US Earnings Season
2026 Q1 US Stock Earnings Season
Reported 2026-01-06 – 2026-03-31 · US market
Beat the consensus estimate
76%98% of S&P 500 reported (492) · recent avg 81%
Beat-but-fell rate (beats that still fell the next day)
43%of beats · recent avg 47%
Results trailed the recent average, but the market was relatively forgiving of the beats.
Median EPS growth
+9.7%
Rose next day
54%
Avg move
±5.1%
Mega-cap scoreboard
Largest companies that reported
- NVNVIDIA CorporationNVDA · 2/25 · beat +5.3%-5.5%
- AAApple Inc.AAPL · 1/29 · beat +6.3%+0.5%
- GOAlphabet Inc. Class AGOOGL · 2/4 · beat +7.0%-0.5%
- MSMicrosoft CorporationMSFT · 1/28 · beat +5.7%-10.0%
- AMAmazon.com Inc.AMZN · 2/5 · beat +0.2%-5.5%
- AVBroadcom Inc.AVGO · 3/4 · beat +1.3%+4.8%
- MEMeta Platforms Inc. Class AMETA · 1/28 · beat +8.0%+10.4%
- TSTesla Inc.TSLA · 1/28 · beat +11.0%-3.5%
Sectors that beat most
- IT93%
- Healthcare86%
- Consumer Staples79%
Beat but fell most
- Healthcare55%
- Communication54%
- Real Estate47%
Biggest movers this season
- VRVertiv Holdings LLC Class AVRT · beat +4.9%+24.5%
- KEKeysight Technologies Inc.KEYS · beat +8.8%+23.1%
- DEDell Technologies Inc. Class C Common StockDELL · beat +10.7%+21.9%
- DVDaVita Inc.DVA · beat +6.5%+21.2%
- ITGartner Inc.IT · beat +12.2%-20.9%
- APApplovin Corporation Class AAPP · beat +10.1%-19.7%
- UNUnitedHealth Group Incorporated Common Stock (DE)UNH · beat +0.2%-19.6%
- DEDeckers Outdoor CorporationDECK · beat +20.5%+19.5%
FAQ
What share of S&P 500 beat estimates in 2026 Q1?
76% of the 492 S&P 500 companies that reported beat consensus, versus a recent 7-season average of 81%.
Does a strong report mean the stock goes up?
Not always. Even among S&P 500 beats this season, 43% 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.