US Earnings Season
2026 Q2 US Stock Earnings Season
Highest beat rate in 8 seasonsReported 2026-04-01 – 2026-06-30 · US market
Beat the consensus estimate
87%97% of S&P 500 reported (488) · recent avg 79%
Beat-but-fell rate (beats that still fell the next day)
49%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
+14.3%
Rose next day
49%
Avg move
±5.2%
Mega-cap scoreboard
Largest companies that reported
- NVNVIDIA CorporationNVDA · 5/20 · beat +5.5%-1.8%
- AAApple Inc.AAPL · 4/30 · beat +3.5%+3.2%
- GOAlphabet Inc. Class AGOOGL · 4/29 · beat +91.6%+10.0%
- MSMicrosoft CorporationMSFT · 4/29 · beat +4.9%-3.9%
- AMAmazon.com Inc.AMZN · 4/29 · beat +68.2%+0.8%
- AVBroadcom Inc.AVGO · 6/3 · beat +1.7%-12.6%
- MEMeta Platforms Inc. Class AMETA · 4/29 · beat +56.8%-8.6%
- TSTesla Inc.TSLA · 4/22 · beat +17.1%-3.6%
Sectors that beat most
- IT97%
- Healthcare90%
- Consumer Staples90%
Beat but fell most
- Utilities65%
- Real Estate59%
- IT56%
Biggest movers this season
- DEDell Technologies Inc. Class C Common StockDELL · beat +64.0%+32.8%
- DDDatadog Inc. Class ADDOG · beat +18.3%+31.3%
- AKAkamai Technologies Inc.AKAM · beat +0.3%+26.6%
- NXNXP Semiconductors N.V.NXPI · beat +2.2%+25.6%
- CHCharter Communications Inc. Class A Common Stock NewCHTR · miss -9.1%-25.5%
- SMSuper Micro Computer Inc.SMCI · beat +34.5%+24.5%
- INIntel CorporationINTC · beat +2108.7%+23.6%
- DVDaVita Inc.DVA · beat +23.2%+23.5%
FAQ
What share of S&P 500 beat estimates in 2026 Q2?
87% of the 488 S&P 500 companies that reported beat consensus, versus a recent 7-season average of 79%.
Does a strong report mean the stock goes up?
Not always. Even among S&P 500 beats this season, 49% 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.