Earnings Surprises

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

Q2 2026 Season
54% beat EPSAvg surprise: -29.1%Avg reaction: +0.4%16% raised guidance2% lowered3,646 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.

3Perimeter Solutions, S.A.Basic MaterialsMay 6, 2026$0.06$0.02+200%-2.7%
4EIDP, Inc.Basic MaterialsMay 6, 2026$1.07$0.37+187%-0.5%
5Albemarle CorporationBasic MaterialsMay 6, 2026$2.95— Maintained$1.24+138%+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.

6Constellium SEBasic MaterialsApr 29, 2026$1.42$0.62+129%+0.6%
7LSB Industries, Inc.Basic MaterialsApr 29, 2026$0.27$0.13+108%+0.3%
8Avino Silver & Gold Mines Ltd.Basic MaterialsMay 13, 2026$0.14$0.07+100%-3.9%
9Kaiser 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.

10McEwen Mining Inc.Basic MaterialsMay 6, 2026$0.56— Maintained$0.32+75.0%+10.5%
11B2Gold Corp.Basic MaterialsMay 6, 2026$0.19$0.11+72.7%+16.8%
12LyondellBasell Industries N.V.Basic MaterialsMay 1, 2026$0.49$0.31+58.1%+1.9%
13Ecovyst 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,

14RPM International Inc.Basic MaterialsApr 8, 2026$0.57$0.37+54.0%+14.8%
15CEMEX, S.A.B. de C.V.Basic MaterialsApr 23, 2026$0.16$0.11+52.2%+4.9%
16Taseko Mines LimitedBasic MaterialsMay 6, 2026$0.06$0.04+50.0%+6.0%
17Teck Resources LimitedBasic MaterialsApr 23, 2026$1.20$0.80+49.6%+1.5%
18Grupo Simec, S.A.B. de C.V.Basic MaterialsApr 30, 2026$0.59$0.40+46.0%0.0%
19SSR 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

20Newmont CorporationBasic MaterialsApr 23, 2026$2.90$2.07+40.1%+7.9%
21Eldorado Gold CorporationBasic MaterialsApr 30, 2026$0.95$0.69+37.7%+0.8%
22Ingevity 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

23Sensient Technologies CorporationBasic MaterialsApr 24, 2026$1.04↑ Raised$0.80+30.0%+25.6%
Paul Manning, Chairman, President, and Chief Executive Officer

Sensient delivered strong results to start off the year. We executed on our strategy and continue to strengthen our position.

24Corteva, Inc.Basic MaterialsMay 5, 2026$1.50$1.17+28.2%+0.1%
25IAMGOLD CorporationBasic MaterialsMay 5, 2026$0.66$0.52+26.9%+13.5%
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$5.1B
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.

PRM logo3PRMPerimeter Solutions, S.A.May 6, 2026
Mkt Cap$5.5B
EPS Act.$0.06
EPS Est.$0.02
Surprise+200%
Reaction-2.7%
SectorBasic Materials
CTA-PA logo4CTA-PAEIDP, Inc.May 6, 2026
Mkt Cap$36.5B
EPS Act.$1.07
EPS Est.$0.37
Surprise+187%
Reaction-0.5%
SectorBasic Materials
ALB logo5ALBAlbemarle CorporationMay 6, 2026
Mkt Cap$22.5B
EPS Act.$2.95
EPS Est.$1.24
Surprise+138%
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 logo6CSTMConstellium SEApr 29, 2026
Mkt Cap$4.6B
EPS Act.$1.42
EPS Est.$0.62
Surprise+129%
Reaction+0.6%
SectorBasic Materials
LXU logo7LXULSB Industries, Inc.Apr 29, 2026
Mkt Cap$1.0B
EPS Act.$0.27
EPS Est.$0.13
Surprise+108%
Reaction+0.3%
SectorBasic Materials
ASM logo8ASMAvino Silver & Gold Mines Ltd.May 13, 2026
Mkt Cap$1.3B
EPS Act.$0.14
EPS Est.$0.07
Surprise+100%
Reaction-3.9%
SectorBasic Materials
KALU logo9KALUKaiser Aluminum CorporationApr 22, 2026
Mkt Cap$2.9B
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.

MUX logo10MUXMcEwen Mining Inc.May 6, 2026
Mkt Cap$1.5B
EPS Act.$0.56
EPS Est.$0.32
Surprise+75.0%
Reaction+10.5%
SectorBasic Materials
BTG logo11BTGB2Gold Corp.May 6, 2026
Mkt Cap$7.0B
EPS Act.$0.19
EPS Est.$0.11
Surprise+72.7%
Reaction+16.8%
SectorBasic Materials
LYB logo12LYBLyondellBasell Industries N.V.May 1, 2026
Mkt Cap$23.6B
EPS Act.$0.49
EPS Est.$0.31
Surprise+58.1%
Reaction+1.9%
SectorBasic Materials
ECVT logo13ECVTEcovyst Inc.May 5, 2026
Mkt Cap$1.6B
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 logo14RPMRPM International Inc.Apr 8, 2026
Mkt Cap$12.6B
EPS Act.$0.57
EPS Est.$0.37
Surprise+54.0%
Reaction+14.8%
SectorBasic Materials
CX logo15CXCEMEX, S.A.B. de C.V.Apr 23, 2026
Mkt Cap$1.9B
EPS Act.$0.16
EPS Est.$0.11
Surprise+52.2%
Reaction+4.9%
SectorBasic Materials
TGB logo16TGBTaseko Mines LimitedMay 6, 2026
Mkt Cap$2.4B
EPS Act.$0.06
EPS Est.$0.04
Surprise+50.0%
Reaction+6.0%
SectorBasic Materials
TECK logo17TECKTeck Resources LimitedApr 23, 2026
Mkt Cap$31.5B
EPS Act.$1.20
EPS Est.$0.80
Surprise+49.6%
Reaction+1.5%
SectorBasic Materials
SIM logo18SIMGrupo Simec, S.A.B. de C.V.Apr 30, 2026
Mkt Cap$5.1B
EPS Act.$0.59
EPS Est.$0.40
Surprise+46.0%
Reaction0.0%
SectorBasic Materials
SSRM logo19SSRMSSR Mining Inc.May 5, 2026
Mkt Cap$7.5B
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 logo20NEMNewmont CorporationApr 23, 2026
Mkt Cap$129B
EPS Act.$2.90
EPS Est.$2.07
Surprise+40.1%
Reaction+7.9%
SectorBasic Materials
EGO logo21EGOEldorado Gold CorporationApr 30, 2026
Mkt Cap$6.8B
EPS Act.$0.95
EPS Est.$0.69
Surprise+37.7%
Reaction+0.8%
SectorBasic Materials
NGVT logo22NGVTIngevity CorporationMay 6, 2026
Mkt Cap$2.5B
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

SXT logo23SXTSensient Technologies CorporationApr 24, 2026
Mkt Cap$5.0B
EPS Act.$1.04
EPS Est.$0.80
Surprise+30.0%
Reaction+25.6%
SectorBasic Materials
Paul Manning, Chairman, President, and Chief Executive Officer

Sensient delivered strong results to start off the year. We executed on our strategy and continue to strengthen our position.

CTVA logo24CTVACorteva, Inc.May 5, 2026
Mkt Cap$55.9B
EPS Act.$1.50
EPS Est.$1.17
Surprise+28.2%
Reaction+0.1%
SectorBasic Materials
IAG logo25IAGIAMGOLD CorporationMay 5, 2026
Mkt Cap$10.9B
EPS Act.$0.66
EPS Est.$0.52
Surprise+26.9%
Reaction+13.5%
SectorBasic Materials
Biggest EPS Misses21

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

#SymbolCompanySectorDateEPS ActualEPS Est.SurprisePrice Reaction
1Companhia Siderúrgica NacionalBasic MaterialsMay 13, 2026-$0.09$0.05-280%-1.5%
2The Mosaic CompanyBasic MaterialsMay 11, 2026$0.05~ Mixed$0.20-75.0%+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%
7UFP 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.

8Balchem CorporationBasic MaterialsApr 30, 2026$1.25$1.43-12.6%-6.8%
9Alcoa CorporationBasic MaterialsApr 16, 2026$1.40$1.60-12.5%-6.7%
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%
13Vale S.A.Basic MaterialsApr 28, 2026$0.44$0.47-6.4%-7.2%
14Fortuna Mining Corp.Basic MaterialsMay 6, 2026$0.35$0.37-6.3%+13.0%
15Ashland 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.

16First Majestic Silver Corp.Basic MaterialsMay 12, 2026$0.31$0.33-6.1%+1.7%
17Equinox Gold Corp.Basic MaterialsMay 6, 2026$0.28$0.29-3.5%+5.7%
18Celanese CorporationBasic MaterialsMay 5, 2026$0.85— Maintained$0.88-3.4%-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.

19Coeur Mining, Inc.Basic MaterialsMay 6, 2026$0.36$0.37-2.7%+5.8%
20Hawkins, 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.

21Steel Dynamics, Inc.Basic MaterialsApr 22, 2026$2.78$2.84-2.1%+2.2%
SID logo1SIDCompanhia Siderúrgica NacionalMay 13, 2026
Mkt Cap$1.8B
EPS Act.-$0.09
EPS Est.$0.05
Surprise-280%
Reaction-1.5%
SectorBasic Materials
MOS logo2MOSThe Mosaic CompanyMay 11, 2026
Mkt Cap$7.2B
EPS Act.$0.05
EPS Est.$0.20
Surprise-75.0%
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$1.7B
EPS Act.$0.05
EPS Est.$0.12
Surprise-58.3%
Reaction-8.3%
SectorBasic Materials
AUGO logo4AUGOAura MineralsMay 6, 2026
Mkt Cap$6.7B
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$9.4B
EPS Act.$0.10
EPS Est.$0.15
Surprise-33.3%
Reaction+4.6%
SectorBasic Materials
MEOH logo6MEOHMethanex CorporationApr 29, 2026
Mkt Cap$4.8B
EPS Act.$0.30
EPS Est.$0.42
Surprise-28.6%
Reaction+8.5%
SectorBasic Materials
UFPI logo7UFPIUFP Industries, Inc.Apr 29, 2026
Mkt Cap$4.7B
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 logo8BCPCBalchem CorporationApr 30, 2026
Mkt Cap$5.2B
EPS Act.$1.25
EPS Est.$1.43
Surprise-12.6%
Reaction-6.8%
SectorBasic Materials
AA logo9AAAlcoa CorporationApr 16, 2026
Mkt Cap$17.1B
EPS Act.$1.40
EPS Est.$1.60
Surprise-12.5%
Reaction-6.7%
SectorBasic Materials
USLM logo10USLMUnited States Lime & Minerals, Inc.Apr 29, 2026
Mkt Cap$3.1B
EPS Act.$1.06
EPS Est.$1.20
Surprise-11.7%
Reaction-17.0%
SectorBasic Materials
HL logo11HLHecla Mining CompanyMay 5, 2026
Mkt Cap$13.0B
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$3.0B
EPS Act.$0.18
EPS Est.$0.20
Surprise-10.0%
Reaction+5.9%
SectorBasic Materials
VALE logo13VALEVale S.A.Apr 28, 2026
Mkt Cap$72.4B
EPS Act.$0.44
EPS Est.$0.47
Surprise-6.4%
Reaction-7.2%
SectorBasic Materials
FSM logo14FSMFortuna Mining Corp.May 6, 2026
Mkt Cap$3.1B
EPS Act.$0.35
EPS Est.$0.37
Surprise-6.3%
Reaction+13.0%
SectorBasic Materials
ASH logo15ASHAshland Inc.Apr 28, 2026
Mkt Cap$2.6B
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 logo16AGFirst Majestic Silver Corp.May 12, 2026
Mkt Cap$11.2B
EPS Act.$0.31
EPS Est.$0.33
Surprise-6.1%
Reaction+1.7%
SectorBasic Materials
EQX logo17EQXEquinox Gold Corp.May 6, 2026
Mkt Cap$11.3B
EPS Act.$0.28
EPS Est.$0.29
Surprise-3.5%
Reaction+5.7%
SectorBasic Materials
CE logo18CECelanese CorporationMay 5, 2026
Mkt Cap$6.4B
EPS Act.$0.85
EPS Est.$0.88
Surprise-3.4%
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.

CDE logo19CDECoeur Mining, Inc.May 6, 2026
Mkt Cap$12.6B
EPS Act.$0.36
EPS Est.$0.37
Surprise-2.7%
Reaction+5.8%
SectorBasic Materials
HWKN logo20HWKNHawkins, Inc.May 13, 2026
Mkt Cap$3.3B
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 logo21STLDSteel Dynamics, Inc.Apr 22, 2026
Mkt Cap$34.0B
EPS Act.$2.78
EPS Est.$2.84
Surprise-2.1%
Reaction+2.2%
SectorBasic Materials