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 | | 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 23, 2026 | $0.13 | $0.05 | +146% | +3.1% |
| 5 | | Companhia Energética de Minas Gerais | Utilities | Mar 20, 2026 | $0.13 | $0.05 | +146% | +7.1% |
| 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 | $0.51 | $0.45 | +14.6% | +0.9% |
| 13 | | OGE Energy Corp. | Utilities | Feb 18, 2026 | $0.33 | $0.30 | +10.0% | -0.9% |
| 14 | | DTE Energy Company JR SUB DB 2017 E | Utilities | Feb 17, 2026 | $1.65 | $1.52 | +8.6% | +0.4% |
| 15 | | DTE Energy Company 2020 Series | Utilities | Feb 17, 2026 | $1.65 | $1.52 | +8.6% | +0.8% |
| 16 | | DTE Energy Company 2021 Series | Utilities | Feb 17, 2026 | $1.65 | $1.52 | +8.6% | +0.7% |
| 17 | | AXIA Energia S.A. | Utilities | Feb 27, 2026 | $0.19 | $0.18 | +7.9% | -2.1% |
| 18 | | AXIA Energia S.A. | Utilities | Mar 27, 2026 | $0.19 | $0.18 | +7.9% | -1.1% |
| 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$24.9B
EPS Act.$1.11
EPS Est.$0.18
Surprise+531%
Reaction+1.5%
SectorUtilities
2PAMPampa Energía S.A.Mar 2, 2026Mkt Cap$4.4B
EPS Act.$3.00
EPS Est.$0.65
Surprise+362%
Reaction-3.2%
SectorUtilities
3PNWPinnacle West Capital CorporationFeb 25, 2026Mkt Cap$12.1B
EPS Act.$0.13
EPS Est.$0.05
Surprise+160%
Reaction-0.5%
SectorUtilities
4CIGCompanhia Energética de Minas GeraisMar 23, 2026Mkt Cap$6.4B
EPS Act.$0.13
EPS Est.$0.05
Surprise+146%
Reaction+3.1%
SectorUtilities
5CIG-CCompanhia Energética de Minas GeraisMar 20, 2026Mkt Cap$9.3B
EPS Act.$0.13
EPS Est.$0.05
Surprise+146%
Reaction+7.1%
SectorUtilities
6CIGCompanhia Energética de Minas GeraisMar 20, 2026Mkt Cap$6.4B
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$27.2B
EPS Act.$1.87
EPS Est.$1.37
Surprise+36.5%
Reaction+1.6%
SectorUtilities
9AESThe AES CorporationMar 2, 2026Mkt Cap$10.3B
EPS Act.$0.81
EPS Est.$0.62
Surprise+30.6%
Reaction-17.9%
SectorUtilities
10WTRGEssential Utilities, Inc.Feb 25, 2026Mkt Cap$10.6B
EPS Act.$0.47
EPS Est.$0.36
Surprise+30.6%
Reaction+0.1%
SectorUtilities
11AXIAAXIA Energia S.A.Feb 26, 2026Mkt Cap$24.9B
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$20.3B
EPS Act.$0.51
EPS Est.$0.45
Surprise+14.6%
Reaction+0.9%
SectorUtilities
13OGEOGE Energy Corp.Feb 18, 2026Mkt Cap$9.8B
EPS Act.$0.33
EPS Est.$0.30
Surprise+10.0%
Reaction-0.9%
SectorUtilities
14DTWDTE Energy Company JR SUB DB 2017 EFeb 17, 2026Mkt Cap$3.9B
EPS Act.$1.65
EPS Est.$1.52
Surprise+8.6%
Reaction+0.4%
SectorUtilities
15DTBDTE Energy Company 2020 SeriesFeb 17, 2026Mkt Cap$3.5B
EPS Act.$1.65
EPS Est.$1.52
Surprise+8.6%
Reaction+0.8%
SectorUtilities
16DTGDTE Energy Company 2021 SeriesFeb 17, 2026Mkt Cap$3.6B
EPS Act.$1.65
EPS Est.$1.52
Surprise+8.6%
Reaction+0.7%
SectorUtilities
17AXIAAXIA Energia S.A.Feb 27, 2026Mkt Cap$24.9B
EPS Act.$0.19
EPS Est.$0.18
Surprise+7.9%
Reaction-2.1%
SectorUtilities
18AXIAAXIA Energia S.A.Mar 27, 2026Mkt Cap$24.9B
EPS Act.$0.19
EPS Est.$0.18
Surprise+7.9%
Reaction-1.1%
SectorUtilities
19EXCExelon CorporationFeb 12, 2026Mkt Cap$45.4B
EPS Act.$0.59
EPS Est.$0.55
Surprise+7.9%
Reaction+9.1%
SectorUtilities
20DTEDTE Energy CompanyFeb 17, 2026Mkt Cap$29.9B
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$28.4B
EPS Act.$1.03
EPS Est.$0.97
Surprise+6.0%
Reaction+4.0%
SectorUtilities
23IDAIDACORP, Inc.Feb 19, 2026Mkt Cap$7.9B
EPS Act.$0.78
EPS Est.$0.74
Surprise+5.4%
Reaction-1.3%
SectorUtilities
24FTSFortis Inc.Feb 12, 2026Mkt Cap$28.6B
EPS Act.$0.65
EPS Est.$0.62
Surprise+4.8%
Reaction+4.3%
SectorUtilities
25OGSONE Gas, Inc.Feb 18, 2026Mkt Cap$5.3B
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 | | H2O America | Utilities | Feb 25, 2026 | $0.46 | $0.50 | -8.4% | -1.5% |
| 16 | | Emera Incorporated | Utilities | Feb 23, 2026 | $0.40 | $0.42 | -3.9% | -0.6% |
| 17 | | Excelerate Energy, Inc. | Utilities | Feb 25, 2026 | $0.29 | $0.30 | -3.3% | -6.9% |
| 18 | | Southwest Gas Holdings, Inc. | Utilities | Feb 25, 2026 | $1.36 | $1.40 | -2.9% | +0.5% |
| 19 | | FirstEnergy Corp. | Utilities | Feb 17, 2026 | $0.53 | $0.54 | -2.6% | -2.3% |
| 20 | | Entergy Corporation | Utilities | Feb 12, 2026 | $0.51 | $0.52 | -2.3% | +4.9% |
1TLNTalen Energy CorporationFeb 26, 2026Mkt Cap$16.1B
EPS Act.-$7.60
EPS Est.$2.62
Surprise-390%
Reaction-5.2%
SectorUtilities
2TACTransAlta CorporationFeb 27, 2026Mkt Cap$3.8B
EPS Act.-$0.04
EPS Est.$0.05
Surprise-180%
Reaction+6.0%
SectorUtilities
3WTTRSelect Water Solutions, Inc.Feb 17, 2026Mkt Cap$2.1B
EPS Act.-$0.00
EPS Est.$0.01
Surprise-134%
Reaction+12.4%
SectorUtilities
4VSTVistra Corp.Feb 26, 2026Mkt Cap$47.8B
EPS Act.$0.54
EPS Est.$2.31
Surprise-76.5%
Reaction-0.8%
SectorUtilities
5CEPUCentral Puerto S.A.Mar 5, 2026Mkt Cap$2.1B
EPS Act.$0.11
EPS Est.$0.33
Surprise-66.3%
Reaction-4.1%
SectorUtilities
6CWTCalifornia Water Service GroupFeb 25, 2026Mkt Cap$2.6B
EPS Act.$0.19
EPS Est.$0.36
Surprise-47.2%
Reaction-3.8%
SectorUtilities
7TXNMTXNM Energy, Inc.Feb 27, 2026Mkt Cap$6.5B
EPS Act.$0.48
EPS Est.$0.64
Surprise-25.2%
Reaction+0.1%
SectorUtilities
8EVRGEvergy, Inc.Feb 19, 2026Mkt Cap$19.1B
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$5.6B
EPS Act.$0.47
EPS Est.$0.59
Surprise-20.5%
Reaction-5.6%
SectorUtilities
11CTRICenturi Holdings, Inc.Feb 25, 2026Mkt Cap$3.3B
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$17.1B
EPS Act.$0.71
EPS Est.$0.78
Surprise-8.7%
Reaction-0.3%
SectorUtilities
14KEPKorea Electric Power CorporationFeb 26, 2026Mkt Cap$17.1B
EPS Act.$0.71
EPS Est.$0.78
Surprise-8.7%
Reaction-14.8%
SectorUtilities
15HTOH2O AmericaFeb 25, 2026Mkt Cap$2.0B
EPS Act.$0.46
EPS Est.$0.50
Surprise-8.4%
Reaction-1.5%
SectorUtilities
16EMAEmera IncorporatedFeb 23, 2026Mkt Cap$15.8B
EPS Act.$0.40
EPS Est.$0.42
Surprise-3.9%
Reaction-0.6%
SectorUtilities
17EEExcelerate Energy, Inc.Feb 25, 2026Mkt Cap$1.2B
EPS Act.$0.29
EPS Est.$0.30
Surprise-3.3%
Reaction-6.9%
SectorUtilities
18SWXSouthwest Gas Holdings, Inc.Feb 25, 2026Mkt Cap$6.5B
EPS Act.$1.36
EPS Est.$1.40
Surprise-2.9%
Reaction+0.5%
SectorUtilities
19FEFirstEnergy Corp.Feb 17, 2026Mkt Cap$25.7B
EPS Act.$0.53
EPS Est.$0.54
Surprise-2.6%
Reaction-2.3%
SectorUtilities
20ETREntergy CorporationFeb 12, 2026Mkt Cap$51.7B
EPS Act.$0.51
EPS Est.$0.52
Surprise-2.3%
Reaction+4.9%
SectorUtilities