Q2 2026 Season52% beat EPSAvg surprise: -43.9%Avg reaction: +0.2%15% raised guidance1% lowered4,810 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 | | AXIA Energia S.A. | Utilities | Mar 13, 2026 | $1.11 | $0.18 | +531% | +1.5% |
| 2 | | Pampa Energía S.A. | Utilities | Mar 2, 2026 | $3.00 | $0.65 | +362% | -3.2% |
| 3 | | Pinnacle West Capital Corporation | Utilities | Feb 25, 2026 | $0.13 | $0.05 | +160% | -0.5% |
| 4 | | Companhia Energética de Minas Gerais | Utilities | Mar 20, 2026 | $0.13 | $0.05 | +146% | +7.1% |
| 5 | | Companhia Energética de Minas Gerais | Utilities | Mar 23, 2026 | $0.13 | $0.05 | +146% | +3.1% |
| 6 | | Companhia Energética de Minas Gerais | Utilities | Mar 20, 2026 | $0.13 | $0.05 | +139% | +2.2% |
| 7 | | Algonquin Power & Utilities Corp. | Utilities | Mar 6, 2026 | $0.06 | $0.04 | +50.0% | -10.0% |
| 8 | | Edison International | Utilities | Feb 18, 2026 | $1.87 | $1.37 | +36.5% | +1.6% |
| 9 | | The AES Corporation | Utilities | Mar 2, 2026 | $0.81 | $0.62 | +30.6% | -17.9% |
| 10 | | Essential Utilities, Inc. | Utilities | Feb 25, 2026 | $0.47 | $0.36 | +30.6% | +0.1% |
| 11 | | AXIA Energia S.A. | Utilities | Feb 26, 2026 | $0.20 | $0.18 | +15.2% | -0.3% |
| 12 | | Companhia de Saneamento Básico do Estado de São Paulo - SABESP | Utilities | Mar 17, 2026 | $0.10 | $0.09 | +12.4% | +0.9% |
| 13 | | OGE Energy Corp. | Utilities | Feb 18, 2026 | $0.33 | $0.30 | +10.0% | -0.9% |
| 14 | | DTE Energy Company 2020 Series | Utilities | Feb 17, 2026 | $1.65 | $1.52 | +8.6% | +0.8% |
| 15 | | DTE Energy Company 2021 Series | Utilities | Feb 17, 2026 | $1.65 | $1.52 | +8.6% | +0.7% |
| 16 | | DTE Energy Company JR SUB DB 2017 E | Utilities | Feb 17, 2026 | $1.65 | $1.52 | +8.6% | +0.4% |
| 17 | | AXIA Energia S.A. | Utilities | Mar 27, 2026 | $0.19 | $0.18 | +7.9% | -1.1% |
| 18 | | AXIA Energia S.A. | Utilities | Feb 27, 2026 | $0.19 | $0.18 | +7.9% | -2.1% |
| 19 | | Exelon Corporation | Utilities | Feb 12, 2026 | $0.59 | $0.55 | +7.9% | +9.1% |
| 20 | | DTE Energy Company | Utilities | Feb 17, 2026 | $1.65 | $1.54 | +7.1% | -1.6% |
| 21 | | Otter Tail Corporation | Utilities | Feb 16, 2026 | $1.23 | $1.16 | +6.0% | +0.3% |
| 22 | | NRG Energy, Inc. | Utilities | Feb 24, 2026 | $1.03 | $0.97 | +6.0% | +4.0% |
| 23 | | IDACORP, Inc. | Utilities | Feb 19, 2026 | $0.78 | $0.74 | +5.4% | -1.3% |
| 24 | | Fortis Inc. | Utilities | Feb 12, 2026 | $0.65 | $0.62 | +4.8% | +4.3% |
| 25 | | ONE Gas, Inc. | Utilities | Feb 18, 2026 | $1.48 | $1.42 | +4.2% | -0.7% |
1AXIAAXIA Energia S.A.Mar 13, 2026Mkt Cap$23.7B
EPS Act.$1.11
EPS Est.$0.18
Surprise+531%
Reaction+1.5%
SectorUtilities
2PAMPampa Energía S.A.Mar 2, 2026Mkt Cap$4.5B
EPS Act.$3.00
EPS Est.$0.65
Surprise+362%
Reaction-3.2%
SectorUtilities
3PNWPinnacle West Capital CorporationFeb 25, 2026Mkt Cap$13.0B
EPS Act.$0.13
EPS Est.$0.05
Surprise+160%
Reaction-0.5%
SectorUtilities
4CIG-CCompanhia Energética de Minas GeraisMar 20, 2026Mkt Cap$8.7B
EPS Act.$0.13
EPS Est.$0.05
Surprise+146%
Reaction+7.1%
SectorUtilities
5CIGCompanhia Energética de Minas GeraisMar 23, 2026Mkt Cap$6.0B
EPS Act.$0.13
EPS Est.$0.05
Surprise+146%
Reaction+3.1%
SectorUtilities
6CIGCompanhia Energética de Minas GeraisMar 20, 2026Mkt Cap$6.0B
EPS Act.$0.13
EPS Est.$0.05
Surprise+139%
Reaction+2.2%
SectorUtilities
7AQNAlgonquin Power & Utilities Corp.Mar 6, 2026Mkt Cap$4.5B
EPS Act.$0.06
EPS Est.$0.04
Surprise+50.0%
Reaction-10.0%
SectorUtilities
8EIXEdison InternationalFeb 18, 2026Mkt Cap$28.6B
EPS Act.$1.87
EPS Est.$1.37
Surprise+36.5%
Reaction+1.6%
SectorUtilities
9AESThe AES CorporationMar 2, 2026Mkt Cap$10.5B
EPS Act.$0.81
EPS Est.$0.62
Surprise+30.6%
Reaction-17.9%
SectorUtilities
10WTRGEssential Utilities, Inc.Feb 25, 2026Mkt Cap$10.9B
EPS Act.$0.47
EPS Est.$0.36
Surprise+30.6%
Reaction+0.1%
SectorUtilities
11AXIAAXIA Energia S.A.Feb 26, 2026Mkt Cap$23.7B
EPS Act.$0.20
EPS Est.$0.18
Surprise+15.2%
Reaction-0.3%
SectorUtilities
12SBSCompanhia de Saneamento Básico do Estado de São Paulo - SABESPMar 17, 2026Mkt Cap$19.8B
EPS Act.$0.10
EPS Est.$0.09
Surprise+12.4%
Reaction+0.9%
SectorUtilities
13OGEOGE Energy Corp.Feb 18, 2026Mkt Cap$10.0B
EPS Act.$0.33
EPS Est.$0.30
Surprise+10.0%
Reaction-0.9%
SectorUtilities
14DTBDTE Energy Company 2020 SeriesFeb 17, 2026Mkt Cap$3.5B
EPS Act.$1.65
EPS Est.$1.52
Surprise+8.6%
Reaction+0.8%
SectorUtilities
15DTGDTE Energy Company 2021 SeriesFeb 17, 2026Mkt Cap$3.5B
EPS Act.$1.65
EPS Est.$1.52
Surprise+8.6%
Reaction+0.7%
SectorUtilities
16DTWDTE Energy Company JR SUB DB 2017 EFeb 17, 2026Mkt Cap$3.7B
EPS Act.$1.65
EPS Est.$1.52
Surprise+8.6%
Reaction+0.4%
SectorUtilities
17AXIAAXIA Energia S.A.Mar 27, 2026Mkt Cap$23.7B
EPS Act.$0.19
EPS Est.$0.18
Surprise+7.9%
Reaction-1.1%
SectorUtilities
18AXIAAXIA Energia S.A.Feb 27, 2026Mkt Cap$23.7B
EPS Act.$0.19
EPS Est.$0.18
Surprise+7.9%
Reaction-2.1%
SectorUtilities
19EXCExelon CorporationFeb 12, 2026Mkt Cap$47.7B
EPS Act.$0.59
EPS Est.$0.55
Surprise+7.9%
Reaction+9.1%
SectorUtilities
20DTEDTE Energy CompanyFeb 17, 2026Mkt Cap$31.7B
EPS Act.$1.65
EPS Est.$1.54
Surprise+7.1%
Reaction-1.6%
SectorUtilities
21OTTROtter Tail CorporationFeb 16, 2026Mkt Cap$3.8B
EPS Act.$1.23
EPS Est.$1.16
Surprise+6.0%
Reaction+0.3%
SectorUtilities
22NRGNRG Energy, Inc.Feb 24, 2026Mkt Cap$30.8B
EPS Act.$1.03
EPS Est.$0.97
Surprise+6.0%
Reaction+4.0%
SectorUtilities
23IDAIDACORP, Inc.Feb 19, 2026Mkt Cap$8.4B
EPS Act.$0.78
EPS Est.$0.74
Surprise+5.4%
Reaction-1.3%
SectorUtilities
24FTSFortis Inc.Feb 12, 2026Mkt Cap$29.0B
EPS Act.$0.65
EPS Est.$0.62
Surprise+4.8%
Reaction+4.3%
SectorUtilities
25OGSONE Gas, Inc.Feb 18, 2026Mkt Cap$4.8B
EPS Act.$1.48
EPS Est.$1.42
Surprise+4.2%
Reaction-0.7%
SectorUtilities
Ranked by EPS miss % (worst first). Price reaction = day after report.
| # | Symbol | Company | Sector | Date | EPS Actual | EPS Est. | Surprise | Price Reaction |
|---|
| 1 | | Talen Energy Corporation | Utilities | Feb 26, 2026 | -$7.60 | $2.62 | -390% | -5.2% |
| 2 | | TransAlta Corporation | Utilities | Feb 27, 2026 | -$0.04 | $0.05 | -180% | +6.0% |
| 3 | | Select Water Solutions, Inc. | Utilities | Feb 17, 2026 | -$0.00 | $0.01 | -134% | +12.4% |
| 4 | | Vistra Corp. | Utilities | Feb 26, 2026 | $0.54 | $2.31 | -76.5% | -0.8% |
| 5 | | Central Puerto S.A. | Utilities | Mar 5, 2026 | $0.11 | $0.33 | -66.3% | -4.1% |
| 6 | | California Water Service Group | Utilities | Feb 25, 2026 | $0.19 | $0.36 | -47.2% | -3.8% |
| 7 | | TXNM Energy, Inc. | Utilities | Feb 27, 2026 | $0.48 | $0.64 | -25.2% | +0.1% |
| 8 | | Evergy, Inc. | Utilities | Feb 19, 2026 | $0.42 | $0.55 | -23.8% | -0.2% |
| 9 | | Companhia Paranaense de Energia | Utilities | Feb 27, 2026 | $0.11 | $0.14 | -21.5% | -1.9% |
| 10 | | Portland General Electric Company | Utilities | Feb 17, 2026 | $0.47 | $0.59 | -20.5% | -5.6% |
| 11 | | Centuri Holdings, Inc. | Utilities | Feb 25, 2026 | $0.17 | $0.20 | -15.0% | +1.5% |
| 12 | | Avista Corporation | Utilities | Feb 25, 2026 | $0.88 | $1.01 | -12.9% | -6.8% |
| 13 | | Korea Electric Power Corporation | Utilities | Mar 10, 2026 | $0.71 | $0.78 | -8.7% | -0.3% |
| 14 | | Korea Electric Power Corporation | Utilities | Feb 26, 2026 | $0.71 | $0.78 | -8.7% | -14.8% |
| 15 | | Enel Chile S.A. | Utilities | Mar 3, 2026 | $0.14 | $0.15 | -8.5% | -4.1% |
| 16 | | H2O America | Utilities | Feb 25, 2026 | $0.46 | $0.50 | -8.4% | -1.5% |
| 17 | | Middlesex Water Company | Utilities | Feb 19, 2026 | $0.46 | $0.49 | -6.1% | +0.1% |
| 18 | | Emera Incorporated | Utilities | Feb 23, 2026 | $0.40 | $0.42 | -3.9% | -0.6% |
| 19 | | Excelerate Energy, Inc. | Utilities | Feb 25, 2026 | $0.29 | $0.30 | -3.3% | -6.9% |
| 20 | | Southwest Gas Holdings, Inc. | Utilities | Feb 25, 2026 | $1.36 | $1.40 | -2.9% | +0.5% |
| 21 | | FirstEnergy Corp. | Utilities | Feb 17, 2026 | $0.53 | $0.54 | -2.6% | -2.3% |
| 22 | | Entergy Corporation | Utilities | Feb 12, 2026 | $0.51 | $0.52 | -2.3% | +4.9% |
1TLNTalen Energy CorporationFeb 26, 2026Mkt Cap$17.6B
EPS Act.-$7.60
EPS Est.$2.62
Surprise-390%
Reaction-5.2%
SectorUtilities
2TACTransAlta CorporationFeb 27, 2026Mkt Cap$4.1B
EPS Act.-$0.04
EPS Est.$0.05
Surprise-180%
Reaction+6.0%
SectorUtilities
3WTTRSelect Water Solutions, Inc.Feb 17, 2026Mkt Cap$2.2B
EPS Act.-$0.00
EPS Est.$0.01
Surprise-134%
Reaction+12.4%
SectorUtilities
4VSTVistra Corp.Feb 26, 2026Mkt Cap$53.5B
EPS Act.$0.54
EPS Est.$2.31
Surprise-76.5%
Reaction-0.8%
SectorUtilities
5CEPUCentral Puerto S.A.Mar 5, 2026Mkt Cap$2.2B
EPS Act.$0.11
EPS Est.$0.33
Surprise-66.3%
Reaction-4.1%
SectorUtilities
6CWTCalifornia Water Service GroupFeb 25, 2026Mkt Cap$2.9B
EPS Act.$0.19
EPS Est.$0.36
Surprise-47.2%
Reaction-3.8%
SectorUtilities
7TXNMTXNM Energy, Inc.Feb 27, 2026Mkt Cap$6.3B
EPS Act.$0.48
EPS Est.$0.64
Surprise-25.2%
Reaction+0.1%
SectorUtilities
8EVRGEvergy, Inc.Feb 19, 2026Mkt Cap$19.9B
EPS Act.$0.42
EPS Est.$0.55
Surprise-23.8%
Reaction-0.2%
SectorUtilities
9ELPCCompanhia Paranaense de EnergiaFeb 27, 2026Mkt Cap$2.2B
EPS Act.$0.11
EPS Est.$0.14
Surprise-21.5%
Reaction-1.9%
SectorUtilities
10PORPortland General Electric CompanyFeb 17, 2026Mkt Cap$6.0B
EPS Act.$0.47
EPS Est.$0.59
Surprise-20.5%
Reaction-5.6%
SectorUtilities
11CTRICenturi Holdings, Inc.Feb 25, 2026Mkt Cap$3.1B
EPS Act.$0.17
EPS Est.$0.20
Surprise-15.0%
Reaction+1.5%
SectorUtilities
12AVAAvista CorporationFeb 25, 2026Mkt Cap$3.4B
EPS Act.$0.88
EPS Est.$1.01
Surprise-12.9%
Reaction-6.8%
SectorUtilities
13KEPKorea Electric Power CorporationMar 10, 2026Mkt Cap$15.5B
EPS Act.$0.71
EPS Est.$0.78
Surprise-8.7%
Reaction-0.3%
SectorUtilities
14KEPKorea Electric Power CorporationFeb 26, 2026Mkt Cap$15.5B
EPS Act.$0.71
EPS Est.$0.78
Surprise-8.7%
Reaction-14.8%
SectorUtilities
15ENICEnel Chile S.A.Mar 3, 2026Mkt Cap$6.2B
EPS Act.$0.14
EPS Est.$0.15
Surprise-8.5%
Reaction-4.1%
SectorUtilities
16HTOH2O AmericaFeb 25, 2026Mkt Cap$2.1B
EPS Act.$0.46
EPS Est.$0.50
Surprise-8.4%
Reaction-1.5%
SectorUtilities
17MSEXMiddlesex Water CompanyFeb 19, 2026Mkt Cap$1.0B
EPS Act.$0.46
EPS Est.$0.49
Surprise-6.1%
Reaction+0.1%
SectorUtilities
18EMAEmera IncorporatedFeb 23, 2026Mkt Cap$16.1B
EPS Act.$0.40
EPS Est.$0.42
Surprise-3.9%
Reaction-0.6%
SectorUtilities
19EEExcelerate Energy, Inc.Feb 25, 2026Mkt Cap$1.2B
EPS Act.$0.29
EPS Est.$0.30
Surprise-3.3%
Reaction-6.9%
SectorUtilities
20SWXSouthwest Gas Holdings, Inc.Feb 25, 2026Mkt Cap$6.4B
EPS Act.$1.36
EPS Est.$1.40
Surprise-2.9%
Reaction+0.5%
SectorUtilities
21FEFirstEnergy Corp.Feb 17, 2026Mkt Cap$27.5B
EPS Act.$0.53
EPS Est.$0.54
Surprise-2.6%
Reaction-2.3%
SectorUtilities
22ETREntergy CorporationFeb 12, 2026Mkt Cap$52.6B
EPS Act.$0.51
EPS Est.$0.52
Surprise-2.3%
Reaction+4.9%
SectorUtilities