2025, we are pleased to have continued our positive momentum in 2026. The first quarter marked another period of strong execution of our Comprehensive Value Strategy and significant progress increasing our earnings power and dividend capacity.
We at Bloom are ushering in the era of digital power for the digital age. Bloom is rapidly becoming the standard and “go-to choice” for on-site power.
I am pleased to highlight the tremendous topline growth and steady EBITDA margin expansion we continue to deliver at CECO. This is the first time our quarter-end backlog has eclipsed $1 billion, which reflects our incredible 2.2 book-to-bill ratio during the first quarter.
Loar had a strong start to the year with net sales, Adjusted EBITDA and Adjusted EBITDA Margin achieving record highs. As a result of these first quarter results, with further evaluation of orders to date, and considering the proprietary content of our portfolio, we have increased our guidance for 2026.
AGCO delivered healthy first‑quarter sales and margin results, reflecting disciplined execution in a demanding agricultural market and dynamic global environment.
Our strategic priorities in Fiscal 2026 remain clear: restoring growth, rebuilding margins impacted by tariffs, and returning the business to its long‑term historical cash flow profile.
In the first quarter, we delivered 36% revenue growth year-over-year, underscoring the strength of our marketplace innovation and expanding global network.
We delivered a strong start to 2026 with first quarter results reflecting meaningful growth and margin expansion across both of our segments.
We are off to an exceptional start in 2026, with first quarter adjusted net income increasing 122% to deliver adjusted diluted EPS of $3.59.
First-quarter results demonstrate strong earnings growth driven by higher volume, improved execution, and continued share gains.
We are very pleased with our first quarter results and improved full year outlook. Our strong performance has been driven by the new growth opportunities we captured in 2025 and are normalizing in 2026.
Ranked by EPS miss % (worst first). Price reaction = day after report.
| # | Symbol | Company | Sector | Date | EPS Actual | EPS Est. | Surprise | Price Reaction |
|---|---|---|---|---|---|---|---|---|
| 1 | TIC Solutions, Inc. | Industrials | May 6, 2026 | -$0.19— Maintained | $0.02 | -1050% | +5.4% | |
We are off to a healthy start in 2026, with first quarter results reflecting the scale and diversity of our combined platform. Demand remained resilient across many of our core recurring and compliance-driven service lines. | ||||||||
| 2 | Icahn Enterprises L.P. | Industrials | May 6, 2026 | -$0.71 | $0.10 | -810% | -4.2% | |
| 3 | TIC Solutions, Inc. | Industrials | Mar 12, 2026 | -$0.13 | $0.06 | -329% | -14.2% | |
| 4 | Chart Industries, Inc. | Industrials | May 11, 2026 | -$0.38 | $1.98 | -119% | +0.0% | |
| 5 | Icahn Enterprises L.P. | Industrials | Feb 25, 2026 | $0.00 | $0.17 | -99.1% | +4.8% | |
| 6 | Fluor Corporation | Industrials | May 8, 2026 | $0.14— Maintained | $0.66 | -78.8% | -14.5% | |
I am encouraged by the significant number of new awards we secured in recent months across diverse markets, including gas-fueled and nuclear power, refining, data centers, mining, and uranium enrichment. | ||||||||
| 7 | Nordic American Tankers Limited | Industrials | Feb 26, 2026 | $0.06 | $0.14 | -58.1% | +13.7% | |
| 8 | Triton International Limited | Industrials | Feb 20, 2026 | $1.03 | $2.45 | -58.0% | +0.3% | |
| 9 | Willis Lease Finance Corporation | Industrials | Mar 10, 2026 | $1.52 | $3.38 | -55.0% | +2.0% | |
| 10 | Triton International Limited | Industrials | Apr 28, 2026 | $0.87 | $1.74 | -50.0% | -0.7% | |
| 11 | Tutor Perini Corporation | Industrials | May 6, 2026 | $0.49— Maintained | $0.96 | -49.0% | -14.8% | |
We are off to a great start in 2026, with strong first quarter results highlighted by record operating cash flow and adjusted earnings per share that was up 58% year-over-year. | ||||||||
| 12 | Distribution Solutions Group, Inc. | Industrials | Mar 5, 2026 | $0.18 | $0.32 | -43.8% | -25.6% | |
| 13 | The Greenbrier Companies, Inc. | Industrials | Apr 7, 2026 | $0.47 | $0.82 | -42.9% | +1.4% | |
| 14 | Astec Industries, Inc. | Industrials | May 6, 2026 | $0.54— Maintained | $0.88 | -38.6% | -15.5% | |
A 70.6% increase in Materials Solutions net sales was primarily driven by organic and inorganic contributions. Infrastructure Solutions net sales were relatively flat after the inclusion of inorganic sales which offset timing and mix-related shortfalls in our legacy business. | ||||||||
| 15 | REV Group, Inc. | Industrials | Mar 4, 2026 | $0.36 | $0.58 | -38.3% | — | |
| 16 | Grupo Aeroportuario del Pacífico, S.A.B. de C.V. | Industrials | Feb 23, 2026 | $1.97 | $3.13 | -37.1% | -11.9% | |
| 17 | Marten Transport, Ltd. | Industrials | Apr 23, 2026 | $0.02 | $0.03 | -33.3% | +0.3% | |
| 18 | Cadre Holdings, Inc. | Industrials | Mar 10, 2026 | $0.27 | $0.40 | -32.5% | -20.0% | |
| 19 | Primoris Services Corporation | Industrials | May 5, 2026 | $0.59 | $0.87 | -32.2% | -45.4% | |
Our first quarter financial results reflected cost pressures on a limited number of renewables projects. | ||||||||
| 20 | Lindsay Corporation | Industrials | Apr 2, 2026 | $1.15 | $1.69 | -31.9% | -12.2% | |
| 21 | Capital Clean Energy Carriers Corp. | Industrials | May 7, 2026 | $0.30 | $0.44 | -31.1% | +0.9% | |
| 22 | Builders FirstSource, Inc. | Industrials | Apr 30, 2026 | $0.27 | $0.39 | -30.8% | -9.2% | |
| 23 | CECO Environmental Corp. | Industrials | Feb 24, 2026 | $0.30 | $0.43 | -30.2% | -16.6% | |
| 24 | Chart Industries, Inc. | Industrials | Feb 27, 2026 | $2.51 | $3.48 | -27.9% | -0.2% | |
| 25 | Symbotic Inc. | Industrials | May 6, 2026 | $0.09— Maintained | $0.12 | -26.7% | -2.9% | |
We again demonstrated strong execution against our key objectives. Our momentum continues to build as customers across several verticals are now realizing tangible value from our end-to-end automation systems. | ||||||||
We are off to a healthy start in 2026, with first quarter results reflecting the scale and diversity of our combined platform. Demand remained resilient across many of our core recurring and compliance-driven service lines.
I am encouraged by the significant number of new awards we secured in recent months across diverse markets, including gas-fueled and nuclear power, refining, data centers, mining, and uranium enrichment.
We are off to a great start in 2026, with strong first quarter results highlighted by record operating cash flow and adjusted earnings per share that was up 58% year-over-year.
A 70.6% increase in Materials Solutions net sales was primarily driven by organic and inorganic contributions. Infrastructure Solutions net sales were relatively flat after the inclusion of inorganic sales which offset timing and mix-related shortfalls in our legacy business.
Our first quarter financial results reflected cost pressures on a limited number of renewables projects.
We again demonstrated strong execution against our key objectives. Our momentum continues to build as customers across several verticals are now realizing tangible value from our end-to-end automation systems.