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 | GE Vernova Inc. | Utilities | Apr 22, 2026 | $17.44 | $1.95 | +794% | +16.0% | |
| 2 | AXIA Energia S.A. | Utilities | Mar 13, 2026 | $1.11 | $0.18 | +531% | +1.5% | |
| 3 | Pampa Energía S.A. | Utilities | Mar 2, 2026 | $3.00 | $0.65 | +362% | -3.2% | |
| 4 | Clearway Energy, Inc. | Utilities | Aug 5, 2026 | $1.00↓ Lowered | $0.24 | +317% | +3.5% | |
Craig Cornelius, President and Chief Executive Officer While we are lowering our 2026 financial guidance due to factors outlined in our mid-July operational preview, our team is focused on maintaining our trademark operational excellence to uphold our historic track record of meeting our financial targets. | ||||||||
| 5 | TransAlta Corporation | Utilities | May 6, 2026 | $0.04 | $0.01 | +300% | +1.4% | |
| 6 | Central Puerto S.A. | Utilities | May 12, 2026 | $0.90 | $0.26 | +251% | -2.5% | |
| 7 | Central Puerto S.A. | Utilities | May 11, 2026 | $0.88 | $0.26 | +243% | +0.9% | |
| 8 | AXIA Energia S.A. | Utilities | Aug 5, 2026 | $0.20 | $0.06 | +229% | -2.7% | |
| 9 | Enlight Renewable Energy Ltd | Utilities | Aug 4, 2026 | $0.20 | $0.07 | +186% | -0.4% | |
| 10 | Pinnacle West Capital Corporation | Utilities | Feb 25, 2026 | $0.13 | $0.05 | +160% | -0.5% | |
| 11 | Companhia Energética de Minas Gerais | Utilities | Mar 23, 2026 | $0.13 | $0.05 | +146% | +3.1% | |
| 12 | Companhia Energética de Minas Gerais | Utilities | Mar 20, 2026 | $0.13 | $0.05 | +146% | +7.1% | |
| 13 | Companhia Energética de Minas Gerais | Utilities | Mar 20, 2026 | $0.13 | $0.05 | +139% | +2.2% | |
| 14 | Pampa Energía S.A. | Utilities | May 8, 2026 | $3.90 | $1.64 | +138% | -0.7% | |
| 15 | Vistra Corp. | Utilities | May 7, 2026 | $2.87— Maintained | $1.32 | +117% | -6.7% | |
Vistra had an exciting start to 2026, powered by the talent of our people, the capabilities of our generation portfolio, our commitment to our customers, and our ability to grow strategically. | ||||||||
| 16 | Pampa Energía S.A. | Utilities | May 6, 2026 | $3.90 | $1.93 | +102% | +4.7% | |
| 17 | Ormat Technologies, Inc. | Utilities | Aug 5, 2026 | $0.50 | $0.26 | +91.1% | +7.3% | |
| 18 | Avista Corporation | Utilities | Aug 3, 2026 | $0.43 | $0.23 | +87.5% | -3.1% | |
| 19 | Companhia Energética de Minas Gerais | Utilities | Aug 13, 2026 | $0.08 | $0.05 | +68.8% | -1.5% | |
| 20 | New Jersey Resources Corporation | Utilities | Aug 3, 2026 | $0.11 | $0.07 | +66.7% | -0.9% | |
| 21 | Algonquin Power & Utilities Corp. | Utilities | Mar 6, 2026 | $0.06 | $0.04 | +50.0% | -10.0% | |
| 22 | 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. | ||||||||
| 23 | Pampa Energía S.A. | Utilities | Aug 4, 2026 | $3.21 | $2.30 | +39.6% | -3.3% | |
| 24 | ReNew Energy Global Plc | Utilities | Aug 18, 2026 | $0.17 | $0.12 | +39.0% | -0.3% | |
| 25 | Edison International | Utilities | Feb 18, 2026 | $1.87 | $1.37 | +36.5% | +1.6% | |
While we are lowering our 2026 financial guidance due to factors outlined in our mid-July operational preview, our team is focused on maintaining our trademark operational excellence to uphold our historic track record of meeting our financial targets.
Vistra had an exciting start to 2026, powered by the talent of our people, the capabilities of our generation portfolio, our commitment to our customers, and our ability to grow strategically.
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.
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 | Brookfield Infrastructure Corporation | Utilities | Jul 30, 2026 | -$0.56 | $0.38 | -247% | -2.1% | |
| 3 | TransAlta Corporation | Utilities | Feb 27, 2026 | -$0.04 | $0.05 | -180% | +6.0% | |
| 4 | Brookfield Infrastructure Partners L.P. | Utilities | Apr 29, 2026 | -$0.20 | $0.25 | -179% | +1.4% | |
| 5 | Talen Energy Corporation | Utilities | Aug 5, 2026 | -$2.00 | $3.21 | -162% | -0.5% | |
| 6 | Brookfield Infrastructure Partners L.P. | Utilities | Jul 30, 2026 | -$0.07 | $0.16 | -143% | -2.0% | |
| 7 | Select Water Solutions, Inc. | Utilities | Feb 17, 2026 | -$0.00 | $0.01 | -134% | +12.4% | |
| 8 | DTE Energy Company 2020 Series | Utilities | Apr 23, 2026 | $0.01 | $2.08 | -99.7% | +0.4% | |
| 9 | DTE Energy Company JR SUB DB 2017 E | Utilities | Apr 23, 2026 | $0.01 | $2.08 | -99.7% | +0.4% | |
| 10 | DTE Energy Company 2021 Series | Utilities | Apr 23, 2026 | $0.01 | $2.08 | -99.7% | +0.3% | |
| 11 | Vistra Corp. | Utilities | Feb 26, 2026 | $0.54 | $2.31 | -76.5% | -0.8% | |
| 12 | Talen Energy Corporation | Utilities | May 5, 2026 | $1.33— Maintained | $5.01 | -73.5% | +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. | ||||||||
| 13 | 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. | ||||||||
| 14 | Korea Electric Power Corporation | Utilities | Aug 13, 2026 | $0.15 | $0.45 | -67.4% | -0.9% | |
| 15 | Central Puerto S.A. | Utilities | Mar 5, 2026 | $0.11 | $0.33 | -66.3% | -4.1% | |
| 16 | Korea Electric Power Corporation | Utilities | Aug 12, 2026 | $0.15 | $0.45 | -66.0% | -6.4% | |
| 17 | Korea Electric Power Corporation | Utilities | Sep 15, 2026 | $0.14 | $0.33 | -57.6% | -2.9% | |
| 18 | Vistra Corp. | Utilities | Aug 7, 2026 | $0.76— Maintained | $1.61 | -52.8% | +1.1% | |
Jim Burke, President and CEO The Vistra team delivered another strong quarter, building on our momentum from the start of the year and continuing to execute at a high level. | ||||||||
| 19 | California Water Service Group | Utilities | Feb 25, 2026 | $0.19 | $0.36 | -47.2% | -3.8% | |
| 20 | Hawaiian Electric Industries, Inc. | Utilities | Aug 7, 2026 | $0.13 | $0.21 | -38.1% | -6.5% | |
| 21 | Hawaiian Electric Industries, Inc. | Utilities | May 8, 2026 | $0.18 | $0.27 | -33.3% | -9.6% | |
| 22 | TXNM Energy, Inc. | Utilities | May 1, 2026 | $0.21 | $0.30 | -30.6% | +0.2% | |
| 23 | TXNM Energy, Inc. | Utilities | Feb 27, 2026 | $0.48 | $0.64 | -25.2% | +0.1% | |
| 24 | Portland General Electric Company | Utilities | May 1, 2026 | $0.58 | $0.77 | -24.4% | -5.6% | |
| 25 | Evergy, Inc. | Utilities | Feb 19, 2026 | $0.42 | $0.55 | -23.8% | -0.2% | |
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.
The Vistra team delivered another strong quarter, building on our momentum from the start of the year and continuing to execute at a high level.