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 | | Willdan Group, Inc. | Industrials | Feb 26, 2026 | $1.57 | $0.79 | +98.7% | -23.9% |
| 2 | | Corporación América Airports S.A. | Industrials | Mar 17, 2026 | $0.65 | $0.37 | +75.7% | -0.5% |
| 3 | | Argan, Inc. | Industrials | Mar 26, 2026 | $3.47 | $1.99 | +74.4% | +29.5% |
| 4 | | CNH Industrial N.V. | Industrials | Feb 17, 2026 | $0.19 | $0.11 | +72.7% | -0.6% |
| 5 | | CompoSecure, Inc. | Industrials | Mar 4, 2026 | $0.27 | $0.16 | +68.8% | +4.1% |
| 6 | | Grupo Aeroméxico, S.A.B. de C.V. | Industrials | Feb 17, 2026 | $0.75 | $0.46 | +63.0% | +13.9% |
| 7 | | Air Lease Corporation | Industrials | Feb 12, 2026 | $2.12 | $1.38 | +53.6% | +0.1% |
| 8 | | Everus Construction Group, Inc. | Industrials | Feb 24, 2026 | $1.08 | $0.72 | +50.0% | +22.6% |
| 9 | | Great Lakes Dredge & Dock Corporation | Industrials | Feb 23, 2026 | $0.30 | $0.20 | +50.0% | +0.3% |
| 10 | | Great Lakes Dredge & Dock Corporation | Industrials | Feb 24, 2026 | $0.30 | $0.20 | +50.0% | +0.2% |
| 11 | | NWPX Infrastructure, Inc. | Industrials | Feb 25, 2026 | $0.93 | $0.62 | +50.0% | +11.6% |
| 12 | | Astec Industries, Inc. | Industrials | Feb 25, 2026 | $1.06 | $0.74 | +43.2% | +6.6% |
| 13 | | Navios Maritime Partners L.P. | Industrials | Feb 19, 2026 | $3.40 | $2.38 | +42.9% | +5.8% |
| 14 | | Comfort Systems USA, Inc. | Industrials | Feb 19, 2026 | $9.37 | $6.75 | +38.8% | +10.8% |
| 15 | | Arlo Technologies, Inc. | Industrials | Feb 26, 2026 | $0.22 | $0.16 | +37.5% | +31.7% |
| 16 | | Okeanis Eco Tankers Corp. | Industrials | Feb 18, 2026 | $1.78 | $1.30 | +36.9% | +11.8% |
| 17 | | Casella Waste Systems, Inc. | Industrials | Feb 19, 2026 | $0.30 | $0.22 | +36.4% | -6.7% |
| 18 | | MYR Group Inc. | Industrials | Feb 25, 2026 | $2.33 | $1.73 | +34.7% | -2.3% |
| 19 | | Axon Enterprise, Inc. | Industrials | Feb 24, 2026 | $2.15 | $1.60 | +34.4% | +22.9% |
| 20 | | Xometry, Inc. | Industrials | Feb 24, 2026 | $0.16 | $0.12 | +33.3% | -26.8% |
| 21 | | Custom Truck One Source, Inc. | Industrials | Mar 10, 2026 | $0.09 | $0.07 | +32.9% | -5.8% |
| 22 | | VSE Corporation | Industrials | Feb 25, 2026 | $1.16 | $0.88 | +31.8% | +1.0% |
| 23 | | TFI International Inc. | Industrials | Feb 17, 2026 | $1.09 | $0.85 | +28.2% | -3.3% |
| 24 | | FTI Consulting, Inc. | Industrials | Feb 26, 2026 | $1.78 | $1.39 | +28.1% | +2.8% |
| 25 | | FedEx Corporation | Industrials | Mar 19, 2026 | $5.25 | $4.15 | +26.5% | +2.6% |
1WLDNWilldan Group, Inc.Feb 26, 2026Mkt Cap$1.4B
EPS Act.$1.57
EPS Est.$0.79
Surprise+98.7%
Reaction-23.9%
SectorIndustrials
2CAAPCorporación América Airports S.A.Mar 17, 2026Mkt Cap$4.0B
EPS Act.$0.65
EPS Est.$0.37
Surprise+75.7%
Reaction-0.5%
SectorIndustrials
3AGXArgan, Inc.Mar 26, 2026Mkt Cap$10.3B
EPS Act.$3.47
EPS Est.$1.99
Surprise+74.4%
Reaction+29.5%
SectorIndustrials
4CNHCNH Industrial N.V.Feb 17, 2026Mkt Cap$13.2B
EPS Act.$0.19
EPS Est.$0.11
Surprise+72.7%
Reaction-0.6%
SectorIndustrials
5CMPOCompoSecure, Inc.Mar 4, 2026Mkt Cap$2.1B
EPS Act.$0.27
EPS Est.$0.16
Surprise+68.8%
Reaction+4.1%
SectorIndustrials
6AEROGrupo Aeroméxico, S.A.B. de C.V.Feb 17, 2026Mkt Cap$2.2B
EPS Act.$0.75
EPS Est.$0.46
Surprise+63.0%
Reaction+13.9%
SectorIndustrials
7ALAir Lease CorporationFeb 12, 2026Mkt Cap$7.3B
EPS Act.$2.12
EPS Est.$1.38
Surprise+53.6%
Reaction+0.1%
SectorIndustrials
8ECGEverus Construction Group, Inc.Feb 24, 2026Mkt Cap$8.2B
EPS Act.$1.08
EPS Est.$0.72
Surprise+50.0%
Reaction+22.6%
SectorIndustrials
9GLDDGreat Lakes Dredge & Dock CorporationFeb 23, 2026Mkt Cap$1.1B
EPS Act.$0.30
EPS Est.$0.20
Surprise+50.0%
Reaction+0.3%
SectorIndustrials
10GLDDGreat Lakes Dredge & Dock CorporationFeb 24, 2026Mkt Cap$1.1B
EPS Act.$0.30
EPS Est.$0.20
Surprise+50.0%
Reaction+0.2%
SectorIndustrials
11NWPXNWPX Infrastructure, Inc.Feb 25, 2026Mkt Cap$1.1B
EPS Act.$0.93
EPS Est.$0.62
Surprise+50.0%
Reaction+11.6%
SectorIndustrials
12ASTEAstec Industries, Inc.Feb 25, 2026Mkt Cap$1.1B
EPS Act.$1.06
EPS Est.$0.74
Surprise+43.2%
Reaction+6.6%
SectorIndustrials
13NMMNavios Maritime Partners L.P.Feb 19, 2026Mkt Cap$2.0B
EPS Act.$3.40
EPS Est.$2.38
Surprise+42.9%
Reaction+5.8%
SectorIndustrials
14FIXComfort Systems USA, Inc.Feb 19, 2026Mkt Cap$71.9B
EPS Act.$9.37
EPS Est.$6.75
Surprise+38.8%
Reaction+10.8%
SectorIndustrials
15ARLOArlo Technologies, Inc.Feb 26, 2026Mkt Cap$1.4B
EPS Act.$0.22
EPS Est.$0.16
Surprise+37.5%
Reaction+31.7%
SectorIndustrials
16ECOOkeanis Eco Tankers Corp.Feb 18, 2026Mkt Cap$1.8B
EPS Act.$1.78
EPS Est.$1.30
Surprise+36.9%
Reaction+11.8%
SectorIndustrials
17CWSTCasella Waste Systems, Inc.Feb 19, 2026Mkt Cap$5.4B
EPS Act.$0.30
EPS Est.$0.22
Surprise+36.4%
Reaction-6.7%
SectorIndustrials
18MYRGMYR Group Inc.Feb 25, 2026Mkt Cap$7.4B
EPS Act.$2.33
EPS Est.$1.73
Surprise+34.7%
Reaction-2.3%
SectorIndustrials
19AXONAxon Enterprise, Inc.Feb 24, 2026Mkt Cap$31.3B
EPS Act.$2.15
EPS Est.$1.60
Surprise+34.4%
Reaction+22.9%
SectorIndustrials
20XMTRXometry, Inc.Feb 24, 2026Mkt Cap$4.5B
EPS Act.$0.16
EPS Est.$0.12
Surprise+33.3%
Reaction-26.8%
SectorIndustrials
21CTOSCustom Truck One Source, Inc.Mar 10, 2026Mkt Cap$2.3B
EPS Act.$0.09
EPS Est.$0.07
Surprise+32.9%
Reaction-5.8%
SectorIndustrials
22VSECVSE CorporationFeb 25, 2026Mkt Cap$4.1B
EPS Act.$1.16
EPS Est.$0.88
Surprise+31.8%
Reaction+1.0%
SectorIndustrials
23TFIITFI International Inc.Feb 17, 2026Mkt Cap$11.7B
EPS Act.$1.09
EPS Est.$0.85
Surprise+28.2%
Reaction-3.3%
SectorIndustrials
24FCNFTI Consulting, Inc.Feb 26, 2026Mkt Cap$4.4B
EPS Act.$1.78
EPS Est.$1.39
Surprise+28.1%
Reaction+2.8%
SectorIndustrials
25FDXFedEx CorporationMar 19, 2026Mkt Cap$89.3B
EPS Act.$5.25
EPS Est.$4.15
Surprise+26.5%
Reaction+2.6%
SectorIndustrials
Ranked by EPS miss % (worst first). Price reaction = day after report.
| # | Symbol | Company | Sector | Date | EPS Actual | EPS Est. | Surprise | Price Reaction |
|---|
| 1 | | TIC Solutions, Inc. | Industrials | Mar 12, 2026 | -$0.13 | $0.06 | -329% | -14.2% |
| 2 | | Icahn Enterprises L.P. | Industrials | Feb 25, 2026 | $0.00 | $0.17 | -99.1% | +4.8% |
| 3 | | Nordic American Tankers Limited | Industrials | Feb 26, 2026 | $0.06 | $0.14 | -58.1% | +13.7% |
| 4 | | Triton International Limited | Industrials | Feb 20, 2026 | $1.03 | $2.45 | -58.0% | +0.3% |
| 5 | | Willis Lease Finance Corporation | Industrials | Mar 10, 2026 | $1.52 | $3.38 | -55.0% | +2.0% |
| 6 | | Distribution Solutions Group, Inc. | Industrials | Mar 5, 2026 | $0.18 | $0.32 | -43.8% | -25.6% |
| 7 | | REV Group, Inc. | Industrials | Mar 4, 2026 | $0.36 | $0.58 | -38.3% | — |
| 8 | | Grupo Aeroportuario del Pacífico, S.A.B. de C.V. | Industrials | Feb 23, 2026 | $1.97 | $3.13 | -37.1% | -11.9% |
| 9 | | Cadre Holdings, Inc. | Industrials | Mar 10, 2026 | $0.27 | $0.40 | -32.5% | -20.0% |
| 10 | | CECO Environmental Corp. | Industrials | Feb 24, 2026 | $0.30 | $0.43 | -30.2% | -16.6% |
| 11 | | Chart Industries, Inc. | Industrials | Feb 27, 2026 | $2.51 | $3.48 | -27.9% | -0.2% |
| 12 | | Owens Corning | Industrials | Feb 25, 2026 | $1.10 | $1.36 | -19.1% | -3.4% |
| 13 | | Costamare Inc. | Industrials | Feb 18, 2026 | $0.60 | $0.74 | -18.9% | -1.5% |
| 14 | | China Yuchai International Limited | Industrials | Feb 24, 2026 | $0.65 | $0.80 | -18.6% | -20.9% |
| 15 | | Alamo Group Inc. | Industrials | Mar 2, 2026 | $1.70 | $2.06 | -17.5% | -13.5% |
| 16 | | Tennant Company | Industrials | Feb 23, 2026 | $1.39 | $1.68 | -17.3% | -24.4% |
| 17 | | Cmb.Tech N.V. | Industrials | Feb 26, 2026 | $0.31 | $0.37 | -16.2% | +3.1% |
| 18 | | Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. | Industrials | Feb 24, 2026 | $1.40 | $1.65 | -15.2% | -3.4% |
| 19 | | Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. | Industrials | Feb 23, 2026 | $1.40 | $1.65 | -15.2% | -5.9% |
| 20 | | Pool Corporation | Industrials | Feb 19, 2026 | $0.84 | $0.99 | -15.2% | -13.2% |
| 21 | | Builders FirstSource, Inc. | Industrials | Feb 17, 2026 | $1.12 | $1.30 | -13.8% | -0.7% |
| 22 | | Fortune Brands Innovations, Inc. | Industrials | Feb 12, 2026 | $0.86 | $1.00 | -13.7% | -18.6% |
| 23 | | AAON, Inc. | Industrials | Mar 2, 2026 | $0.39 | $0.45 | -13.3% | -5.8% |
| 24 | | FTAI Aviation Ltd. | Industrials | Feb 25, 2026 | $1.08 | $1.24 | -12.9% | +2.0% |
| 25 | | WillScot Holdings Corporation | Industrials | Feb 19, 2026 | $0.29 | $0.33 | -12.1% | +3.3% |
1TICTIC Solutions, Inc.Mar 12, 2026Mkt Cap$2.0B
EPS Act.-$0.13
EPS Est.$0.06
Surprise-329%
Reaction-14.2%
SectorIndustrials
2IEPIcahn Enterprises L.P.Feb 25, 2026Mkt Cap$5.5B
EPS Act.$0.00
EPS Est.$0.17
Surprise-99.1%
Reaction+4.8%
SectorIndustrials
3NATNordic American Tankers LimitedFeb 26, 2026Mkt Cap$1.2B
EPS Act.$0.06
EPS Est.$0.14
Surprise-58.1%
Reaction+13.7%
SectorIndustrials
4TRTN-PCTriton International LimitedFeb 20, 2026Mkt Cap$2.5B
EPS Act.$1.03
EPS Est.$2.45
Surprise-58.0%
Reaction+0.3%
SectorIndustrials
5WLFCWillis Lease Finance CorporationMar 10, 2026Mkt Cap$1.4B
EPS Act.$1.52
EPS Est.$3.38
Surprise-55.0%
Reaction+2.0%
SectorIndustrials
6DSGRDistribution Solutions Group, Inc.Mar 5, 2026Mkt Cap$1.3B
EPS Act.$0.18
EPS Est.$0.32
Surprise-43.8%
Reaction-25.6%
SectorIndustrials
7REVGREV Group, Inc.Mar 4, 2026Mkt Cap$3.1B
EPS Act.$0.36
EPS Est.$0.58
Surprise-38.3%
Reaction—
SectorIndustrials
8PACGrupo Aeroportuario del Pacífico, S.A.B. de C.V.Feb 23, 2026Mkt Cap$10.5B
EPS Act.$1.97
EPS Est.$3.13
Surprise-37.1%
Reaction-11.9%
SectorIndustrials
9CDRECadre Holdings, Inc.Mar 10, 2026Mkt Cap$1.3B
EPS Act.$0.27
EPS Est.$0.40
Surprise-32.5%
Reaction-20.0%
SectorIndustrials
10CECOCECO Environmental Corp.Feb 24, 2026Mkt Cap$3.1B
EPS Act.$0.30
EPS Est.$0.43
Surprise-30.2%
Reaction-16.6%
SectorIndustrials
11GTLSChart Industries, Inc.Feb 27, 2026Mkt Cap$9.9B
EPS Act.$2.51
EPS Est.$3.48
Surprise-27.9%
Reaction-0.2%
SectorIndustrials
12OCOwens CorningFeb 25, 2026Mkt Cap$9.7B
EPS Act.$1.10
EPS Est.$1.36
Surprise-19.1%
Reaction-3.4%
SectorIndustrials
13CMRECostamare Inc.Feb 18, 2026Mkt Cap$2.1B
EPS Act.$0.60
EPS Est.$0.74
Surprise-18.9%
Reaction-1.5%
SectorIndustrials
14CYDChina Yuchai International LimitedFeb 24, 2026Mkt Cap$1.9B
EPS Act.$0.65
EPS Est.$0.80
Surprise-18.6%
Reaction-20.9%
SectorIndustrials
15ALGAlamo Group Inc.Mar 2, 2026Mkt Cap$1.8B
EPS Act.$1.70
EPS Est.$2.06
Surprise-17.5%
Reaction-13.5%
SectorIndustrials
16TNCTennant CompanyFeb 23, 2026Mkt Cap$1.5B
EPS Act.$1.39
EPS Est.$1.68
Surprise-17.3%
Reaction-24.4%
SectorIndustrials
17CMBTCmb.Tech N.V.Feb 26, 2026Mkt Cap$4.3B
EPS Act.$0.31
EPS Est.$0.37
Surprise-16.2%
Reaction+3.1%
SectorIndustrials
18OMABGrupo Aeroportuario del Centro Norte, S.A.B. de C.V.Feb 24, 2026Mkt Cap$5.0B
EPS Act.$1.40
EPS Est.$1.65
Surprise-15.2%
Reaction-3.4%
SectorIndustrials
19OMABGrupo Aeroportuario del Centro Norte, S.A.B. de C.V.Feb 23, 2026Mkt Cap$5.0B
EPS Act.$1.40
EPS Est.$1.65
Surprise-15.2%
Reaction-5.9%
SectorIndustrials
20POOLPool CorporationFeb 19, 2026Mkt Cap$6.4B
EPS Act.$0.84
EPS Est.$0.99
Surprise-15.2%
Reaction-13.2%
SectorIndustrials
21BLDRBuilders FirstSource, Inc.Feb 17, 2026Mkt Cap$8.1B
EPS Act.$1.12
EPS Est.$1.30
Surprise-13.8%
Reaction-0.7%
SectorIndustrials
22FBINFortune Brands Innovations, Inc.Feb 12, 2026Mkt Cap$4.3B
EPS Act.$0.86
EPS Est.$1.00
Surprise-13.7%
Reaction-18.6%
SectorIndustrials
23AAONAAON, Inc.Mar 2, 2026Mkt Cap$11.5B
EPS Act.$0.39
EPS Est.$0.45
Surprise-13.3%
Reaction-5.8%
SectorIndustrials
24FTAIFTAI Aviation Ltd.Feb 25, 2026Mkt Cap$26.6B
EPS Act.$1.08
EPS Est.$1.24
Surprise-12.9%
Reaction+2.0%
SectorIndustrials
25WSCWillScot Holdings CorporationFeb 19, 2026Mkt Cap$4.7B
EPS Act.$0.29
EPS Est.$0.33
Surprise-12.1%
Reaction+3.3%
SectorIndustrials