Earnings Surprises

Biggest EPS beats and misses, ranked by post-earnings price reaction. Free data, no paywall.

Q2 2026 Season
52% beat EPSAvg surprise: -44.2%Avg reaction: +0.2%15% raised guidance1% lowered4,795 reportedQ2 2026 · Apr–Jun
Biggest EPS Beats25

Ranked by EPS surprise % (highest first). Price reaction = day after report.

#SymbolCompanySectorDateEPS ActualEPS Est.SurprisePrice Reaction
1Loma Negra Compañía Industrial Argentina Sociedad AnónimaBasic MaterialsMay 4, 2026$0.25$0.05+375%+6.4%
2Louisiana-Pacific CorporationBasic MaterialsMay 6, 2026$0.38— Maintained$0.09+322%+8.3%

LP’s teams responded to an increasingly volatile macroeconomic backdrop with resilience, operating safely and efficiently to deliver results that met or exceeded our guided ranges.

3REX American Resources CorporationBasic MaterialsMay 28, 2026$0.56$0.14+290%-1.9%
4Perimeter Solutions, S.A.Basic MaterialsMay 6, 2026$0.06$0.02+200%-2.7%
5EIDP, Inc.Basic MaterialsMay 6, 2026$1.07$0.37+187%-0.5%
6Cementos Pacasmayo S.A.A.Basic MaterialsApr 24, 2026$0.28$0.11+160%+0.4%
7Albemarle CorporationBasic MaterialsMay 6, 2026$2.95— Maintained$1.19+148%+1.8%

Albemarle had a strong start to 2026, with net sales and adjusted EBITDA up year over year. Higher pricing and volumes in Energy Storage and Specialties, along with continued cost and productivity actions, were the key contributors to our results.

8Constellium SEBasic MaterialsApr 29, 2026$1.42$0.62+129%+0.6%
9Endeavour Silver Corp.Basic MaterialsMay 6, 2026$0.21$0.10+110%+18.2%
10Avino Silver & Gold Mines Ltd.Basic MaterialsMay 13, 2026$0.14$0.07+100%-3.9%
11Kaiser Aluminum CorporationBasic MaterialsApr 22, 2026$3.74↑ Raised$1.96+90.8%+7.6%
Keith A. Harvey, Chairman, President and Chief Executive Officer

Our strong finish to 2025 carried into 2026, giving us the confidence to raise our full year outlook.

12LyondellBasell Industries N.V.Basic MaterialsMay 1, 2026$0.49$0.28+74.6%+1.9%
13B2Gold Corp.Basic MaterialsMay 6, 2026$0.19$0.11+72.7%+16.8%
14Ecovyst Inc.Basic MaterialsMay 5, 2026$0.11↑ Raised$0.07+57.1%+4.0%

Ecovyst delivered an excellent start to 2026, reinforcing our positive outlook for the year ahead. Regeneration services sales grew at a double digit pace, driven by high refinery utilization, favorable alkylate economics and lower customer downtime as compared to last year, and favorable contractual pricing, while virgin sulfuric acid volumes rose more than thirty percent, reflecting continued solid demand and the contribution of our Waggaman assets,

15RPM International Inc.Basic MaterialsApr 8, 2026$0.57$0.37+54.0%+14.8%
16CEMEX, S.A.B. de C.V.Basic MaterialsApr 23, 2026$0.16$0.11+52.2%+4.9%
17Taseko Mines LimitedBasic MaterialsMay 6, 2026$0.06$0.04+50.0%+6.0%
18Teck Resources LimitedBasic MaterialsApr 23, 2026$1.20$0.80+49.6%+1.5%
19McEwen Mining Inc.Basic MaterialsMay 6, 2026$0.47— Maintained$0.32+46.9%+10.5%
20Grupo Simec, S.A.B. de C.V.Basic MaterialsApr 30, 2026$0.59$0.40+46.0%0.0%
21Grupo Simec, S.A.B. de C.V.Basic MaterialsMay 1, 2026$0.59$0.40+46.0%-2.3%
22SSR Mining Inc.Basic MaterialsMay 5, 2026$1.15— Maintained$0.81+42.0%+15.1%

The first quarter of 2026 marked a significant milestone for our business with the definitive agreement to sell our ownership in Çöpler for $1.5 billion in cash. This transaction, together with last year’s extremely successful acquisition of Cripple Cre

23Newmont CorporationBasic MaterialsApr 23, 2026$2.90$2.07+40.1%+7.9%
24Eldorado Gold CorporationBasic MaterialsApr 30, 2026$0.95$0.69+37.7%+0.8%
25Ingevity CorporationBasic MaterialsMay 6, 2026$1.15— Maintained$0.84+36.9%-3.9%

I am proud of our team’s strong execution in the face of macroeconomic volatility and rising energy costs. Closing both the Industrial Specialties and Road Markings divestitures early in the year was a significant achievement

LOMA logo1LOMALoma Negra Compañía Industrial Argentina Sociedad AnónimaMay 4, 2026
Mkt Cap$1.3B
EPS Act.$0.25
EPS Est.$0.05
Surprise+375%
Reaction+6.4%
SectorBasic Materials
LPX logo2LPXLouisiana-Pacific CorporationMay 6, 2026
Mkt Cap$5.5B
EPS Act.$0.38
EPS Est.$0.09
Surprise+322%
Reaction+8.3%
SectorBasic Materials

LP’s teams responded to an increasingly volatile macroeconomic backdrop with resilience, operating safely and efficiently to deliver results that met or exceeded our guided ranges.

REX logo3REXREX American Resources CorporationMay 28, 2026
Mkt Cap$1.5B
EPS Act.$0.56
EPS Est.$0.14
Surprise+290%
Reaction-1.9%
SectorBasic Materials
PRM logo4PRMPerimeter Solutions, S.A.May 6, 2026
Mkt Cap$5.8B
EPS Act.$0.06
EPS Est.$0.02
Surprise+200%
Reaction-2.7%
SectorBasic Materials
CTA-PA logo5CTA-PAEIDP, Inc.May 6, 2026
Mkt Cap$36.4B
EPS Act.$1.07
EPS Est.$0.37
Surprise+187%
Reaction-0.5%
SectorBasic Materials
CPAC logo6CPACCementos Pacasmayo S.A.A.Apr 24, 2026
Mkt Cap$1.0B
EPS Act.$0.28
EPS Est.$0.11
Surprise+160%
Reaction+0.4%
SectorBasic Materials
ALB logo7ALBAlbemarle CorporationMay 6, 2026
Mkt Cap$15.9B
EPS Act.$2.95
EPS Est.$1.19
Surprise+148%
Reaction+1.8%
SectorBasic Materials

Albemarle had a strong start to 2026, with net sales and adjusted EBITDA up year over year. Higher pricing and volumes in Energy Storage and Specialties, along with continued cost and productivity actions, were the key contributors to our results.

CSTM logo8CSTMConstellium SEApr 29, 2026
Mkt Cap$4.3B
EPS Act.$1.42
EPS Est.$0.62
Surprise+129%
Reaction+0.6%
SectorBasic Materials
EXK logo9EXKEndeavour Silver Corp.May 6, 2026
Mkt Cap$2.4B
EPS Act.$0.21
EPS Est.$0.10
Surprise+110%
Reaction+18.2%
SectorBasic Materials
ASM logo10ASMAvino Silver & Gold Mines Ltd.May 13, 2026
Mkt Cap$1.1B
EPS Act.$0.14
EPS Est.$0.07
Surprise+100%
Reaction-3.9%
SectorBasic Materials
KALU logo11KALUKaiser Aluminum CorporationApr 22, 2026
Mkt Cap$3.2B
EPS Act.$3.74
EPS Est.$1.96
Surprise+90.8%
Reaction+7.6%
SectorBasic Materials
Keith A. Harvey, Chairman, President and Chief Executive Officer

Our strong finish to 2025 carried into 2026, giving us the confidence to raise our full year outlook.

LYB logo12LYBLyondellBasell Industries N.V.May 1, 2026
Mkt Cap$17.0B
EPS Act.$0.49
EPS Est.$0.28
Surprise+74.6%
Reaction+1.9%
SectorBasic Materials
BTG logo13BTGB2Gold Corp.May 6, 2026
Mkt Cap$5.0B
EPS Act.$0.19
EPS Est.$0.11
Surprise+72.7%
Reaction+16.8%
SectorBasic Materials
ECVT logo14ECVTEcovyst Inc.May 5, 2026
Mkt Cap$1.4B
EPS Act.$0.11
EPS Est.$0.07
Surprise+57.1%
Reaction+4.0%
SectorBasic Materials

Ecovyst delivered an excellent start to 2026, reinforcing our positive outlook for the year ahead. Regeneration services sales grew at a double digit pace, driven by high refinery utilization, favorable alkylate economics and lower customer downtime as compared to last year, and favorable contractual pricing, while virgin sulfuric acid volumes rose more than thirty percent, reflecting continued solid demand and the contribution of our Waggaman assets,

RPM logo15RPMRPM International Inc.Apr 8, 2026
Mkt Cap$14.2B
EPS Act.$0.57
EPS Est.$0.37
Surprise+54.0%
Reaction+14.8%
SectorBasic Materials
CX logo16CXCEMEX, S.A.B. de C.V.Apr 23, 2026
Mkt Cap$1.8B
EPS Act.$0.16
EPS Est.$0.11
Surprise+52.2%
Reaction+4.9%
SectorBasic Materials
TGB logo17TGBTaseko Mines LimitedMay 6, 2026
Mkt Cap$2.1B
EPS Act.$0.06
EPS Est.$0.04
Surprise+50.0%
Reaction+6.0%
SectorBasic Materials
TECK logo18TECKTeck Resources LimitedApr 23, 2026
Mkt Cap$28.6B
EPS Act.$1.20
EPS Est.$0.80
Surprise+49.6%
Reaction+1.5%
SectorBasic Materials
MUX logo19MUXMcEwen Mining Inc.May 6, 2026
Mkt Cap$1.1B
EPS Act.$0.47
EPS Est.$0.32
Surprise+46.9%
Reaction+10.5%
SectorBasic Materials
SIM logo20SIMGrupo Simec, S.A.B. de C.V.Apr 30, 2026
Mkt Cap$4.9B
EPS Act.$0.59
EPS Est.$0.40
Surprise+46.0%
Reaction0.0%
SectorBasic Materials
SIM logo21SIMGrupo Simec, S.A.B. de C.V.May 1, 2026
Mkt Cap$4.9B
EPS Act.$0.59
EPS Est.$0.40
Surprise+46.0%
Reaction-2.3%
SectorBasic Materials
SSRM logo22SSRMSSR Mining Inc.May 5, 2026
Mkt Cap$6.2B
EPS Act.$1.15
EPS Est.$0.81
Surprise+42.0%
Reaction+15.1%
SectorBasic Materials

The first quarter of 2026 marked a significant milestone for our business with the definitive agreement to sell our ownership in Çöpler for $1.5 billion in cash. This transaction, together with last year’s extremely successful acquisition of Cripple Cre

NEM logo23NEMNewmont CorporationApr 23, 2026
Mkt Cap$103B
EPS Act.$2.90
EPS Est.$2.07
Surprise+40.1%
Reaction+7.9%
SectorBasic Materials
EGO logo24EGOEldorado Gold CorporationApr 30, 2026
Mkt Cap$6.3B
EPS Act.$0.95
EPS Est.$0.69
Surprise+37.7%
Reaction+0.8%
SectorBasic Materials
NGVT logo25NGVTIngevity CorporationMay 6, 2026
Mkt Cap$2.6B
EPS Act.$1.15
EPS Est.$0.84
Surprise+36.9%
Reaction-3.9%
SectorBasic Materials

I am proud of our team’s strong execution in the face of macroeconomic volatility and rising energy costs. Closing both the Industrial Specialties and Road Markings divestitures early in the year was a significant achievement

Biggest EPS Misses23

Ranked by EPS miss % (worst first). Price reaction = day after report.

#SymbolCompanySectorDateEPS ActualEPS Est.SurprisePrice Reaction
1Companhia Siderúrgica NacionalBasic MaterialsMay 13, 2026-$0.08$0.05-272%-1.5%
2The Mosaic CompanyBasic MaterialsMay 11, 2026$0.05~ Mixed$0.24-79.6%+0.9%

Business conditions were volatile in the first quarter. We responded by curtailing uneconomic production, carefully managing working capital and using our market access to meet customer demand.

3Lithium Argentina AGBasic MaterialsMay 12, 2026$0.05$0.12-58.3%-8.3%
4Aura MineralsBasic MaterialsMay 6, 2026$1.30$2.18-40.4%+0.5%
5Gerdau S.A.Basic MaterialsApr 27, 2026$0.10$0.15-33.3%+4.6%
6Methanex CorporationBasic MaterialsApr 29, 2026$0.30$0.42-28.6%+8.5%
7Sociedad Química y Minera de Chile S.A.Basic MaterialsMay 26, 2026$1.28$1.78-28.1%+4.4%
8UFP Industries, Inc.Basic MaterialsApr 29, 2026$0.89$1.15-22.6%-6.5%
Will Schwartz, President and CEO

After seeing stabilization earlier in the quarter, geopolitical tensions, unfavorable weather, and rising input costs added volatility to our operations in March, which accounted for more than half of the year-over-year decline in profits in the quarter.

9Balchem CorporationBasic MaterialsApr 30, 2026$1.25$1.43-12.6%-6.8%
10United States Lime & Minerals, Inc.Basic MaterialsApr 29, 2026$1.06$1.20-11.7%-17.0%
11Hecla Mining CompanyBasic MaterialsMay 5, 2026$0.24$0.27-11.1%+3.2%

The first quarter demonstrates the strength of the platform we have built. The closing of the Casa Berardi sale sharpened our focus on silver and enabled us to redeem our Senior Notes in April, leaving Hecla debt-free with a $225 million undrawn revolver and the strongest

12Titan America S.A.Basic MaterialsMay 5, 2026$0.18$0.20-10.0%+5.9%
13Century Aluminum CompanyBasic MaterialsMay 7, 2026$1.06— Maintained$1.16-8.6%-5.9%
14Alcoa CorporationBasic MaterialsApr 16, 2026$1.40$1.53-8.5%-6.7%
15Vale S.A.Basic MaterialsApr 28, 2026$0.44$0.47-6.4%-7.2%
16Fortuna Mining Corp.Basic MaterialsMay 6, 2026$0.35$0.37-6.3%+13.0%
17Ashland Inc.Basic MaterialsApr 28, 2026$0.91↓ Lowered$0.97-6.2%-14.8%
Guillermo Novo, CEO

Ashland’s second quarter results reflect commercial execution across much of the portfolio as we navigated a challenging operating environment with generally resilient demand.

18First Majestic Silver Corp.Basic MaterialsMay 12, 2026$0.31$0.33-6.1%+1.7%
19Celanese CorporationBasic MaterialsMay 5, 2026$0.85— Maintained$0.89-4.6%-9.6%

We continue to take decisive actions to drive shareholder value by leveraging our unique capabilities. Our global footprint, diversified products, and broad end-market exposure enable strong execution.

20Compass Minerals International, Inc.Basic MaterialsMay 6, 2026$0.63~ Mixed$0.66-4.5%+6.8%

Consistent with our Back-to-Basics framework, during the quarter we took a significant step in strengthening our balance sheet by retiring the remaining $150 million of senior unsecured notes due in 2027 and removing our nearest debt maturity.

21Equinox Gold Corp.Basic MaterialsMay 6, 2026$0.28$0.29-3.5%+5.7%
22Hawkins, Inc.Basic MaterialsMay 13, 2026$0.74↑ Raised$0.76-2.6%-7.1%

Fiscal 2026 was another milestone year for our company, as we crossed $1 billion in revenue, for the first time in our history.

23Steel Dynamics, Inc.Basic MaterialsApr 22, 2026$2.78$2.84-2.1%+2.2%
SID logo1SIDCompanhia Siderúrgica NacionalMay 13, 2026
Mkt Cap$1.2B
EPS Act.-$0.08
EPS Est.$0.05
Surprise-272%
Reaction-1.5%
SectorBasic Materials
MOS logo2MOSThe Mosaic CompanyMay 11, 2026
Mkt Cap$6.7B
EPS Act.$0.05
EPS Est.$0.24
Surprise-79.6%
Reaction+0.9%
SectorBasic Materials

Business conditions were volatile in the first quarter. We responded by curtailing uneconomic production, carefully managing working capital and using our market access to meet customer demand.

LAR logo3LARLithium Argentina AGMay 12, 2026
Mkt Cap$1.4B
EPS Act.$0.05
EPS Est.$0.12
Surprise-58.3%
Reaction-8.3%
SectorBasic Materials
AUGO logo4AUGOAura MineralsMay 6, 2026
Mkt Cap$5.3B
EPS Act.$1.30
EPS Est.$2.18
Surprise-40.4%
Reaction+0.5%
SectorBasic Materials
GGB logo5GGBGerdau S.A.Apr 27, 2026
Mkt Cap$8.0B
EPS Act.$0.10
EPS Est.$0.15
Surprise-33.3%
Reaction+4.6%
SectorBasic Materials
MEOH logo6MEOHMethanex CorporationApr 29, 2026
Mkt Cap$3.6B
EPS Act.$0.30
EPS Est.$0.42
Surprise-28.6%
Reaction+8.5%
SectorBasic Materials
SQM logo7SQMSociedad Química y Minera de Chile S.A.May 26, 2026
Mkt Cap$21.1B
EPS Act.$1.28
EPS Est.$1.78
Surprise-28.1%
Reaction+4.4%
SectorBasic Materials
UFPI logo8UFPIUFP Industries, Inc.Apr 29, 2026
Mkt Cap$5.2B
EPS Act.$0.89
EPS Est.$1.15
Surprise-22.6%
Reaction-6.5%
SectorBasic Materials
Will Schwartz, President and CEO

After seeing stabilization earlier in the quarter, geopolitical tensions, unfavorable weather, and rising input costs added volatility to our operations in March, which accounted for more than half of the year-over-year decline in profits in the quarter.

BCPC logo9BCPCBalchem CorporationApr 30, 2026
Mkt Cap$5.4B
EPS Act.$1.25
EPS Est.$1.43
Surprise-12.6%
Reaction-6.8%
SectorBasic Materials
USLM logo10USLMUnited States Lime & Minerals, Inc.Apr 29, 2026
Mkt Cap$3.0B
EPS Act.$1.06
EPS Est.$1.20
Surprise-11.7%
Reaction-17.0%
SectorBasic Materials
HL logo11HLHecla Mining CompanyMay 5, 2026
Mkt Cap$10.3B
EPS Act.$0.24
EPS Est.$0.27
Surprise-11.1%
Reaction+3.2%
SectorBasic Materials

The first quarter demonstrates the strength of the platform we have built. The closing of the Casa Berardi sale sharpened our focus on silver and enabled us to redeem our Senior Notes in April, leaving Hecla debt-free with a $225 million undrawn revolver and the strongest

TTAM logo12TTAMTitan America S.A.May 5, 2026
Mkt Cap$3.4B
EPS Act.$0.18
EPS Est.$0.20
Surprise-10.0%
Reaction+5.9%
SectorBasic Materials
CENX logo13CENXCentury Aluminum CompanyMay 7, 2026
Mkt Cap$4.6B
EPS Act.$1.06
EPS Est.$1.16
Surprise-8.6%
Reaction-5.9%
SectorBasic Materials
AA logo14AAAlcoa CorporationApr 16, 2026
Mkt Cap$13.8B
EPS Act.$1.40
EPS Est.$1.53
Surprise-8.5%
Reaction-6.7%
SectorBasic Materials
VALE logo15VALEVale S.A.Apr 28, 2026
Mkt Cap$65.6B
EPS Act.$0.44
EPS Est.$0.47
Surprise-6.4%
Reaction-7.2%
SectorBasic Materials
FSM logo16FSMFortuna Mining Corp.May 6, 2026
Mkt Cap$2.6B
EPS Act.$0.35
EPS Est.$0.37
Surprise-6.3%
Reaction+13.0%
SectorBasic Materials
ASH logo17ASHAshland Inc.Apr 28, 2026
Mkt Cap$3.0B
EPS Act.$0.91
EPS Est.$0.97
Surprise-6.2%
Reaction-14.8%
SectorBasic Materials
Guillermo Novo, CEO

Ashland’s second quarter results reflect commercial execution across much of the portfolio as we navigated a challenging operating environment with generally resilient demand.

AG logo18AGFirst Majestic Silver Corp.May 12, 2026
Mkt Cap$8.4B
EPS Act.$0.31
EPS Est.$0.33
Surprise-6.1%
Reaction+1.7%
SectorBasic Materials
CE logo19CECelanese CorporationMay 5, 2026
Mkt Cap$5.1B
EPS Act.$0.85
EPS Est.$0.89
Surprise-4.6%
Reaction-9.6%
SectorBasic Materials

We continue to take decisive actions to drive shareholder value by leveraging our unique capabilities. Our global footprint, diversified products, and broad end-market exposure enable strong execution.

CMP logo20CMPCompass Minerals International, Inc.May 6, 2026
Mkt Cap$1.3B
EPS Act.$0.63
EPS Est.$0.66
Surprise-4.5%
Reaction+6.8%
SectorBasic Materials

Consistent with our Back-to-Basics framework, during the quarter we took a significant step in strengthening our balance sheet by retiring the remaining $150 million of senior unsecured notes due in 2027 and removing our nearest debt maturity.

EQX logo21EQXEquinox Gold Corp.May 6, 2026
Mkt Cap$7.7B
EPS Act.$0.28
EPS Est.$0.29
Surprise-3.5%
Reaction+5.7%
SectorBasic Materials
HWKN logo22HWKNHawkins, Inc.May 13, 2026
Mkt Cap$3.0B
EPS Act.$0.74
EPS Est.$0.76
Surprise-2.6%
Reaction-7.1%
SectorBasic Materials

Fiscal 2026 was another milestone year for our company, as we crossed $1 billion in revenue, for the first time in our history.

STLD logo23STLDSteel Dynamics, Inc.Apr 22, 2026
Mkt Cap$33.2B
EPS Act.$2.78
EPS Est.$2.84
Surprise-2.1%
Reaction+2.2%
SectorBasic Materials