Q2 2026 Season54% beat EPSAvg surprise: -29.1%Avg reaction: +0.4%16% raised guidance2% lowered3,646 reportedQ1 2026 · Jan–Mar
Ranked by EPS surprise % (highest first). Price reaction = day after report.
| # | Symbol | Company | Sector | Date | EPS Actual | EPS Est. | Surprise | Price Reaction |
|---|
| 1 | | REX American Resources Corporation | Basic Materials | Mar 26, 2026 | $1.32 | $0.14 | +810% | +15.3% |
| 2 | | McEwen Mining Inc. | Basic Materials | Mar 12, 2026 | $0.66 | $0.17 | +277% | -6.6% |
| 3 | | Compañía de Minas Buenaventura S.A.A. | Basic Materials | Feb 26, 2026 | $1.62 | $0.59 | +175% | +9.2% |
| 4 | | Boise Cascade Company | Basic Materials | Feb 23, 2026 | $0.40 | $0.16 | +150% | +5.5% |
| 5 | | Constellium SE | Basic Materials | Feb 18, 2026 | $0.80 | $0.36 | +122% | +13.1% |
| 6 | | Ecovyst Inc. | Basic Materials | Feb 26, 2026 | $0.29 | $0.15 | +90.2% | -0.4% |
| 7 | | Avino Silver & Gold Mines Ltd. | Basic Materials | Mar 10, 2026 | $0.10 | $0.06 | +66.7% | -1.3% |
| 8 | | Avino Silver & Gold Mines Ltd. | Basic Materials | Mar 11, 2026 | $0.10 | $0.06 | +66.7% | -8.9% |
| 9 | | Equinox Gold Corp. | Basic Materials | Feb 18, 2026 | $0.34 | $0.21 | +58.9% | +15.4% |
| 10 | | MP Materials Corp. | Basic Materials | Feb 26, 2026 | $0.09 | $0.06 | +53.9% | +0.4% |
| 11 | | SSR Mining Inc. | Basic Materials | Feb 17, 2026 | $0.88 | $0.59 | +49.1% | -5.4% |
| 12 | | Teck Resources Limited | Basic Materials | Feb 19, 2026 | $0.98 | $0.66 | +48.3% | +0.1% |
| 13 | | Perimeter Solutions, S.A. | Basic Materials | Feb 26, 2026 | $0.13 | $0.09 | +44.4% | -11.0% |
| 14 | | Knife River Corporation | Basic Materials | Feb 17, 2026 | $0.56 | $0.41 | +36.6% | +12.3% |
| 15 | | First Majestic Silver Corp. | Basic Materials | Feb 19, 2026 | $0.30 | $0.22 | +34.7% | +21.9% |
| 16 | | Nexa Resources S.A. | Basic Materials | Feb 26, 2026 | $0.60 | $0.45 | +33.3% | +12.3% |
| 17 | | IAMGOLD Corporation | Basic Materials | Feb 17, 2026 | $0.70 | $0.55 | +27.3% | -1.7% |
| 18 | | Pan American Silver Corp. | Basic Materials | Feb 18, 2026 | $1.11 | $0.90 | +23.3% | +13.7% |
| 19 | | CF Industries Holdings, Inc. | Basic Materials | Feb 18, 2026 | $2.99 | $2.43 | +23.1% | +6.3% |
| 20 | | LSB Industries, Inc. | Basic Materials | Feb 25, 2026 | $0.22 | $0.18 | +22.2% | +14.7% |
| 21 | | Kinross Gold Corporation | Basic Materials | Feb 18, 2026 | $0.67 | $0.55 | +21.8% | +2.5% |
| 22 | | Newmont Corporation | Basic Materials | Feb 19, 2026 | $2.52 | $2.07 | +21.7% | -2.0% |
| 23 | | Centerra Gold Inc. | Basic Materials | Feb 19, 2026 | $0.41 | $0.34 | +20.6% | +1.6% |
| 24 | | Innospec Inc. | Basic Materials | Feb 17, 2026 | $1.50 | $1.26 | +19.1% | -0.3% |
| 25 | | Hecla Mining Company | Basic Materials | Feb 17, 2026 | $0.19 | $0.16 | +16.6% | -2.6% |
1REXREX American Resources CorporationMar 26, 2026Mkt Cap$1.6B
EPS Act.$1.32
EPS Est.$0.14
Surprise+810%
Reaction+15.3%
SectorBasic Materials
2MUXMcEwen Mining Inc.Mar 12, 2026Mkt Cap$1.5B
EPS Act.$0.66
EPS Est.$0.17
Surprise+277%
Reaction-6.6%
SectorBasic Materials
3BVNCompañía de Minas Buenaventura S.A.A.Feb 26, 2026Mkt Cap$9.4B
EPS Act.$1.62
EPS Est.$0.59
Surprise+175%
Reaction+9.2%
SectorBasic Materials
4BCCBoise Cascade CompanyFeb 23, 2026Mkt Cap$2.4B
EPS Act.$0.40
EPS Est.$0.16
Surprise+150%
Reaction+5.5%
SectorBasic Materials
5CSTMConstellium SEFeb 18, 2026Mkt Cap$4.6B
EPS Act.$0.80
EPS Est.$0.36
Surprise+122%
Reaction+13.1%
SectorBasic Materials
6ECVTEcovyst Inc.Feb 26, 2026Mkt Cap$1.6B
EPS Act.$0.29
EPS Est.$0.15
Surprise+90.2%
Reaction-0.4%
SectorBasic Materials
7ASMAvino Silver & Gold Mines Ltd.Mar 10, 2026Mkt Cap$1.3B
EPS Act.$0.10
EPS Est.$0.06
Surprise+66.7%
Reaction-1.3%
SectorBasic Materials
8ASMAvino Silver & Gold Mines Ltd.Mar 11, 2026Mkt Cap$1.3B
EPS Act.$0.10
EPS Est.$0.06
Surprise+66.7%
Reaction-8.9%
SectorBasic Materials
9EQXEquinox Gold Corp.Feb 18, 2026Mkt Cap$11.3B
EPS Act.$0.34
EPS Est.$0.21
Surprise+58.9%
Reaction+15.4%
SectorBasic Materials
10MPMP Materials Corp.Feb 26, 2026Mkt Cap$10.7B
EPS Act.$0.09
EPS Est.$0.06
Surprise+53.9%
Reaction+0.4%
SectorBasic Materials
11SSRMSSR Mining Inc.Feb 17, 2026Mkt Cap$7.5B
EPS Act.$0.88
EPS Est.$0.59
Surprise+49.1%
Reaction-5.4%
SectorBasic Materials
12TECKTeck Resources LimitedFeb 19, 2026Mkt Cap$31.5B
EPS Act.$0.98
EPS Est.$0.66
Surprise+48.3%
Reaction+0.1%
SectorBasic Materials
13PRMPerimeter Solutions, S.A.Feb 26, 2026Mkt Cap$5.5B
EPS Act.$0.13
EPS Est.$0.09
Surprise+44.4%
Reaction-11.0%
SectorBasic Materials
14KNFKnife River CorporationFeb 17, 2026Mkt Cap$4.5B
EPS Act.$0.56
EPS Est.$0.41
Surprise+36.6%
Reaction+12.3%
SectorBasic Materials
15AGFirst Majestic Silver Corp.Feb 19, 2026Mkt Cap$11.2B
EPS Act.$0.30
EPS Est.$0.22
Surprise+34.7%
Reaction+21.9%
SectorBasic Materials
16NEXANexa Resources S.A.Feb 26, 2026Mkt Cap$2.1B
EPS Act.$0.60
EPS Est.$0.45
Surprise+33.3%
Reaction+12.3%
SectorBasic Materials
17IAGIAMGOLD CorporationFeb 17, 2026Mkt Cap$10.9B
EPS Act.$0.70
EPS Est.$0.55
Surprise+27.3%
Reaction-1.7%
SectorBasic Materials
18PAASPan American Silver Corp.Feb 18, 2026Mkt Cap$25.7B
EPS Act.$1.11
EPS Est.$0.90
Surprise+23.3%
Reaction+13.7%
SectorBasic Materials
19CFCF Industries Holdings, Inc.Feb 18, 2026Mkt Cap$18.9B
EPS Act.$2.99
EPS Est.$2.43
Surprise+23.1%
Reaction+6.3%
SectorBasic Materials
20LXULSB Industries, Inc.Feb 25, 2026Mkt Cap$1.0B
EPS Act.$0.22
EPS Est.$0.18
Surprise+22.2%
Reaction+14.7%
SectorBasic Materials
21KGCKinross Gold CorporationFeb 18, 2026Mkt Cap$37.0B
EPS Act.$0.67
EPS Est.$0.55
Surprise+21.8%
Reaction+2.5%
SectorBasic Materials
22NEMNewmont CorporationFeb 19, 2026Mkt Cap$129B
EPS Act.$2.52
EPS Est.$2.07
Surprise+21.7%
Reaction-2.0%
SectorBasic Materials
23CGAUCenterra Gold Inc.Feb 19, 2026Mkt Cap$3.7B
EPS Act.$0.41
EPS Est.$0.34
Surprise+20.6%
Reaction+1.6%
SectorBasic Materials
24IOSPInnospec Inc.Feb 17, 2026Mkt Cap$2.0B
EPS Act.$1.50
EPS Est.$1.26
Surprise+19.1%
Reaction-0.3%
SectorBasic Materials
25HLHecla Mining CompanyFeb 17, 2026Mkt Cap$13.0B
EPS Act.$0.19
EPS Est.$0.16
Surprise+16.6%
Reaction-2.6%
SectorBasic Materials
Ranked by EPS miss % (worst first). Price reaction = day after report.
| # | Symbol | Company | Sector | Date | EPS Actual | EPS Est. | Surprise | Price Reaction |
|---|
| 1 | | Vale S.A. | Basic Materials | Feb 12, 2026 | -$0.90 | $0.57 | -258% | -4.2% |
| 2 | | Americas Gold and Silver Corporation | Basic Materials | Mar 31, 2026 | -$0.03 | $0.03 | -200% | +19.7% |
| 3 | | Sibanye Stillwater Limited | Basic Materials | Feb 20, 2026 | -$0.14 | $0.55 | -125% | +5.9% |
| 4 | | Methanex Corporation | Basic Materials | Mar 5, 2026 | -$0.14 | $0.81 | -117% | -6.5% |
| 5 | | Lithium Argentina AG | Basic Materials | Mar 23, 2026 | -$0.00 | $0.06 | -106% | +22.2% |
| 6 | | Stepan Company | Basic Materials | Feb 23, 2026 | -$0.02 | $0.35 | -106% | -21.9% |
| 7 | | Century Aluminum Company | Basic Materials | Feb 19, 2026 | $0.02 | $1.25 | -98.4% | +4.8% |
| 8 | | Aris Mining Corporation | Basic Materials | Mar 11, 2026 | $0.14 | $0.58 | -75.9% | — |
| 9 | | Loma Negra Compañía Industrial Argentina Sociedad Anónima | Basic Materials | Mar 5, 2026 | $0.04 | $0.10 | -61.5% | -2.4% |
| 10 | | The Mosaic Company | Basic Materials | Feb 24, 2026 | $0.22 | $0.48 | -54.2% | -6.1% |
| 11 | | B2Gold Corp. | Basic Materials | Feb 18, 2026 | $0.11 | $0.20 | -45.0% | -1.5% |
| 12 | | Hudbay Minerals Inc. | Basic Materials | Feb 20, 2026 | $0.22 | $0.40 | -45.0% | +5.3% |
| 13 | | Grupo Simec, S.A.B. de C.V. | Basic Materials | Feb 20, 2026 | $0.25 | $0.44 | -43.8% | +4.4% |
| 14 | | The Chemours Company | Basic Materials | Feb 19, 2026 | $0.05 | $0.09 | -43.6% | -19.4% |
| 15 | | Worthington Steel, Inc. | Basic Materials | Mar 25, 2026 | $0.27 | $0.47 | -42.5% | -12.2% |
| 16 | | Aura Minerals | Basic Materials | Feb 26, 2026 | $0.96 | $1.67 | -42.5% | -0.3% |
| 17 | | Gerdau S.A. | Basic Materials | Feb 23, 2026 | $0.07 | $0.11 | -36.4% | -2.4% |
| 18 | | Endeavour Silver Corp. | Basic Materials | Feb 27, 2026 | $0.02 | $0.03 | -33.3% | -6.3% |
| 19 | | UFP Industries, Inc. | Basic Materials | Feb 23, 2026 | $0.70 | $1.03 | -32.0% | -0.9% |
| 20 | | Tecnoglass Inc. | Basic Materials | Feb 26, 2026 | $0.63 | $0.86 | -26.7% | -7.2% |
| 21 | | Royal Gold, Inc. | Basic Materials | Feb 18, 2026 | $1.92 | $2.59 | -25.9% | -1.2% |
| 22 | | Celanese Corporation | Basic Materials | Feb 17, 2026 | $0.67 | $0.89 | -24.7% | -6.8% |
| 23 | | Ternium S.A. | Basic Materials | Feb 18, 2026 | $0.62 | $0.77 | -19.5% | +2.5% |
| 24 | | Vulcan Materials Company | Basic Materials | Feb 17, 2026 | $1.70 | $2.11 | -19.4% | -8.6% |
| 25 | | Amrize Ltd | Basic Materials | Feb 17, 2026 | $0.54 | $0.65 | -16.4% | +8.3% |
1VALEVale S.A.Feb 12, 2026Mkt Cap$72.4B
EPS Act.-$0.90
EPS Est.$0.57
Surprise-258%
Reaction-4.2%
SectorBasic Materials
2USASAmericas Gold and Silver CorporationMar 31, 2026Mkt Cap$2.3B
EPS Act.-$0.03
EPS Est.$0.03
Surprise-200%
Reaction+19.7%
SectorBasic Materials
3SBSWSibanye Stillwater LimitedFeb 20, 2026Mkt Cap$9.3B
EPS Act.-$0.14
EPS Est.$0.55
Surprise-125%
Reaction+5.9%
SectorBasic Materials
4MEOHMethanex CorporationMar 5, 2026Mkt Cap$4.8B
EPS Act.-$0.14
EPS Est.$0.81
Surprise-117%
Reaction-6.5%
SectorBasic Materials
5LARLithium Argentina AGMar 23, 2026Mkt Cap$1.7B
EPS Act.-$0.00
EPS Est.$0.06
Surprise-106%
Reaction+22.2%
SectorBasic Materials
6SCLStepan CompanyFeb 23, 2026Mkt Cap$1.1B
EPS Act.-$0.02
EPS Est.$0.35
Surprise-106%
Reaction-21.9%
SectorBasic Materials
7CENXCentury Aluminum CompanyFeb 19, 2026Mkt Cap$6.1B
EPS Act.$0.02
EPS Est.$1.25
Surprise-98.4%
Reaction+4.8%
SectorBasic Materials
8ARMNAris Mining CorporationMar 11, 2026Mkt Cap$3.9B
EPS Act.$0.14
EPS Est.$0.58
Surprise-75.9%
Reaction—
SectorBasic Materials
9LOMALoma Negra Compañía Industrial Argentina Sociedad AnónimaMar 5, 2026Mkt Cap$1.3B
EPS Act.$0.04
EPS Est.$0.10
Surprise-61.5%
Reaction-2.4%
SectorBasic Materials
10MOSThe Mosaic CompanyFeb 24, 2026Mkt Cap$7.2B
EPS Act.$0.22
EPS Est.$0.48
Surprise-54.2%
Reaction-6.1%
SectorBasic Materials
11BTGB2Gold Corp.Feb 18, 2026Mkt Cap$7.0B
EPS Act.$0.11
EPS Est.$0.20
Surprise-45.0%
Reaction-1.5%
SectorBasic Materials
12HBMHudbay Minerals Inc.Feb 20, 2026Mkt Cap$10.8B
EPS Act.$0.22
EPS Est.$0.40
Surprise-45.0%
Reaction+5.3%
SectorBasic Materials
13SIMGrupo Simec, S.A.B. de C.V.Feb 20, 2026Mkt Cap$5.1B
EPS Act.$0.25
EPS Est.$0.44
Surprise-43.8%
Reaction+4.4%
SectorBasic Materials
14CCThe Chemours CompanyFeb 19, 2026Mkt Cap$3.7B
EPS Act.$0.05
EPS Est.$0.09
Surprise-43.6%
Reaction-19.4%
SectorBasic Materials
15WSWorthington Steel, Inc.Mar 25, 2026Mkt Cap$2.0B
EPS Act.$0.27
EPS Est.$0.47
Surprise-42.5%
Reaction-12.2%
SectorBasic Materials
16AUGOAura MineralsFeb 26, 2026Mkt Cap$6.7B
EPS Act.$0.96
EPS Est.$1.67
Surprise-42.5%
Reaction-0.3%
SectorBasic Materials
17GGBGerdau S.A.Feb 23, 2026Mkt Cap$9.4B
EPS Act.$0.07
EPS Est.$0.11
Surprise-36.4%
Reaction-2.4%
SectorBasic Materials
18EXKEndeavour Silver Corp.Feb 27, 2026Mkt Cap$3.2B
EPS Act.$0.02
EPS Est.$0.03
Surprise-33.3%
Reaction-6.3%
SectorBasic Materials
19UFPIUFP Industries, Inc.Feb 23, 2026Mkt Cap$4.7B
EPS Act.$0.70
EPS Est.$1.03
Surprise-32.0%
Reaction-0.9%
SectorBasic Materials
20TGLSTecnoglass Inc.Feb 26, 2026Mkt Cap$1.9B
EPS Act.$0.63
EPS Est.$0.86
Surprise-26.7%
Reaction-7.2%
SectorBasic Materials
21RGLDRoyal Gold, Inc.Feb 18, 2026Mkt Cap$16.7B
EPS Act.$1.92
EPS Est.$2.59
Surprise-25.9%
Reaction-1.2%
SectorBasic Materials
22CECelanese CorporationFeb 17, 2026Mkt Cap$6.4B
EPS Act.$0.67
EPS Est.$0.89
Surprise-24.7%
Reaction-6.8%
SectorBasic Materials
23TXTernium S.A.Feb 18, 2026Mkt Cap$8.7B
EPS Act.$0.62
EPS Est.$0.77
Surprise-19.5%
Reaction+2.5%
SectorBasic Materials
24VMCVulcan Materials CompanyFeb 17, 2026Mkt Cap$35.7B
EPS Act.$1.70
EPS Est.$2.11
Surprise-19.4%
Reaction-8.6%
SectorBasic Materials
25AMRZAmrize LtdFeb 17, 2026Mkt Cap$28.9B
EPS Act.$0.54
EPS Est.$0.65
Surprise-16.4%
Reaction+8.3%
SectorBasic Materials