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 | AXIA Energia S.A. | Utilities | Mar 13, 2026 | $1.11 | $0.18 | +531% | +1.5% | |
| 2 | Pampa Energía S.A. | Utilities | Mar 2, 2026 | $3.00 | $0.65 | +362% | -3.2% | |
| 3 | TransAlta Corporation | Utilities | May 6, 2026 | $0.04 | $0.01 | +300% | +1.4% | |
| 4 | Central Puerto S.A. | Utilities | May 12, 2026 | $0.90 | $0.26 | +251% | -2.5% | |
| 5 | Pinnacle West Capital Corporation | Utilities | Feb 25, 2026 | $0.13 | $0.05 | +160% | -0.5% | |
| 6 | Companhia Energética de Minas Gerais | Utilities | Mar 23, 2026 | $0.13 | $0.05 | +146% | +3.1% | |
| 7 | Companhia Energética de Minas Gerais | Utilities | Mar 20, 2026 | $0.13 | $0.05 | +146% | +7.1% | |
| 8 | Companhia Energética de Minas Gerais | Utilities | Mar 20, 2026 | $0.13 | $0.05 | +139% | +2.2% | |
| 9 | Pampa Energía S.A. | Utilities | May 8, 2026 | $3.90 | $1.64 | +138% | -0.7% | |
| 10 | Algonquin Power & Utilities Corp. | Utilities | Mar 6, 2026 | $0.06 | $0.04 | +50.0% | -10.0% | |
| 11 | Ormat Technologies, Inc. | Utilities | May 6, 2026 | $1.30— Maintained | $0.92 | +41.3% | +6.0% | |
Ormat is off to a very strong start in 2026, delivering continued revenue growth across all segments alongside continued progress on our growth and funding strategies. | ||||||||
| 12 | Edison International | Utilities | Feb 18, 2026 | $1.87 | $1.37 | +36.5% | +1.6% | |
| 13 | The AES Corporation | Utilities | Mar 2, 2026 | $0.81 | $0.62 | +30.6% | -17.9% | |
| 14 | Essential Utilities, Inc. | Utilities | Feb 25, 2026 | $0.47 | $0.36 | +30.6% | +0.1% | |
| 15 | Select Water Solutions, Inc. | Utilities | May 5, 2026 | $0.08 | $0.06 | +28.8% | +5.1% | |
| 16 | Otter Tail Corporation | Utilities | May 4, 2026 | $1.73— Maintained | $1.42 | +21.8% | -2.3% | |
We are pleased with our first quarter financial results and are well positioned to achieve our financial objectives for the year. Our team members executed on our near-term priorities for the benefit of our customers and shareholders. | ||||||||
| 17 | Suburban Propane Partners, L.P. | Utilities | May 7, 2026 | $2.06 | $1.74 | +18.4% | +3.5% | |
The fiscal 2026 second quarter presented a vastly different weather pattern across our operating footprint, with sustained colder temperatures and several winter storms across the eastern half of the United States that drove strong heat-related demand, offset by record warm temperatures in the western half. | ||||||||
| 18 | Algonquin Power & Utilities Corp. | Utilities | May 8, 2026 | $0.13 | $0.11 | +18.2% | -4.9% | |
| 19 | Sempra | Utilities | Apr 30, 2026 | $1.76— Maintained | $1.49 | +18.1% | +0.7% | |
Jeffrey W. Martin, chairman and CEO of Sempra At Sempra, our first quarter results represent a great start to the year. We remain focused on executing our strategy to modernize and extend the reach of our utilities and complete our capital recycling initiatives as we continue to the grow the business. | ||||||||
| 20 | MGE Energy, Inc. | Utilities | May 5, 2026 | $1.32 | $1.13 | +16.8% | +0.9% | |
| 21 | New Jersey Resources Corporation | Utilities | May 4, 2026 | $2.20 | $1.89 | +16.4% | -0.0% | |
| 22 | AXIA Energia S.A. | Utilities | Feb 26, 2026 | $0.20 | $0.18 | +15.2% | -0.3% | |
| 23 | AXIA Energia S.A. | Utilities | Apr 3, 2026 | $0.20 | $0.18 | +15.2% | -0.4% | |
| 24 | Companhia de Saneamento Básico do Estado de São Paulo - SABESP | Utilities | Mar 17, 2026 | $0.51 | $0.45 | +14.6% | +0.9% | |
| 25 | Enlight Renewable Energy Ltd | Utilities | May 5, 2026 | $0.08 | $0.07 | +14.3% | +5.4% | |
Ormat is off to a very strong start in 2026, delivering continued revenue growth across all segments alongside continued progress on our growth and funding strategies.
We are pleased with our first quarter financial results and are well positioned to achieve our financial objectives for the year. Our team members executed on our near-term priorities for the benefit of our customers and shareholders.
The fiscal 2026 second quarter presented a vastly different weather pattern across our operating footprint, with sustained colder temperatures and several winter storms across the eastern half of the United States that drove strong heat-related demand, offset by record warm temperatures in the western half.
At Sempra, our first quarter results represent a great start to the year. We remain focused on executing our strategy to modernize and extend the reach of our utilities and complete our capital recycling initiatives as we continue to the grow the business.
Ranked by EPS miss % (worst first). Price reaction = day after report.
| # | Symbol | Company | Sector | Date | EPS Actual | EPS Est. | Surprise | Price Reaction |
|---|---|---|---|---|---|---|---|---|
| 1 | Talen Energy Corporation | Utilities | Feb 26, 2026 | -$7.60 | $2.62 | -390% | -5.2% | |
| 2 | TransAlta Corporation | Utilities | Feb 27, 2026 | -$0.04 | $0.05 | -180% | +6.0% | |
| 3 | Brookfield Infrastructure Partners L.P. | Utilities | Apr 29, 2026 | -$0.20 | $0.28 | -172% | +1.4% | |
| 4 | Select Water Solutions, Inc. | Utilities | Feb 17, 2026 | -$0.00 | $0.01 | -134% | +12.4% | |
| 5 | Brookfield Infrastructure Corporation | Utilities | Apr 29, 2026 | -$0.83 | $2.70 | -131% | -7.0% | |
| 6 | DTE Energy Company 2021 Series | Utilities | Apr 23, 2026 | $0.01 | $2.08 | -99.7% | +0.3% | |
| 7 | DTE Energy Company 2020 Series | Utilities | Apr 23, 2026 | $0.01 | $2.08 | -99.7% | +0.4% | |
| 8 | DTE Energy Company JR SUB DB 2017 E | Utilities | Apr 23, 2026 | $0.01 | $2.08 | -99.7% | +0.4% | |
| 9 | Vistra Corp. | Utilities | Feb 26, 2026 | $0.54 | $2.31 | -76.5% | -0.8% | |
| 10 | Talen Energy Corporation | Utilities | May 5, 2026 | $1.38— Maintained | $5.01 | -72.5% | +6.6% | |
Talen started the year strong and today we are reporting first quarter results, earning $473 million of Adjusted EBITDA and $350 million of Adjusted Free Cash Flow. We continue to progress the Cornerstone Acquisition and secured financing in April. | ||||||||
| 11 | California Water Service Group | Utilities | Apr 30, 2026 | $0.07 | $0.25 | -72.0% | -6.7% | |
Martin A. Kropelnicki, Chairman & Chief Executive Officer On April 29, we received a revised PD in our 2024 California GRC, which represents a significant milestone and provides significant visibility into our California authorized revenues over the next several years. | ||||||||
| 12 | Central Puerto S.A. | Utilities | Mar 5, 2026 | $0.11 | $0.33 | -66.3% | -4.1% | |
| 13 | California Water Service Group | Utilities | Feb 25, 2026 | $0.19 | $0.36 | -47.2% | -3.8% | |
| 14 | Hawaiian Electric Industries, Inc. | Utilities | May 8, 2026 | $0.18 | $0.27 | -33.3% | -9.6% | |
| 15 | TXNM Energy, Inc. | Utilities | May 1, 2026 | $0.21 | $0.30 | -30.6% | +0.2% | |
| 16 | TXNM Energy, Inc. | Utilities | Feb 27, 2026 | $0.48 | $0.64 | -25.2% | +0.1% | |
| 17 | Portland General Electric Company | Utilities | May 1, 2026 | $0.58 | $0.77 | -24.4% | -5.6% | |
| 18 | Evergy, Inc. | Utilities | Feb 19, 2026 | $0.42 | $0.55 | -23.8% | -0.2% | |
| 19 | Companhia Paranaense de Energia | Utilities | Feb 27, 2026 | $0.11 | $0.14 | -21.5% | -1.9% | |
| 20 | Portland General Electric Company | Utilities | Feb 17, 2026 | $0.47 | $0.59 | -20.5% | -5.6% | |
| 21 | NRG Energy, Inc. | Utilities | May 6, 2026 | $1.48— Maintained | $1.78 | -16.9% | -10.0% | |
Our team executed well this quarter. The fleet performed, and our retail and commercial businesses delivered affordable, reliable power to the customers and communities that count on us. | ||||||||
| 22 | Companhia Paranaense de Energia | Utilities | May 5, 2026 | $0.16 | $0.19 | -15.8% | +0.5% | |
| 23 | Centuri Holdings, Inc. | Utilities | Feb 25, 2026 | $0.17 | $0.20 | -15.0% | +1.5% | |
| 24 | Avista Corporation | Utilities | Feb 25, 2026 | $0.88 | $1.01 | -12.9% | -6.8% | |
| 25 | Korea Electric Power Corporation | Utilities | Mar 10, 2026 | $0.71 | $0.78 | -8.7% | -0.3% | |
Talen started the year strong and today we are reporting first quarter results, earning $473 million of Adjusted EBITDA and $350 million of Adjusted Free Cash Flow. We continue to progress the Cornerstone Acquisition and secured financing in April.
On April 29, we received a revised PD in our 2024 California GRC, which represents a significant milestone and provides significant visibility into our California authorized revenues over the next several years.
Our team executed well this quarter. The fleet performed, and our retail and commercial businesses delivered affordable, reliable power to the customers and communities that count on us.