US Earnings Season
2026 Q3 US Stock Earnings Season
Season in progress · data through 2026-08-25 · US market
Beat the consensus estimate
84%89% of S&P 500 reported (446) · recent avg 80%
Beat-but-fell rate (beats that still fell the next day)
51%of beats · recent avg 46%
Results came in above the recent average, but the market's reaction was colder than usual — strong numbers were already priced in.
Median EPS growth
+13.8%
Rose next day
48%
Avg move
±4.9%
Mega-cap scoreboard
Largest companies that reported
- AAApple Inc.AAPL · 7/30 · beat +6.7%-7.3%
- GOAlphabet Inc. Class AGOOGL · 7/22 · beat +214.2%-7.1%
- MSMicrosoft CorporationMSFT · 7/29 · beat +11.8%+15.5%
- AMAmazon.com Inc.AMZN · 7/30 · beat +215.0%+15.3%
- MEMeta Platforms Inc. Class AMETA · 7/29 · miss -14.4%-8.0%
- TSTesla Inc.TSLA · 7/22 · miss -38.4%-14.5%
- LLEli Lilly and CompanyLLY · 8/5 · beat +27.3%+4.9%
- BRBRK-BBRK-B · 8/8 · beat +17.4%-0.5%
Sectors that beat most
- Healthcare96%
- Energy95%
- IT93%
Beat but fell most
- Utilities82%
- Real Estate57%
- Financials54%
Biggest movers this season
- MNMonster Beverage CorporationMNST · beat +1.8%+91.9%
- PLPalantir Technologies Inc. Class APLTR · beat +18.5%+29.4%
- ZBZebra Technologies Corporation Class AZBRA · beat +45.1%+26.5%
- ITGartner Inc.IT · beat +17.1%+22.6%
- TTThe Trade Desk Inc. Class ATTD · miss -14.6%-21.9%
- APApplovin Corporation Class AAPP · beat +0.4%-19.7%
- EMEMCOR Group Inc.EME · beat +25.3%+19.3%
- DDDatadog Inc. Class ADDOG · beat +11.4%-19.0%
FAQ
What share of S&P 500 beat estimates in 2026 Q3?
84% of the 446 S&P 500 companies that reported beat consensus, versus a recent 7-season average of 80%.
Does a strong report mean the stock goes up?
Not always. Even among S&P 500 beats this season, 51% fell the next day (the beat-but-fell rate) — the market reacts to priced-in expectations and guidance, not just the headline number.
Can I cite this data in an article or post?
Yes. Feel free to cite with attribution to afterns.com. For data questions or press inquiries: contact@afterns.com.