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 | Lindblad Expeditions Holdings, Inc. | Consumer Cyclical | May 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. | ||||||||
| 2 | NIKE, Inc. | Consumer Cyclical | Jun 30, 2026 | $0.72 | $0.11 | +555% | +3.8% | |
| 3 | Macy's, Inc. | Consumer Cyclical | Jun 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. | ||||||||
| 4 | Ford Motor Company | Consumer Cyclical | Apr 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. | ||||||||
| 5 | Carter's, Inc. | Consumer Cyclical | May 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. | ||||||||
| 6 | FIGS, Inc. | Consumer Cyclical | May 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. | ||||||||
| 7 | Douglas Dynamics, Inc. | Consumer Cyclical | May 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. | ||||||||
| 8 | Sharplink, Inc. | Consumer Cyclical | May 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. | ||||||||
| 9 | MINISO Group Holding Limited | Consumer Cyclical | May 22, 2026 | $0.59 | $0.24 | +148% | -5.7% | |
| 10 | Hilton Grand Vacations Inc. | Consumer Cyclical | Apr 30, 2026 | $0.99 | $0.44 | +125% | +5.9% | |
| 11 | PENN Entertainment, Inc. | Consumer Cyclical | Apr 23, 2026 | $0.11 | $0.05 | +120% | +16.7% | |
| 12 | Victoria's Secret & Co. | Consumer Cyclical | Jun 2, 2026 | $0.60 | $0.29 | +107% | +37.5% | |
| 13 | Olaplex Holdings, Inc. | Consumer Cyclical | May 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. | ||||||||
| 14 | Advance Auto Parts, Inc. | Consumer Cyclical | May 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," | ||||||||
| 15 | GameStop Corp. | Consumer Cyclical | Jun 2, 2026 | $0.30 | $0.16 | +87.5% | +3.8% | |
| 16 | Capri Holdings Limited | Consumer Cyclical | May 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. | ||||||||
| 17 | Columbia Sportswear Company | Consumer Cyclical | Apr 30, 2026 | $0.65 | $0.35 | +85.7% | +3.9% | |
| 18 | Amazon.com, Inc. | Consumer Cyclical | Apr 29, 2026 | $2.78 | $1.63 | +70.5% | +2.1% | |
Andy Jassy, President and CEO We're making customers' lives easier and better every day across all our businesses, and their response is driving significant growth. | ||||||||
| 19 | ACV Auctions Inc. | Consumer Cyclical | May 6, 2026 | $0.05— Maintained | $0.03 | +66.7% | +20.4% | |
ACV delivered solid financial results in Q1-26, reporting record revenue and Adjusted EBITDA above the high-end of guidance. Results were driven by continued market share gains in dealer wholesale and strong adoption of our Marketplace Services. | ||||||||
| 20 | Melco Resorts & Entertainment Limited | Consumer Cyclical | Apr 30, 2026 | $0.21 | $0.13 | +61.5% | -0.7% | |
| 21 | Gentherm Incorporated | Consumer Cyclical | Apr 23, 2026 | $0.84— Maintained | $0.53 | +58.5% | +6.0% | |
Bill Presley, President and CEO Our team executed well in the first quarter. We started seeing the tangible results from our efforts to establish a more robust operating system which drove improved performance on stronger volumes. | ||||||||
| 22 | Myers Industries, Inc. | Consumer Cyclical | May 7, 2026 | $0.44 | $0.28 | +57.1% | +10.8% | |
We began 2026 on a positive trajectory, delivering improved earnings and strong cash flow as our teams performed well and we benefited from recent actions to improve margins. | ||||||||
| 23 | Dillard's, Inc. | Consumer Cyclical | May 14, 2026 | $16.04 | $10.37 | +54.7% | +1.1% | |
| 24 | Arcos Dorados Holdings Inc. | Consumer Cyclical | May 20, 2026 | $0.17 | $0.11 | +54.5% | +13.4% | |
| 25 | La-Z-Boy Incorporated | Consumer Cyclical | Jun 16, 2026 | $1.26— Maintained | $0.82 | +53.7% | +14.8% | |
Melinda D. Whittington, Board Chair, President and Chief Executive Officer We are pleased with the strong finish to the fiscal year as our fourth quarter margin performance exceeded expectations driven by strong execution across our businesses. | ||||||||
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.
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.
Our strong first-quarter results and raised full-year guidance reflect the momentum of the Ford+ plan.
We saw strong demand for our brands during the first quarter across each of our U.S. Retail, U.S. Wholesale and International channels.
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.
The strength of our first-quarter results reflects increased snowfall driven demand, disciplined execution, and continued progress against our strategic priorities.
Generating risk-adjusted, ETH-denominated returns through active treasury management is the foundation of everything we do at Sharplink.
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.
"2026 is off to a solid start and we remain on track to execute our strategic priorities for the year,"
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.
We're making customers' lives easier and better every day across all our businesses, and their response is driving significant growth.
ACV delivered solid financial results in Q1-26, reporting record revenue and Adjusted EBITDA above the high-end of guidance. Results were driven by continued market share gains in dealer wholesale and strong adoption of our Marketplace Services.
Our team executed well in the first quarter. We started seeing the tangible results from our efforts to establish a more robust operating system which drove improved performance on stronger volumes.
We began 2026 on a positive trajectory, delivering improved earnings and strong cash flow as our teams performed well and we benefited from recent actions to improve margins.
We are pleased with the strong finish to the fiscal year as our fourth quarter margin performance exceeded expectations driven by strong execution across our businesses.
Ranked by EPS miss % (worst first). Price reaction = day after report.
| # | Symbol | Company | Sector | Date | EPS Actual | EPS Est. | Surprise | Price Reaction |
|---|---|---|---|---|---|---|---|---|
| 1 | Whirlpool Corporation | Consumer Cyclical | May 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. | ||||||||
| 2 | MINISO Group Holding Limited | Consumer Cyclical | May 26, 2026 | -$0.07 | $0.27 | -125% | -7.8% | |
| 3 | Shake Shack Inc. | Consumer Cyclical | May 7, 2026 | -$0.00 | $0.11 | -101% | -27.3% | |
| 4 | Alibaba Group Holding Limited | Consumer Cyclical | May 13, 2026 | $0.09 | $1.02 | -91.2% | +4.8% | |
| 5 | Stellantis N.V. | Consumer Cyclical | Apr 30, 2026 | $0.16 | $1.49 | -89.2% | -7.4% | |
| 6 | Tri Pointe Homes, Inc. | Consumer Cyclical | Apr 29, 2026 | $0.08 | $0.30 | -73.3% | -0.1% | |
| 7 | Dana Incorporated | Consumer Cyclical | Apr 29, 2026 | $0.14 | $0.32 | -56.3% | -3.1% | |
| 8 | Dream Finders Homes, Inc. | Consumer Cyclical | Apr 30, 2026 | $0.11 | $0.20 | -45.5% | +7.7% | |
| 9 | O-I Glass, Inc. | Consumer Cyclical | Apr 28, 2026 | $0.05 | $0.09 | -44.4% | -18.4% | |
| 10 | Hesai Group | Consumer Cyclical | May 19, 2026 | $0.02 | $0.03 | -42.7% | -8.0% | |
| 11 | PDD Holdings Inc. | Consumer Cyclical | May 27, 2026 | $1.38 | $2.40 | -42.5% | -10.4% | |
| 12 | Leggett & Platt, Incorporated | Consumer Cyclical | May 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. | ||||||||
| 13 | Allison Transmission Holdings, Inc. | Consumer Cyclical | May 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. | ||||||||
| 14 | Harley-Davidson, Inc. | Consumer Cyclical | May 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% | ||||||||
| 15 | Peloton Interactive, Inc. | Consumer Cyclical | May 7, 2026 | $0.05↑ Raised | $0.07 | -28.6% | +9.4% | |
In Q3 we made great progress on deepening our relationships with our Members, growing our opportunities to reach new Members globally, diversifying our revenue streams, and planting new seeds for future growth. | ||||||||
| 16 | Brightstar Lottery | Consumer Cyclical | May 12, 2026 | $0.14 | $0.19 | -26.3% | -14.1% | |
| 17 | Marriott Vacations Worldwide Corporation | Consumer Cyclical | May 5, 2026 | $1.24— Maintained | $1.67 | -25.8% | +11.5% | |
Contract sales and Adjusted EBITDA were lower in the first quarter, consistent with how we expected the year to unfold, and we expect second quarter contract sales to increase 4% to 8% and Adjusted EBITDA to be $187 million to $202 million. | ||||||||
| 18 | Super Group (SGHC) Limited | Consumer Cyclical | Apr 17, 2026 | $0.13 | $0.17 | -25.4% | +10.3% | |
| 19 | Choice Hotels International, Inc. | Consumer Cyclical | Apr 30, 2026 | $1.07— Maintained | $1.35 | -20.7% | -14.2% | |
Patrick Pacious, President and Chief Executive Officer Choice Hotels delivered first-quarter financial results in line with expectations, with key operating indicators signaling an inflection point in underlying trends. | ||||||||
| 20 | Papa John's International, Inc. | Consumer Cyclical | May 7, 2026 | $0.32 | $0.40 | -20.0% | -7.8% | |
| 21 | Smurfit Westrock Plc | Consumer Cyclical | Apr 30, 2026 | $0.33— Maintained | $0.39 | -16.0% | -0.6% | |
Tony Smurfit, President and CEO Against the backdrop of continued macro uncertainty we have delivered a solid first quarter performance, generating an Adjusted EBITDA¹ of $1,076 million. | ||||||||
| 22 | Visteon Corporation | Consumer Cyclical | Apr 23, 2026 | $1.65 | $1.96 | -15.8% | +13.7% | |
| 23 | Airbnb, Inc. | Consumer Cyclical | May 7, 2026 | $0.26↑ Raised | $0.30 | -14.5% | +1.1% | |
| 24 | Birkenstock Holding plc | Consumer Cyclical | May 13, 2026 | $0.59 | $0.69 | -14.0% | -10.1% | |
| 25 | NVR, Inc. | Consumer Cyclical | Apr 22, 2026 | $0.68 | $0.77 | -12.4% | -3.8% | |
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.
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.
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.
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%
In Q3 we made great progress on deepening our relationships with our Members, growing our opportunities to reach new Members globally, diversifying our revenue streams, and planting new seeds for future growth.
Contract sales and Adjusted EBITDA were lower in the first quarter, consistent with how we expected the year to unfold, and we expect second quarter contract sales to increase 4% to 8% and Adjusted EBITDA to be $187 million to $202 million.
Choice Hotels delivered first-quarter financial results in line with expectations, with key operating indicators signaling an inflection point in underlying trends.
Against the backdrop of continued macro uncertainty we have delivered a solid first quarter performance, generating an Adjusted EBITDA¹ of $1,076 million.