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 | | Sunstone Hotel Investors, Inc. | Real Estate | Feb 27, 2026 | $0.20 | $0.01 | +1900% | -1.8% |
| 2 | | Xenia Hotels & Resorts, Inc. | Real Estate | Feb 24, 2026 | $0.45 | $0.04 | +1186% | -3.3% |
| 3 | | Easterly Government Properties, Inc. | Real Estate | Feb 23, 2026 | $0.77 | $0.10 | +633% | -3.0% |
| 4 | | Sachem Capital Corp. 7.125% Not | Real Estate | Mar 12, 2026 | $0.03 | $0.00 | +578% | +0.1% |
| 5 | | Kite Realty Group Trust | Real Estate | Feb 17, 2026 | $0.51 | $0.09 | +478% | +1.5% |
| 6 | | CBL & Associates Properties, Inc. | Real Estate | Feb 13, 2026 | $1.56 | $0.34 | +359% | -3.1% |
| 7 | | Corporación Inmobiliaria Vesta, S.A.B. de C.V. | Real Estate | Feb 19, 2026 | $2.01 | $0.49 | +306% | +7.0% |
| 8 | | DiamondRock Hospitality Company | Real Estate | Feb 26, 2026 | $0.27 | $0.08 | +251% | -0.1% |
| 9 | | Host Hotels & Resorts, Inc. | Real Estate | Feb 18, 2026 | $0.51 | $0.19 | +165% | +0.1% |
| 10 | | DigitalBridge Group, Inc. | Real Estate | Feb 25, 2026 | $0.21 | $0.08 | +163% | +0.1% |
| 11 | | Sun Communities, Inc. | Real Estate | Feb 24, 2026 | $0.99 | $0.39 | +153% | +1.1% |
| 12 | | Federal Realty Investment Trust | Real Estate | Feb 12, 2026 | $1.84 | $0.74 | +149% | -2.0% |
| 13 | | Tanger Inc. | Real Estate | Feb 24, 2026 | $0.63 | $0.26 | +146% | +5.6% |
| 14 | | Iron Mountain Incorporated | Real Estate | Feb 12, 2026 | $1.44 | $0.59 | +145% | +9.6% |
| 15 | | Apple Hospitality REIT, Inc. | Real Estate | Feb 23, 2026 | $0.31 | $0.13 | +138% | -1.6% |
| 16 | | Kimco Realty Corporation | Real Estate | Feb 12, 2026 | $0.44 | $0.19 | +136% | +3.3% |
| 17 | | Alexander & Baldwin, Inc. | Real Estate | Mar 19, 2026 | $0.30 | $0.13 | +131% | — |
| 18 | | Sabra Health Care REIT, Inc. | Real Estate | Feb 12, 2026 | $0.38 | $0.17 | +124% | +2.9% |
| 19 | | American Homes 4 Rent | Real Estate | Feb 19, 2026 | $0.47 | $0.22 | +114% | -5.9% |
| 20 | | EPR Properties | Real Estate | Feb 25, 2026 | $1.30 | $0.71 | +83.4% | +3.4% |
| 21 | | Innovative Industrial Properties, Inc. | Real Estate | Feb 23, 2026 | $1.88 | $1.05 | +79.0% | +11.8% |
| 22 | | CubeSmart | Real Estate | Feb 26, 2026 | $0.64 | $0.37 | +73.1% | +3.6% |
| 23 | | Marcus & Millichap, Inc. | Real Estate | Feb 13, 2026 | $0.34 | $0.21 | +58.1% | +2.9% |
| 24 | | National Health Investors, Inc. | Real Estate | Feb 26, 2026 | $1.22 | $0.80 | +52.3% | -4.6% |
| 25 | | Invitation Homes Inc. | Real Estate | Feb 18, 2026 | $0.27 | $0.18 | +48.2% | -4.9% |
1SHOSunstone Hotel Investors, Inc.Feb 27, 2026Mkt Cap$1.9B
EPS Act.$0.20
EPS Est.$0.01
Surprise+1900%
Reaction-1.8%
SectorReal Estate
2XHRXenia Hotels & Resorts, Inc.Feb 24, 2026Mkt Cap$1.5B
EPS Act.$0.45
EPS Est.$0.04
Surprise+1186%
Reaction-3.3%
SectorReal Estate
3DEAEasterly Government Properties, Inc.Feb 23, 2026Mkt Cap$1.1B
EPS Act.$0.77
EPS Est.$0.10
Surprise+633%
Reaction-3.0%
SectorReal Estate
4SCCFSachem Capital Corp. 7.125% NotMar 12, 2026Mkt Cap$1.1B
EPS Act.$0.03
EPS Est.$0.00
Surprise+578%
Reaction+0.1%
SectorReal Estate
5KRGKite Realty Group TrustFeb 17, 2026Mkt Cap$5.3B
EPS Act.$0.51
EPS Est.$0.09
Surprise+478%
Reaction+1.5%
SectorReal Estate
6CBLCBL & Associates Properties, Inc.Feb 13, 2026Mkt Cap$1.4B
EPS Act.$1.56
EPS Est.$0.34
Surprise+359%
Reaction-3.1%
SectorReal Estate
7VTMXCorporación Inmobiliaria Vesta, S.A.B. de C.V.Feb 19, 2026Mkt Cap$3.0B
EPS Act.$2.01
EPS Est.$0.49
Surprise+306%
Reaction+7.0%
SectorReal Estate
8DRHDiamondRock Hospitality CompanyFeb 26, 2026Mkt Cap$2.1B
EPS Act.$0.27
EPS Est.$0.08
Surprise+251%
Reaction-0.1%
SectorReal Estate
9HSTHost Hotels & Resorts, Inc.Feb 18, 2026Mkt Cap$14.8B
EPS Act.$0.51
EPS Est.$0.19
Surprise+165%
Reaction+0.1%
SectorReal Estate
10DBRGDigitalBridge Group, Inc.Feb 25, 2026Mkt Cap$2.9B
EPS Act.$0.21
EPS Est.$0.08
Surprise+163%
Reaction+0.1%
SectorReal Estate
11SUISun Communities, Inc.Feb 24, 2026Mkt Cap$15.0B
EPS Act.$0.99
EPS Est.$0.39
Surprise+153%
Reaction+1.1%
SectorReal Estate
12FRTFederal Realty Investment TrustFeb 12, 2026Mkt Cap$9.8B
EPS Act.$1.84
EPS Est.$0.74
Surprise+149%
Reaction-2.0%
SectorReal Estate
13SKTTanger Inc.Feb 24, 2026Mkt Cap$4.1B
EPS Act.$0.63
EPS Est.$0.26
Surprise+146%
Reaction+5.6%
SectorReal Estate
14IRMIron Mountain IncorporatedFeb 12, 2026Mkt Cap$38.0B
EPS Act.$1.44
EPS Est.$0.59
Surprise+145%
Reaction+9.6%
SectorReal Estate
15APLEApple Hospitality REIT, Inc.Feb 23, 2026Mkt Cap$3.3B
EPS Act.$0.31
EPS Est.$0.13
Surprise+138%
Reaction-1.6%
SectorReal Estate
16KIMKimco Realty CorporationFeb 12, 2026Mkt Cap$15.6B
EPS Act.$0.44
EPS Est.$0.19
Surprise+136%
Reaction+3.3%
SectorReal Estate
17ALEXAlexander & Baldwin, Inc.Mar 19, 2026Mkt Cap$1.5B
EPS Act.$0.30
EPS Est.$0.13
Surprise+131%
Reaction—
SectorReal Estate
18SBRASabra Health Care REIT, Inc.Feb 12, 2026Mkt Cap$5.3B
EPS Act.$0.38
EPS Est.$0.17
Surprise+124%
Reaction+2.9%
SectorReal Estate
19AMHAmerican Homes 4 RentFeb 19, 2026Mkt Cap$11.4B
EPS Act.$0.47
EPS Est.$0.22
Surprise+114%
Reaction-5.9%
SectorReal Estate
20EPREPR PropertiesFeb 25, 2026Mkt Cap$4.4B
EPS Act.$1.30
EPS Est.$0.71
Surprise+83.4%
Reaction+3.4%
SectorReal Estate
21IIPRInnovative Industrial Properties, Inc.Feb 23, 2026Mkt Cap$1.6B
EPS Act.$1.88
EPS Est.$1.05
Surprise+79.0%
Reaction+11.8%
SectorReal Estate
22CUBECubeSmartFeb 26, 2026Mkt Cap$9.0B
EPS Act.$0.64
EPS Est.$0.37
Surprise+73.1%
Reaction+3.6%
SectorReal Estate
23MMIMarcus & Millichap, Inc.Feb 13, 2026Mkt Cap$1.1B
EPS Act.$0.34
EPS Est.$0.21
Surprise+58.1%
Reaction+2.9%
SectorReal Estate
24NHINational Health Investors, Inc.Feb 26, 2026Mkt Cap$3.6B
EPS Act.$1.22
EPS Est.$0.80
Surprise+52.3%
Reaction-4.6%
SectorReal Estate
25INVHInvitation Homes Inc.Feb 18, 2026Mkt Cap$17.1B
EPS Act.$0.27
EPS Est.$0.18
Surprise+48.2%
Reaction-4.9%
SectorReal Estate
Ranked by EPS miss % (worst first). Price reaction = day after report.
| # | Symbol | Company | Sector | Date | EPS Actual | EPS Est. | Surprise | Price Reaction |
|---|
| 1 | | Sachem Capital Corp. 8.00% Note | Real Estate | Mar 12, 2026 | -$0.04 | $0.00 | -1140% | -1.1% |
| 2 | | Americold Realty Trust, Inc. | Real Estate | Feb 19, 2026 | -$0.31 | $0.08 | -488% | +11.8% |
| 3 | | Cushman & Wakefield plc | Real Estate | Feb 19, 2026 | -$0.10 | $0.53 | -119% | -1.7% |
| 4 | | Howard Hughes Holdings Inc. | Real Estate | Feb 19, 2026 | $0.10 | $0.31 | -67.7% | -10.6% |
| 5 | | American Healthcare REIT, Inc. | Real Estate | Feb 26, 2026 | $0.06 | $0.15 | -61.3% | -1.3% |
| 6 | | Alexander & Baldwin, Inc. | Real Estate | Mar 12, 2026 | $0.05 | $0.13 | -60.1% | — |
| 7 | | Sila Realty Trust, Inc. | Real Estate | Feb 24, 2026 | $0.09 | $0.17 | -47.1% | +3.1% |
| 8 | | LTC Properties, Inc. | Real Estate | Feb 24, 2026 | $0.70 | $1.30 | -46.1% | +1.1% |
| 9 | | KE Holdings Inc. | Real Estate | Mar 16, 2026 | $0.07 | $0.10 | -33.1% | +1.7% |
| 10 | | Park Hotels & Resorts Inc. | Real Estate | Feb 19, 2026 | $0.39 | $0.48 | -18.8% | -1.6% |
| 11 | | VICI Properties Inc. | Real Estate | Feb 25, 2026 | $0.57 | $0.70 | -18.1% | -1.6% |
| 12 | | Realty Income Corporation | Real Estate | Feb 24, 2026 | $0.32 | $0.38 | -16.6% | -1.0% |
| 13 | | Colliers International Group Inc. | Real Estate | Feb 13, 2026 | $1.87 | $2.24 | -16.5% | -4.9% |
| 14 | | SBA Communications Corporation | Real Estate | Feb 26, 2026 | $3.47 | $3.89 | -10.8% | +2.0% |
| 15 | | LXP Industrial Trust | Real Estate | Feb 12, 2026 | $0.79 | $0.85 | -7.1% | -7.6% |
| 16 | | ARMOUR Residential REIT, Inc. | Real Estate | Feb 18, 2026 | $0.71 | $0.74 | -4.0% | -1.6% |
1SCCGSachem Capital Corp. 8.00% NoteMar 12, 2026Mkt Cap$1.1B
EPS Act.-$0.04
EPS Est.$0.00
Surprise-1140%
Reaction-1.1%
SectorReal Estate
2COLDAmericold Realty Trust, Inc.Feb 19, 2026Mkt Cap$4.2B
EPS Act.-$0.31
EPS Est.$0.08
Surprise-488%
Reaction+11.8%
SectorReal Estate
3CWKCushman & Wakefield plcFeb 19, 2026Mkt Cap$3.0B
EPS Act.-$0.10
EPS Est.$0.53
Surprise-119%
Reaction-1.7%
SectorReal Estate
4HHHHoward Hughes Holdings Inc.Feb 19, 2026Mkt Cap$3.9B
EPS Act.$0.10
EPS Est.$0.31
Surprise-67.7%
Reaction-10.6%
SectorReal Estate
5AHRAmerican Healthcare REIT, Inc.Feb 26, 2026Mkt Cap$9.8B
EPS Act.$0.06
EPS Est.$0.15
Surprise-61.3%
Reaction-1.3%
SectorReal Estate
6ALEXAlexander & Baldwin, Inc.Mar 12, 2026Mkt Cap$1.5B
EPS Act.$0.05
EPS Est.$0.13
Surprise-60.1%
Reaction—
SectorReal Estate
7SILASila Realty Trust, Inc.Feb 24, 2026Mkt Cap$1.7B
EPS Act.$0.09
EPS Est.$0.17
Surprise-47.1%
Reaction+3.1%
SectorReal Estate
8LTCLTC Properties, Inc.Feb 24, 2026Mkt Cap$2.0B
EPS Act.$0.70
EPS Est.$1.30
Surprise-46.1%
Reaction+1.1%
SectorReal Estate
9BEKEKE Holdings Inc.Mar 16, 2026Mkt Cap$62.9B
EPS Act.$0.07
EPS Est.$0.10
Surprise-33.1%
Reaction+1.7%
SectorReal Estate
10PKPark Hotels & Resorts Inc.Feb 19, 2026Mkt Cap$2.2B
EPS Act.$0.39
EPS Est.$0.48
Surprise-18.8%
Reaction-1.6%
SectorReal Estate
11VICIVICI Properties Inc.Feb 25, 2026Mkt Cap$29.8B
EPS Act.$0.57
EPS Est.$0.70
Surprise-18.1%
Reaction-1.6%
SectorReal Estate
12ORealty Income CorporationFeb 24, 2026Mkt Cap$57.8B
EPS Act.$0.32
EPS Est.$0.38
Surprise-16.6%
Reaction-1.0%
SectorReal Estate
13CIGIColliers International Group Inc.Feb 13, 2026Mkt Cap$4.7B
EPS Act.$1.87
EPS Est.$2.24
Surprise-16.5%
Reaction-4.9%
SectorReal Estate
14SBACSBA Communications CorporationFeb 26, 2026Mkt Cap$21.3B
EPS Act.$3.47
EPS Est.$3.89
Surprise-10.8%
Reaction+2.0%
SectorReal Estate
15LXPLXP Industrial TrustFeb 12, 2026Mkt Cap$3.0B
EPS Act.$0.79
EPS Est.$0.85
Surprise-7.1%
Reaction-7.6%
SectorReal Estate
16ARRARMOUR Residential REIT, Inc.Feb 18, 2026Mkt Cap$2.2B
EPS Act.$0.71
EPS Est.$0.74
Surprise-4.0%
Reaction-1.6%
SectorReal Estate