Earnings Surprises
Biggest EPS beats and misses, ranked by post-earnings price reaction. Free data, no paywall.
Ranked by EPS surprise % (highest first). Price reaction = day after report.
| # | Symbol | Company | Sector | Date | EPS Actual | EPS Est. | Surprise | Price Reaction |
|---|---|---|---|---|---|---|---|---|
| 1 | TransAlta Corporation | Utilities | May 6, 2026 | $0.04 | $0.01 | +300% | +1.4% | |
| 2 | Central Puerto S.A. | Utilities | May 12, 2026 | $0.90 | $0.26 | +251% | -2.5% | |
| 3 | Pampa Energía S.A. | Utilities | May 8, 2026 | $3.90 | $1.64 | +138% | -0.7% | |
| 4 | Vistra Corp. | Utilities | May 7, 2026 | $2.87— Maintained | $1.32 | +117% | -6.7% | |
Vistra had an exciting start to 2026, powered by the talent of our people, the capabilities of our generation portfolio, our commitment to our customers, and our ability to grow strategically. | ||||||||
| 5 | Pampa Energía S.A. | Utilities | May 6, 2026 | $3.90 | $1.93 | +102% | +4.7% | |
| 6 | Ormat Technologies, Inc. | Utilities | May 6, 2026 | $1.30— Maintained | $0.92 | +41.3% | +6.0% | |
Ormat is off to a very strong start in 2026, delivering continued revenue growth across all segments alongside continued progress on our growth and funding strategies. | ||||||||
| 7 | Enel Chile S.A. | Utilities | Apr 29, 2026 | $0.12 | $0.09 | +34.8% | +0.2% | |
| 8 | The AES Corporation | Utilities | May 5, 2026 | $0.67 | $0.50 | +34.0% | +0.4% | |
| 9 | Companhia Energética de Minas Gerais | Utilities | May 7, 2026 | $0.07 | $0.05 | +32.9% | -1.2% | |
| 10 | Companhia Energética de Minas Gerais | Utilities | May 8, 2026 | $0.07 | $0.05 | +32.9% | 0.0% | |
| 11 | Select Water Solutions, Inc. | Utilities | May 5, 2026 | $0.08 | $0.06 | +28.8% | +5.1% | |
| 12 | Otter Tail Corporation | Utilities | May 4, 2026 | $1.73— Maintained | $1.42 | +21.8% | -2.3% | |
We are pleased with our first quarter financial results and are well positioned to achieve our financial objectives for the year. Our team members executed on our near-term priorities for the benefit of our customers and shareholders. | ||||||||
| 13 | Suburban Propane Partners, L.P. | Utilities | May 7, 2026 | $2.06 | $1.74 | +18.4% | +3.5% | |
The fiscal 2026 second quarter presented a vastly different weather pattern across our operating footprint, with sustained colder temperatures and several winter storms across the eastern half of the United States that drove strong heat-related demand, offset by record warm temperatures in the western half. | ||||||||
| 14 | Algonquin Power & Utilities Corp. | Utilities | May 8, 2026 | $0.13 | $0.11 | +18.2% | -4.9% | |
| 15 | MGE Energy, Inc. | Utilities | May 5, 2026 | $1.32 | $1.13 | +16.8% | +0.9% | |
| 16 | New Jersey Resources Corporation | Utilities | May 4, 2026 | $2.20 | $1.89 | +16.4% | -0.0% | |
| 17 | AXIA Energia S.A. | Utilities | Apr 3, 2026 | $0.20 | $0.18 | +15.2% | -0.4% | |
| 18 | Enlight Renewable Energy Ltd | Utilities | May 5, 2026 | $0.08 | $0.07 | +14.3% | +5.4% | |
| 19 | Evergy, Inc. | Utilities | May 7, 2026 | $0.69 | $0.61 | +13.9% | +1.0% | |
| 20 | Emera Incorporated | Utilities | May 8, 2026 | $0.98 | $0.87 | +13.7% | +0.1% | |
| 21 | Duke Energy Corporation 5.625% | Utilities | May 12, 2026 | $1.97— Maintained | $1.77 | +11.3% | -0.4% | |
We’re advancing the economies of the states we serve by making the right investments at the right time in a way that delivers value for our customers and communities, | ||||||||
| 22 | National Grid plc | Utilities | May 14, 2026 | $3.56 | $3.24 | +9.9% | -7.3% | |
| 23 | Companhia de Saneamento Básico do Estado de São Paulo - SABESP | Utilities | May 7, 2026 | $0.09 | $0.08 | +9.2% | -4.2% | |
| 24 | The Southern Company | Utilities | Apr 30, 2026 | $1.32 | $1.21 | +9.1% | +3.4% | |
| 25 | Ameren Corporation | Utilities | May 5, 2026 | $1.28— Maintained | $1.18 | +8.5% | -2.5% | |
"Customers depend on us every day for safe, reliable, and affordable energy—and demand is growing," said Martin J. Lyons, Jr., chairman, president and chief executive officer of Ameren Corporation. | ||||||||
Vistra had an exciting start to 2026, powered by the talent of our people, the capabilities of our generation portfolio, our commitment to our customers, and our ability to grow strategically.
Ormat is off to a very strong start in 2026, delivering continued revenue growth across all segments alongside continued progress on our growth and funding strategies.
We are pleased with our first quarter financial results and are well positioned to achieve our financial objectives for the year. Our team members executed on our near-term priorities for the benefit of our customers and shareholders.
The fiscal 2026 second quarter presented a vastly different weather pattern across our operating footprint, with sustained colder temperatures and several winter storms across the eastern half of the United States that drove strong heat-related demand, offset by record warm temperatures in the western half.
We’re advancing the economies of the states we serve by making the right investments at the right time in a way that delivers value for our customers and communities,
"Customers depend on us every day for safe, reliable, and affordable energy—and demand is growing," said Martin J. Lyons, Jr., chairman, president and chief executive officer of Ameren Corporation.
Ranked by EPS miss % (worst first). Price reaction = day after report.
| # | Symbol | Company | Sector | Date | EPS Actual | EPS Est. | Surprise | Price Reaction |
|---|---|---|---|---|---|---|---|---|
| 1 | Brookfield Infrastructure Partners L.P. | Utilities | Apr 29, 2026 | -$0.20 | $0.28 | -172% | +1.4% | |
| 2 | DTE Energy Company 2021 Series | Utilities | Apr 23, 2026 | $0.01 | $2.08 | -99.7% | +0.3% | |
| 3 | DTE Energy Company 2020 Series | Utilities | Apr 23, 2026 | $0.01 | $2.08 | -99.7% | +0.4% | |
| 4 | DTE Energy Company JR SUB DB 2017 E | Utilities | Apr 23, 2026 | $0.01 | $2.08 | -99.7% | +0.4% | |
| 5 | Talen Energy Corporation | Utilities | May 5, 2026 | $1.38— Maintained | $5.01 | -72.5% | +6.6% | |
Talen started the year strong and today we are reporting first quarter results, earning $473 million of Adjusted EBITDA and $350 million of Adjusted Free Cash Flow. We continue to progress the Cornerstone Acquisition and secured financing in April. | ||||||||
| 6 | California Water Service Group | Utilities | Apr 30, 2026 | $0.07 | $0.25 | -72.0% | -6.7% | |
Martin A. Kropelnicki, Chairman & Chief Executive Officer On April 29, we received a revised PD in our 2024 California GRC, which represents a significant milestone and provides significant visibility into our California authorized revenues over the next several years. | ||||||||
| 7 | AXIA Energia S.A. | Utilities | May 6, 2026 | $0.14 | $0.29 | -51.4% | -6.4% | |
| 8 | Hawaiian Electric Industries, Inc. | Utilities | May 8, 2026 | $0.18 | $0.27 | -33.3% | -9.6% | |
| 9 | TXNM Energy, Inc. | Utilities | May 1, 2026 | $0.21 | $0.30 | -30.6% | +0.2% | |
| 10 | Portland General Electric Company | Utilities | May 1, 2026 | $0.58 | $0.77 | -24.4% | -5.6% | |
| 11 | NRG Energy, Inc. | Utilities | May 6, 2026 | $1.48— Maintained | $1.77 | -16.4% | -10.0% | |
Our team executed well this quarter. The fleet performed, and our retail and commercial businesses delivered affordable, reliable power to the customers and communities that count on us. | ||||||||
| 12 | Companhia Paranaense de Energia | Utilities | May 5, 2026 | $0.16 | $0.19 | -15.8% | +0.5% | |
| 13 | Essential Utilities, Inc. | Utilities | May 6, 2026 | $0.83 | $0.91 | -8.3% | +0.6% | |
| 14 | Essential Utilities, Inc. | Utilities | May 7, 2026 | $0.83 | $0.91 | -8.3% | -0.2% | |
| 15 | American Water Works Company, Inc. | Utilities | Apr 29, 2026 | $1.01 | $1.09 | -7.3% | -3.2% | |
| 16 | Excelerate Energy, Inc. | Utilities | May 6, 2026 | $0.37↓ Lowered | $0.39 | -5.1% | -7.0% | |
Excelerate delivered strong financial and operational results in the first quarter, demonstrating the strength of our contracted asset portfolio and the consistency of our operations around the world. | ||||||||
| 17 | Consolidated Edison, Inc. | Utilities | May 7, 2026 | $2.17 | $2.28 | -4.8% | -0.5% | |
| 18 | Black Hills Corporation | Utilities | May 6, 2026 | $1.79— Maintained | $1.88 | -4.8% | +1.8% | |
I'm proud of the strong operational performance by our team and progress on our strategic initiatives in 2026 to date, providing us confidence in reaffirming our full-year earnings guidance. | ||||||||
| 19 | CenterPoint Energy, Inc. | Utilities | Apr 23, 2026 | $0.56 | $0.58 | -3.5% | +0.8% | |
| 20 | DTE Energy Company | Utilities | Apr 30, 2026 | $1.95 | $2.01 | -3.0% | +1.2% | |
| 21 | Northwest Natural Holding Company | Utilities | May 6, 2026 | $2.33— Maintained | $2.40 | -2.9% | -5.0% | |
I'm pleased with our strong first‑quarter results, which put us on solid footing for the year. These results reflect our continued focus on building a consistent track record of disciplined execution. | ||||||||
Talen started the year strong and today we are reporting first quarter results, earning $473 million of Adjusted EBITDA and $350 million of Adjusted Free Cash Flow. We continue to progress the Cornerstone Acquisition and secured financing in April.
On April 29, we received a revised PD in our 2024 California GRC, which represents a significant milestone and provides significant visibility into our California authorized revenues over the next several years.
Our team executed well this quarter. The fleet performed, and our retail and commercial businesses delivered affordable, reliable power to the customers and communities that count on us.
Excelerate delivered strong financial and operational results in the first quarter, demonstrating the strength of our contracted asset portfolio and the consistency of our operations around the world.
I'm proud of the strong operational performance by our team and progress on our strategic initiatives in 2026 to date, providing us confidence in reaffirming our full-year earnings guidance.
I'm pleased with our strong first‑quarter results, which put us on solid footing for the year. These results reflect our continued focus on building a consistent track record of disciplined execution.