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 | DigitalBridge Group, Inc. | Real Estate | Aug 4, 2026 | $1.15 | $0.04 | +2775% | +0.6% | |
| 2 | Sunstone Hotel Investors, Inc. | Real Estate | Feb 27, 2026 | $0.20 | $0.01 | +1900% | -1.8% | |
| 3 | Xenia Hotels & Resorts, Inc. | Real Estate | Feb 24, 2026 | $0.45 | $0.04 | +1186% | -3.3% | |
| 4 | Sun Communities, Inc. | Real Estate | Jul 27, 2026 | $8.06 | $0.66 | +1118% | +1.9% | |
| 5 | Independence Realty Trust, Inc. | Real Estate | Apr 29, 2026 | $0.26— Maintained | $0.03 | +767% | -0.1% | |
Scott Schaeffer, Chairman and CEO First quarter 2026 results were in line with our expectations and marked a solid start to the year. Portfolio occupancy and retention rates remain stable and supply pressure continues to abate across our portfolio. | ||||||||
| 6 | Easterly Government Properties, Inc. | Real Estate | Feb 23, 2026 | $0.77 | $0.10 | +633% | -3.0% | |
| 7 | Kite Realty Group Trust | Real Estate | Jul 30, 2026 | $0.79 | $0.11 | +624% | -0.8% | |
| 8 | Sachem Capital Corp. 7.125% Not | Real Estate | Mar 12, 2026 | $0.03 | $0.00 | +578% | +0.1% | |
| 9 | Kite Realty Group Trust | Real Estate | Feb 17, 2026 | $0.51 | $0.09 | +478% | +1.5% | |
| 10 | Healthpeak Properties, Inc. | Real Estate | May 5, 2026 | $0.28↑ Raised | $0.05 | +430% | +19.7% | |
| 11 | Sunstone Hotel Investors, Inc. | Real Estate | May 5, 2026 | $0.08↑ Raised | $0.02 | +411% | +5.6% | |
We are pleased with our performance in the first quarter which came in ahead of our expectations despite weather-related headwinds at several hotels throughout the quarter. | ||||||||
| 12 | Acadia Realty Trust | Real Estate | Apr 28, 2026 | $0.22— Maintained | $0.04 | +389% | +1.9% | |
| 13 | UDR, Inc. | Real Estate | Apr 29, 2026 | $0.57 | $0.12 | +377% | +0.4% | |
| 14 | CBL & Associates Properties, Inc. | Real Estate | Feb 13, 2026 | $1.56 | $0.34 | +359% | -3.1% | |
| 15 | Corporación Inmobiliaria Vesta, S.A.B. de C.V. | Real Estate | Feb 19, 2026 | $2.01 | $0.49 | +306% | +7.0% | |
| 16 | UMH Properties, Inc. | Real Estate | Apr 30, 2026 | $0.03 | $0.01 | +275% | +2.1% | |
| 17 | DiamondRock Hospitality Company | Real Estate | Feb 26, 2026 | $0.27 | $0.08 | +251% | -0.1% | |
| 18 | Marcus & Millichap, Inc. | Real Estate | Aug 6, 2026 | $0.10— Maintained | $0.03 | +233% | +0.8% | |
Hessam Nadji, President and Chief Executive Officer Our strong second quarter is the culmination of numerous internal initiatives to expand our client outreach and more favorable catalysts for CRE sales and financing. | ||||||||
| 19 | First Industrial Realty Trust, Inc. | Real Estate | Apr 22, 2026 | $1.08 | $0.33 | +229% | -0.6% | |
| 20 | Corporación Inmobiliaria Vesta, S.A.B. de C.V. | Real Estate | Apr 23, 2026 | $1.25 | $0.40 | +213% | +2.1% | |
| 21 | Healthpeak Properties, Inc. | Real Estate | Aug 4, 2026 | $0.08↑ Raised | $0.03 | +184% | +0.7% | |
| 22 | Howard Hughes Holdings Inc. | Real Estate | Aug 5, 2026 | $2.68 | $0.99 | +170% | +3.7% | |
| 23 | Host Hotels & Resorts, Inc. | Real Estate | Feb 18, 2026 | $0.51 | $0.19 | +165% | +0.1% | |
| 24 | DigitalBridge Group, Inc. | Real Estate | Feb 25, 2026 | $0.21 | $0.08 | +163% | +0.1% | |
| 25 | Federal Realty Investment Trust | Real Estate | May 1, 2026 | $1.82 | $0.69 | +162% | +3.2% | |
First quarter 2026 results were in line with our expectations and marked a solid start to the year. Portfolio occupancy and retention rates remain stable and supply pressure continues to abate across our portfolio.
We are pleased with our performance in the first quarter which came in ahead of our expectations despite weather-related headwinds at several hotels throughout the quarter.
Our strong second quarter is the culmination of numerous internal initiatives to expand our client outreach and more favorable catalysts for CRE sales and financing.
Ranked by EPS miss % (worst first). Price reaction = day after report.
| # | Symbol | Company | Sector | Date | EPS Actual | EPS Est. | Surprise | Price Reaction |
|---|---|---|---|---|---|---|---|---|
| 1 | Sachem Capital Corp. 8.00% Note | Real Estate | Mar 12, 2026 | -$0.04 | $0.00 | -1140% | -1.1% | |
| 2 | Rexford Industrial Realty, Inc. | Real Estate | Jul 23, 2026 | -$2.26 | $0.29 | -867% | +6.1% | |
| 3 | Sachem Capital Corp. 8.00% Note | Real Estate | May 20, 2026 | -$0.15 | $0.02 | -767% | +0.0% | |
John Villano, CPA, Chief Executive Officer During the first quarter, we remained focused on disciplined capital and liquidity management, continuing the strategic priorities established last year. We made meaningful progress resolving legacy loan issues and protecting invested capital, positioning the Company for improved operating performance and future growth. | ||||||||
| 4 | Sachem Capital Corp. 7.125% Not | Real Estate | May 20, 2026 | -$0.15 | $0.02 | -767% | +0.3% | |
| 5 | Sachem Capital Corp. 6.00% Note | Real Estate | May 20, 2026 | -$0.15 | $0.02 | -767% | 0.0% | |
John Villano, CPA, CEO During the first quarter, we remained focused on disciplined capital and liquidity management, continuing the strategic priorities established last year. | ||||||||
| 6 | Sachem Capital Corp. 6.00% Notes Due 2026 | Real Estate | May 20, 2026 | -$0.15 | $0.02 | -767% | +0.1% | |
John Villano, CPA, Chief Executive Officer During the first quarter, we remained focused on disciplined capital and liquidity management, continuing the strategic priorities established last year. We made meaningful progress resolving legacy loan issues and protecting invested capital, positioning the Company for improved operating performance and future growth. | ||||||||
| 7 | Alexandria Real Estate Equities, Inc. | Real Estate | Aug 3, 2026 | -$0.43 | $0.09 | -558% | -5.0% | |
| 8 | Americold Realty Trust, Inc. | Real Estate | Feb 19, 2026 | -$0.31 | $0.08 | -488% | +11.8% | |
| 9 | LXP Industrial Trust | Real Estate | Jul 29, 2026 | -$0.03 | $0.01 | -416% | -0.2% | |
| 10 | Xenia Hotels & Resorts, Inc. | Real Estate | Jul 30, 2026 | -$0.21 | $0.24 | -186% | -5.7% | |
| 11 | Global Net Lease, Inc. | Real Estate | May 5, 2026 | -$0.08 | $0.10 | -180% | -1.5% | |
| 12 | Sabra Health Care REIT, Inc. | Real Estate | Aug 3, 2026 | -$0.10— Maintained | $0.17 | -158% | -2.4% | |
Rick Matros, CEO and Chair Sabra delivered another solid quarter. Our same-store managed portfolio cash NOI growth continued to be healthy. Both our consolidated and unconsolidated managed portfolio came in with strong margin growth as well as increased occupancy. | ||||||||
| 13 | RLJ Lodging Trust | Real Estate | May 4, 2026 | -$0.05↑ Raised | $0.12 | -143% | +5.7% | |
We are pleased with our strong first quarter results, which exceeded our expectations, driven by improving fundamentals, strong performance in a number of our top Urban markets, and the continued ramp of our recent renovations and conversions. | ||||||||
| 14 | Piedmont Office Realty Trust, Inc. | Real Estate | Apr 30, 2026 | -$0.10 | $0.36 | -128% | +1.3% | |
| 15 | Sun Communities, Inc. | Real Estate | Apr 27, 2026 | -$0.07 | $0.27 | -126% | -1.2% | |
| 16 | Cushman & Wakefield plc | Real Estate | Feb 19, 2026 | -$0.10 | $0.53 | -119% | -1.7% | |
| 17 | Americold Realty Trust, Inc. | Real Estate | May 7, 2026 | -$0.05 | $0.27 | -119% | +16.9% | |
Americold delivered another solid quarter, with results that came in ahead of expectations. Our teams remain tightly focused on pricing discipline, cost control, and delivering excellent service to customers. | ||||||||
| 18 | MFA Financial, Inc. 8.875% Senior Notes | Real Estate | Apr 30, 2026 | -$0.01 | $0.31 | -103% | -1.5% | |
Craig Knutson, Chief Executive Officer We continued to make progress on our strategic initiatives during the first quarter of 2026 despite volatile market conditions and geopolitical developments. | ||||||||
| 19 | American Assets Trust, Inc. | Real Estate | Apr 28, 2026 | $0.08— Maintained | $0.51 | -83.4% | -3.5% | |
| 20 | Cousins Properties Incorporated | Real Estate | Apr 29, 2026 | $0.15↑ Raised | $0.71 | -78.9% | 0.0% | |
Colin Connolly, President and Chief Executive Officer We had an outstanding start to 2026. The acceleration in Sun Belt migration drove one of the best office leasing quarters in the history of the company, and our late-stage leasing pipeline is exceptionally strong. | ||||||||
| 21 | Easterly Government Properties, Inc. | Real Estate | Apr 27, 2026 | $0.02↑ Raised | $0.09 | -77.8% | +0.9% | |
Darrell Crate, President & CEO Stable operating performance and the successful execution of our first mezzanine investment highlight our strategic approach to capital allocation and earnings growth. | ||||||||
| 22 | Howard Hughes Holdings Inc. | Real Estate | Feb 19, 2026 | $0.10 | $0.31 | -67.7% | -10.6% | |
| 23 | Veris Residential, Inc. | Real Estate | Apr 22, 2026 | $0.06 | $0.18 | -66.7% | 0.0% | |
| 24 | Highwoods Properties, Inc. | Real Estate | Apr 28, 2026 | $0.29 | $0.84 | -65.5% | -1.4% | |
| 25 | DiamondRock Hospitality Company | Real Estate | Apr 30, 2026 | $0.07↑ Raised | $0.19 | -62.8% | +2.1% | |
Jeffrey J. Donnelly, Chief Executive Officer We delivered first quarter results ahead of expectations despite a difficult RevPAR comparison and disruptive weather in several of our markets. | ||||||||
During the first quarter, we remained focused on disciplined capital and liquidity management, continuing the strategic priorities established last year. We made meaningful progress resolving legacy loan issues and protecting invested capital, positioning the Company for improved operating performance and future growth.
During the first quarter, we remained focused on disciplined capital and liquidity management, continuing the strategic priorities established last year.
During the first quarter, we remained focused on disciplined capital and liquidity management, continuing the strategic priorities established last year. We made meaningful progress resolving legacy loan issues and protecting invested capital, positioning the Company for improved operating performance and future growth.
Sabra delivered another solid quarter. Our same-store managed portfolio cash NOI growth continued to be healthy. Both our consolidated and unconsolidated managed portfolio came in with strong margin growth as well as increased occupancy.
We are pleased with our strong first quarter results, which exceeded our expectations, driven by improving fundamentals, strong performance in a number of our top Urban markets, and the continued ramp of our recent renovations and conversions.
Americold delivered another solid quarter, with results that came in ahead of expectations. Our teams remain tightly focused on pricing discipline, cost control, and delivering excellent service to customers.
We continued to make progress on our strategic initiatives during the first quarter of 2026 despite volatile market conditions and geopolitical developments.
We had an outstanding start to 2026. The acceleration in Sun Belt migration drove one of the best office leasing quarters in the history of the company, and our late-stage leasing pipeline is exceptionally strong.
Stable operating performance and the successful execution of our first mezzanine investment highlight our strategic approach to capital allocation and earnings growth.
We delivered first quarter results ahead of expectations despite a difficult RevPAR comparison and disruptive weather in several of our markets.