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 | Genco Shipping & Trading Limited | Industrials | May 6, 2026 | $0.26↑ Raised | $0.03 | +660% | 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. | ||||||||
| 2 | Cmb.Tech N.V. | Industrials | May 19, 2026 | $1.27 | $0.27 | +378% | +14.6% | |
| 3 | 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. | ||||||||
| 4 | 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. | ||||||||
| 5 | 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. | ||||||||
| 6 | 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. | ||||||||
| 7 | Tennant Company | Industrials | May 4, 2026 | $0.58— Maintained | $0.24 | +142% | -0.2% | |
Our first quarter results reflect strong net sales growth and solid order demand as we advanced key strategic priorities across the business. | ||||||||
| 8 | CNH Industrial N.V. | Industrials | Apr 30, 2026 | $0.01— Maintained | $0.00 | +138% | +4.0% | |
Gerrit Marx, Chief Executive Officer of CNH While the first quarter reflected historically low North American agricultural equipment demand, a complex trade environment, and ongoing challenges in Brazil, our performance was consistent with expectations. | ||||||||
| 9 | 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. | ||||||||
| 10 | 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. | ||||||||
| 11 | Casella Waste Systems, Inc. | Industrials | Apr 30, 2026 | $0.20 | $0.10 | +100% | +11.2% | |
| 12 | 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. | ||||||||
| 13 | Willdan Group, Inc. | Industrials | Feb 26, 2026 | $1.57 | $0.79 | +98.7% | -23.9% | |
| 14 | Vestis Corporation | Industrials | May 12, 2026 | $0.16— Maintained | $0.09 | +77.8% | +21.0% | |
| 15 | Corporación América Airports S.A. | Industrials | Mar 17, 2026 | $0.65 | $0.37 | +75.7% | -0.5% | |
| 16 | Argan, Inc. | Industrials | Mar 26, 2026 | $3.47 | $1.99 | +74.4% | +29.5% | |
| 17 | CNH Industrial N.V. | Industrials | Feb 17, 2026 | $0.19 | $0.11 | +72.7% | -0.6% | |
| 18 | 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. | ||||||||
| 19 | CompoSecure, Inc. | Industrials | Mar 4, 2026 | $0.27 | $0.16 | +68.8% | +4.1% | |
| 20 | Cadre Holdings, Inc. | Industrials | May 11, 2026 | $0.15— Maintained | $0.09 | +66.7% | -4.9% | |
Following a year of meaningful financial and strategic progress, we began 2026 with significant momentum and delivered another quarter of strong performance, | ||||||||
| 21 | AAON, Inc. | Industrials | May 7, 2026 | $0.48↑ Raised | $0.29 | +64.5% | +42.1% | |
First-quarter results demonstrate strong earnings growth driven by higher volume, improved execution, and continued share gains. | ||||||||
| 22 | Grupo Aeroméxico, S.A.B. de C.V. | Industrials | Feb 17, 2026 | $0.75 | $0.46 | +63.0% | +13.9% | |
| 23 | Dycom Industries, Inc. | Industrials | May 27, 2026 | $4.42 | $2.72 | +62.5% | +25.8% | |
| 24 | PROG Holdings, Inc. | Industrials | Apr 29, 2026 | $1.24 | $0.78 | +59.0% | +24.1% | |
| 25 | 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. | ||||||||
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 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.
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.
Our first quarter results reflect strong net sales growth and solid order demand as we advanced key strategic priorities across the business.
While the first quarter reflected historically low North American agricultural equipment demand, a complex trade environment, and ongoing challenges in Brazil, our performance was consistent with expectations.
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.
Following a year of meaningful financial and strategic progress, we began 2026 with significant momentum and delivered another quarter of strong performance,
First-quarter results demonstrate strong earnings growth driven by higher volume, improved execution, and continued share gains.
We delivered a strong start to 2026 with first quarter results reflecting meaningful growth and margin expansion across both of our segments.
Ranked by EPS miss % (worst first). Price reaction = day after report.
| # | Symbol | Company | Sector | Date | EPS Actual | EPS Est. | Surprise | Price Reaction |
|---|---|---|---|---|---|---|---|---|
| 1 | Icahn Enterprises L.P. | Industrials | May 6, 2026 | -$0.71 | $0.10 | -810% | -4.2% | |
| 2 | TIC Solutions, Inc. | Industrials | May 6, 2026 | -$0.07— Maintained | $0.02 | -450% | +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. | ||||||||
| 3 | TIC Solutions, Inc. | Industrials | Mar 12, 2026 | -$0.13 | $0.06 | -329% | -14.2% | |
| 4 | Cadeler A/S | Industrials | May 20, 2026 | -$0.09 | $0.15 | -160% | +0.9% | |
| 5 | Icahn Enterprises L.P. | Industrials | Feb 25, 2026 | $0.00 | $0.17 | -99.1% | +4.8% | |
| 6 | Chart Industries, Inc. | Industrials | May 11, 2026 | $0.13 | $1.93 | -93.3% | +0.0% | |
| 7 | Controladora Vuela Compañía de Aviación, S.A.B. de C.V. | Industrials | Feb 24, 2026 | $0.04 | $0.25 | -84.0% | -5.2% | |
| 8 | 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. | ||||||||
| 9 | Nordic American Tankers Limited | Industrials | Feb 26, 2026 | $0.06 | $0.14 | -58.1% | +13.7% | |
| 10 | Triton International Limited | Industrials | Feb 20, 2026 | $1.03 | $2.45 | -58.0% | +0.3% | |
| 11 | Willis Lease Finance Corporation | Industrials | Mar 10, 2026 | $1.52 | $3.38 | -55.0% | +2.0% | |
| 12 | Triton International Limited | Industrials | Apr 28, 2026 | $0.87 | $1.74 | -50.0% | -0.7% | |
| 13 | Distribution Solutions Group, Inc. | Industrials | Mar 5, 2026 | $0.18 | $0.32 | -43.8% | -25.6% | |
| 14 | The Greenbrier Companies, Inc. | Industrials | Apr 7, 2026 | $0.47 | $0.82 | -42.9% | +1.4% | |
| 15 | 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. | ||||||||
| 16 | REV Group, Inc. | Industrials | Mar 4, 2026 | $0.36 | $0.58 | -38.3% | — | |
| 17 | Grupo Aeroportuario del Pacífico, S.A.B. de C.V. | Industrials | Feb 23, 2026 | $1.97 | $3.13 | -37.1% | -11.9% | |
| 18 | Marten Transport, Ltd. | Industrials | Apr 23, 2026 | $0.02 | $0.03 | -33.3% | +0.3% | |
| 19 | Cadre Holdings, Inc. | Industrials | Mar 10, 2026 | $0.27 | $0.40 | -32.5% | -20.0% | |
| 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 | Primoris Services Corporation | Industrials | May 5, 2026 | $0.59 | $0.85 | -30.6% | -45.4% | |
Our first quarter financial results reflected cost pressures on a limited number of renewables projects. | ||||||||
| 24 | CECO Environmental Corp. | Industrials | Feb 24, 2026 | $0.30 | $0.43 | -30.2% | -16.6% | |
| 25 | Chart Industries, Inc. | Industrials | Feb 27, 2026 | $2.51 | $3.48 | -27.9% | -0.2% | |
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.
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.