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 | | Kinetik Holdings Inc. | Energy | Feb 25, 2026 | $2.16 | $0.27 | +692% | +6.4% |
| 2 | | Cheniere Energy, Inc. | Energy | Feb 26, 2026 | $10.71 | $3.80 | +182% | +6.8% |
| 3 | | HF Sinclair Corporation | Energy | Feb 18, 2026 | $1.20 | $0.44 | +173% | -13.0% |
| 4 | | Cheniere Energy Partners, L.P. | Energy | Feb 26, 2026 | $2.38 | $1.11 | +114% | +4.3% |
| 5 | | Vermilion Energy Inc. | Energy | Mar 4, 2026 | $0.63 | $0.30 | +110% | -0.7% |
| 6 | | Occidental Petroleum Corporation | Energy | Feb 18, 2026 | $0.31 | $0.16 | +88.0% | +13.1% |
| 7 | | Crescent Energy Company | Energy | Feb 25, 2026 | $0.49 | $0.28 | +75.0% | +4.7% |
| 8 | | Archrock, Inc. | Energy | Feb 24, 2026 | $0.69 | $0.40 | +72.5% | +6.7% |
| 9 | | Seadrill Limited | Energy | Feb 25, 2026 | $0.12 | $0.07 | +71.4% | -4.3% |
| 10 | | Mach Natural Resources LP | Energy | Mar 12, 2026 | $0.43 | $0.26 | +65.4% | +2.2% |
| 11 | | Tsakos Energy Navigation Limited | Energy | Mar 6, 2026 | $1.70 | $1.07 | +58.9% | +6.1% |
| 12 | | Permian Resources Corporation | Energy | Feb 25, 2026 | $0.45 | $0.28 | +58.5% | +1.9% |
| 13 | | Valaris Limited | Energy | Feb 19, 2026 | $0.79 | $0.51 | +54.9% | +5.2% |
| 14 | | Transportadora de Gas del Sur S.A. | Energy | Mar 25, 2026 | $0.67 | $0.44 | +52.3% | -0.6% |
| 15 | | Transportadora de Gas del Sur S.A. | Energy | Feb 27, 2026 | $0.67 | $0.44 | +52.3% | -0.7% |
| 16 | | Enerflex Ltd. | Energy | Feb 26, 2026 | $0.20 | $0.13 | +51.6% | +12.8% |
| 17 | | Enerflex Ltd. | Energy | Feb 25, 2026 | $0.20 | $0.13 | +51.6% | +16.4% |
| 18 | | Kimbell Royalty Partners, LP | Energy | Feb 26, 2026 | $0.21 | $0.14 | +50.0% | +1.5% |
| 19 | | Oceaneering International, Inc. | Energy | Feb 18, 2026 | $0.45 | $0.31 | +47.1% | +9.5% |
| 20 | | Solaris Energy Infrastructure, Inc. | Energy | Feb 24, 2026 | $0.35 | $0.24 | +45.8% | +9.0% |
| 21 | | South Bow Corporation | Energy | Mar 5, 2026 | $0.61 | $0.42 | +45.2% | +0.4% |
| 22 | | Natural Resource Partners L.P. | Energy | Feb 27, 2026 | $2.27 | $1.60 | +41.9% | -3.5% |
| 23 | | APA Corporation | Energy | Feb 25, 2026 | $0.91 | $0.64 | +41.3% | +1.7% |
| 24 | | International Seaways, Inc. | Energy | Feb 26, 2026 | $2.45 | $1.75 | +40.0% | +8.6% |
| 25 | | Ovintiv Inc. | Energy | Feb 23, 2026 | $1.39 | $1.01 | +37.6% | -1.0% |
1KNTKKinetik Holdings Inc.Feb 25, 2026Mkt Cap$3.5B
EPS Act.$2.16
EPS Est.$0.27
Surprise+692%
Reaction+6.4%
SectorEnergy
2LNGCheniere Energy, Inc.Feb 26, 2026Mkt Cap$50.5B
EPS Act.$10.71
EPS Est.$3.80
Surprise+182%
Reaction+6.8%
SectorEnergy
3DINOHF Sinclair CorporationFeb 18, 2026Mkt Cap$12.4B
EPS Act.$1.20
EPS Est.$0.44
Surprise+173%
Reaction-13.0%
SectorEnergy
4CQPCheniere Energy Partners, L.P.Feb 26, 2026Mkt Cap$30.8B
EPS Act.$2.38
EPS Est.$1.11
Surprise+114%
Reaction+4.3%
SectorEnergy
5VETVermilion Energy Inc.Mar 4, 2026Mkt Cap$1.9B
EPS Act.$0.63
EPS Est.$0.30
Surprise+110%
Reaction-0.7%
SectorEnergy
6OXYOccidental Petroleum CorporationFeb 18, 2026Mkt Cap$56.5B
EPS Act.$0.31
EPS Est.$0.16
Surprise+88.0%
Reaction+13.1%
SectorEnergy
7CRGYCrescent Energy CompanyFeb 25, 2026Mkt Cap$4.2B
EPS Act.$0.49
EPS Est.$0.28
Surprise+75.0%
Reaction+4.7%
SectorEnergy
8AROCArchrock, Inc.Feb 24, 2026Mkt Cap$6.5B
EPS Act.$0.69
EPS Est.$0.40
Surprise+72.5%
Reaction+6.7%
SectorEnergy
9SDRLSeadrill LimitedFeb 25, 2026Mkt Cap$3.2B
EPS Act.$0.12
EPS Est.$0.07
Surprise+71.4%
Reaction-4.3%
SectorEnergy
10MNRMach Natural Resources LPMar 12, 2026Mkt Cap$2.4B
EPS Act.$0.43
EPS Est.$0.26
Surprise+65.4%
Reaction+2.2%
SectorEnergy
11TENTsakos Energy Navigation LimitedMar 6, 2026Mkt Cap$1.3B
EPS Act.$1.70
EPS Est.$1.07
Surprise+58.9%
Reaction+6.1%
SectorEnergy
12PRPermian Resources CorporationFeb 25, 2026Mkt Cap$16.7B
EPS Act.$0.45
EPS Est.$0.28
Surprise+58.5%
Reaction+1.9%
SectorEnergy
13VALValaris LimitedFeb 19, 2026Mkt Cap$7.2B
EPS Act.$0.79
EPS Est.$0.51
Surprise+54.9%
Reaction+5.2%
SectorEnergy
14TGSTransportadora de Gas del Sur S.A.Mar 25, 2026Mkt Cap$2.1B
EPS Act.$0.67
EPS Est.$0.44
Surprise+52.3%
Reaction-0.6%
SectorEnergy
15TGSTransportadora de Gas del Sur S.A.Feb 27, 2026Mkt Cap$2.1B
EPS Act.$0.67
EPS Est.$0.44
Surprise+52.3%
Reaction-0.7%
SectorEnergy
16EFXTEnerflex Ltd.Feb 26, 2026Mkt Cap$3.4B
EPS Act.$0.20
EPS Est.$0.13
Surprise+51.6%
Reaction+12.8%
SectorEnergy
17EFXTEnerflex Ltd.Feb 25, 2026Mkt Cap$3.4B
EPS Act.$0.20
EPS Est.$0.13
Surprise+51.6%
Reaction+16.4%
SectorEnergy
18KRPKimbell Royalty Partners, LPFeb 26, 2026Mkt Cap$1.4B
EPS Act.$0.21
EPS Est.$0.14
Surprise+50.0%
Reaction+1.5%
SectorEnergy
19OIIOceaneering International, Inc.Feb 18, 2026Mkt Cap$3.9B
EPS Act.$0.45
EPS Est.$0.31
Surprise+47.1%
Reaction+9.5%
SectorEnergy
20SEISolaris Energy Infrastructure, Inc.Feb 24, 2026Mkt Cap$5.6B
EPS Act.$0.35
EPS Est.$0.24
Surprise+45.8%
Reaction+9.0%
SectorEnergy
21SOBOSouth Bow CorporationMar 5, 2026Mkt Cap$7.6B
EPS Act.$0.61
EPS Est.$0.42
Surprise+45.2%
Reaction+0.4%
SectorEnergy
22NRPNatural Resource Partners L.P.Feb 27, 2026Mkt Cap$1.4B
EPS Act.$2.27
EPS Est.$1.60
Surprise+41.9%
Reaction-3.5%
SectorEnergy
23APAAPA CorporationFeb 25, 2026Mkt Cap$13.1B
EPS Act.$0.91
EPS Est.$0.64
Surprise+41.3%
Reaction+1.7%
SectorEnergy
24INSWInternational Seaways, Inc.Feb 26, 2026Mkt Cap$4.2B
EPS Act.$2.45
EPS Est.$1.75
Surprise+40.0%
Reaction+8.6%
SectorEnergy
25OVVOvintiv Inc.Feb 23, 2026Mkt Cap$16.5B
EPS Act.$1.39
EPS Est.$1.01
Surprise+37.6%
Reaction-1.0%
SectorEnergy
Ranked by EPS miss % (worst first). Price reaction = day after report.
| # | Symbol | Company | Sector | Date | EPS Actual | EPS Est. | Surprise | Price Reaction |
|---|
| 1 | | Cosan S.A. | Energy | Mar 10, 2026 | -$0.16 | $0.01 | -1858% | +3.6% |
| 2 | | Cosan S.A. | Energy | Mar 9, 2026 | -$0.16 | $0.01 | -1858% | +11.8% |
| 3 | | Baytex Energy Corp. | Energy | Mar 4, 2026 | -$0.31 | $0.02 | -1650% | +3.1% |
| 4 | | Baytex Energy Corp. | Energy | Mar 5, 2026 | -$0.31 | $0.02 | -1650% | -0.8% |
| 5 | | YPF Sociedad Anónima | Energy | Feb 26, 2026 | -$1.67 | $0.77 | -317% | -5.2% |
| 6 | | GasLog Partners LP | Energy | Feb 27, 2026 | -$0.29 | $0.54 | -154% | +0.5% |
| 7 | | Sunoco LP | Energy | Feb 17, 2026 | $0.09 | $1.64 | -94.5% | +3.2% |
| 8 | | Genesis Energy, L.P. | Energy | Feb 12, 2026 | $0.04 | $0.28 | -85.7% | +0.9% |
| 9 | | Transocean Ltd. | Energy | Feb 19, 2026 | $0.02 | $0.09 | -77.8% | +4.8% |
| 10 | | Expro Group Holdings N.V. | Energy | Feb 19, 2026 | $0.05 | $0.21 | -75.8% | +6.2% |
| 11 | | LandBridge Company LLC | Energy | Feb 25, 2026 | $0.24 | $0.62 | -61.3% | +12.8% |
| 12 | | Vista Energy, S.A.B. de C.V. | Energy | Feb 25, 2026 | $0.49 | $1.12 | -56.3% | -2.0% |
| 13 | | Tidewater Inc. | Energy | Mar 2, 2026 | $0.33 | $0.75 | -55.8% | +10.4% |
| 14 | | Western Midstream Partners, LP | Energy | Feb 18, 2026 | $0.47 | $0.84 | -44.4% | -4.1% |
| 15 | | Seapeak LLC | Energy | Feb 27, 2026 | $0.33 | $0.59 | -44.1% | +0.1% |
| 16 | | Delek Logistics Partners, LP | Energy | Feb 27, 2026 | $0.88 | $1.43 | -38.5% | +4.4% |
| 17 | | World Kinect Corporation | Energy | Feb 19, 2026 | $0.30 | $0.47 | -36.2% | -5.5% |
| 18 | | TETRA Technologies, Inc. | Energy | Feb 25, 2026 | $0.02 | $0.03 | -33.3% | -19.1% |
| 19 | | Energy Transfer LP | Energy | Feb 17, 2026 | $0.25 | $0.37 | -32.9% | +0.6% |
| 20 | | Innovex International, Inc. | Energy | Feb 23, 2026 | $0.20 | $0.29 | -31.0% | +13.5% |
| 21 | | Warrior Met Coal, Inc. | Energy | Feb 12, 2026 | $0.44 | $0.62 | -29.0% | -4.8% |
| 22 | | Shoals Technologies Group, Inc. | Energy | Feb 24, 2026 | $0.10 | $0.14 | -28.6% | -30.8% |
| 23 | | BKV Corporation | Energy | Feb 25, 2026 | $0.29 | $0.37 | -21.6% | +1.0% |
| 24 | | USA Compression Partners, LP | Energy | Feb 17, 2026 | $0.22 | $0.28 | -21.4% | -0.1% |
| 25 | | Golar LNG Limited | Energy | Feb 25, 2026 | $0.30 | $0.38 | -21.1% | -3.7% |
1CSANCosan S.A.Mar 10, 2026Mkt Cap$3.6B
EPS Act.-$0.16
EPS Est.$0.01
Surprise-1858%
Reaction+3.6%
SectorEnergy
2CSANCosan S.A.Mar 9, 2026Mkt Cap$3.6B
EPS Act.-$0.16
EPS Est.$0.01
Surprise-1858%
Reaction+11.8%
SectorEnergy
3BTEBaytex Energy Corp.Mar 4, 2026Mkt Cap$3.7B
EPS Act.-$0.31
EPS Est.$0.02
Surprise-1650%
Reaction+3.1%
SectorEnergy
4BTEBaytex Energy Corp.Mar 5, 2026Mkt Cap$3.7B
EPS Act.-$0.31
EPS Est.$0.02
Surprise-1650%
Reaction-0.8%
SectorEnergy
5YPFYPF Sociedad AnónimaFeb 26, 2026Mkt Cap$17.3B
EPS Act.-$1.67
EPS Est.$0.77
Surprise-317%
Reaction-5.2%
SectorEnergy
6GLOP-PAGasLog Partners LPFeb 27, 2026Mkt Cap$1.4B
EPS Act.-$0.29
EPS Est.$0.54
Surprise-154%
Reaction+0.5%
SectorEnergy
7SUNSunoco LPFeb 17, 2026Mkt Cap$9.6B
EPS Act.$0.09
EPS Est.$1.64
Surprise-94.5%
Reaction+3.2%
SectorEnergy
8GELGenesis Energy, L.P.Feb 12, 2026Mkt Cap$2.0B
EPS Act.$0.04
EPS Est.$0.28
Surprise-85.7%
Reaction+0.9%
SectorEnergy
9RIGTransocean Ltd.Feb 19, 2026Mkt Cap$6.2B
EPS Act.$0.02
EPS Est.$0.09
Surprise-77.8%
Reaction+4.8%
SectorEnergy
10XPROExpro Group Holdings N.V.Feb 19, 2026Mkt Cap$1.8B
EPS Act.$0.05
EPS Est.$0.21
Surprise-75.8%
Reaction+6.2%
SectorEnergy
11LBLandBridge Company LLCFeb 25, 2026Mkt Cap$5.2B
EPS Act.$0.24
EPS Est.$0.62
Surprise-61.3%
Reaction+12.8%
SectorEnergy
12VISTVista Energy, S.A.B. de C.V.Feb 25, 2026Mkt Cap$7.5B
EPS Act.$0.49
EPS Est.$1.12
Surprise-56.3%
Reaction-2.0%
SectorEnergy
13TDWTidewater Inc.Mar 2, 2026Mkt Cap$4.1B
EPS Act.$0.33
EPS Est.$0.75
Surprise-55.8%
Reaction+10.4%
SectorEnergy
14WESWestern Midstream Partners, LPFeb 18, 2026Mkt Cap$18.1B
EPS Act.$0.47
EPS Est.$0.84
Surprise-44.4%
Reaction-4.1%
SectorEnergy
15SEAL-PBSeapeak LLCFeb 27, 2026Mkt Cap$2.6B
EPS Act.$0.33
EPS Est.$0.59
Surprise-44.1%
Reaction+0.1%
SectorEnergy
16DKLDelek Logistics Partners, LPFeb 27, 2026Mkt Cap$2.7B
EPS Act.$0.88
EPS Est.$1.43
Surprise-38.5%
Reaction+4.4%
SectorEnergy
17WKCWorld Kinect CorporationFeb 19, 2026Mkt Cap$1.6B
EPS Act.$0.30
EPS Est.$0.47
Surprise-36.2%
Reaction-5.5%
SectorEnergy
18TTITETRA Technologies, Inc.Feb 25, 2026Mkt Cap$1.5B
EPS Act.$0.02
EPS Est.$0.03
Surprise-33.3%
Reaction-19.1%
SectorEnergy
19ETEnergy Transfer LPFeb 17, 2026Mkt Cap$70.0B
EPS Act.$0.25
EPS Est.$0.37
Surprise-32.9%
Reaction+0.6%
SectorEnergy
20INVXInnovex International, Inc.Feb 23, 2026Mkt Cap$1.9B
EPS Act.$0.20
EPS Est.$0.29
Surprise-31.0%
Reaction+13.5%
SectorEnergy
21HCCWarrior Met Coal, Inc.Feb 12, 2026Mkt Cap$4.5B
EPS Act.$0.44
EPS Est.$0.62
Surprise-29.0%
Reaction-4.8%
SectorEnergy
22SHLSShoals Technologies Group, Inc.Feb 24, 2026Mkt Cap$1.6B
EPS Act.$0.10
EPS Est.$0.14
Surprise-28.6%
Reaction-30.8%
SectorEnergy
23BKVBKV CorporationFeb 25, 2026Mkt Cap$3.1B
EPS Act.$0.29
EPS Est.$0.37
Surprise-21.6%
Reaction+1.0%
SectorEnergy
24USACUSA Compression Partners, LPFeb 17, 2026Mkt Cap$3.6B
EPS Act.$0.22
EPS Est.$0.28
Surprise-21.4%
Reaction-0.1%
SectorEnergy
25GLNGGolar LNG LimitedFeb 25, 2026Mkt Cap$6.0B
EPS Act.$0.30
EPS Est.$0.38
Surprise-21.1%
Reaction-3.7%
SectorEnergy