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 | Transocean Ltd. | Energy | Aug 5, 2026 | $0.15 | $0.01 | +1431% | -1.1% | |
| 2 | Genesis Energy, L.P. | Energy | Aug 6, 2026 | $0.26 | $0.02 | +1200% | +1.5% | |
Grant Sims, CEO Our second quarter results for 2026 came in broadly in line with, if not slightly ahead of, our internal expectations. | ||||||||
| 3 | Vermilion Energy Inc. | Energy | Jul 29, 2026 | $0.62 | $0.05 | +1140% | +11.0% | |
| 4 | Teekay Corporation | Energy | Jul 29, 2026 | $0.79 | $0.11 | +618% | +0.3% | |
| 5 | Natural Resource Partners L.P. | Energy | Aug 5, 2026 | $1.85 | $0.30 | +517% | +8.3% | |
| 6 | Cheniere Energy, Inc. | Energy | Aug 6, 2026 | $14.65↑ Raised | $3.11 | +371% | +0.5% | |
Jack Fusco, Chairman, President and Chief Executive Officer The second quarter of 2026 marked another outstanding quarter for Cheniere, highlighted by the substantial completion of Midscale Train 6 at the CCL Stage 3 Project, and our further progress towards an FID of Phase 1 of the SPL Expansion Project. | ||||||||
| 7 | Plains GP Holdings LP | Energy | Aug 7, 2026 | $1.97— Maintained | $0.44 | +352% | -0.9% | |
Willie Chiang, Chairman, CEO and President Strong results in the quarter mark a significant improvement from first quarter levels and place us on-track to deliver on our full-year Adjusted EBITDA guidance. Year-to-date we are on pace to accomplish all three key initiatives outlined for 2026. | ||||||||
| 8 | NGL Energy Partners LP | Energy | Aug 4, 2026 | $0.48 | $0.11 | +336% | +6.3% | |
| 9 | Core Natural Resources, Inc. | Energy | Aug 6, 2026 | $2.51 | $0.60 | +315% | +7.1% | |
| 10 | GasLog Partners LP | Energy | Aug 26, 2026 | $0.86 | $0.31 | +178% | +0.2% | |
| 11 | GasLog Partners LP | Energy | Aug 10, 2026 | $0.86 | $0.31 | +178% | -0.0% | |
| 12 | GasLog Partners LP | Energy | Aug 6, 2026 | $0.86 | $0.31 | +178% | +0.2% | |
| 13 | GasLog Partners LP | Energy | Aug 27, 2026 | $0.86 | $0.31 | +178% | +0.1% | |
| 14 | GasLog Partners LP | Energy | Aug 20, 2026 | $0.86 | $0.31 | +178% | -0.2% | |
| 15 | GasLog Partners LP | Energy | Aug 12, 2026 | $0.86 | $0.31 | +178% | +0.0% | |
| 16 | GasLog Partners LP | Energy | Aug 18, 2026 | $0.86 | $0.31 | +178% | +0.4% | |
| 17 | GasLog Partners LP | Energy | Aug 28, 2026 | $0.86 | $0.31 | +178% | +0.1% | |
| 18 | GasLog Partners LP | Energy | Aug 31, 2026 | $0.86 | $0.31 | +178% | +0.2% | |
| 19 | GasLog Partners LP | Energy | Aug 17, 2026 | $0.86 | $0.31 | +178% | +0.6% | |
| 20 | GasLog Partners LP | Energy | Aug 13, 2026 | $0.86 | $0.31 | +178% | -0.9% | |
| 21 | GasLog Partners LP | Energy | Aug 25, 2026 | $0.86 | $0.31 | +178% | -0.2% | |
| 22 | Kinetik Holdings Inc. | Energy | Aug 5, 2026 | $0.64↑ Raised | $0.26 | +149% | +3.1% | |
Jamie Welch, President & Chief Executive Officer Kinetik delivered exceptional second quarter 2026 results, significantly exceeding expectations. Our performance during the quarter demonstrates the strength and resilience of our integrated business model, the quality and diversification of our asset footprint, and our continued strong operational performance, which enabled Kinetik to deliver the strongest financial results in Company history. | ||||||||
| 23 | Valaris Limited | Energy | Aug 5, 2026 | $0.72 | $0.31 | +132% | -1.2% | |
| 24 | Baytex Energy Corp. | Energy | Jul 30, 2026 | $0.17 | $0.08 | +113% | +9.9% | |
| 25 | Cheniere Energy Partners, L.P. | Energy | Aug 6, 2026 | $2.14— Maintained | $1.01 | +112% | +0.9% | |
Our second quarter results for 2026 came in broadly in line with, if not slightly ahead of, our internal expectations.
The second quarter of 2026 marked another outstanding quarter for Cheniere, highlighted by the substantial completion of Midscale Train 6 at the CCL Stage 3 Project, and our further progress towards an FID of Phase 1 of the SPL Expansion Project.
Strong results in the quarter mark a significant improvement from first quarter levels and place us on-track to deliver on our full-year Adjusted EBITDA guidance. Year-to-date we are on pace to accomplish all three key initiatives outlined for 2026.
Kinetik delivered exceptional second quarter 2026 results, significantly exceeding expectations. Our performance during the quarter demonstrates the strength and resilience of our integrated business model, the quality and diversification of our asset footprint, and our continued strong operational performance, which enabled Kinetik to deliver the strongest financial results in Company history.
Ranked by EPS miss % (worst first). Price reaction = day after report.
| # | Symbol | Company | Sector | Date | EPS Actual | EPS Est. | Surprise | Price Reaction |
|---|---|---|---|---|---|---|---|---|
| 1 | Calumet Inc. | Energy | Aug 7, 2026 | -$1.09 | $0.07 | -1717% | +8.6% | |
Todd Borgmann, CEO Calumet continues to execute against every element of our multi-dimensional strategy. Our integrated specialties platform delivered exceptional results in a strong margin environment, supporting $115 million of debt retirement in July. Further, Montana Renewables completed the first stage of our MaxSAF 150 expansion and is advancing toward a faster, highly capital-efficient next stage expansion. Combined, our operating momentum and favorable outlook position us to simultaneously accelerate delev | ||||||||
| 2 | Cosan S.A. | Energy | Aug 14, 2026 | -$0.06 | $0.01 | -745% | 0.0% | |
| 3 | Helmerich & Payne, Inc. | Energy | Aug 5, 2026 | -$0.11— Maintained | $0.09 | -216% | +7.5% | |
Trey Adams, President and CEO H&P delivered strong financial and operational results during the quarter. We generated direct margins that exceeded the midpoint of guidance ranges in all segments as well as strong adjusted EBITDA and free cash flows. | ||||||||
| 4 | Precision Drilling Corporation | Energy | Jul 28, 2026 | -$0.38 | $0.43 | -188% | -8.9% | |
| 5 | Noble Corporation Plc | Energy | Jul 27, 2026 | $0.01↓ Lowered | $0.15 | -93.5% | -9.4% | |
Robert W. Eifler, President and Chief Executive Officer Our second quarter was adversely impacted by $43 million due to the operational suspension of both of our rigs in Brazil, while operational and financial performance was otherwise strong across the board. | ||||||||
| 6 | Seapeak LLC | Energy | Aug 26, 2026 | $0.14 | $0.59 | -76.3% | +0.2% | |
| 7 | Sunoco LP | Energy | Aug 4, 2026 | $0.94 | $2.50 | -62.4% | -5.2% | |
| 8 | Cameco Corporation | Energy | Jul 31, 2026 | $0.13 | $0.26 | -50.0% | +1.7% | |
| 9 | Enerflex Ltd. | Energy | Aug 6, 2026 | $0.18 | $0.31 | -44.0% | -9.2% | |
| 10 | Delek Logistics Partners, LP | Energy | Aug 5, 2026 | $0.54— Maintained | $0.93 | -41.8% | +1.4% | |
Avigal Soreq, President of Delek Logistics’ general partner Delek Logistics delivered another strong quarter in 2026, underscoring the durability of our integrated crude, gas, and water platform and the growing contribution from third-party cash flows. | ||||||||
| 11 | Weatherford International plc | Energy | Jul 21, 2026 | $0.55↓ Lowered | $0.90 | -39.0% | +11.4% | |
Girish Saligram, President and Chief Executive Officer Despite the significant disruption in the Middle East due to the Iran conflict, our second-quarter results, especially adjusted free cash flow, were strong, demonstrating the reliability and resilience of our operating paradigm. | ||||||||
| 12 | California Resources Corp | Energy | Aug 10, 2026 | $0.99— Maintained | $1.36 | -27.2% | +3.9% | |
Francisco Leon, President and Chief Executive Officer Our teams are executing exceptionally well, delivering durable operational improvements across our asset base. Recent efficiency gains and continued Berry synergy capture are strengthening our long-term outlook. | ||||||||
| 13 | Vista Energy, S.A.B. de C.V. | Energy | Jul 16, 2026 | $2.38 | $3.15 | -24.4% | -2.3% | |
| 14 | Bristow Group Inc. | Energy | Aug 4, 2026 | $0.70 | $0.89 | -21.6% | -3.1% | |
| 15 | Kodiak Gas Services, Inc. | Energy | Aug 6, 2026 | $0.55 | $0.67 | -18.4% | +3.5% | |
| 16 | Archrock, Inc. | Energy | Aug 4, 2026 | $0.38↓ Lowered | $0.45 | -15.1% | -3.4% | |
Brad Childers, President and Chief Executive Officer The compression market outlook remains highly constructive, driven by durable natural gas demand and a structurally tight compression market continuing to support our expectations for robust long-term growth. | ||||||||
| 17 | Expro Group Holdings N.V. | Energy | Jul 28, 2026 | $0.15 | $0.17 | -11.4% | -6.6% | |
| 18 | Antero Midstream Corporation | Energy | Jul 29, 2026 | $0.24 | $0.27 | -10.8% | -0.9% | |
| 19 | Ovintiv Inc. | Energy | Jul 23, 2026 | $1.74 | $1.94 | -10.3% | +4.3% | |
| 20 | Antero Resources Corporation | Energy | Jul 29, 2026 | $0.76 | $0.83 | -9.0% | +4.2% | |
| 21 | Eni S.p.A. | Energy | Jul 29, 2026 | $1.76 | $1.90 | -7.4% | +10.6% | |
| 22 | DT Midstream, Inc. | Energy | Jul 30, 2026 | $1.09 | $1.17 | -6.8% | +1.5% | |
| 23 | Tidewater Inc. | Energy | Aug 3, 2026 | $0.43↓ Lowered | $0.46 | -5.7% | +12.2% | |
Quintin Kneen, President and Chief Executive Officer The second quarter of 2026 came in nicely above our expectations, driven by both revenue outperformance and lower-than-expected operating expenses. | ||||||||
| 24 | EQT Corporation | Energy | Jul 21, 2026 | $0.39↑ Raised | $0.41 | -5.4% | +10.1% | |
Toby Z. Rice, President and CEO EQT delivered outstanding operational and financial performance in the second quarter, driven by record-setting execution and strong well productivity that resulted in production well above the high end of guidance. | ||||||||
| 25 | LandBridge Company LLC | Energy | Aug 5, 2026 | $0.50— Maintained | $0.53 | -5.1% | +9.1% | |
Jason Long, Chief Executive Officer We are proud to announce another strong quarter of growth, reinforcing the strength and durability of our business model, along with the commercial firepower we continue to bring to bear across our footprint. | ||||||||
Calumet continues to execute against every element of our multi-dimensional strategy. Our integrated specialties platform delivered exceptional results in a strong margin environment, supporting $115 million of debt retirement in July. Further, Montana Renewables completed the first stage of our MaxSAF 150 expansion and is advancing toward a faster, highly capital-efficient next stage expansion. Combined, our operating momentum and favorable outlook position us to simultaneously accelerate delev
H&P delivered strong financial and operational results during the quarter. We generated direct margins that exceeded the midpoint of guidance ranges in all segments as well as strong adjusted EBITDA and free cash flows.
Our second quarter was adversely impacted by $43 million due to the operational suspension of both of our rigs in Brazil, while operational and financial performance was otherwise strong across the board.
Delek Logistics delivered another strong quarter in 2026, underscoring the durability of our integrated crude, gas, and water platform and the growing contribution from third-party cash flows.
Despite the significant disruption in the Middle East due to the Iran conflict, our second-quarter results, especially adjusted free cash flow, were strong, demonstrating the reliability and resilience of our operating paradigm.
Our teams are executing exceptionally well, delivering durable operational improvements across our asset base. Recent efficiency gains and continued Berry synergy capture are strengthening our long-term outlook.
The compression market outlook remains highly constructive, driven by durable natural gas demand and a structurally tight compression market continuing to support our expectations for robust long-term growth.
The second quarter of 2026 came in nicely above our expectations, driven by both revenue outperformance and lower-than-expected operating expenses.
EQT delivered outstanding operational and financial performance in the second quarter, driven by record-setting execution and strong well productivity that resulted in production well above the high end of guidance.
We are proud to announce another strong quarter of growth, reinforcing the strength and durability of our business model, along with the commercial firepower we continue to bring to bear across our footprint.