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 | Lincoln Educational Services Corporation | Consumer Defensive | May 11, 2026 | $0.14↑ Raised | $0.04 | +250% | +12.2% | |
The first quarter financial and operating results illustrate the substantial progress made towards achieving our objective of providing the best education and training for in-demand careers while generating consistent, increasing returns to our shareholders. | ||||||||
| 2 | Grocery Outlet Holding Corp. | Consumer Defensive | May 13, 2026 | $0.05 | $0.02 | +150% | -3.6% | |
| 3 | Bunge Global S.A. | Consumer Defensive | Apr 29, 2026 | $1.83↑ Raised | $0.88 | +107% | +0.6% | |
Greg Heckman, Chief Executive Officer The Bunge team delivered a strong first quarter, executing with the discipline and speed that define this organization, while navigating one of the more rapidly changing market environments in recent years. | ||||||||
| 4 | TAL Education Group | Consumer Defensive | Apr 23, 2026 | $0.45 | $0.22 | +105% | -6.6% | |
| 5 | McGraw Hill, Inc. | Consumer Defensive | Jun 11, 2026 | $0.32↑ Raised | $0.17 | +92.9% | -3.4% | |
Philip Moyer, President and Chief Executive Officer McGraw Hill’s growth in fiscal year 2026 underscores the strength of our strategy, the speed of our innovation and the depth of trust that we have from the education community. | ||||||||
| 6 | The Chefs' Warehouse, Inc. | Consumer Defensive | Apr 29, 2026 | $0.40— Maintained | $0.23 | +73.9% | +20.8% | |
Christopher Pappas, Chairman and Chief Executive Officer First quarter 2026 business activity displayed typical seasonal cadence as revenue trends coming out of January increased steadily into February and March. | ||||||||
| 7 | Molson Coors Beverage Company | Consumer Defensive | Apr 30, 2026 | $0.62— Maintained | $0.36 | +72.2% | -0.6% | |
Rahul Goyal, President and Chief Executive Officer We delivered a solid start to the year while executing our strategy in a dynamic external environment with limited near-term visibility. | ||||||||
| 8 | Phoenix Education Partners, Inc | Consumer Defensive | Apr 7, 2026 | $0.58— Maintained | $0.34 | +70.6% | -2.3% | |
Chris Lynne, Chief Executive Officer of Phoenix Education Partners and President of the University of Phoenix At the University, we remain focused on helping students develop skills that translate directly into their careers. We are proud to have issued more than one million digital badges representing verified skills to our students and alumni. | ||||||||
| 9 | The Andersons, Inc. | Consumer Defensive | May 5, 2026 | $1.12— Maintained | $0.70 | +60.0% | -14.1% | |
Our record first quarter includes outstanding results in Renewables and year-over-year improvement in Agribusiness. Ethanol margins were solid during the quarter on increased demand and higher gasoline prices. | ||||||||
| 10 | American Public Education, Inc. | Consumer Defensive | May 11, 2026 | $0.94↑ Raised | $0.61 | +54.1% | -5.9% | |
In the first quarter, we delivered strong results across our key financial metrics. We also took a significant step forward in the institutional combination when we received Higher Learning Commission approval on April 28 to consolidate our APUS, Rasmussen and Hondros College of Nursing programs, locations and operations into a single accredited institution. We remain on pace to complete our planned institutional combination at the start of the third quarter. | ||||||||
| 11 | Cal-Maine Foods, Inc. | Consumer Defensive | Apr 1, 2026 | $1.06 | $0.70 | +52.3% | -1.2% | |
| 12 | Darling Ingredients Inc. | Consumer Defensive | Apr 30, 2026 | $0.83 | $0.56 | +48.2% | +1.5% | |
| 13 | The Vita Coco Company, Inc. | Consumer Defensive | Apr 29, 2026 | $0.50↑ Raised | $0.34 | +47.1% | +27.8% | |
Martin Roper, Chief Executive Officer Our healthy first quarter shipment performance was driven by very strong branded retail growth in all our major markets, reflective of solid underlying consumer demand and favorable promotional timing differences. | ||||||||
| 14 | Fomento Económico Mexicano, S.A.B. de C.V. | Consumer Defensive | Apr 30, 2026 | $0.92 | $0.65 | +41.5% | +7.1% | |
| 15 | Celsius Holdings, Inc. | Consumer Defensive | May 7, 2026 | $0.41 | $0.29 | +41.4% | -1.6% | |
"The first quarter of 2026 was a defining period for Celsius Holdings as we delivered record first-quarter revenue of $783 million, underscoring the power of our brands and the strength of our growth model." | ||||||||
| 16 | The Estée Lauder Companies Inc. | Consumer Defensive | May 1, 2026 | $0.91 | $0.65 | +40.4% | +6.0% | |
| 17 | Edgewell Personal Care Company | Consumer Defensive | May 6, 2026 | $0.60— Maintained | $0.43 | +39.5% | -5.2% | |
We delivered a strong second quarter, with results ahead of our expectations, driven by improved execution and innovation that is resonating with consumers, reflected in the continued momentum in brands like Cremo, Hawaiian Tropic and Billie. | ||||||||
| 18 | Chagee Holdings Limited American Depositary Shares | Consumer Defensive | May 29, 2026 | $0.38 | $0.27 | +39.4% | +29.8% | |
| 19 | Compañía Cervecerías Unidas S.A. | Consumer Defensive | May 6, 2026 | $0.33 | $0.25 | +30.2% | +5.7% | |
| 20 | Nomad Foods Limited | Consumer Defensive | May 7, 2026 | $0.27 | $0.21 | +28.6% | -6.8% | |
| 21 | Graham Holdings Company | Consumer Defensive | Apr 30, 2026 | $16.79 | $13.11 | +28.1% | -1.4% | |
| 22 | John B. Sanfilippo & Son, Inc. | Consumer Defensive | Apr 29, 2026 | $1.43— Maintained | $1.16 | +23.3% | +6.4% | |
Jeffrey T. Sanfilippo, Chief Executive Officer We delivered another strong quarter with solid top line growth, supported by our continued focus on driving volume across all three sales channels. | ||||||||
| 23 | Kenvue Inc. | Consumer Defensive | May 7, 2026 | $0.32 | $0.26 | +22.1% | -0.5% | |
Our year is off to an encouraging start, as our continued efforts to strengthen the business and sharpen execution resulted in delivering net and organic sales growth for the second consecutive quarter, along with meaningful year-over-year improvement in gross margin, operating margin, and EPS. | ||||||||
| 24 | Spectrum Brands Holdings, Inc. | Consumer Defensive | May 7, 2026 | $1.25— Maintained | $1.04 | +20.2% | -4.2% | |
We are pleased with our results this quarter, where we returned to top-line growth for the first time since first quarter of fiscal 2025. Our key brands across Global Pet Care and Home & Garden continue to outperform the market driven by strong innovation and distribution gains. | ||||||||
| 25 | Central Garden & Pet Company | Consumer Defensive | May 6, 2026 | $1.29— Maintained | $1.08 | +19.4% | +6.8% | |
We continued to build on our solid start to the year, ending the quarter with higher sales, expanded operating margins, and increased earnings per share versus last year, driven by consistent execution and improving performance across the organization. | ||||||||
The first quarter financial and operating results illustrate the substantial progress made towards achieving our objective of providing the best education and training for in-demand careers while generating consistent, increasing returns to our shareholders.
The Bunge team delivered a strong first quarter, executing with the discipline and speed that define this organization, while navigating one of the more rapidly changing market environments in recent years.
McGraw Hill’s growth in fiscal year 2026 underscores the strength of our strategy, the speed of our innovation and the depth of trust that we have from the education community.
First quarter 2026 business activity displayed typical seasonal cadence as revenue trends coming out of January increased steadily into February and March.
We delivered a solid start to the year while executing our strategy in a dynamic external environment with limited near-term visibility.
At the University, we remain focused on helping students develop skills that translate directly into their careers. We are proud to have issued more than one million digital badges representing verified skills to our students and alumni.
Our record first quarter includes outstanding results in Renewables and year-over-year improvement in Agribusiness. Ethanol margins were solid during the quarter on increased demand and higher gasoline prices.
In the first quarter, we delivered strong results across our key financial metrics. We also took a significant step forward in the institutional combination when we received Higher Learning Commission approval on April 28 to consolidate our APUS, Rasmussen and Hondros College of Nursing programs, locations and operations into a single accredited institution. We remain on pace to complete our planned institutional combination at the start of the third quarter.
Our healthy first quarter shipment performance was driven by very strong branded retail growth in all our major markets, reflective of solid underlying consumer demand and favorable promotional timing differences.
"The first quarter of 2026 was a defining period for Celsius Holdings as we delivered record first-quarter revenue of $783 million, underscoring the power of our brands and the strength of our growth model."
We delivered a strong second quarter, with results ahead of our expectations, driven by improved execution and innovation that is resonating with consumers, reflected in the continued momentum in brands like Cremo, Hawaiian Tropic and Billie.
We delivered another strong quarter with solid top line growth, supported by our continued focus on driving volume across all three sales channels.
Our year is off to an encouraging start, as our continued efforts to strengthen the business and sharpen execution resulted in delivering net and organic sales growth for the second consecutive quarter, along with meaningful year-over-year improvement in gross margin, operating margin, and EPS.
We are pleased with our results this quarter, where we returned to top-line growth for the first time since first quarter of fiscal 2025. Our key brands across Global Pet Care and Home & Garden continue to outperform the market driven by strong innovation and distribution gains.
We continued to build on our solid start to the year, ending the quarter with higher sales, expanded operating margins, and increased earnings per share versus last year, driven by consistent execution and improving performance across the organization.
Ranked by EPS miss % (worst first). Price reaction = day after report.
| # | Symbol | Company | Sector | Date | EPS Actual | EPS Est. | Surprise | Price Reaction |
|---|---|---|---|---|---|---|---|---|
| 1 | Adecoagro S.A. | Consumer Defensive | May 11, 2026 | -$0.24 | $0.25 | -197% | -0.5% | |
| 2 | Universal Corporation | Consumer Defensive | May 28, 2026 | -$0.46 | $1.08 | -143% | +1.4% | |
| 3 | Brown-Forman Corporation | Consumer Defensive | Jun 4, 2026 | $0.12 | $0.31 | -61.2% | +2.8% | |
| 4 | BellRing Brands, Inc. | Consumer Defensive | May 5, 2026 | $0.14↓ Lowered | $0.31 | -54.8% | -36.1% | |
We are disappointed in our second quarter results. Heightened consumer price sensitivity together with a sustained promotional environment adversely impacted our sales mix. | ||||||||
| 5 | Freshpet, Inc. | Consumer Defensive | May 6, 2026 | $0.04~ Mixed | $0.06 | -33.3% | -7.2% | |
We are encouraged by our strong start to 2026, delivering first quarter sales growth in excess of our 2026 guidance and reinforcing our confidence in Freshpet's long-term growth opportunity. | ||||||||
| 6 | Pilgrim's Pride Corporation | Consumer Defensive | Apr 29, 2026 | $0.51 | $0.69 | -26.1% | +0.7% | |
Fabio Sandri, President and CEO "Our investments in Mexico will drive growth and diversification through more value-added offerings and expanded geographic presence in the live commodity market," said Sandri. | ||||||||
| 7 | The Boston Beer Company, Inc. | Consumer Defensive | Apr 30, 2026 | $1.64↓ Lowered | $1.96 | -16.3% | -9.4% | |
Jim Koch, Chairman, Founder and CEO We were encouraged by early signs of improvement in the total beer category in the first quarter. | ||||||||
| 8 | Coca-Cola FEMSA, S.A.B. de C.V. | Consumer Defensive | Apr 29, 2026 | $1.18 | $1.41 | -16.3% | +0.5% | |
| 9 | Dole plc | Consumer Defensive | May 11, 2026 | $0.33— Maintained | $0.36 | -8.3% | -3.2% | |
We are pleased with our solid start to the year. Robust consumer demand in our key markets is driving revenue growth and contributing to positive momentum across the Group. | ||||||||
| 10 | Constellation Brands, Inc. | Consumer Defensive | Jun 30, 2026 | $3.43— Maintained | $3.72 | -7.8% | -2.0% | |
Nicholas Fink, President & CEO Our portfolio continues to benefit from the strength of our brands, disciplined commercial execution, and our ability to connect with consumers across a broad range of occasions. | ||||||||
| 11 | The Marzetti Company | Consumer Defensive | May 4, 2026 | $1.47— Maintained | $1.57 | -6.4% | -4.6% | |
We were pleased to report record-high gross profit in the quarter despite the decline in net sales. In our Retail segment, our category-leading frozen bread brands performed well as sales of our New York Bakery TM f | ||||||||
| 12 | Strategic Education, Inc. | Consumer Defensive | Apr 23, 2026 | $1.42 | $1.51 | -6.0% | -12.1% | |
| 13 | Primo Brands Corporation | Consumer Defensive | May 7, 2026 | $0.23↑ Raised | $0.24 | -4.2% | +17.3% | |
We delivered a strong start to 2026, with momentum building across the business. First quarter top-line results exceeded our expectations, driven by robust growth in Retail channels led by our premium brands and continued improvement in Direct Delivery. | ||||||||
| 14 | Ingredion Incorporated | Consumer Defensive | May 5, 2026 | $2.34 | $2.44 | -4.1% | -0.5% | |
| 15 | US Foods Holding Corp. | Consumer Defensive | May 7, 2026 | $0.78— Maintained | $0.81 | -3.7% | -8.3% | |
During the first quarter, we accelerated year-over-year independent restaurant case growth, gained share with our target customer types and delivered 15% Adjusted Diluted EPS growth despite a deteriorating macro environment and weather-related disruptions. | ||||||||
| 16 | RLX Technology Inc. | Consumer Defensive | May 20, 2026 | $0.03 | $0.03 | -3.2% | +2.4% | |
| 17 | Conagra Brands, Inc. | Consumer Defensive | Apr 1, 2026 | $0.39 | $0.40 | -2.9% | 0.0% | |
| 18 | JBS N.V. | Consumer Defensive | May 12, 2026 | $0.20 | $0.20 | -2.1% | -5.8% | |
We are disappointed in our second quarter results. Heightened consumer price sensitivity together with a sustained promotional environment adversely impacted our sales mix.
We are encouraged by our strong start to 2026, delivering first quarter sales growth in excess of our 2026 guidance and reinforcing our confidence in Freshpet's long-term growth opportunity.
"Our investments in Mexico will drive growth and diversification through more value-added offerings and expanded geographic presence in the live commodity market," said Sandri.
We were encouraged by early signs of improvement in the total beer category in the first quarter.
We are pleased with our solid start to the year. Robust consumer demand in our key markets is driving revenue growth and contributing to positive momentum across the Group.
Our portfolio continues to benefit from the strength of our brands, disciplined commercial execution, and our ability to connect with consumers across a broad range of occasions.
We were pleased to report record-high gross profit in the quarter despite the decline in net sales. In our Retail segment, our category-leading frozen bread brands performed well as sales of our New York Bakery TM f
We delivered a strong start to 2026, with momentum building across the business. First quarter top-line results exceeded our expectations, driven by robust growth in Retail channels led by our premium brands and continued improvement in Direct Delivery.
During the first quarter, we accelerated year-over-year independent restaurant case growth, gained share with our target customer types and delivered 15% Adjusted Diluted EPS growth despite a deteriorating macro environment and weather-related disruptions.