Earnings Surprises

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

Q3 2026 Season
53% beat EPSAvg surprise: +14.3%Avg reaction: +0.6%0% raised guidance0% lowered19 reportedLast 12 Months
Biggest EPS Beats25

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

#SymbolCompanySectorDateEPS ActualEPS Est.SurprisePrice Reaction
1XPeng Inc.Consumer CyclicalMar 20, 2026$0.06$0.00+4186%-1.5%
2Lindblad Expeditions Holdings, Inc.Consumer CyclicalMay 5, 2026$0.09— Maintained$0.01+800%+21.6%

In a complex macro and geopolitical environment, our team delivered another record quarter, achieving 93% occupancy- highest in the Company’s history, record yields, and 16% EBITDA growth.

3NIKE, Inc.Consumer CyclicalJun 30, 2026$0.72$0.11+555%+3.8%
4FIGS, Inc.Consumer CyclicalFeb 26, 2026$0.10$0.02+400%+41.0%
5Hyatt Hotels CorporationConsumer CyclicalFeb 12, 2026$1.33$0.29+359%-1.9%
6Macy's, Inc.Consumer CyclicalJun 3, 2026$0.13↑ Raised$0.03+325%+0.6%
Tony Spring, chairman and chief executive officer of Macy’s, Inc.

We’re off to a strong start to the year, exceeding expectations for the fifth consecutive quarter as our Bold New Chapter strategy continues to build momentum.

7Carvana Co.Consumer CyclicalFeb 18, 2026$0.84$0.23+265%-5.2%
8Ford Motor CompanyConsumer CyclicalApr 29, 2026$0.66↑ Raised$0.18+261%-2.5%
Jim Farley, President and CEO

Our strong first-quarter results and raised full-year guidance reflect the momentum of the Ford+ plan.

9Carter's, Inc.Consumer CyclicalMay 6, 2026$0.39— Maintained$0.13+212%+7.2%

We saw strong demand for our brands during the first quarter across each of our U.S. Retail, U.S. Wholesale and International channels.

10FIGS, Inc.Consumer CyclicalMay 7, 2026$0.03↑ Raised$0.01+200%-19.8%

Our outperformance in the first quarter shows that our broad-based momentum from 2025 has continued into 2026. Our excellent top line growth was driven by both acceleration in our active customer base, which surpassed three million for the first time in our history, and strong repeat dynamics.

11Douglas Dynamics, Inc.Consumer CyclicalMay 4, 2026$0.36↑ Raised$0.12+200%+10.0%

The strength of our first-quarter results reflects increased snowfall driven demand, disciplined execution, and continued progress against our strategic priorities.

12Sharplink, Inc.Consumer CyclicalMay 8, 2026$0.06$0.02+200%+4.2%

Generating risk-adjusted, ETH-denominated returns through active treasury management is the foundation of everything we do at Sharplink.

13National Vision Holdings, Inc.Consumer CyclicalMar 4, 2026$0.15$0.06+149%+9.2%
14MINISO Group Holding LimitedConsumer CyclicalMay 22, 2026$0.59$0.24+148%-5.7%
15Olaplex Holdings, Inc.Consumer CyclicalMar 5, 2026$0.01$0.00+127%-24.4%
16Hilton Grand Vacations Inc.Consumer CyclicalApr 30, 2026$0.99$0.44+125%+5.9%
17PENN Entertainment, Inc.Consumer CyclicalApr 23, 2026$0.11$0.05+120%+16.7%
18Advance Auto Parts, Inc.Consumer CyclicalFeb 13, 2026$0.86$0.41+110%+0.7%
19Frontdoor, Inc.Consumer CyclicalFeb 26, 2026$0.23$0.11+109%+21.8%
20Victoria's Secret & Co.Consumer CyclicalJun 2, 2026$0.60$0.29+107%+37.5%
21Olaplex Holdings, Inc.Consumer CyclicalMay 11, 2026$0.02$0.01+100%+0.3%

We delivered a solid start to the year with positive quarterly sell-through led by the successful launch of No. 3 PLUS. Through the disciplined operational execution of our transformation priorities, our higher sales translated to a strong quarter.

22Advance Auto Parts, Inc.Consumer CyclicalMay 21, 2026$0.77— Maintained$0.39+97.4%+13.1%
Shane O'Kelly, president and chief executive officer

"2026 is off to a solid start and we remain on track to execute our strategic priorities for the year,"

23GameStop Corp.Consumer CyclicalJun 2, 2026$0.30$0.16+87.5%+3.8%
24Capri Holdings LimitedConsumer CyclicalMay 27, 2026$0.22↑ Raised$0.12+86.4%+6.8%
John D. Idol, Chairman and Chief Executive Officer

Looking at fiscal 2026 we were encouraged by the progress we made executing against the strategic initiatives introduced last year to maximize the full potential of our two iconic fashion luxury houses, Michael Kors and Jimmy Choo.

25Columbia Sportswear CompanyConsumer CyclicalApr 30, 2026$0.65$0.35+85.7%+3.9%
XPEV logo1XPEVXPeng Inc.Mar 20, 2026
Mkt Cap$12.5B
EPS Act.$0.06
EPS Est.$0.00
Surprise+4186%
Reaction-1.5%
SectorConsumer Cyclical
LIND logo2LINDLindblad Expeditions Holdings, Inc.May 5, 2026
Mkt Cap$1.4B
EPS Act.$0.09
EPS Est.$0.01
Surprise+800%
Reaction+21.6%
SectorConsumer Cyclical

In a complex macro and geopolitical environment, our team delivered another record quarter, achieving 93% occupancy- highest in the Company’s history, record yields, and 16% EBITDA growth.

NKE logo3NKENIKE, Inc.Jun 30, 2026
Mkt Cap$63.9B
EPS Act.$0.72
EPS Est.$0.11
Surprise+555%
Reaction+3.8%
SectorConsumer Cyclical
FIGS logo4FIGSFIGS, Inc.Feb 26, 2026
Mkt Cap$1.7B
EPS Act.$0.10
EPS Est.$0.02
Surprise+400%
Reaction+41.0%
SectorConsumer Cyclical
H logo5HHyatt Hotels CorporationFeb 12, 2026
Mkt Cap$18.4B
EPS Act.$1.33
EPS Est.$0.29
Surprise+359%
Reaction-1.9%
SectorConsumer Cyclical
M logo6MMacy's, Inc.Jun 3, 2026
Mkt Cap$6.1B
EPS Act.$0.13
EPS Est.$0.03
Surprise+325%
Reaction+0.6%
SectorConsumer Cyclical
Tony Spring, chairman and chief executive officer of Macy’s, Inc.

We’re off to a strong start to the year, exceeding expectations for the fifth consecutive quarter as our Bold New Chapter strategy continues to build momentum.

CVNA logo7CVNACarvana Co.Feb 18, 2026
Mkt Cap$73.1B
EPS Act.$0.84
EPS Est.$0.23
Surprise+265%
Reaction-5.2%
SectorConsumer Cyclical
F logo8FFord Motor CompanyApr 29, 2026
Mkt Cap$53.2B
EPS Act.$0.66
EPS Est.$0.18
Surprise+261%
Reaction-2.5%
SectorConsumer Cyclical
Jim Farley, President and CEO

Our strong first-quarter results and raised full-year guidance reflect the momentum of the Ford+ plan.

CRI logo9CRICarter's, Inc.May 6, 2026
Mkt Cap$1.5B
EPS Act.$0.39
EPS Est.$0.13
Surprise+212%
Reaction+7.2%
SectorConsumer Cyclical

We saw strong demand for our brands during the first quarter across each of our U.S. Retail, U.S. Wholesale and International channels.

FIGS logo10FIGSFIGS, Inc.May 7, 2026
Mkt Cap$1.7B
EPS Act.$0.03
EPS Est.$0.01
Surprise+200%
Reaction-19.8%
SectorConsumer Cyclical

Our outperformance in the first quarter shows that our broad-based momentum from 2025 has continued into 2026. Our excellent top line growth was driven by both acceleration in our active customer base, which surpassed three million for the first time in our history, and strong repeat dynamics.

PLOW logo11PLOWDouglas Dynamics, Inc.May 4, 2026
Mkt Cap$1.0B
EPS Act.$0.36
EPS Est.$0.12
Surprise+200%
Reaction+10.0%
SectorConsumer Cyclical

The strength of our first-quarter results reflects increased snowfall driven demand, disciplined execution, and continued progress against our strategic priorities.

SBET logo12SBETSharplink, Inc.May 8, 2026
Mkt Cap$1.1B
EPS Act.$0.06
EPS Est.$0.02
Surprise+200%
Reaction+4.2%
SectorConsumer Cyclical

Generating risk-adjusted, ETH-denominated returns through active treasury management is the foundation of everything we do at Sharplink.

EYE logo13EYENational Vision Holdings, Inc.Mar 4, 2026
Mkt Cap$1.6B
EPS Act.$0.15
EPS Est.$0.06
Surprise+149%
Reaction+9.2%
SectorConsumer Cyclical
MNSO logo14MNSOMINISO Group Holding LimitedMay 22, 2026
Mkt Cap$3.6B
EPS Act.$0.59
EPS Est.$0.24
Surprise+148%
Reaction-5.7%
SectorConsumer Cyclical
OLPX logo15OLPXOlaplex Holdings, Inc.Mar 5, 2026
Mkt Cap$1.4B
EPS Act.$0.01
EPS Est.$0.00
Surprise+127%
Reaction-24.4%
SectorConsumer Cyclical
HGV logo16HGVHilton Grand Vacations Inc.Apr 30, 2026
Mkt Cap$4.2B
EPS Act.$0.99
EPS Est.$0.44
Surprise+125%
Reaction+5.9%
SectorConsumer Cyclical
PENN logo17PENNPENN Entertainment, Inc.Apr 23, 2026
Mkt Cap$2.8B
EPS Act.$0.11
EPS Est.$0.05
Surprise+120%
Reaction+16.7%
SectorConsumer Cyclical
AAP logo18AAPAdvance Auto Parts, Inc.Feb 13, 2026
Mkt Cap$3.4B
EPS Act.$0.86
EPS Est.$0.41
Surprise+110%
Reaction+0.7%
SectorConsumer Cyclical
FTDR logo19FTDRFrontdoor, Inc.Feb 26, 2026
Mkt Cap$5.5B
EPS Act.$0.23
EPS Est.$0.11
Surprise+109%
Reaction+21.8%
SectorConsumer Cyclical
VSCO logo20VSCOVictoria's Secret & Co.Jun 2, 2026
Mkt Cap$6.2B
EPS Act.$0.60
EPS Est.$0.29
Surprise+107%
Reaction+37.5%
SectorConsumer Cyclical
OLPX logo21OLPXOlaplex Holdings, Inc.May 11, 2026
Mkt Cap$1.4B
EPS Act.$0.02
EPS Est.$0.01
Surprise+100%
Reaction+0.3%
SectorConsumer Cyclical

We delivered a solid start to the year with positive quarterly sell-through led by the successful launch of No. 3 PLUS. Through the disciplined operational execution of our transformation priorities, our higher sales translated to a strong quarter.

AAP logo22AAPAdvance Auto Parts, Inc.May 21, 2026
Mkt Cap$3.4B
EPS Act.$0.77
EPS Est.$0.39
Surprise+97.4%
Reaction+13.1%
SectorConsumer Cyclical
Shane O'Kelly, president and chief executive officer

"2026 is off to a solid start and we remain on track to execute our strategic priorities for the year,"

GME logo23GMEGameStop Corp.Jun 2, 2026
Mkt Cap$10.0B
EPS Act.$0.30
EPS Est.$0.16
Surprise+87.5%
Reaction+3.8%
SectorConsumer Cyclical
CPRI logo24CPRICapri Holdings LimitedMay 27, 2026
Mkt Cap$2.2B
EPS Act.$0.22
EPS Est.$0.12
Surprise+86.4%
Reaction+6.8%
SectorConsumer Cyclical
John D. Idol, Chairman and Chief Executive Officer

Looking at fiscal 2026 we were encouraged by the progress we made executing against the strategic initiatives introduced last year to maximize the full potential of our two iconic fashion luxury houses, Michael Kors and Jimmy Choo.

COLM logo25COLMColumbia Sportswear CompanyApr 30, 2026
Mkt Cap$3.4B
EPS Act.$0.65
EPS Est.$0.35
Surprise+85.7%
Reaction+3.9%
SectorConsumer Cyclical
Biggest EPS Misses25

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

#SymbolCompanySectorDateEPS ActualEPS Est.SurprisePrice Reaction
1Sharplink, Inc.Consumer CyclicalMar 9, 2026-$3.55$0.17-2188%+0.4%
2Whirlpool CorporationConsumer CyclicalMay 6, 2026-$0.56— Maintained$0.43-230%-11.0%

We acted decisively to address pricing and costs in the face of rapid deterioration in macroeconomic conditions. Now, with Section 232 changes in favor of domestic manufacturers, Whirlpool Corporation is structurally positioned to win with our American-made products.

3Coupang, Inc.Consumer CyclicalFeb 26, 2026-$0.01$0.03-134%+3.9%
4MINISO Group Holding LimitedConsumer CyclicalMar 31, 2026-$0.07$0.27-125%+6.5%
5MINISO Group Holding LimitedConsumer CyclicalMay 26, 2026-$0.07$0.27-125%-7.8%
6Arcos Dorados Holdings Inc.Consumer CyclicalMar 19, 2026-$0.04$0.20-120%-0.3%
7Shake Shack Inc.Consumer CyclicalMay 7, 2026-$0.00$0.11-101%-27.3%
8Alibaba Group Holding LimitedConsumer CyclicalMay 13, 2026$0.09$1.02-91.2%+4.8%
9Stellantis N.V.Consumer CyclicalApr 30, 2026$0.16$1.49-89.2%-7.4%
10Tri Pointe Homes, Inc.Consumer CyclicalApr 29, 2026$0.08$0.30-73.3%-0.1%
11Tripadvisor, Inc.Consumer CyclicalFeb 12, 2026$0.04$0.15-73.3%-21.0%
12Dana IncorporatedConsumer CyclicalApr 29, 2026$0.14$0.32-56.3%-3.1%
13G-III Apparel Group, Ltd.Consumer CyclicalMar 12, 2026$0.30$0.57-47.4%-10.8%
14Dream Finders Homes, Inc.Consumer CyclicalApr 30, 2026$0.11$0.20-45.5%+7.7%
15O-I Glass, Inc.Consumer CyclicalApr 28, 2026$0.05$0.09-44.4%-18.4%
16Hesai GroupConsumer CyclicalMay 19, 2026$0.02$0.03-42.7%-8.0%
17PDD Holdings Inc.Consumer CyclicalMay 27, 2026$1.38$2.40-42.5%-10.4%
18Leggett & Platt, IncorporatedConsumer CyclicalMay 7, 2026$0.15$0.26-42.3%-11.5%

In aggregate, first quarter sales were in line with our expectations, and restructuring actions implemented over the past two years continued to deliver EBIT benefits, reflecting continued progress in structurally improving our earnings profile.

19United Parks & Resorts Inc.Consumer CyclicalFeb 26, 2026$0.28$0.46-39.1%+3.0%
20Alibaba Group Holding LimitedConsumer CyclicalMar 19, 2026$1.01$1.65-38.8%-9.0%
21Allison Transmission Holdings, Inc.Consumer CyclicalMay 4, 2026$1.33— Maintained$2.07-35.8%-2.9%

Encouraging momentum in key end markets supported solid demand for both Allison business units in the first quarter. Despite ongoing geopolitical uncertainty, we will look to capitalize on further improvement in end markets conditions throughout the year.

22Harley-Davidson, Inc.Consumer CyclicalMay 5, 2026$0.22— Maintained$0.34-35.3%+2.7%

We're pleased with our first quarter results, which reflect actions we've taken to drive demand and improve dealer health. We saw a 14% increase in retail performance in North America, which drove global retail sales growth of 8%

23RhConsumer CyclicalMar 31, 2026$1.53$2.21-30.8%-14.7%
24OPENLANE, Inc.Consumer CyclicalFeb 18, 2026$0.21$0.30-30.0%+0.8%
25American Eagle Outfitters, Inc.Consumer CyclicalMar 4, 2026$0.50$0.71-29.6%-13.1%
SBET logo1SBETSharplink, Inc.Mar 9, 2026
Mkt Cap$1.1B
EPS Act.-$3.55
EPS Est.$0.17
Surprise-2188%
Reaction+0.4%
SectorConsumer Cyclical
WHR logo2WHRWhirlpool CorporationMay 6, 2026
Mkt Cap$2.4B
EPS Act.-$0.56
EPS Est.$0.43
Surprise-230%
Reaction-11.0%
SectorConsumer Cyclical

We acted decisively to address pricing and costs in the face of rapid deterioration in macroeconomic conditions. Now, with Section 232 changes in favor of domestic manufacturers, Whirlpool Corporation is structurally positioned to win with our American-made products.

CPNG logo3CPNGCoupang, Inc.Feb 26, 2026
Mkt Cap$33.3B
EPS Act.-$0.01
EPS Est.$0.03
Surprise-134%
Reaction+3.9%
SectorConsumer Cyclical
MNSO logo4MNSOMINISO Group Holding LimitedMar 31, 2026
Mkt Cap$3.6B
EPS Act.-$0.07
EPS Est.$0.27
Surprise-125%
Reaction+6.5%
SectorConsumer Cyclical
MNSO logo5MNSOMINISO Group Holding LimitedMay 26, 2026
Mkt Cap$3.6B
EPS Act.-$0.07
EPS Est.$0.27
Surprise-125%
Reaction-7.8%
SectorConsumer Cyclical
ARCO logo6ARCOArcos Dorados Holdings Inc.Mar 19, 2026
Mkt Cap$1.7B
EPS Act.-$0.04
EPS Est.$0.20
Surprise-120%
Reaction-0.3%
SectorConsumer Cyclical
SHAK logo7SHAKShake Shack Inc.May 7, 2026
Mkt Cap$2.2B
EPS Act.-$0.00
EPS Est.$0.11
Surprise-101%
Reaction-27.3%
SectorConsumer Cyclical
BABA logo8BABAAlibaba Group Holding LimitedMay 13, 2026
Mkt Cap$229B
EPS Act.$0.09
EPS Est.$1.02
Surprise-91.2%
Reaction+4.8%
SectorConsumer Cyclical
STLA logo9STLAStellantis N.V.Apr 30, 2026
Mkt Cap$16.8B
EPS Act.$0.16
EPS Est.$1.49
Surprise-89.2%
Reaction-7.4%
SectorConsumer Cyclical
TPH logo10TPHTri Pointe Homes, Inc.Apr 29, 2026
Mkt Cap$4.0B
EPS Act.$0.08
EPS Est.$0.30
Surprise-73.3%
Reaction-0.1%
SectorConsumer Cyclical
TRIP logo11TRIPTripadvisor, Inc.Feb 12, 2026
Mkt Cap$1.6B
EPS Act.$0.04
EPS Est.$0.15
Surprise-73.3%
Reaction-21.0%
SectorConsumer Cyclical
DAN logo12DANDana IncorporatedApr 29, 2026
Mkt Cap$3.2B
EPS Act.$0.14
EPS Est.$0.32
Surprise-56.3%
Reaction-3.1%
SectorConsumer Cyclical
GIII logo13GIIIG-III Apparel Group, Ltd.Mar 12, 2026
Mkt Cap$1.4B
EPS Act.$0.30
EPS Est.$0.57
Surprise-47.4%
Reaction-10.8%
SectorConsumer Cyclical
DFH logo14DFHDream Finders Homes, Inc.Apr 30, 2026
Mkt Cap$1.5B
EPS Act.$0.11
EPS Est.$0.20
Surprise-45.5%
Reaction+7.7%
SectorConsumer Cyclical
OI logo15OIO-I Glass, Inc.Apr 28, 2026
Mkt Cap$1.5B
EPS Act.$0.05
EPS Est.$0.09
Surprise-44.4%
Reaction-18.4%
SectorConsumer Cyclical
HSAI logo16HSAIHesai GroupMay 19, 2026
Mkt Cap$2.1B
EPS Act.$0.02
EPS Est.$0.03
Surprise-42.7%
Reaction-8.0%
SectorConsumer Cyclical
PDD logo17PDDPDD Holdings Inc.May 27, 2026
Mkt Cap$117B
EPS Act.$1.38
EPS Est.$2.40
Surprise-42.5%
Reaction-10.4%
SectorConsumer Cyclical
LEG logo18LEGLeggett & Platt, IncorporatedMay 7, 2026
Mkt Cap$1.5B
EPS Act.$0.15
EPS Est.$0.26
Surprise-42.3%
Reaction-11.5%
SectorConsumer Cyclical

In aggregate, first quarter sales were in line with our expectations, and restructuring actions implemented over the past two years continued to deliver EBIT benefits, reflecting continued progress in structurally improving our earnings profile.

PRKS logo19PRKSUnited Parks & Resorts Inc.Feb 26, 2026
Mkt Cap$2.2B
EPS Act.$0.28
EPS Est.$0.46
Surprise-39.1%
Reaction+3.0%
SectorConsumer Cyclical
BABA logo20BABAAlibaba Group Holding LimitedMar 19, 2026
Mkt Cap$229B
EPS Act.$1.01
EPS Est.$1.65
Surprise-38.8%
Reaction-9.0%
SectorConsumer Cyclical
ALSN logo21ALSNAllison Transmission Holdings, Inc.May 4, 2026
Mkt Cap$9.5B
EPS Act.$1.33
EPS Est.$2.07
Surprise-35.8%
Reaction-2.9%
SectorConsumer Cyclical

Encouraging momentum in key end markets supported solid demand for both Allison business units in the first quarter. Despite ongoing geopolitical uncertainty, we will look to capitalize on further improvement in end markets conditions throughout the year.

HOG logo22HOGHarley-Davidson, Inc.May 5, 2026
Mkt Cap$2.9B
EPS Act.$0.22
EPS Est.$0.34
Surprise-35.3%
Reaction+2.7%
SectorConsumer Cyclical

We're pleased with our first quarter results, which reflect actions we've taken to drive demand and improve dealer health. We saw a 14% increase in retail performance in North America, which drove global retail sales growth of 8%

RH logo23RHRhMar 31, 2026
Mkt Cap$3.1B
EPS Act.$1.53
EPS Est.$2.21
Surprise-30.8%
Reaction-14.7%
SectorConsumer Cyclical
KAR logo24KAROPENLANE, Inc.Feb 18, 2026
Mkt Cap$2.9B
EPS Act.$0.21
EPS Est.$0.30
Surprise-30.0%
Reaction+0.8%
SectorConsumer Cyclical
AEO logo25AEOAmerican Eagle Outfitters, Inc.Mar 4, 2026
Mkt Cap$2.8B
EPS Act.$0.50
EPS Est.$0.71
Surprise-29.6%
Reaction-13.1%
SectorConsumer Cyclical