CF
Cullen/Frost Bankers Inc.
CFR · Cullen/Frost Bankers Inc. · Financials
Up next day
3/12
25%
Fell despite growth
5/12
Good earnings ignored
Avg earnings move
±1.9%
typical swing on earnings
Price when beating
-0.4%
avg over 11 beats
Biggest single move
+4.1%
'25.3 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Even strong results barely move the stock
Up the next day 3 of 11 beats (27%)
Big earnings-day moves tend to fade within days
Reversed the day-one move · 75% of last 12
vs Financials sector avg (202 peers)
This
-0.6%
Sector
+0.3%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
This stock reacts more to guidance & expectations than the reported number
Moved opposite to results 8 of last 12 times (67%)
8xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Oct 29Before open
'26.9 expectedEst. EPS $2.80
Quarter ended 6/2026
Reported 2026-07-30
Next-day move
+1.7%
After 5 days +0.8%
vs Consensus$2.57→$2.70+5.2% beat
EPS
$2.70
YoY +13%
Revenue
$0.0B
YoY +17%
Next-Q guidance
—
N/A
Price around earnings
+15% run-up before
Earnings trend · last 12 quarters
EPS$2.70YoY +13%
'23.9'26.6
Revenue$0.0BYoY +17%
'23.9'26.6
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
1x8%
Met expectations
good · up ↑
2x17%
Disappointment
weak · down ↓
4x33%
Good earnings ignored
good · down ↓
5x42%
← ← Weak earningsStrong earnings → →
Even on good earnings, the price often fell — earnings poorly reflected · 5 of 12q (42%)
Community · CFR
What do you think of this stock's earnings pattern?
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